M Financial Planning Analyst

The Financial Planning Analyst will share in the responsibility of ensuring the accurate reporting to ensure the financial health of Carolina Acquisition Partners (CAP) and subsidiary companies.
They will serve as a key player in all future acquisitions and make detailed recommendations on the financial health of the potential acquisitions during the due-diligence process. They will serve as a core value advocate for all Carolina Acquisition Partners (CAP) companies. To be successful in this role, your Core Values must align with ours:

CORE VALUES

Start With Curiosity: Show genuine interest. Search more. Participate. Create. Don’t ever rest in the belief that you have it all figured out - always be looking forward to what is next.

Foster an Abundance Mindset: Opportunities are created not taken. Increase the size of the pie. Be thirsty for wisdom, eager for opportunity and accountable for improvement.

Fight For Simplicity: Keep it simple & consistent. Focus on how things should be done every time.

Be Bold Not Reckless: Use teamwork, candor, and a bias for action to make decisions.
Seize the opportunity to serve the needs of our customers and one another. Feel empowered to put all other values into action.

Show Grit: Overcome obstacles & persevere with passion. Challenges are an opportunity to grow & learn.

KEY RESULT AREAS

● Responsible for financial planning, budgeting, and forecasting, and collaboratively communicating the information to key stakeholders.

● Works collaboratively with Portfolio Managers to help them understand financial data and identify trends and recommend improvements.

● Responsible for creating variance analysis reports and financial models, and leads real-time financial reporting monitoring.

● Responsible for reviewing financial reporting and conducting financial analysis, of all potential acquisitions and making recommendations based upon the analysis.

● Recommends strategies for increasing financial wellness of all portfolio companies, and works collaboratively to ensure strategies are implemented.

● Serves as a core values advocate and role model.
● Perform other duties as required.

Financial Planning Analyst

REQUIREMENTS

● Commitment to proactivity, responsiveness, and thoughtful-yet-prompt action.
● Ability to effectively communicate complex ideas and information.
● Advocate for continuous improvement and fight for simplicity.
● Adaptable to changes in priorities and the ability to orchestrate the follow through on any pivot and evolution in priorities.
● Highly flexible with a growth mindset.
● Demonstrated system thinker who seeks and recommends improvement to processes to benefit the company and employees
● Ability to manage and oversee projects and tasks to completion.
● Exceptional organization skills and an above-average attention to detail.
● Excellent time management skills with a proven ability to meet deadlines in a rapid-change environment.
● Experience working within a fast-growth environment.
● Experience supporting multiple organizations or locations at once.
● Ability to convey ideas clearly and accurately using both verbal and written communication.
● Proficiency with Microsoft Office Suite or related software.

EDUCATION & EXPERIENCE

● Bachelor’s degree in Accounting or equivalent field, or equivalent work experience. A
Masters degree is preferred.

● Minimum of 5 years of equivalent work experience.

PHYSICAL REQUIREMENTS

● Prolonged periods of sitting at a desk and working on a computer.
● Must be able to lift 30 pounds at times.

LOCATION

Carolina Acquisition Partners (CAP) has strategic partnerships with various organizations that allows us to gain efficiencies for the businesses we acquire, manage, and grow, subsequently providing an expeditious ROI for our lenders.. The main office is located in High
Point, NC. The Financial Analyst position has the ability to maintain a hybrid work schedule with the ability to come into the corporate office on an as needed basis.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• High Point, NC 27265: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Accounting: 5 years (Required)
• Microsoft Excel: 5 years (Required)
• Financial planning: 1 year (Preferred)

Work Location: Hybrid remote in High Point, NC 27265

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