Financial Analyst

Job Description

Financial Analyst | MountainSeed

The Tone:
This is a full-time role at MountainSeed, located in Atlanta, GA. MountainSeed is a leading provider of tech-enabled business process outsourcing for real estate lenders, offering access to a marketplace of real estate products, services, and data. The Financial Analyst is a key contributor within the Finance organization, supporting financial planning, analysis, and reporting across all business lines. This role helps translate financial data into accurate, timely insights that inform leadership decisions and support MountainSeed’s continued growth, reflecting the company’s strong, team-oriented culture built on relationships and serving others.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Atlanta, GA
• Team: Key contributor within the Finance organization, supporting all business lines.
• Mission: Translate financial data into accurate, timely insights that inform leadership decisions and support continued growth.
• Tech Stack: Excel, Tableau, Vena (or similar FP&A/budgeting platforms), QuickBooks, Microsoft Dynamics/Business Central, SQL, Claude (or other AI tools).

What You’ll Actually Do
• Financial Planning: Support annual budgeting and quarterly reforecasting processes across all business lines, partnering with department heads and senior leadership.
• Forecasting & Modeling: Develop and maintain monthly financial and cash flow forecasts, identify risks and opportunities, and build models for scenario analysis, sensitivity testing, and long-range planning.
• Performance Reporting: Own weekly metric and scorecard reporting, prepare materials for board meetings, and participate in monthly P&L and budget review meetings with clear variance explanations.
• Insight Generation: Analyze historical results, perform variance analysis, identify trends, and deliver actionable recommendations to improve financial performance and inform leadership decisions.
• Process Optimization: Identify opportunities for process improvement across FP&A workflows, develop standardized reports, and champion data quality using BI tools and FP&A platforms.

The Must-Haves
• Background: Bachelor’s degree in Finance, Accounting, or Business required. This role requires 2+ years of progressive experience in financial planning & analysis, corporate finance, or a related field.
• Experience: 2+ years of progressive experience in financial planning & analysis, corporate finance, or a related field. A strong preference for candidates with experience in Real Estate, Private Equity, Banking, M&A, or financial services.
• Skills: Proficiency in Excel, including complex financial modeling, dynamic formulas, and data visualization. Strong analytical and critical thinking skills to synthesize large datasets into clear narratives. Excellent interpersonal and communication skills to present financial insights to leadership, coupled with a self-starter mentality, accountability, and exceptional attention to detail.
• Bonus: MBA or advanced degree. CPA or CFA designation. Experience with Tableau, Vena or similar FP&A/budgeting platforms, QuickBooks or Microsoft Dynamics/Business Central. Exposure to SQL or other data querying and AI tools.