Financial Analyst

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Job description

Job Summary

The responsibility of the Financial Analyst is to assist the EVP/CFO and operate as the liaison for Operations, Accounting, Asset Management, and Construction departments. The incumbent will analyze past financial performance to predict future performance and advise the company on its financial strategy.

Essential Job Duties

• Analyze financial statements and other financial business data.
• Analyze, develop plans, deliver financial reporting to investors, lenders, and regulatory authorities (monthly, quarterly, and annually).
• Complete submission of replacement reserve draws.
• Assist various departments and projects involving annual audits, property and casualty insurance, liability insurance, adjudicating casualty losses, analyzing escrows, company tax returns, evaluating potential acquisitions, etc.
• Prepare financial modeling of potential acquisitions to determine feasibility for existing and construction projects.
• Analyzes industry trends and makes recommendations based on those trends.
• Develops automated reporting and forecasting tools for more efficient use of data.
• Perform other duties and special projects as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience: Bachelor's degree (B.A.) required, Master's degree (M.A.) preferred, in Accounting or Finance. Three to five years of related experience.

Language Ability: Able to read, analyze and interpret complex documents. Able to respond to sensitive inquiries and complaints. Able to write speeches/articles with innovative techniques. Able to make persuasive presentation on controversial or complex topic to top management, public groups and/or boards of directors.

Math Ability: Able to work with mathematical concepts such as probability and statistical inference, and fundamentals of place and solid geometry and trigonometry. Able to apply concepts such as fractions, percentages, ratios, and proportions in practical ways.

Reasoning Ability: Applies logic/scientific principles to intellectual/practical problems. Interprets nonverbal symbolism (formulas, scientific equations, graphs, musical notes). Able to deal with abstract and concrete variables. Adapts well to a variety of workplace stressors such as (customer service complaints, maintaining the security of people and property, competing priorities of reasonable or high significance to the successful function of the unit.)

Computer Skills: Must have high experience in Microsoft Office suite. Must be familiar working in accounting software; Yardi and RealPage are a plus.

Certificates and Licenses: N/A

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job in an office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The worker is not substantially exposed to adverse environmental conditions (such as in typical office or administrative work.)

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The worker must be able to sit, use hands and fingers, talk, and hear for the majority of the workday.
• The worker must be able to walk, stand, reach with hands/arms as needed during the workday.
• The worker must be able to lift up to 10 lbs. as needed during the workday.
• The worker must be able to see close, distance, use depth perception, and have an ability to adjust focus.
• The worker is expected to provide regular, predictable attendance and punctuality each workday.

Job Type: Full-time

Pay: $65,000.00 - $74,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical Setting:

• Office

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Dallas, TX 75248: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Work Location: One location