Financial Analyst

3 weeks ago


Irving, United States Highgate Capital - Exec Office - TX Full time

Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the Caribbean. Highgate’s portfolio of global properties represents an aggregate asset value exceeding $20B and generates over $5B in cumulative revenues. The company provides expert guidance through all stages of the hospitality property cycle, from planning and development through recapitalization or disposition. Highgate also has the creativity and bandwidth to develop bespoke hotel brands and utilizes industry-leading proprietary revenue management tools that identify and predict evolving market dynamics to drive out performance and maximize asset value. With an executive team consisting of some of the industry’s most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in London, New York, Dallas, and Seattle. Location: Highgate Corporate Office Irving, TX Overview: Highgate is seeking an exceptional professional to serve as the Financial Analyst for the Family Office that serves its founding principals. This individual will collaborate with various members in the Family Office and will liaise with team members in the Highgate Hotels organization as well. The role will include a combination of financial, tax and legal-related responsibilities. This position reports to the Chief Financial Officer and Vice President of Tax in the Family Office, with frequent exposure to the entire executive team across both the Family Office and Highgate Hotels. Responsibilities: Coordinate with internal teams and external stakeholders to gather necessary information for tax filingsPrepare simple tax documents, tax returns and other forms as neededProcess tax returns efficiently, including obtaining checks, document scanning, certified mail preparation and regular visits to the local post office for mailingManage the acquisition and tracking of key monthly reports for the finance and tax teams within the Family OfficeProvide support to the finance team in performing basic financial tasks, including data entry and expense trackingCoordinate the download of third party capital call documents, statements, K-1’s, and related documentsTrack and organize receipts for credit card charges to maintain accurate financial recordsMaintain an organized filing system for tax and finance documents to facilitate easy retrieval and accessibilityManage incoming and outgoing correspondence, including reviewing and distributing Family Office mailStreamline the review procedures for Family Office postal chargesMaintain and organize tax calendars, entity lists, digital and paper folders and tax filingsCreate and edit presentations, spreadsheets and other various documentsOversee vehicle documentation to ensure comprehensive recordkeepingManage calendars, schedules, and travel arrangements for key Family Office executivesCoordinate meeting logistics, including room bookings, equipment setup and attendee communicationSupport the legal team by gathering officer signatures and notarizing documentsPerform ad hoc projects and support other administrative personnel as needed Qualifications: 3 - 5 years prior experience working with executive, finance and tax professionals required.Prior expereince with family office, private equity, real estate, finance or private entity would be seen a favorable.Possess exceptional writing and verbal communication skillsDemonstrate superb organizational, multitasking and prioritization abilitiesExhibit close attention to detail and a commitment to excellence in all tasksDisplay a high sense of urgency, initiative, and prioritization in addressing tasks and responsibilitiesDemonstrate proactive approaches to problem-solving, displaying strong decision-making capabilitiesCapable of engaging with individuals at all levels within an organizationStrong interpersonal skills and a collaborative mindsetExhibit the ability to handle confidential information with discretion and integrityDemonstrate advanced proficiency with Microsoft Office Suite, including Word, Excel and PowerPointPrevious exposure to Box.com is beneficial but not requiredAbility to create and format documents, spreadsheets and presentations with a high level of accuracy and attention to detailStrong aptitude for learning and adapting to new software tools and technologies as neededNotary license or willingness to obtain one



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