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Senior Financial Analyst

3 months ago


Dallas, United States SRS Full time

Description POSITION BRIEF SRS Real Estate Partners, LLC is looking for a Senior Financial Analyst to join its winning team of professionals. The Senior Financial Analyst will primarily be responsible for budgeting, financial reporting, and business metrics for board reporting. The ideal candidate will be highly proficient in Excel and someone who enjoys managing details, improving systems and processes, and analyzing information to surface actionable insights for the business. The position reports to the Financial Manager, Reporting and Analysis. PRINCIPLE RESPONSIBILITIES Produce monthly reports, which include key metrics, financial results, and variance analysis for executive management reporting Preparation of annual budget Preparation of monthly financial statements including balance sheet, income statement and statement of cash flows Revenue forecast analysis and reporting Bank reporting including working with external auditors to complete annual agreed upon procedures Preparation of documentation and coordination with external tax preparer for annual tax returns Identify opportunities for reporting improvement and automation Develop financial models to assist in decision making Perform other related duties as assigned, including ad hoc special projects for executive management JOB REQUIREMENTS Bachelor’s Degree in Accounting, Finance, or related business program 5 years experience in a finance/accounting role Advanced Excel knowledge (Advanced formulas, Power Query, VBA is a plus) and financial modeling Experience with ERP software (Microsoft Dynamics 365) is a plus Attention to detail, accuracy, and problem-solving skills Resourceful with strong analytical, organizational, and interpersonal skills Excellent communication skills and the ability to work with all organizational levels If you are a highly skilled financial analyst with a passion for real estate, we encourage you to apply for this exciting opportunity. We offer competitive salary and benefits packages, and an excellent work environment. #J-18808-Ljbffr