Strategic Finance Analyst

5 days ago


Dallas, Texas, United States Stream Realty Full time

As a Strategic Finance Analyst with Stream Realty Partners, you will play a critical role in driving business growth and success. Located in Dallas, TX, this opportunity offers a competitive salary of $120,000 per year, plus bonuses.

Job Overview

The Senior Analyst, Corporate Finance will leverage their expertise in underwriting models and advanced Excel skills to design, implement, and evaluate sales and compensation structures; ROI on potential investments and acquisitions; and existing market performance.

Key Responsibilities
  • Underwriting: Develop and enhance underwriting models to evaluate independent contractor compensation, sales team's performance, and other investment opportunities.
  • Financial Modeling: Utilize expert-level Excel or Microsoft BI skills to create, analyze, and interpret complex financial models, highlighting key management insights and return on investment.
  • Process Improvement: Continuously assess and improve underwriting processes to enhance efficiency and accuracy.
  • FP&A: Assist Corporate finance with a variety of FP&A projects to create or enhance forecasting and business analysis for monthly and annual financials.
  • Market Research: Stay updated on industry trends, market conditions, and best practices to make informed recommendations, experience in commercial real estate is necessary.
  • Reporting and Presentation: Prepare detailed reports and presentations for senior management, highlighting key findings, trends, and recommendations.
  • Collaboration: Work closely with HR, finance, and other departments to ensure alignment of overall business objectives.
Requirements
  • Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field. A Master's degree or professional certification (e.g., CFA) is a plus.
  • Experience: Minimum of 5-7 years of experience with a strong focus on underwriting models and financial modeling ideally within the commercial real estate industry.
  • Technical Skills: Expert proficiency in Microsoft Excel is required and proficiency in Microsoft BI is preferred.
  • Analytical Skills: Strong analytical and problem-solving skills with the ability to interpret complex data and develop actionable insights.
  • Communication: Excellent written and verbal communication skills
  • Attention to Detail: Exceptional attention to detail and accuracy in financial modeling and data analysis.
Benefits
  • Competitive Salary: $120,000 per year
  • Bonuses: Based on individual performance and company goals
  • Medical/Dental/Vision Insurance: Comprehensive health insurance plan
  • Pharmacy Benefits: Discounted prescription medication
  • Health Savings Account: Encourages healthy living and saving for medical expenses
  • Flexible Spending Accounts: Set aside pre-tax dollars for childcare, healthcare, or transportation expenses
  • 401(k) Plan with Company Matching: Contribute to your retirement savings and receive matching funds from Stream Realty Partners
  • PTO: Paid time off for rest and relaxation
  • Holiday Pay: Additional pay for designated holidays


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