8 Financial Planning and Analysis Associate Jobs in Dallas, TX
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Financial Planning and Analysis Associate
$67k-83k (estimate)
Full Time
4 Months Ago
RRK Company is Hiring a Financial Planning and Analysis Associate Near Dallas, TX
As our new Financial Planning and Analysis Associate, you will be reporting to the Director of Financial and Planning Analysis and responsible for supporting the development of the operating and financial plan required to achieve management’s strategic plan. You will also be working on analyzing potential occupants and private equity partners as part of a master planned district in Texas. You will be responsible for reports, forecasts, and variances that use data to advise management on decisions to improve performance, minimize risk or capture new opportunities from both within the company and within the external environment.
What you need for this position:
- 3 years of business finance or other relevant experience
- MBA or CFA is preferred
- Bachelor’s Degree is required, Finance, Accounting, Economics, or Statistics are preferred major fields
- Proven work experience in a quantitatively-heavy role or similar designations preferred
- Strong quantitative and analytical competency
- Self-starter with excellent interpersonal communication and problem-solving skills
- Excellent ability to define and solve problems, collect data, establish facts, and draw valid conclusions
- Strong personal initiative and desire to succeed in a demanding, entrepreneurial environment
- Excellent ability to communicate and express thoughts clearly and concisely, both verbally and in writing
- Consistently demonstrate a high level of performance and professionalism
- Ability to multi-task and meet deadlines in a high-pressure environment
- Work well individually and in a collaborative team environment
- Expert in Excel and proven work with Financial modeling
- Microsoft Office Suite (Word, PowerPoint, Outlook)
- Experience with Microsoft Power BI is a plus
- Ability to travel up to 2.5 hours from Dallas from time to time to the master planned district site (20% of the time)
What you'll be doing:
- Perform financial forecasting, reporting, and operational metrics tracking
- Analyze financial data and create financial models for decision support
- Report on financial corporate performance and prepare for regular leadership reviews
- Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
- Work closely with the accounting team to ensure accurate financial reporting
- Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
- Guide the cost analysis process by establishing and enforcing policies and procedures
- Provide analysis of trends and forecasts and recommend actions for optimization
- Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials
- Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards
- Increase productivity by developing automated reporting/forecasting tools
- Perform market research, data mining, business intelligence, and valuation comps
- Maintain a strong financial analysis foundation creating forecasts and models
Job Summary
JOB TYPE
Full Time
SALARY
$67k-83k (estimate)
POST DATE
12/11/2023
EXPIRATION DATE
05/02/2024
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