Financal Planning & Analysis Analyst

JPI • Dallas, TX

2d

About The Position

The role of the FP&A Analyst is to assist in the budgeting, forecasting, and business planning of the Company and its investments. Work directly with the Manager and other senior management on the monthly reporting packages as well as potential strategic alternatives for the company. Assist with ad-hoc financial analysis as needed.

Requirements

• 4 year Finance or Accounting Degree required.
• 2-4 years of related work experience.
• Passion and desire to have a career in the Real Estate industry.
• Experience in financial modeling, variance analysis, and cash forecasting necessary.
• Solid understanding of GAAP / accounting principles.
• Must be proficient with Excel, Word, PowerPoint.
• Experience with ERP and FP&A systems required.
• Ability to interact directly with supervisor, business partners, and senior leadership.

Nice To Haves

• MBA with Finance concentration a plus.
• Prior Real Estate experience, specifically multifamily, a plus.
• Knowledge of Workday Financial and Adaptive Planning, a plus.
• Experience in evaluation automation of existing manual processes, a plus.

Responsibilities

• Responsible for and supporting monthly close and forecasting tasks as assigned, including
• Review and perform variance analysis on monthly expenses
• Gathering, analyzing, producing, and distributing monthly company, business unit, and cost center reporting to Partners.
• Analyzing historical data to inform monthly forecast/estimate
• Cash flow forecasting
• Assist with build-out and implementation of financial models, reporting, and new processes withing Adaptive Planning.
• Support administration of planning system.
• Ensure financial data integrity across systems, models, and reporting tools.
• Support creation of financial models to review organization-wide business plan, quarterly forecast submissions, and actual results.
• Assist regional and business teams with the preparation of the Annual Business Plan for the Company.
• Assist in the calculation of the Company’s KPI’s and other ad hoc reporting as assigned.
• Support strategic initiatives through financial analysis and other tasks as assigned.
• Other duties as assigned.

Benefits

• Competitive Bonus Program
• 4 Weeks PTO for All New Associates (Pro-Rated by Hire Date)
• 11 Holidays and 8 Early Release Days
• Medical, Dental, Vision, and Life Insurance
• 401(k) with Company Match (Up to 5% Match)
• Health Savings Account
• Flexible Spending Accounts (Dependent & Medical Reimbursement)
• Paid Parental Leave
• Paid Volunteer Time
• Tuition Assistance
• Phone Reimbursement
• Associate Referral Bonuses

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level