Financial Analyst, Partner Services - Dallas Regional Office

Dominium • Dallas, TX

2d

About The Position

The Partner Services Analyst works with owners and project partners to help execute individual financial goals and objectives. The role reviews real estate partnership investment cash-flow models, incorporates partners’ after-tax position transactions into financial plans, analyzes non-real-estate investments and alternative investments, prepares financial statements for owners and project partners, and assists with estate planning and execution involving trusts, real estate partnership interests, and gifts.

The analyst builds professional relationships with owners and project partners, coordinates outside professional engagements, and provides financial modeling, reporting, and analysis. The role also reviews legal partnership documents, models financial provisions in partnership agreements, and supports the Corporate Services department and organization as needed. This position has no primary supervisory responsibilities.

Requirements

• Bachelor’s degree in business, finance, or a related field.
• Highly skilled in written and verbal communication.
• Proficient with computers, including efficiently navigating file structures.
• Advanced knowledge of Microsoft Excel.
• Exceptional mathematical and analytical reasoning skills.
• Extremely organized and task-oriented.
• Ability to work independently to complete goals.

Responsibilities

• Create, develop, and maintain professional relationships with owners and project partners to provide financial planning services.
• Assist in managing outside-party engagements for accounting, brokerage, insurance, banking, and legal services for owners and project partners.
• Incorporate real estate partnership investments—including acquisitions, sales, refinances, and like-kind exchanges—into financial plans.
• Analyze cash flow, returns, and diversification for non-real-estate investments, including marketable securities and alternative investments.
• Prepare owner and project partner financial statements on a monthly, quarterly, and annual basis.
• Perform financial modeling and reporting, including gathering, creating, and analyzing large quantities of raw data, and present findings professionally and clearly to a broad range of stakeholders.
• Assist in modeling and presenting estate-planning ideas and outcomes.
• Review and understand legal partnership documents and model financial provisions within partnership agreements.
• Assist the Corporate Services department in all areas to help meet departmental and organizational goals, including activities beyond typical day-to-day responsibilities.
• Perform other duties as assigned.

Benefits

• Competitive salary
• Incentive bonus program
• Training and development programs
• Career growth
• Community volunteer and outreach programs
• Basic Life and AD&D insurance
• Employee, spouse, and child supplemental Life and AD&D insurance
• Short- and long-term disability insurance
• Medical coverage
• Dental coverage
• Vision coverage
• Optional Health Savings Accounts
• Medical and Dependent Care Flexible Spending Accounts
• Voluntary Accident, Critical Illness, and Whole Life benefits
• Employee Assistance Program
• 401(k) plan
• Health and Financial Wellness Programs
• Paid Time Off, including paid holidays and floating holidays
• Paid Parental Leave
• Education Reimbursement
• Employee Recognition
• Dominium Employee Emergency Fund

What This Job Offers

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