Senior Financial Analyst

Srs Real Estate Partners•Dallas, TX

About The Position

SRS Real Estate Partners, LLC is seeking a Senior Financial Analyst to join its team. The role focuses on budgeting, financial reporting, and business metrics for board reporting. The successful candidate will be highly proficient in Excel and enjoy managing details, improving systems and processes, and analyzing information to surface actionable business insights. The position reports to the Financial Manager, Reporting and Analysis. The company describes its values as client success, integrity, respect, teamwork, balance, and leadership. It offers competitive salary and benefits packages and an excellent work environment. SRS Real Estate Partners does not work with third-party recruiting agencies.

Requirements

Bachelor’s degree in Accounting, Finance, or a related business program.
Five years of experience in a finance or accounting role.
Advanced Excel knowledge, including advanced formulas.
Financial modeling experience.
Proactive self-starter with strong analytical and problem-solving skills, able to navigate challenges independently and leverage available resources.
Strong attention to detail and organizational skills, with the ability to manage multiple priorities and meet deadlines.
Excellent communication and interpersonal skills, with the ability to collaborate effectively across all levels of the organization.

Nice To Haves

Power Query and VBA knowledge.
Experience with ERP software, particularly Microsoft Dynamics 365.

Responsibilities

Produce monthly reports covering key metrics, financial results, and variance analysis for executive management reporting.
Prepare the annual budget.
Prepare monthly financial statements, including the balance sheet, income statement, and statement of cash flows.
Analyze and report on revenue forecasts.
Manage entity compliance requirements, including preparing and filing annual reports with state agencies to keep entities in good standing.
Manage local tax compliance, including preparing and filing business license taxes, business and occupational license taxes, and other applicable local tax returns.
Prepare documentation and coordinate with an external tax preparer for annual tax returns.
Identify opportunities to improve and automate reporting.
Develop financial models to assist decision-making.
Perform other related duties as assigned, including ad hoc special projects for executive management.