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 primarily on budgeting, financial reporting, and business metrics for board reporting. The ideal candidate is highly proficient in Excel, enjoys managing details, improving systems and processes, and analyzing information to produce actionable business insights. The position reports to the Financial Manager, Reporting and Analysis. The analyst prepares recurring financial and management reports, annual budgets, monthly financial statements, and revenue forecasts. The role also manages entity and local tax compliance, coordinates documentation with an external tax preparer, develops financial models, and identifies opportunities to improve and automate reporting. The analyst may also support executive management with ad hoc projects and other related duties.

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; Power Query and VBA are a plus.
Financial modeling skills.
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

Experience with ERP software; Microsoft Dynamics 365 is a plus.
Power Query and VBA knowledge.
A passion for real estate.

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 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 (BOL) taxes, and other applicable local tax returns.
Prepare documentation and coordinate with the external tax preparer for annual tax returns.
Identify opportunities to improve and automate reporting.
Develop financial models to support decision-making.
Perform other related duties as assigned, including ad hoc special projects for executive management.