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Senior Financial Analyst

SRS Real Estate Partners Dallas, TX

Dallas, TX

Today

Full time Senior Accounting Budget Management

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Job Description

SRS Real Estate Partners is seeking a Senior Financial Analyst in Dallas, TX (onsite) to support budgeting, reporting, and business performance analysis for executive and board-level needs.

Responsibilities

Prepare monthly executive management reports featuring key metrics, financial performance, and variance analysis
Support preparation of the annual budget
Produce monthly financial statements, including:
- Balance sheet
- Income statement
- Statement of cash flows
Conduct revenue forecast analysis and related reporting
Develop and maintain financial models to support decision-making
Identify opportunities to improve reporting and drive automation in recurring processes
Manage entity compliance requirements, including preparation and filing of annual reports with state agencies to maintain good standing
Manage local tax compliance by preparing and filing:
- Business license taxes
- Business and occupational license (BOL) taxes
- Other applicable local tax returns
Prepare documentation and coordinate with an external tax preparer for annual tax returns
Perform other related duties as assigned, including ad hoc special projects for executive management

Requirements

Bachelor’s Degree in Accounting, Finance, or a related business program
5+ years of experience in a finance or accounting role
Advanced Excel skills (advanced formulas, Power Query, and VBA is a plus) and experience with financial modeling
Experience with ERP software, with Microsoft Dynamics 365 a plus
Proactive self-starter with strong analytical and problem-solving skills, able to navigate challenges independently and use available resources
Strong attention to detail and organizational skills, with the ability to manage multiple priorities and meet deadlines
Excellent communication and interpersonal skills, collaborating effectively across all levels of the organization

Technologies

Excel
Power Query
VBA
Financial modeling
ERP software
Microsoft Dynamics 365

Position Overview

SRS Real Estate Partners, LLC is hiring a Senior Financial Analyst for budgeting, financial reporting, and business metrics for board reporting
Reports to the Financial Manager, Reporting and Analysis
Primary focus on budgeting, reporting, and metrics, with emphasis on improving details, systems, processes, and producing actionable insights

What We Believe

Integrity – do not compromise individual or corporate integrity
Respect – celebrate each person’s intrinsic value and embrace diverse perspectives
Teamwork – collective efforts produce extraordinary results
Balance – sustain a consistently productive team that balances family, faith, community, and self
Leadership – continued success depends on attracting and motivating leaders of character
Client success – success is measured through achievement of client objectives, satisfaction, and trust

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