We are looking for an experienced Sr. Financial Analyst to support the financial management of major client accounts within a fast-paced advisory leasing environment in Dallas, Texas. This role partners closely with leadership and cross-functional teams to guide budgeting, forecasting, reporting, and performance analysis for high-profile portfolios. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to translate complex financial information into practical business recommendations.
Responsibilities:
- Oversee month-end financial activities for assigned accounts, ensuring reporting is accurate, complete, and delivered on schedule.
- Develop recurring forecasts and annual budget plans that reflect business objectives and changing operational needs.
- Evaluate financial performance, investigate variances, and present meaningful insights to senior stakeholders.
- Prepare and review client-facing and internal financial reporting packages to support decision-making and maintain reporting quality.
- Examine funding submissions and payment requests to confirm proper support, approvals, and compliance with established procedures.
- Partner with business leaders and operational teams to improve workforce planning, productivity, and overall financial performance.
- Address complex accounting and reporting questions from management and clients, resolving issues in a timely and detail-oriented manner.
- Monitor benchmarks and key performance indicators to measure results and identify opportunities for improvement.
- Anticipate financial risks or process concerns and take corrective action to reduce disruption and maintain alignment with priorities.
- Bachelor’s degree in Finance, Accounting, Economics, or a related business discipline.
- Demonstrated experience in financial analysis, budgeting, forecasting, and month-end close activities.
- Strong capability in variance analysis, financial modeling, and ad hoc reporting.
- Proficiency in analyzing large data sets and using data mining techniques to identify trends and business drivers.
- Ability to communicate financial concepts clearly to both finance and non-finance stakeholders.
- Experience supporting multiple accounts, business units, or senior leaders in a complex corporate environment.
- High attention to detail, sound judgment, and the ability to manage deadlines in a hybrid work setting.