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    Financial Planning and Analysis Associate - Dallas, United States - RRK Company

    RRK Company
    RRK Company Dallas, United States

    19 hours ago

    Default job background
    Description

    Financial Planning and Analysis Associate

    About the Position: Join our team as a Financial Planning and Analysis Associate! In this role, you'll work closely with the Director of Financial and Planning Analysis to drive the development of operating and financial plans crucial to meeting our strategic objectives. Additionally, you'll play a key role in analyzing potential occupants and private equity partners within a master planned district in Texas.

    Requirements for the Role:

    • 3+ years of experience in business finance or related field
    • Preferably hold an MBA or CFA qualification
    • Bachelor's Degree in Finance, Accounting, Economics, or Statistics
    • Proven track record in quantitative roles
    • Strong analytical skills and proficiency in data analysis
    • Excellent communication and problem-solving abilities
    • Ability to work autonomously and as part of a team
    • Proficient in Excel and financial modeling
    • Familiarity with Microsoft Office Suite and Power BI is a plus
    • Willingness to travel occasionally to the master planned district site

    Responsibilities:

    • Conduct financial forecasting and performance tracking
    • Create financial models for decision-making support
    • Prepare reports on financial performance and attend leadership reviews
    • Analyze past results, identify trends, and suggest improvements
    • Collaborate with accounting to ensure accurate financial reporting
    • Evaluate financial performance against forecasts
    • Oversee cost analysis procedures and recommend optimizations
    • Provide insights on trends, forecasts, and optimization strategies
    • Drive process enhancements and develop reporting tools
    • Enhance productivity through automated reporting
    • Engage in market research and valuation analysis
    • Maintain financial analysis foundations through forecasting and modeling
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