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

Description

Job Description
Job Description

As our new

Financial Planning and Analysis Associate,

you will be reporting to the Director of Financial and Planning Analysis and responsible for supporting the development of the operating and financial plan required to achieve management's strategic plan.

You will also be working on analyzing potential occupants and private equity partners as part of a master planned district in Texas.

You will be responsible for reports, forecasts, and variances that use data to advise management on decisions to improve performance, minimize risk or capture new opportunities from both within the company and within the external environment.

What you need for this position:

3+ years of business finance or other relevant experience

MBA or CFA is preferred

Bachelor's Degree is required, Finance, Accounting, Economics, or Statistics are preferred major fields

Proven work experience in a quantitatively-heavy role or similar designations preferred

Strong quantitative and analytical competency

Self-starter with excellent interpersonal communication and problem-solving skills

Excellent ability to define and solve problems, collect data, establish facts, and draw valid conclusions

Strong personal initiative and desire to succeed in a demanding, entrepreneurial environment

Excellent ability to communicate and express thoughts clearly and concisely, both verbally and in writing

Consistently demonstrate a high level of performance and professionalism

Ability to multi-task and meet deadlines in a high-pressure environment

Work well individually and in a collaborative team environment

Expert in Excel and proven work with Financial modeling

Microsoft Office Suite (Word, PowerPoint, Outlook)

Experience with Microsoft Power BI is a plus

Ability to travel up to 2.5 hours from Dallas from time to time to the master planned district site (20% of the time)


What you'll be doing:
Perform financial forecasting, reporting, and operational metrics tracking

Analyze financial data and create financial models for decision support

Report on financial corporate performance and prepare for regular leadership reviews

Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements

Work closely with the accounting team to ensure accurate financial reporting

Evaluate financial performance by comparing and analyzing actual results with plans and forecasts

Guide the cost analysis process by establishing and enforcing policies and procedures

Provide analysis of trends and forecasts and recommend actions for optimization

Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials

Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards

Increase productivity by developing automated reporting/forecasting tools

Perform market research, data mining, business intelligence, and valuation comps

Maintain a strong financial analysis foundation creating forecasts and models

#J-18808-Ljbffr