Description

Are you ready to make a meaningful impact in a dynamic and innovative environment? As a Senior Financial Analyst, you will play a vital role in our Asset Management team, reporting directly to the Director of Finance. This position is essential for driving analytical efforts related to investment performance, capital investment forecasting, and scenario modeling. We are looking for someone who is passionate about accuracy, enjoys transforming data into actionable insights, and is eager to take on a leadership role within the team.

Company Culture and Environment

We take pride in being recognized as a Great Place to Work by the Great Place to Work Institute. Our employees have voted us as having the Best Career Growth, ranking us in the Top 5% for Work Culture and the Top 10% for Diversity and Inclusion. We believe in the power of teamwork and recognize the value of in-person collaboration while also offering some flexibility.

Career Growth and Development Opportunities

This role offers tremendous opportunities for personal and professional growth, as well as the chance to take on a leadership role within the team.

Detailed Benefits and Perks

Our teammates are expected to work in the office five days a week, with the option to take up to three flexible remote days per month.

Compensation and Benefits

• Competitive salary based on experience
• Health, dental, and vision insurance
• Retirement savings plan with company matching
• Generous vacation and paid time off policy
• Flexible working hours
• Opportunities for professional development and continuous learning

Why you should apply for this position today

If you’re ready to elevate your career and make a real difference, we would love to hear from you! You will be joining a team that values innovation, collaboration, and growth.

Skills

• Excellent interpersonal, verbal, and written communication skills
• Strong technical skills, with proficiency in Tableau, Power BI, SQL, Python, R, and Microsoft Office Suite
• Ability to work successfully with diverse individuals, from staff to executives
• Energetic, organized, creative, curious, and highly motivated
• Strong work ethic with the ability to manage multiple projects simultaneously

Responsibilities

• Design and maintain impactful financial analyses and analytics through KPIs and dashboards to support senior management decisions
• Develop reporting and analytical deliverables that provide transparency into investment performance
• Manage and coordinate capital planning activities with the Facilities Asset Management Executive Leadership Team
• Prepare senior management reporting packages, including budget approvals and cash flow forecasting
• Drive technological innovation within asset management through proactive analytics
• Assist with the monthly accounting close and support public reporting and audit requirements
• Collaborate with finance, accounting, internal auditing, tax, and legal teams
• Participate in various ad hoc projects as needed

Qualifications

• Bachelor’s and/or Master’s degree in Accounting, Finance, Economics, Technology with a focus on Finance/Projects partnership, or related field
• 5-7 years of experience in financial analysis, asset management, or project management
• Strong character and flexible style to work with diverse individuals
• Entrepreneurial mindset with the commitment to collaboratively grow our platform
• Public company experience is a plus

Education Requirements

• Bachelor’s degree in Accounting, Finance, Economics, Technology, or a related field

Education Requirements Credential Category

• Bachelor’s and/or Master’s degree

Experience Requirements

• 5-7 years of relevant experience in financial analysis, asset management, or project management

Why work in Plano, TX

Plano, TX offers a vibrant community with diverse dining, shopping, and entertainment options. The city’s strategic location near Dallas provides access to a strong job market and numerous opportunities for networking and professional development. With its family-friendly atmosphere and excellent schools, Plano is a great place to build both your career and your life.