FP&A Analyst

• Location: Dallas, Texas
• Type: Dallas:Fin/Acct/HR:Direct Hire
• Job #10534

FP&A Analyst 10534

Job Description
Located in our Dallas, TX corporate headquarters, the Analyst, Financial Planning & Analysis will be a member of the FP&A team within the Company’s Financial Planning & Quantitative Analytics (“FPQA”) group. The Analyst, Financial Planning & Analysis will be a key member of the team responsible for all aspects of the Company’s budgeting and forecasting activities, as well as providing analytical support for executive leadership team in collaboration with property accounting, corporate accounting, operations, asset management, and investor relations counterparts.

Essential Job Duties And Responsibilities
 

• Support all FP&A activities, including Excel modeling and routine weekly, monthly, quarterly, and annual report generation.
• Coordinate with other functional areas of the business, including property and corporate accounting, SEC reporting, capital markets, operations, asset management, and investment management teams, to review, analyze, confirm, reconcile, and report financial results and operating performance metrics at property, departmental, regional, and corporate levels.
• Analyze data and identify trends and key findings in both qualitative and quantitative data sets from various systems, including Yardi, the Company's internal Enterprise Data Warehouse, Salesforce, Anaplan, Workday, and various other systems.
• Contribute to monthly and quarterly P&L review, quarterly reforecasting, and annual budgeting processes. Perform reconciliations of budget/reforecast vs. actual results, identify primary drivers of variances, and explain findings succinctly to others.
• Identify opportunities to design new and/or refine existing analyses and processes to improve the FP&A team’s productivity, accuracy, and efficiency over time.
• Support ad-hoc analyses and projects, including automation of reporting from various internal software platforms, creation and/or maintenance of financial and operational reporting dashboards, and data visualizations.
• Assist in the preparation of presentation materials and memoranda for the Company's Board of Directors, Executive Committee, Finance & Investment Committee, senior leadership and management teams, current and/or potential investors, current and/or potential lenders, and research analysts.
• Prepare monthly portfolio performance updates and deliver insightful commentary on financial outcomes and KPIs.
• Compile debt reporting materials to ensure adherence to lender requirements and debt covenant obligations.
• Define business and functional requirements of various initiatives and collaborate with internal and external technical resources to ensure technical designs align with business requirements.
• Participate in and support user acceptance testing to ensure that project deliverables are completed in a timely fashion and objectives are met.
• Other duties as assigned.

   

Education and/or Experience
 

• Bachelor’s Degree and strong academic record. Advanced degree in business or certifications (CFP, CPA, etc.) a plus, but not required.
• Prior internship or other experience in the finance or accounting a plus, but not required.
• Financial modeling, business analytics, and/or real estate experience preferred.

   

Skills/Specialized Knowledge
 

• High degree of intellectual curiosity and discipline required. Ability to demonstrate strong self-initiative, problem-solving, and decision-making skills. Self-starter with a strong sense of ownership and accountability.
• Well-developed written and verbal communication skills. Excellent interpersonal and organizational skills; team-oriented.
• Comfort and familiarity with basic finance and accounting theory. Ability to read and comprehend financial statements, including both GAAP and non-GAAP reporting.
• Ability to perform advanced mathematical calculations. Extremely well-developed analytical abilities and proven ability to continuously deliver results in fast-paced and dynamic work environments. Ability to manage multiple competing priorities and deadlines.
• High degree of proficiency with Microsoft Office applications (Excel, PowerPoint, Word, Outlook, etc.), including comfort and familiarity with advanced Excel functions (VBA preferred).
• Familiarity with strategic corporate performance management tools such as Anaplan, Adaptive Insights, Host Analytics, and/or other IBM or Oracle systems beneficial.
• Familiarity with reporting tools such as Workiva, SSRS, and/or Tableau a plus.
• Ability to maintain confidentiality.