Sr Financial Analyst
Dallas - Texas - United States of America
Working under moderate supervision, conducts and documents
moderate to complex financial analysis, financial reporting and ad
hoc finance projects. Aids organization with financial functions,
such as assessing, auditing, planning, budgeting, taxes,
consolidation, cost control, and project control. Leads special
projects and other assigned initiatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Evaluates and analyzes a variety of financial results and
indicators such as capital expenditures, depreciation, proposals,
investment opportunities, rate of return, profit plans, operating
records, financial statements, etc. requiring advanced
Compiles budgetary and fiscal data received from assigned
departments to prepare revenue
balance statements and historical comparisons of departmental
expenditures with requested
Completes complex analysis of records of present and past
operations, trends and costs, estimated and realized revenues,
administrative commitments, and obligations incurred to project
future revenues and expenses.
Conducts special studies as assigned to support senior
management. Develops presentations of findings and results.
Advises management on matters, such as effective use of
resources and assumptions underlying budget forecasts. Interprets
budgets to management.
Prepares reports analyzing specific aspects of department
structures, functions and operational procedures and recommends
ways to improve efficiency and/or effectiveness.
Performs other duties as assigned.
No formal supervisory responsibilities in this position. May
lead project teams and/or plan staff assignments. Duties may
encompass technical guidance and/or training of co-workers as well
as policy development and participation in special initiatives such
as modeling, system implementations or acquisition integrations.
May coordinate and assign tasks to co-workers within a work unit
To perform this job successfully, an individual must be able to
perform each essential duty satisfactorily. The requirements listed
below are representative of the knowledge, skill, and/or ability
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from a four-year college or university
in a business related field plus a minimum of four years related
CERTIFICATES and/or LICENSES
Excellent written and verbal communication skills. Strong
organizational and analytical skills. Ability to provide efficient,
timely, reliable and courteous service to customers. Ability to
effectively present information in written and verbal form to
subordinates, customers and supervisors.
Requires strong knowledge of financial terms, concepts and
accounting principles and the ability to comprehend and interpret
complex financial transactions.
Ability to comprehend, analyze, and interpret complex financial
information and transactions and accounting principles. Ability to
problem-solve, both independently and working as a team. Requires
strong analytical and quantitative skills.
OTHER SKILLS and ABILITIES
Strong computer skills, including specific knowledge of
Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.).
Broad experience with other software and financial systems is
desired such as HFM Consolidation, PeopleSoft Financials and Cognos
Planning. Knowledge of real estate service industry and terminology
is helpful. Strong work ethic and adaptable.
SCOPE OF RESPONSIBILITY
Decisions made with understanding of procedures and company
policies to achieve set results and deadlines. Responsible for
setting own project deadlines. Errors in judgment may cause
short-term impact to co-workers and supervisor.