Financial Planning Analysis FPA Analyst Hybrid Schedule

Stream Realty; Dallas (TX); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A leading company in the commercial real estate industry is seeking a Financial Analyst to support financial reporting, budgeting, and analysis. The role involves collaborating with various departments to enhance financial efficiency. The ideal candidate will have a strong analytical background, attention to detail, and proficiency in Excel. Competitive salary and benefits are offered.

Benefits

Medical/Dental/Vision Insurance

Pharmacy Benefits

Health Savings Account

401(k) Plan with Company Matching

PTO

Holiday Pay

Qualifications

• Minimum 3-5 years of experience in financial analysis or accounting.
• Experience ideally within the commercial real estate industry.

Responsibilities

• Assist in the preparation of financial reports and forecasts.
• Support annual budgeting and long-term financial planning processes.
• Analyze financial performance and variance reports.

Skills

Analytical Skills

Communication

Attention to Detail

Education

Bachelor's degree in Finance, Accounting, Economics

Master’s degree or CFA

Tools

Microsoft Excel

Yardi

REApps

Workday

Job description

Job Description

Responsibilities:

• Reporting: Assist in the preparation of monthly, quarterly, and annual financial reports and forecasts.
• Budgeting: Support annual budgeting and long-term financial planning processes.
• Financial Analysis: Analyze financial performance and variance reports against budget and forecasts.
• Modeling: Help maintain financial dashboards and key performance indicators (KPIs) by collecting and consolidating data from multiple sources.
• Ad Hoc: Participate in ad hoc analysis and projects to support business initiatives
• Process Improvement: Continuously assess and improve current processes to enhance efficiency and accuracy.
• Collaboration: Work closely with corporate accounting and other departments to ensure alignment of overall business objectives.

Qualifications:
Qualifications

• Education: Bachelor's degree in Finance, Accounting, Economics, or a related field is required. A Master’s degree or professional certification (e.g., CFA) is a plus
• Experience: Minimum 3-5 years of experience with financial analysis or accounting, ideally within the commercial real estate industry
• Technical Skills: Intermediate proficiency in Microsoft Excel is required (experience with pivot tables, VLOOKUPs, and basic modeling)
• Software: Familiarity with financial systems (e.g., Yardi, REApps, Workday) is a plus
• Analytical Skills: Strong analytical and problem-solving skills with the ability to interpret complex data and develop actionable insights
• Communication: Excellent written and verbal communication skills
• Attention to Detail: Exceptional attention to detail and accuracy in financial modeling and data analysis

Additional Information

#LI-Hybrid

Stream is an equal-opportunity employer and does not discriminate on the basis of ethnicity, race, religion, sexual orientation, gender identity, age, national origin, disability, military status, or any other reason prohibited by law.

Stream Realty Partners offers competitive salaries, bonuses, medical/dental/vision insurance, pharmacy benefits, health savings account, flexible spending accounts, 401(k) plan with company matching, PTO, and holiday pay. Individual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualifications, location, and other job-related reasons.

To apply for a position, please visit our website at www.streamrealty.com