Partner Services Finance Analyst

Dominium Management Services; Farmers Branch (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Bonus program

401(k) plan

Insurance (Medical, Dental, Vision)

Paid time off and holidays

Job summary

Dominium is seeking a Partner Services Analyst to work with Owners and Project Partners to execute financial goals, analyze investments, and prepare high-level statements for key stakeholders.

The role supports estate planning, partnership agreements, and financial provisioning across real estate and non-real estate investments, contributing to Dominium's mission of affordable housing with a strong execution culture.

Qualifications

• Bachelor's degree in business finance or related field.
• Strong written and verbal communication skills.
• Proficient computer skills and ability to navigate file structures efficiently.
• Advanced knowledge of Microsoft Excel.
• Exceptional mathematical and analytical reasoning skills.
• Extremely organized and task oriented.
• Ability to work independently to complete goals.

Responsibilities

• Create, develop, and maintain professional relationships with Owners and Project Partners to provide financial planning services.
• Assist in managing outside party engagements for accounting, broker, insurance, banking, and legal services to Owners and Project Partners.
• Incorporate real estate partnership investments which includes acquisitions, sales, refinances, like-kind-exchanges into financial plan.
• Provide cash flow, returns, and diversification analysis of non-real estate investments which includes marketable securities and alternative investments.
• Prepare Owner and Project Partner financial statements on a monthly, quarterly, and annual basis.
• Perform financial modeling and reporting, including gathering, creating, and analyzing large quantities of raw data and be able to present the findings in a professional and user-friendly manner to a broad range of stakeholders.
• Assist in the modeling and presentation of estate planning ideas and outcomes.
• Review and understand legal partnership documents and model financial provisions within the various partnership agreements.
• Assist the Corporate Services department in all areas to ensure the department's and organization's goals are met, not limited to typical day-to-day activities.
• Other duties as assigned.

Skills

Written communication

Verbal communication

Independent work

Analytical reasoning

Organizational skills

Time management

Problem solving

Education

Bachelor's degree in business finance

Tools

Microsoft Excel

Job description

Dominium is seeking a Partner Services Analyst to work with Owners and Project Partners to execute financial goals, analyze investments, and prepare high-level statements for key stakeholders.

The role supports estate planning, partnership agreements, and financial provisioning across real estate and non-real estate investments, contributing to Dominium's mission of affordable housing with a strong execution culture.