Senior Financial Analyst – Investments | Dallas, TX

The Bolton Group; Dallas (TX); Hybride; USD 108 000 - 132 000; Plein temps

Résumé du poste

The Bolton Group is seeking a Senior Financial Analyst to join the Investment Finance team in Dallas. The role focuses on building financial models, evaluating investment opportunities, and delivering strategic financial insights to drive growth.

Ideal candidates have a strong foundation in financial analysis and modeling, with experience in capital-intensive industries such as commercial real estate or investments. The position is hybrid, based in Dallas, TX.

Qualifications

• Strong foundation in financial analysis and modeling.
• Experience in commercial finance, real estate, investments, or capital-intensive industries.
• Ability to build and interpret complex financial models for decision making.

Responsabilités

• Develop and maintain financial models to evaluate new opportunities and returns.
• Perform underwriting and financial analysis to support commercial transactions and investments.
• Analyze operating expenses, capex, and assumptions to assess project feasibility.
• Partner with cross-functional teams to assess opportunities and risk.
• Support capital allocation through scenario modeling and forecasting.
• Prepare reports and presentations for senior leadership.

Connaissances

Financial modeling

Investment evaluation

Strategic insights

Cross-functional

Underwriting

Description du poste

We are partnering with a growing, well-established organization seeking a Senior Financial Analyst to join its Investment Finance team. This is an excellent opportunity for a finance professional who enjoys building financial models, evaluating investment opportunities, and providing strategic financial insights to support business growth.

The ideal candidate will have a strong foundation in financial analysis and modeling, with experience in commercial finance, real estate, investments, or other capital-intensive industries.

Location: Dallas, TX (Hybrid – 4 days onsite)

Compensation: Up to $120,000 base salary

Key Responsibilities

• Develop and maintain financial models to evaluate new business opportunities, projected cash flows, profitability, and investment returns.
• Perform financial analysis and underwriting to support commercial transactions and strategic investment decisions.
• Analyze operating expenses, capital expenditures, and key financial assumptions to assess project feasibility and financial performance.
• Partner with cross-functional teams to evaluate business opportunities, financial risks, and potential returns.
• Support capital allocation decisions through scenario modeling, sensitivity analysis, and financial forecasting.
• Prepare financial reports, presentations, and recommendations for senior leadership.
• Monitor market trends and economic factors that may impact investment performance.
• Track financial results against initial projections and identify opportunities for improvement.

Candidate with experience in commercial real estate, investment underwriting, infrastructure, or capital-intensive industries is highly desirable.