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Financial Analyst

Salary
Competitive
Employment
Full Time
Real Estate Field
Location
Dallas
 TX
Postal Code
75201
Country
United States

This job is no longer active.

Description


JOB SUMMARY
  

Working under close supervision, conducts and documents simple to moderate standard financial analysis and ad hoc finance projects. Aids organization with financial functions, such as invoice processing, forecasting, budgeting, financial reporting, cost control, and expense report control.


ESSENTIAL DUTIES AND RESPONSIBILITIES
  


Reviews T&E expense details and monitors outstanding corporate card expenses for compliance with account policy and communicates routinely with field team.

Processes corporate invoices accurately and timely and responds to any client queries about invoice contents.

Assists in production of annual budgets for both internal and client purposes.

Heavy use of advanced Microsoft Excel functionality to analyze records of present and past operations, trends and costs, and estimated and realized revenues to project future revenues and expenses.

Assists in preparation of special studies, analyses, and recommendations in areas such as budgets, forecasts, financial plans, and other ad hoc purposes.

Retrieves and organizes data into required reporting formats to provide a basis for comparison and evaluation.

Prepares reports analyzing specific aspects of department structures, functions and operational procedures and recommends ways to improve efficiency and/or effectiveness.

Simultaneous management of multiple deliverables for several ongoing assignments with various due dates.

Performs other duties as assigned.


SUPERVISORY RESPONSIBILITIES
  

No formal supervisory responsibilities in this position. Provides informal assistance such as technical guidance, and/or training to co-workers. May coordinate and assign tasks to co-workers within a work unit and/or project.


QUALIFICATIONS

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 required.

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. Some prior related work experience preferred but not required.


CERTIFICATES and/or LICENSES


None.


COMMUNICATION SKILLS


Strong written and verbal communication skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information to supervisors and finance management.


FINANCIAL KNOWLEDGE


Requires knowledge of basic financial terms, concepts and accounting principles.


REASONING ABILITY


Ability to comprehend, analyze, and interpret financial information and the ability to accurately explain/report activity in verbal and written communications. Requires intermediate analytical skills.


OTHER SKILLS and ABILITIES


Computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). 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.

 

Equal Opportunity and Affirmative Action Employer Women/Minorities/Persons with Disabilities/US Veterans

Job Function


Not specified

 
 

Experience


N/A


This job is no longer active.

Accounting / Control Alternative Investments Dallas Full Time TX Financial Analyst other