FP&A Analyst
Analyst job in Dallas, TX
Job Title: FP&A Analyst
FLSA Status: Exempt
About us: At Compatriot Capital, Inc. (“CCI”), our strategic focus is on investing in real estate companies and their projects. We are dedicated to growing enterprise value by forging strong relationships with talented and committed partners in the real estate industry. Our mission is to provide crucial capital support to facilitate the growth and expansion of private real estate operating companies while building a diverse portfolio of real estate assets. Compatriot currently manages approximately $7 billion in real estate investments with an ambitious growth plan for the next 10 years. Compatriot is a wholly owned subsidiary of Sammons Enterprises, Inc. (“Sammons”), one of the largest privately held companies in the U.S. Sammons is proudly 100% employee owned, and our unique capitalization is the foundation of our culture of ownership.
Job Summary: The FP&A Analyst will report to the Director of FP&A and play an integral part in shaping the company's financial strategy, supporting operational leaders, and driving actionable insights. This position will be responsible for portfolio valuations, budgeting, forecasting, variance analysis, financial modeling, and KPI tracking, while also supporting executive-level presentations and analysis. The role requires a balance of analytical rigor, cross-functional collaboration, and proactive problem-solving.
Supervisor: Director of FP&A
Primary Responsibilities:
Prepare quarterly valuations for a diversified real estate portfolio, collaborate with stakeholders to confirm assumptions, and maintain complex models on operating real estate investments and portfolio companies.
Assist with annual budget creation, forecasts, and ongoing variance analysis.
Update and maintain financial models; conduct variance analysis and communicate insights to leadership.
Champion improvements in data management and become a power user of Cherre, Compatriot's data platform.
Monitor KPIs frequently and proactively identifying trends and collaborating with operational leaders to capture growth opportunities.
Evaluate assumptions and perform robust scenario analysis, including benchmarking against competitors and external data.
Streamline processes and improve financial models for greater efficiency and responsiveness.
Support the development and maintenance of models for the company's long-term business plan.
Partner with cross-functional teams to provide insights, optimize company spending, and evaluate the financial implications of the pipeline of large-scale projects.
Prepare dashboards, reports, and executive-level presentations.
Lead or support ad-hoc reporting, analysis, and special projects as required.
Performance measurement (unrealized and realized returns and maintain database).
Assist in maintenance of records in Prophix, the data platform of Sammons.
Education and Qualifications:
Bachelor's degree in Finance, Business, Accounting, or Real Estate.
2-5 years of deal transactions, valuation consulting, or relevant financial analyst experience.
Advanced proficiency in Excel; experience with Power Query or Power BI preferred.
Strong PowerPoint skills, with the ability to create and deliver executive-level presentations.
Understanding of GAAP and financial acumen.
Excellent analytical, problem-solving, and critical-thinking abilities.
Effective communication skills-able to translate financial insights into actionable recommendations.
Highly detail-oriented and organized, with the ability to maintain a big-picture perspective.
Proactive, entrepreneurial, and comfortable working in a fast-paced, dynamic environment with strict deadlines.
Collaborative team player, adaptable, and willing to take on diverse responsibilities.
Available for full-time in-office work in Dallas, TX (Mon-Fri).
Other Duties: Please note this job description is not exhaustive. Responsibilities and activities may evolve in line with the Compatriot's needs.
Epic ClinDoc Analyst
Analyst job in Dallas, TX
Epic ClinDoc Analyst - Contract to Hire
On-Call Rotation: 1 in every 12 weeks (2-person coverage)
We are seeking a Certified Epic ClinDoc Analyst to join our dynamic Inpatient Clinical Applications team on a contract-to-hire basis. This role is ideal for a seasoned Epic professional with a strong clinical background (respiratory therapy, allied health, or nursing) and a proven track record of integrating third-party applications into Epic.
You'll play a pivotal role in supporting a major refuel project, including the Behavioral Health module go-live in January, Alleris pump integration, and sepsis checklist deployment. You'll also take ownership of a key third-party integration (likely Timeless, a breastfeeding recipe app for infants), relieving current team bandwidth.
Key Responsibilities
Serve as the primary analyst for one or more third-party application integrations into Epic (e.g., Timeless, CarePort).
Collaborate with clinical and technical teams to support the Behavioral Health module go-live and related initiatives.
Participate in the refuel project, ensuring seamless integration and optimization of Epic ClinDoc workflows.
Work closely with the Orders team (who manage CompuTrition) to ensure alignment across applications.
Provide on-call support as part of a rotating schedule (approximately once every 12 weeks).
Attend onsite meetings and work in-office 50% of the time over a two-week pay period.
Required Qualifications
Epic ClinDoc Certification (current and in good standing).
3-5+ years of Epic ClinDoc experience, preferably in an inpatient setting.
Strong clinical background in nursing, respiratory therapy, or allied health.
Demonstrated experience with third-party application integration into Epic.
Excellent communication, collaboration, and problem-solving skills.
Preferred Experience
Prior involvement in Behavioral Health module implementations.
Familiarity with Timeless, Alleris, CarePort, or similar third-party tools.
Experience working in a mid-sized Epic team with cross-functional responsibilities.
Product Analyst
Analyst job in Dallas, TX
Job Title: Functional Product Analyst
Type: 12 months contract or options to extend or hire
Seeking a Functional Product Analyst to manage and optimize data products. The role bridges business needs and data solutions, ensuring accurate, actionable data for decision-making. Some SQL experience is required.
Key Responsibilities:
Own and manage assigned data products.
Collaborate with stakeholders to define requirements and translate them into data solutions.
Validate and analyze data quality and consistency.
Use SQL to extract and analyze data.
Maintain documentation and support reporting/dashboard needs.
Qualifications:
Bachelor s degree in a relevant field.
4+ years in data or product analysis.
Strong understanding of data concepts and some SQL experience.
Familiarity with data visualization tools (Power BI, Tableau, etc.).
Strong analytical and communication skills.
Preferred:
Experience with cloud data platforms or data governance.
Agile/Scrum exposure.
Operations Analyst Tech - Military Veterans
Analyst job in Plano, TX
Full Part/Time: Full time
Type of Requisition:
Regular
Clearance Level Must Currently Possess:
Top Secret/SCI
Clearance Level Must Be Able to Obtain:
Top Secret/SCI
Public Trust/Other Required:
None
Job Family:
Intelligence Operations and Analysis
Job Qualifications:
Skills:
Analytical Support, Communication, Data Interpretations, Datasource
Certifications:
None
Experience:
4 + years of related experience
US Citizenship Required:
Yes
Job Description:
Seize your opportunity to make a personal impact as an Operations Analyst Tech supporting a critical mission within Oahu, HI (Camp Smith). ARMA Global, a fully owned subsidiary of GDIT is your place to make meaningful contributions to challenging projects and grow a rewarding career.
At ARMA, people are our differentiator. As an Operations Analyst Tech you will help to continue to support the mission. You will utilize your 4+ years of experience to provide a wide range of subject matter support to the customer mission: analytical support necessary to generate due diligence packets, perform profile maintenance, conduct Information monitoring and analysis of consumer data portfolios, and public record/business/credit and Internet research.
Conduct industry analysis using a variety of data sources to include (social media, Internet, Commercial and Open-Source Databases) to create products.
Gather, analyze, and evaluate data pertaining to operations, and organizations in support of force protection and identity data management efforts.
Recommend mitigation efforts to identify vulnerabilities and risks.
Identify communication links and associated networks, conducts development, and provides recommendations in support of future technical collection and targeting efforts.
Perform link analysis on new and existing networks in order to identify access vectors and vulnerabilities.
Coordinate and collaborate with other disciplines and partner organizations to produce thorough and reliable products.
Maintain an active understanding of relevant technologies and services while being prepared to include emerging tools and procedures as necessary.
The analyst will have an opportunity to support additional duties beyond the prescribed functions becoming integrated and trained to support and compliment operational execution.
May assist in preparing assessment of current threats and trends based on the research and analysis of intelligence data.
Experience at a command or DoD agency preferred.
Ability to work independently and meet short deadlines in a fast-paced environment, coordinate participation and input in the development of global plans.
Coordinate and collaborate with other disciplines and partner organizations to produce thorough and reliable products.
Performs additional duties as assigned.
Participates in special projects as required.
May develop and maintain analytical procedures to meet changing requirements.
The analyst will have an opportunity to support additional duties beyond the prescribed functions becoming integrated and trained to support and compliment operational execution.
Excellent Communications.
Experience with data providers, data flow, data analytics and assessments, operational risk assessments, threats, and threat mitigation strategies.
Commercial ID applications and solutions experience.
Experience conducting online research and analysis for discover, vulnerabilities, and threats.
MEANINGFUL WORK AND PERSONAL IMPACT
As an Operations Analyst Tech, the work you'll do at ARMA will be impactful to the mission of the customer. You will play a crucial role in gathering, analyzing, and evaluating data pertaining to operations and organizations.
You will support the customers force protection and identity data management efforts.
Collaborate with other disciplines and partner organizations to produce thorough and reliable products.
Drive to work independently and meet short deadlines in a fast-paced environment, coordinate participation, and input in the development of global plans.
Utilize relevant technologies and services while being prepared to include emerging tools and procedures as necessary.
WHAT YOU'LL NEED TO SUCCEED:
Bring your Operations Analyst Tech expertise and drive for innovation to GDIT. The Operations Analyst Tech must have:
Education: Associate degree
Experience: 4+ years of related experience either Military or Civilian Equivalent
Technical skills: Microsoft office
Security clearance level: Active TS/SCI clearance
US citizenship required
Role requirements: Military Experience, Special Operations
Optional Skills and Abilities:
Commercial or Military Aviation Experience
Commercial maritime experience
Commercial finance and banking experience
Location: On Customer Site - Oahu, HI (Camp Smith)
ARMA IS YOUR PLACE:
At ARMA, the mission is our purpose, and our people are at the center of everything we do. Growth: AI-powered career tool that identifies career steps and learning opportunities
Support: An internal mobility team focused on helping you achieve your career goals
Rewards: Comprehensive benefits and wellness packages, 401K with company match, and competitive pay and paid time off
Flexibility: Full-flex work week to own your priorities at work and at home
Community: Award-winning culture of innovation and a military-friendly workplace
OWN YOUR OPPORTUNITY
Explore a career in intelligence at GDIT and you'll find endless opportunities to grow alongside
#armajobs
The likely salary range for this position is $90,100 - $121,900. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range.
Scheduled Weekly Hours:
40
Travel Required:
Less than 10%
Telecommuting Options:
Onsite
Work Location:
USA HI Camp Smith
Additional Work Locations:
Total Rewards at GDIT:
Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.
We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.
Operations Data Analyst
Analyst job in Fort Worth, TX
Job Title: Operations Data Analyst
Duration: 14 Months to start (Possible extension)
Our clients Site Operations team is seeking an Operations Data Analyst to help drive operational excellence by analyzing capacity, uptime, and performance across our data centers. This role is critical for enabling leadership to make informed decisions, optimize strategies, and ensure our infrastructure is running at peak efficiency. You'll work closely with operations, engineering, and data science partners to deliver actionable insights, maintain reporting code, and develop dashboards that support our core KPIs.
Responsibilities
Analyze operational data to assess capacity availability, uptime and operational efficiency.
Generate and maintain weekly reports tracking team performance against core KPIs
Clean, transform, and analyze data, often using proxy and regression analysis to address incomplete datasets
Maintain and test code that produces reports and manages underlying data structures; integrate new data sources as needed
Develop and enhance dashboards in collaboration with field teams and data scientists.
Conduct predictive analytics to anticipate operational trends and risks on ad hoc basis
Produce reports and whitepapers with actionable recommendations for leadership.
Provide data supplied narratives that are connected to the business, determining what is important and its impact to the business/operation.
Must-Have Skills
3+ years in data analysis, operations analytics, or a related field
Proficiency in SQL for data extraction and analysis
Proven experience in data analysis, including cleaning, transforming, and interpreting complex datasets
Significant experience with data visualization tools and leveraging data driven models to drive business decisions.
Hands-on experience analyzing and interpreting data, drawing conclusions, defining recommended actions and reporting results across various stakeholder groups (including executive level).
Intellectual curiosity and initiative in identifying hypotheses and driving continuous improvement
Collaborative, team-oriented mindset
Nice-to-Have Skills
Experience in operations, data center, manufacturing, telecom, or NOC environments.
Familiarity with dashboard development tools (e.g., Bento, Tableau).
Degrees/Certifications
Bachelor's degree in an analytical field (e.g., Computer Science, Research, Statistics, Engineering)
Data Mapping/Business Analyst (ALIP, ACORD, Life Insurance)
Analyst job in Dallas, TX
Imagine working at Intellibus to engineer platforms that impact billions of lives around the world. With your passion and focus we will accomplish great things together!
We are looking forward to you joining our Platform Engineering Team.
We are seeking a highly skilled and experienced Data Mapping/Business Analyst to join our team. The successful candidate will play a critical role in major data migration, conversion, and integration projects, leveraging deep knowledge of ALIP (Admin Server, Life Insurance Platform), ACORD standards, and the Life Insurance domain. This role requires exceptional analytical skills, proficiency in data modeling and mapping, and the ability to translate complex business requirements into detailed technical specifications.
We are looking for a Business Analyst who can, but not limited to, the following:
Analyze, document, and manage data mapping requirements for system conversions, integrations, and upgrades involving the ALIP platform.
Analyze and map ACORD XMLs, JSON, flat files, and legacy data into target logical models.
Define and document source-to-target data mappings for various data elements, including policy, product, party, claims, and financial data.
Develop data transformation rules and logic for complex data elements.
Demonstrate strong working knowledge of the ALIP platform's data model and functionality for various life and annuity products.
Apply expertise in ACORD standards (e.g., ACORD XML, ACORD Life standards) to facilitate effective data exchange and interoperability.
Conduct gap analysis between ACORD standards, source data, and target BRx models (Business Rules/Requirements models).
Ensure all data mapping and integration solutions adhere to industry best practices and ACORD messaging specifications.
Elicit, analyze, and document business requirements from stakeholders across various departments (Actuarial, Operations, IT, etc.) for life insurance modernization initiatives.
Translate high-level business needs into detailed functional and non-functional specifications, including use cases and process flows.
Serve as the subject matter expert (SME) for life insurance products, business processes, and related data structures.
Validate that implemented solutions meet the original business requirements through rigorous testing and review.
Collaborate with data architects, developers, and testers to ensure the accuracy and integrity of data transformations.
Facilitate meetings and workshops with technical and business teams to resolve data and business process conflicts.
Create and maintain essential project documentation, including Business Requirements Documents (BRD), Functional Specifications Documents (FSD), and Data Dictionaries.
Required Qualifications
10-12+ years of experience as a Data Analyst, Business Analyst, or similar role, preferably within the Life and Annuity Insurance industry.
Mandatory hands-on experience with the ALIP platform data structures and functionality.
Proven expertise in ACORD standards and models, specifically related to Life Insurance and Annuities.
Demonstrated proficiency in data mapping and developing detailed transformation logic across various data formats (XML, JSON, flat files).
Strong SQL skills for data querying, analysis, and validation.
Solid understanding of the end-to-end life insurance business lifecycle, including new business, underwriting, policy administration, billing, and claims.
Excellent communication, presentation, and interpersonal skills.
Our Process
Schedule a 15 min Video Call with someone from our Team
1 Proctored GQ Tests (< 2 hours)
Slideware (Presentation Deck)
30-45 min Final/tech Video Interview
Receive Job Offer
If you are interested in reaching out to us, please apply and our team will contact you within the hour.
Cybersecurity Analyst (Salesforce Platform)
Analyst job in Dallas, TX
Job Title: Cybersecurity Analyst (Salesforce Platform)
Contract: Long-term - open-ended
Travel required 1 time per quarter for a week to work onsite at in Dallas, TX
EDUCATION:
Bachelor's degree in information security, Computer Science, or related field.
Certifications such as Salesforce Security Specialist, CISSP, or equivalent preferred.
WORK EXPERIENCE:
Minimum 3 years of experience in Salesforce administration, development, or security.
Experience with secure coding practices and code scanning tools.
Familiarity with compliance frameworks.
Experience working in cross-functional environments and influencing without direct authority.
Strong understanding of Salesforce security features and cybersecurity
LICENSING/CERTIFICATION:
Salesforce Security Specialist certification preferred
CISSP, CISA, or other security certifications are beneficial
IT Business Analyst II
Analyst job in Plano, TX
Dexian is seeking a IT Business Analyst II for an opportunity with a client located in Plano, TX.
Responsibilities:
Captures and supports delivery of business and system requirements to accomplish business goals
Some prior experience in working in technology
Understands both business requirements and the basic tenets of the technical solution. Helps effectively translate needs between both sets of stakeholders
Is responsible for decomposition of Epics to digestible user stories, acceptance criteria definition, prioritization of stories and backlog refinement with the team
Ensures user stories meet the Definition of Ready before work begins and meet the Definition of Done before acceptance
Leverages various techniques to assist with creation of Epics and stories such as process flow diagrams, context diagrams and use cases
Collaborates with Product Managers, stakeholders, and peer Delivery Lead members to ensure alignment of work
Removes team impediments; participates in team and Train routines as required
Supports Deployment Activities by supporting CRQ Deployment Approval Routines and ensures Quality standards are met
Coordinates and facilitates ART ceremonies -e.g. Backlog Refinement, Program Increment (PI) Planning, ART Sync (or PO Sync, Scrum of Scrums), System Demos, Retrospective.
In collaboration with the Portfolio Manager, ensures the program has a healthy product/program backlog.
Facilitates dependency management/risk management/impediment removal for the ART.
Promotes/facilitates communication and collaboration within the ART to support value delivery and PI commitments.
Responsible for providing status updates and reporting pertaining to ART plans/delivery/timelines/impediments to stakeholders and leadership
Ensures Enterprise Change Management and other policy requirements for technology solutions are met for the epics/features delivered by the ART.
Measures ART delivery, maturity, and performance and reviews the metrics with the ART to identify improvement opportunities.
Captures data to help determine/track product funding and resource acquisition needs
Supports overall JIRA Reporting and Team Confluence Management
Requirements:
Business Analyst (Domain Experts)
Agile Scrum Master
Agile tools (Jira)
The Product Owner/Technical Analyst role is critical as the Financial Center Team continues to prepare to innovate the experience of our Financial Center Applications and experiences for clients
The role will be leading backlog management activities including requirement review and development, process and product analysis, user story/acceptance criteria definition and refinement for one of the scrum teams on the Financial Center release train
The Agile Development team will consist of 8-10 software engineers that are focused primarily around quarterly integrated development cycles in addition to Monthly releases scheduled for smaller enhancements
Proficient in Agile processes and Jira
Ability to analyze end to end business processes and negotiate with the Business to make the most optimal changes
Ability to work in a matrix environment, have excellent communication skills and be problem solvers
Collaborates with stakeholders to understand their needs and problems
Creates and prioritizes work for the team
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Institutional Research Analyst
Analyst job in Irving, TX
The Institutional Research Analyst is responsible for collecting, analyzing, interpreting, and reporting data and information to inform strategic planning, enrollment management, compliance, accreditation, reporting, operational effectiveness, and the assessment and continuous improvement of academic programs and services. Key responsibilities include managing accreditation processes, analyzing institutional data to inform decision-making, conducting program reviews, and supporting the development and implementation of strategic and operational plans.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Actively engage the University identity and mission and understand programs and services.
• Collect, organize, and manage institutional data from various sources to gather information on student outcomes, enrollment trends, and other key institutional metrics, and to ensure accuracy, consistency, and accessibility.
• Support the development and maintenance of data stewardship and governance policies and procedures to ensure the quality, integrity, security, of university data assets.
• Maintain and update databases to ensure the accuracy and integrity of institutional data.
• Support and manage survey tools like Qualtrics for the university community.
• Conduct statistical analyses, generate reports, and data visualizations to support institutional research efforts and decision-making.
• Support data analysis for institutional research projects, program evaluation, and/or ad hoc requests from institutional units.
• Manage and fulfill requests for institutional data by various stakeholders, including administrators, faculty, and external agencies.
• Ensure compliance with applicable external reporting requirements related to institutional data.
• Collaborate with institutional leaders to identify key performance indicators and benchmarks for assessing institutional effectiveness.
• Develop and administer surveys and other instruments to collect feedback from students, faculty, staff, and community stakeholders and analyze results to identify areas for improvement and track trends over time.
• Provide training and support to faculty and staff on data collection and reporting processes and develop resources that assist in building data literacy across the institution.
• Support the development and implementation of the College's strategic plan through data driven insights.
• Support accreditation and program review processes by providing accurate and timely data for reports and data requests.
• Stay informed about current trends, research, and best practices in institutional research and data analysis through professional development activities, conferences, and networking opportunities.
• Evaluate the effectiveness of institutional research functions and services to identify areas for improvement.
• Work collaboratively with the Information Technology team.
• Participate and engage in supporting data governance, data lake, data warehouse, data dictionary, and data security initiatives.
• Other duties as assigned.
Requirements:
MINIMUM QUALIFICATIONS:
• Bachelor's degree: data science, statistics, information systems, business analytics, or related discipline.
• Minimum of 3 years' experience in higher education administration, institutional research or institutional effectiveness.
• Commitment to ethical standards, integrity, and professionalism dictating the use of data.
• Familiarity with higher education research, data systems, and reporting requirements.
• Demonstrated qualitative and quantitative analytical skills.
• Effective written and verbal communication skills.
• Effective professional demeanor and interpersonal skills.
• Ability to manage projects, proactive, and meet deadlines.
SKILLS
• Strong analytical and problem-solving skills.
• Experience working with higher education data systems such as Ellucian Banner or other student information systems.
• Proficiency in developing electronic forms, surveys, and other data collection instruments using web-based software (e.g. Qualtrics).
• Strong analytic skills with proficiency in database software programs, such as R, Python, or SPSS, and data visualization tools such as Tableau, SAS, or PowerBI.
• Meticulous attention to detail and a commitment to data accuracy, with strong organizational and time management skills.
• Ability to manage multiple tasks and priorities simultaneously.
• Understanding of institutional research methodologies, accreditation standards, and compliance with higher education requirements.
• Ability to present and communicate complex data in a clear and understandable format.
• Collaborative, team-oriented, participate in consensus building and group facilitation.
• Ability to work effectively with cross-functional teams and stakeholders
• Knowledge of human subject research and Institutional Review Board.
• Commitment to diversity, equity, and inclusion in institutional research and data practices.
• Proficiency in Microsoft Office and data management software, tools, and technologies.
• Must be able to lift 50 lbs. and ability to bend and ability to stand for long periods of time.
Operations Reporting Analyst
Analyst job in Dallas, TX
Berkshire Hathaway Automotive, headquartered in Irving, Texas, is one of the largest dealership groups in the United States, boasting over $9 billion in revenue and operating 80+ independently managed dealerships across 10 states. The organization sets the benchmark for operational excellence, financial performance, and an exceptional customer experience. With a focus on innovation, resilience, and adaptive business models, Berkshire Hathaway Automotive fosters strong leadership and empowers its dealerships to remain industry leaders and trendsetters within the automotive sector.
Role Description
This is a full-time, on-site role for an Operations Reporting Analyst. The primary responsibilities include collecting, analyzing, and interpreting data to generate actionable insights that support business decisions. The analyst will develop and maintain reports, dashboards, and metrics, leveraging data analytics to monitor operational performance. Additional tasks include collaborating with cross-functional teams to identify opportunities for operational improvement, presenting findings to stakeholders, and ensuring the accuracy and reliability of reporting processes.
Qualifications
Strong Analytical Skills, Reporting & Analysis capabilities, and attention to detail
Proficiency in Data Analytics and tools used for data interpretation and visualization
Background in Finance and solid understanding of financial metrics and reporting
Excellent Communication skills for presenting findings and collaborating with teams
Proficiency in software such as Microsoft Excel, Hyperion, Tableau, or similar platforms
Ability to manage multiple tasks and prioritize in a fast-paced environment
Bachelor's degree in Business, Finance, Data Analytics, or a related field is preferred
Experience in the automotive industry, along with CDK systems, is an advantage
Application Analyst
Analyst job in Irving, TX
Application Analyst II
REMOTE
Application Analyst II-REMOTE -Experience with Clinical 3rd Party Applications
Experience with cardiology, radiology, lab, PACS, Sleep Lab (Cadwell) and PFT (Breeze Suite)
Monday-Friday
Slotting Analyst
Analyst job in Flower Mound, TX
Job Title: Slotting Analyst
Job Type: Contract through 4/31/2026 with potential for extension or conversion
We are looking for a skilled and analytical Slotting Analyst to join our inventory control focused supply chain team. The ideal candidate will have 3-5 years of experience in warehouse data analysis with a strong command of SQL and Excel. This role will play a critical part in turning complex data into actionable insights to drive decision-making for a major supply chain modernization initiative.
Key Responsibilities:
Warehouse Flow Analysis:
Conduct on-site audits of warehouse pick paths and travel patterns.
Map and document building layouts, including shelving levels and order picker zones.
Evaluate how associates currently group work and navigate through locations.
Slotting Optimization:
Analyze inventory data to determine optimal product placement.
Develop slotting strategies that reduce travel time and improve picking efficiency.
Data Analysis & Reporting:
Pull and manipulate data using SQL queries.
Apply advanced Excel formulas to calculate and visualize slotting paths
Prepare reports and recommendations for operational improvements.
Collaboration:
Partner with local operations teams to understand current processes and pain points.
Communicate findings and proposed changes to stakeholders effectively.
Qualifications:
Bachelor's degree in Data Analytics, Supply Chain Management, Industrial Engineering, Computer Science, Statistics, or related field
3-5 years of experience minimum in a supply chain analyst role
Intermediate to Advanced SQL skills, with experience querying and transforming large data sets
Advanced Excel experience (including manual formulas)
Inventory management experience
Strong understanding of supply chain concepts and key performance indicators (KPIs)
High attention to detail, data accuracy, and analytical thinking
Excellent communication skills and the ability to present insights to both technical and non-technical audiences
Preferred Qualifications:
Experience with SAP Warehouse Management or EWM
Experience with data warehouses (e.g., Snowflake)
Background in Industrial Engineering or Lean Process Improvement
Knowledge of warehouse slotting principles
Investments Analyst
Analyst job in Dallas, TX
COMPANY:
Stoneweg US is a globally recognized real estate investment firm with domestic offices in Dallas, TX, Miami, FL, and St. Petersburg, FL. Stoneweg serves as the exclusive asset manager of Varia US Properties AG, a foreign, publicly-traded real estate fund (SIX: VARN). The Company's mission is broad and in addition to its core business in multifamily investment management, Stoneweg has an expanding portfolio of business opportunities in complementary real estate verticals. Stoneweg US is a subsidiary of Stoneweg and SWI Group, a global alternative investment platform founded in 2015 and headquartered in Geneva, Switzerland with over $10B in total assets under management and a presence in 15 European countries and Singapore.
POSITION:
Based in Dallas, TX, the Investments Analyst will be part of a dynamic and fast-paced business environment. The position will support all aspects of Investments and Asset Management, and play a critical role in underwriting new acquisitions, supporting due diligence, and assisting with ongoing asset management responsibilities and initiatives. This individual will work cross-functionally to evaluate investment opportunities, monitor portfolio performance, and contribute to strategic decision-making. The ideal candidate will be an energetic, motivated self-starter with a hands-on approach. This person will be results-oriented and able to excel in a fast-paced environment that requires one to be able to adjust to shifting priorities and accomplish multiple tasks.
RESPONSIBILITIES:
· Build and maintain detailed financial models in Excel to evaluate potential multifamily acquisitions and dispositions.
· Underwrite potential acquisitions, considering all comparable properties and developing initial business plans for rents, capital improvements, and operational changes.
· Develop benchmarks to analyze monthly operating statements and KPIs, rolling up portfolio performance to help inform strategic decision-making.
· Support Asset Managers in collaborating with property managers and third-party vendors to identify operational efficiencies and value-add opportunities.
· Assist in preparing investment memoranda and presentations for internal investment committees and external capital partners.
· Support the transaction process including due diligence, third-party coordination, and closing documentation.
· Conduct market and submarket research to support investment theses and portfolio strategy.
· Monitor property performance against underwritten projections and business plans.
· Develop and update cash flow forecasting models at the asset, portfolio, and fund levels.
· Serve as the gatekeeper for Asset Management system access, coordination, and subscriptions.
· Develop budget comparison templates and translate portfolio fee, tax, insurance, and debt service data to inform management company budget assumptions at the asset level.
· Support the interactions with institutional counterparties, including borrowers, lenders, sellers and equity capital partners.
· Maintain databases of market intelligence and investment pipeline activity.
· Research and complete ad hoc projects.
· Work effectively and successfully in a fast-paced, deadline driven environment.
REQUIREMENTS:
· Bachelor's degree or greater in Finance, Real Estate, Economics, or related field.
· 2-3+ years of experience in real estate investment, private equity, or investment banking with a focus on commercial real estate and/or multifamily preferred.
· Advanced Microsoft Office knowledge, particularly Microsoft Excel and financial modeling.
· Familiarity with industry tools such as RedIQ, DealPath, RealPage, and CoStar is highly desirable.
· Forward-thinking capabilities to support integration of AI into the platform.
· Ability to perform and prioritize multiple assignments without immediate supervision.
· Strong interpersonal, time management, organizational, and strategic planning skills.
· Excellent quantitative, analytical, and problem-solving skills.
· Excellent verbal and written communication skills.
· Team player with the ability to work independently and function in a support role.
· This role will be based in-person in our Dallas, TX office only.
This role is expected to embody Stoneweg's values at a leadership level, ensuring that professional conduct and decision-making align with the company's principles:
- Trust & Integrity - Acts with transparency, honesty, and accountability, upholding high ethical standards in all responsibilities.
- Respect & Collaboration - Fosters an inclusive and supportive environment, valuing diverse perspectives and working effectively with colleagues and stakeholders.
- Entrepreneurial Mindset - Demonstrates agility, proactiveness, and a solution-oriented approach to drive innovation and sustainable growth.
- Excellence & Commitment - Takes ownership of tasks, continuously seeks improvement, and is dedicated to delivering high-quality results.
These competencies are essential to contributing to Stoneweg's culture, ensuring a positive impact on the business, stakeholders, and the broader community.
COMPENSATION:
The chosen candidate will receive a competitive salary, bonus program, and an excellent benefits package. This position offers the candidate a strong opportunity for growth and advancement in the Company.
CONTACT:
Qualified candidates should email their resume to the following address: ********************
November 2025
NOTE: This job description is inclusive of but not limited to the job specifications contained herein. Additional duties or job functions may be required as deemed necessary.
Investment Analyst - Multifamily & LIHTC / Affordable Housing
Analyst job in Dallas, TX
Culver Investment Partners (“CIP”) is a private multifamily real estate acquisition, investment, and operating firm with a fast-growing platform. We are seeking an entry-to-junior-level Investment Analyst (1-3 years of experience) with specific experience in affordable housing and LIHTC to join our team in Dallas, TX. This role provides a unique opportunity to support our acquisition and asset management teams, with a primary focus on traditional market-rate multifamily and affordable housing, including LIHTC and other regulated structures.
The Investment Analyst will assist in reviewing acquisition opportunities in traditional multifamily (core-plus and value-add) as well as affordable housing deals that utilize LIHTC, tax-exempt bonds, Section 8, HOME funds, and other layered financing sources, primarily in Sunbelt markets (Texas, Georgia, the Carolinas, Florida, Arizona, and other select areas). You will help develop investment theses, underwrite complex affordable capital stacks, analyze market dynamics, ensure regulatory compliance, and collaborate with senior leadership on sourcing, underwriting, due diligence, and asset strategy. The role also involves supporting asset management functions, including financial reviews, budgeting, compliance monitoring, and performance tracking in a small, entrepreneurial environment.
CIP has grown substantially in recent years, with over $500M and 2,900 units under management. CIP's executive team has over 30+ years of experience, $15B+ in transaction volume, and management of over 100,000 multifamily units. This position offers the chance to participate in promote/carried interest in all opportunities, providing a clear pathway for growth in multifamily and affordable housing investments.
Duties and Responsibilities
The role will be split between supporting acquisitions and asset management, plus additional involvement in construction management, accounting, and investor reporting. Daily responsibilities include, but are not limited to:
Acquisitions Support (Market-Rate & Affordable/LIHTC):
Perform property- and entity-level underwriting for multifamily opportunities, including detailed LIHTC pro formas, sources-and-uses stacking, and layered financing
Build and audit Excel models for both traditional market-rate deals and complex affordable/LIHTC transactions.
Analyze rent rolls, operating statements, compliance reports, QAP requirements, and investor/lender requirements.
Prepare investment memos that clearly explain the capital stack, and long-term exit strategies.
Coordinate due diligence for LIHTC transactions (8609s, partnership agreements, cost certifications, regulatory agreements, etc.).
Conduct property tours and market research for both market-rate and affordable assets.
Asset Management & Construction Management Support:
Review and analyze monthly financial reports, including actual vs. budget analysis, income statements, balance sheets, cash flow statements, and delinquency reports.
Review interior and exterior improvement plans and compare them to budgets.
Communicate with property-level staff to understand operations and budget variances.
Monitor asset strategies with senior leadership and provide project management assistance.
Develop and distribute asset management reports.
Create process documentation and build systems for recurring projects.
Ad-hoc projects as necessary.
Accounting and Investor Reporting Support:
Assist in forecast cash requirements and communicate future cash outflows with fund accounting.
Assist with monthly and quarterly investor reporting.
Support other ad-hoc accounting tasks, quarterly valuations, due diligence, closings, and setting annual goals.
Qualifications
Bachelor's degree (business, finance, accounting, real estate, or related field preferred).
1-3 years of experience (including internships) with direct involvement in affordable housing / LIHTC underwriting, acquisitions, asset management, or syndication. Candidates must have hands-on LIHTC modeling and structuring experience; general multifamily experience alone will not suffice.
Proven ability to build and understand LIHTC Excel models, including multiple funding layers, compliance-period forecasting, and Year-15 planning.
Strong working knowledge of 9% and 4% LIHTC, tax-exempt bonds, Section 8, HOME, state housing credits, and related regulatory agreements.
Proficiency in Microsoft Office, especially advanced Excel (complex financial modeling required), PowerPoint, and Word.
Excellent analytical, written, and verbal communication skills; ability to explain complex affordable structures clearly and concisely.
Ability to thrive in a fast-paced, entrepreneurial environment and manage multiple priorities.
Willingness to travel as needed for property tours, investor meetings, and agency presentations.
Must be eligible to work in the U.S. and able to work full-time in our Dallas office (in-person role).
Preferred: Experience with market-rate multifamily value-add underwriting; prior role at a LIHTC syndicator, affordable developer, housing finance agency, or investment firm focused on affordable housing.
This in-person position in Dallas offers exceptional professional development and the opportunity to participate in promote/carried interest on all deals in a growing owner/operator that is actively expanding in both traditional multifamily and mission-driven affordable/LIHTC housing.
Prospect Management Analyst - Philanthropy
Analyst job in Irving, TX
The Prospect Management Analyst serves as a strategic partner to fundraising staff, collaborating to design and implement effective strategies that guide prospects through the donor cycle. This role plays a key part in advancing the organization's fundraising efforts by providing critical moves management information, facilitating proactive portfolio development, and ensuring a strong and sustainable prospect pipeline.
Through regular portfolio reviews, pipeline analysis, and strategic counsel, the Prospect Management Analyst empowers fundraisers and leadership with actionable insights that enable, enhance, and accelerate fundraising and engagement outcomes. The Analyst provides comprehensive prospect management support to frontline fundraisers to help them achieve their fundraising goals and maximize donor relationships.
This position reports to the Director of Development Services.
Responsibilities
Establish collaborative partnerships with fundraisers and leadership to align portfolio strategy with team goals, individual styles, and capacity priorities.
Partners with assigned fundraisers to regularly review, rebalance, and strengthen portfolios and the donor pipeline; help manage prospects in the CRM system as they move through the donor/prospect lifecycle.
Work collaboratively with senior leadership and fundraisers to assist in developing cultivation and solicitation strategies for donors and prospects.
Conduct regular portfolio reviews to ensure data quality and accurate documentation of fundraising activity and filed proposals.
Deliver holistic, data-informed analysis of qualification queues, portfolio health, performance metrics, and pipeline trends.
Prepare and share performance insights that help leadership evaluate fundraising activity, forecast outcomes, and inform next steps.
Foster strong relationships built on trust and communication with leadership, fundraisers, prospect researchers, and other colleagues to ensure the highest level of support.
Provide training on CRM systems and related processes.
Serve as a subject matter expert on policies and procedures related to fundraisers' management of their assigned prospects.
Maintain prospect data quality and confidential information.
Competencies
Knowledge of: Fundraising principles and donor lifecycle management; Prospect Management best practices, including portfolio optimization and pipeline analysis; fundraising CRM systems, Blackbaud CRM preferred; donor information services such as iWave, Wealth-X, Relationship Science, Foundation Directory, as well as wealth screening and prospect scoring services; data governance and integrity standards.
Skill in: Proficiency in data analysis and reporting tools (Excel, Power BI, SQL, Python, or similar) to support portfolio optimization, trend identification, and strategic decision making; strong analytical and critical thinking skills to interpret data and guide strategic decisions; excellent written and verbal communication skills for presenting findings and recommendations; manage multiple projects simultaneously and meet deadlines; competence in using online research tools and third-party resources to identify and qualify prospects; maintain a customer-focused approach while navigating complex scenarios.
Ability to: Maintain confidentiality and adhere to ethical standards in handling donor and portfolio information; establish, cultivate, and maintain strong professional relationships with internal and external stakeholders to support strategic fundraising and engagement goals; collaborate effectively with cross-functional teams, including fundraisers, data analysts, prospect research analysts, and CRM administrators; contribute to strategic planning and participate in professional development to stay current with industry trends; train and guide colleagues through complex policies and business practices; synthesize complex data into actionable insights for portfolio and pipeline management; develop and maintain dashboards and reports that support strategic decision-making, prioritize tasks and respond to requests in a timely and accurate manner.
Qualifications
Two (2) years of experience in prospect management, prospect research, or fundraising in a nonprofit or higher-education fundraising setting.
Must Pass a criminal history background check.
Preference
Experience in frontline fundraising, experience in a federated nonprofit organization and Experience working within a major or principal gift development program; experience working with Blackbaud CRM
Asset Management Analyst
Analyst job in Dallas, TX
We are a vertically integrated real estate investment, development, and management firm focused on the acquisition and repositioning of value-add multifamily communities across the United States. With in-house property management and construction management platforms, we execute full-cycle business plans designed to enhance asset performance and maximize value for our partners.
Position Summary:
The Asset Management Analyst will provide critical analytical, financial, and administrative support to the Asset Management team overseeing a national portfolio of value-add multifamily properties. This is a high-impact, cross-functional role that requires a mix of quantitative rigor, operational understanding, and proactive project management. The Analyst will assist in driving the performance of the portfolio by supporting renovation oversight, financial tracking, lender and investor reporting, and team coordination across departments.
Travel: 10%
Location: Dallas, TX
Key Responsibilities:
Build and maintain property-level financial models, including actual vs. pro forma comparisons, reforecasts, and investor return tracking.
Assist in rent roll audits, lease trade-out analysis, retention tracking, and performance dashboards.
Support ad hoc analysis such as breakeven occupancy studies, refinancing scenarios, and rent pricing strategies.
Collaborate with the Asset and Construction Management teams to track CapEx budgets, monitor renovation progress, and ensure alignment with business plans.
Prepare and submit monthly lender CapEx draw packages, including supporting invoices, lien waivers, pay apps, and photo documentation.
Maintain draw tracking logs, update draw schedules, and follow up on disbursements with lenders and internal accounting.
Support preparation of monthly, quarterly, and annual reports for lenders, partners, and internal stakeholders.
Track compliance requirements related to loan covenants, investor agreements, and municipal reporting (e.g., inspections, insurance, taxes).
Coordinate documentation needed for property tax appeals, insurance renewals, and lender deliverables.
Liaise with in-house property management and construction management teams to gather data, monitor timelines, and surface risks or delays.
Follow up with internal teams and external partners (lenders, consultants, vendors) to drive progress toward asset-level goals.
Assist Asset Managers in organizing weekly performance calls, preparing agendas, and distributing action item summaries.
Conduct market-level research and rent comp studies to support pricing, renewal, and leasing strategy decisions.
Help evaluate the impact of new supply, market absorption, and economic conditions on asset-level performance.
Qualifications:
Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field.
1-2 years of experience in real estate asset management, investment analysis, consulting, or private equity (multifamily experience preferred).
Strong proficiency in Excel and PowerPoint; experience with Yardi, RealPage, and/or Argus a plus.
Familiarity with CapEx draw processes and loan servicing documentation is preferred.
Highly organized, self-motivated, and able to manage multiple deadlines across different stakeholders.
Strong interpersonal and written communication skills.
Ability to travel occasionally for site visits and internal team meetings.
Compensation & Benefits:
Competitive base salary + discretionary bonus
Full health, dental, and vision benefits
401(k) with company match
Paid time off, holidays, and sick leave
Exposure to senior leadership and career path opportunities across asset management, development, and acquisitions
Implementation Analyst II (Payroll Integrations)
Analyst job in Dallas, TX
Client-Facing | Project-Driven | Mid-Senior Level
About Us
We are a fast-growing benefits technology organization partnering with mid-market and enterprise employers across the U.S. to solve complex data and administration challenges. Our platform connects HR, payroll, and vendor systems to streamline eligibility, deductions, compliance, and ongoing plan management. We operate with a “work anywhere” mindset, value long-term client relationships, and are continuing to expand due to increased demand for our services. Our team culture emphasizes collaboration, accountability, and a genuine commitment to doing right by clients and partners.
About The Role
We're looking for a technically strong, client-facing Analyst who can build data integrations from the ground up and guide customers through onboarding. This isn't a heads-down processing role...this position engages directly with clients, gathers requirements, and translates them into fully functioning payroll and benefits data feeds.
You'll work on multiple concurrent implementation projects, partnering closely with internal teams and external vendors to ensure every file is configured accurately and launched on schedule. Success in this role requires both analytical skill and professional polish.
What You'll Be Doing
Own end-to-end development of new data exchanges, including requirements gathering, build, testing, launch, and transition to ongoing support.
Lead calls with clients and vendor partners to uncover needs, clarify file logic, and capture specs.
Build new payroll deduction and HRIS data feeds, including field mapping and data validation.
Apply programming-style logic (e.g., conditional mapping, transformation rules) to large, complex datasets.
Coordinate with internal project managers and configuration teams to ensure timelines and requirements are aligned.
Document technical specifications, file layouts, transfer protocols, and testing results.
Identify issues quickly and drive resolution across internal and external teams.
Support quality assurance efforts and contribute to continuous process improvements.
Serve as the primary connection between client stakeholders and internal resources throughout the onboarding lifecycle.
Ensure a smooth handoff into steady-state operations with complete documentation and issue resolution.
What You Bring
Bachelor's degree preferred
4+ years working in data integrations, HR/payroll connectivity, SaaS onboarding, or file-based implementation work
Hands-on experience building payroll files or similar data feeds...not just maintaining existing ones
Strong Excel and XML/XSL skills; familiarity with SQL, JavaScript, or similar tools is beneficial
Ability to understand and apply programming-style logic in a non-software engineering role
Experience working directly with clients - comfortable leading calls and translating requirements
Highly organized and able to manage multiple workstreams with overlapping deadlines
So, if you're interested in joining a well-established industry leader with incredible opportunities for growth, apply today!
Technology Analyst - Disaster Recovery
Analyst job in Dallas, TX
Immediate need for a talented Technology Analyst - Disaster Recovery. This is a 12 months contract opportunity with long-term potential and is located in Dallas, TX (Onsite). Please review the job description below and contact me ASAP if you are interested.
Job ID: 25-91693
Pay Range: $60 - $65/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
Govern disaster recovery plans and procedures for critical business applications and infrastructure.
Create, update, and publish disaster recovery-related policies, procedures, and guidelines.
Ensure annual updates and validations of DR policies and procedures to maintain readiness and resilience.
Maintain up-to-date knowledge of disaster recovery and business continuity best practices.
Perform regular disaster recovery testing, including simulation exercises, incident response simulations, tabletop exercises, and actual failover drills to validate procedures and identify improvements.
Train staff and educate employees on disaster recovery processes, their roles during incidents, and adherence to disaster recovery policies.
Coordinates Technology Response to Natural Disasters and Aircraft Accidents
Key Requirements and Technology Experience:
Key Skills; Disaster Recovery, Business Continuity and Enterprise Operational Resilience.
Strong knowledge of Airvault and ransomeware recory technologies
Proven ability to build, cultivate, and promote strong relationships with internal customers at all levels of the organization, as well as with Technology counterparts, business partners, and external groups
Proficiency in handling operational issues effectively and understanding escalation, communication, and crisis management
Demonstrated call control and situation management skills under fast-paced, highly dynamic situations
Knowledge of basic IT and Airline Ecosystems
Understand SLA's, engagement process and urgency needed to engage teams during critical situations
Ability to understand and explain interconnected application functionality in a complex environment and share knowledge with peers
Skilled in a Customer-centric attitude and the ability to focus on providing best-in-class service for customers and stakeholders
Ability to execute with a high level of operational urgency with an ability to maintain calm, and work closely with a team and stakeholders during a critical situation while using project management skills
Ability to present to C-Level executives with outstanding communication skills
Ability to lead a large group up to 200 people including support, development, leaders and executives on a single call
Ability to effectively triage - be able to detect and determine symptom vs cause and capture key data from various sources, systems and people
Knowledge of business strategies and priorities
Excellent communication and stakeholder engagement skills.
3 years of similar or related experience in such fields as Disaster Recovery, Business Continuity and Enterprise Operational Resilience.
Working knowledge of Disaster Recovery professional practices, including Business Impact Analysis, disaster recovery plan (DRP), redundancy and failover mechanisms DR related regulatory requirement, and Business Continuity Plan exercises and audits.
Ability to motivate, influence, and train others.
Strong analytical skills and problem-solving skills using data analysis tools including Alteryx and Tableau.
Ability to communicate technical and operational issues clearly to both technical and non-technical audiences.
Our client is a leading Airline Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
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Financial Analyst (Retail Experience Req'd)
Analyst job in Irving, TX
The Financial Analyst is an entry-level role designed for a motivated and detail-oriented individual eager to grow within a dynamic finance team. This position supports core financial reporting, forecasting, and analysis processes while developing critical business and technical skills. Working closely with the senior director of business intelligence and cross-functional teams, this role helps drive accurate and timely reporting that informs operational and strategic decision-making.
Essential Functions / Major Responsibilities:
Assist in the preparation of monthly financial reports, dashboards, and performance summaries for internal stakeholders.
Support the annual budget and monthly forecasting process by gathering data, updating templates, and validating inputs.
Perform basic variance and trend analyses on revenue and expense data, identifying key changes versus budget or prior periods.
Maintain and update store-level financial models, ensuring accuracy in data inputs such as sales, labor, and expenses.
Partner with departments to collect data and ensure alignment on reporting requirements and assumptions.
Support ad hoc analysis requests and special projects by pulling and organizing data in a structured and efficient manner.
Assist in enhancing reporting tools and automating recurring reports where appropriate.
Contribute to continuous improvement efforts within the Finance function by helping document processes and identifying opportunities for efficiency.
Required Skills / Abilities / Competencies:
Foundational knowledge of financial analysis, accounting principles, and business reporting.
Proficiency in Excel (e.g., pivot tables, VLOOKUP, IF statements); exposure to Power BI, Tableau, or SQL is a plus.
Strong attention to detail with a commitment to data accuracy and integrity.
Ability to work effectively in a team environment and take direction from senior analysts.
Excellent organization and time management skills; able to manage multiple tasks and meet deadlines.
Clear and professional communication skills-both verbal and written.
Demonstrated eagerness to learn and grow; receptive to feedback and development.
Alignment with client's values and a passion for contributing to a purpose-driven brand.
Education and Experience:
Bachelor's degree in finance, accounting, economics, business, or a related field.
Up to 2 years of relevant finance experience preferred (QSR, retail, or hospitality experience is required).
Familiarity with financial statements and budgeting processes preferred.
Personal passion for health and fitness is a plus.
Financial Analyst
Analyst job in Dallas, TX
FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management.
Job Duration : 6-12 Months
Pay rate : $23/hr
(Summary of Division)
Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm.
Your Impact (Role Purpose Summary)
This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously.
Our Impact (Team Function Summary)
The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity.
How You Will Fulfill Your Potential (Responsibilities Summary)
Monitor and investigate reporting breaks, process failures, and booking discrepancies.
Work with Sales, Trading, and Technology to resolve technical or trade-related issues.
Re-engineer processes to reduce risk and improve efficiency.
Participate in technology upgrades and regulatory change projects.
Continually refine workflows to improve quality, reduce errors, and meet operational targets.
Skills - Basic Qualifications Summary
Bachelor's degree and 0-3 years of experience, ideally in financial operations.
Strong technical aptitude, Microsoft proficiency, and high attention to detail.
Skills - Preferred Qualifications Summary
Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support.
Strong communication, relationship-building, and problem-solving abilities.
Ability to handle pressure, multitask, and anticipate issues proactively.
Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.