Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. What You'll Do As a Senior Analyst - BCG Vantage on our Client Focus path within BCG's Zero-Based Transformation (ZBT) topic, you will work in a growing global team, providing functional expertise and insights, working together with BCG case and proposal teams to deliver expert Zero-Based Transformation advisory to our clients. This will also include case delivery support and the creation of customized knowledge assets. You'll be deployed in client engagements with core consulting teams, actively engaging with clients to understand their needs, developing tailored solutions, and presenting insights and recommendations with clarity and confidence. In addition, you will support business development, go-to-market efforts and development of intellectual property & knowledge assets of the ZBT business, as opportunities arise, contributing to research and analysis & marketing efforts. ZBT is a fast-growing sub-unit within CFS that supports CEOs, CFO's and leaders to win the "next game"- and how to maximize value creation while doing it. ZBT provides the visibility needed to rigorously review and challenge ways of working and ultimately resetting the cost base in a way that guarantees the business is kept lean for a long-term. YOU'RE GOOD AT * Detailed cost baselining and spend analysis with strong understanding of cost categories at a granular level * Analysing large datasets of client financial and non-financial data utilizing advanced data analysis techniques to generate high value insights * Understanding and optimizing Chart of Accounts (CoA), general ledger systems and cost centers, providing insights to support cost management * Conducting internal and external benchmarking of costs to develop initial savings hypothesis * Identifying cost optimization levers to quantify savings potential and determining reinvestment opportunities * Conducting stakeholder interviews and facilitating challenger workshops with clients, supported with high quality analyses and your knowledge of optimization levers * Adapting the planning & budgeting process to sustainably incorporate the ZBT ways-of-working and savings ambitions * Defining governance policies for steering a ZBT program and implementing optimization initiatives * Monitoring savings realization and developing change management and communication for organization wide alignment * Working collaboratively and contributing effectively to team discussions; often leading discussions on alternative approaches and deliverables What You'll Bring * 3+ years of relevant work experience in cost restructuring required; candidates with consulting experience preferred * Minimum 2+ years of consulting experience strongly preferred, and 2-4+ years of industry experience in lieu of consulting experience * Master's degree in business administration, corporate finance, accounting, mathematics etc. with very good academic achievements and / or Qualified Chartered Accountant and / or ACCA and / or CMA, with a management consulting background * Outstanding analytical skills / comfortable working with large data sets to distill data driven insights * Outstanding interpersonal and communication skills to interact with internal and external stakeholder while working in a global collaborative team environment * Knowledge of data analysis and visualization tools (e.g., Alteryx and Tableau) will be an added advantage * Fluency in English Who You'll Work With Core Consulting Teams * Staffed as topic champion along with core consulting teams in client engagements by bringing in core domain expertise * Own and drive successful completion of a module in client projects * Provide insight generation expertise during team discussions to frame and structure client issues * Provide problem solving and solutioning to drive improvements across client organization * Enhance client deliverables by conducting high-quality analyses and applying business judgement * Suggests alternative or additional analyses to expand original scope and provide new insight * Demonstrate good slide-writing and story-lining skills to generate client ready materials * Concise, synthesized and confident during discussions with project teams, running workshops with client teams and presenting analysis & findings to clients * Develop effective relationships with senior project leadership to build strong demand as a topic champion for repeat staffing * Demonstrating adaptability and resilience, quickly adjusting to changing priorities and maintaining composure under pressure * Support proposal development by guiding consulting teams on transformation approach, BCG capabilities, past case credentials and experts Topic Teams * Build and update new topic-related customized knowledge products * Control the consistency of knowledge management databases * Reviews knowledge products and ensures they are current and relevant and updates when appropriate * Writes abstracts and indexes for projects and practice documents * Assisting in Practice Area intellectual capital development projects (studies, articles and other publications Additional info BCG Vantage is a powerhouse of expertise, seamlessly embedded within Practice Areas and markets to drive extraordinary impact. It equips BCG case teams and clients with cutting-edge expertise, proprietary assets, actionable data, and transformative insights that empower our case teams and enable our clients to achieve their aspirations. With global experts across 20 Practices, covering more than 100 topics, sectors and offers, plus four focused geographic markets, BCG Vantage delivers unparalleled depth and breadth of insight & expertise. BCG Vantage consists of three career paths, each playing a crucial role in delivering value to clients, case teams and practice teams. Client Focus (Embedded Expertise) * Integrates into client-facing teams to deliver direct client impact through expertise, know-how, and proprietary tools and assets Topic Activation (Sector Expertise with Proprietary Tool & Data Solutions) * Combines deep domain insights with our know-how and proprietary assets to address targeted challenges directly with clients and project teams; co-creates insights on industry trends and functional topics, proprietary data and tools, and teams to codify IP that all enables BCG to deliver excellent business value with its clients Research (Practice Topic and Sector-Aligned Research and Insights) * Delivers actionable research and insights tailored to the client project's needs; works with qualitative and quantitative data, conducts research and provides synthesized results from sources including commercial data, public and open source, company and industry research, macro-economic, commodities and trade data. *** For US locations only *** In the US, we have a compensation transparency approach. Total compensation for this role includes base salary, annual discretionary performance bonus, retirement contribution, and a market leading benefits package described below. The base salary range for this role in Dallas is $124,800 - $129,000. This is an estimated range, however, specific base salaries within the range depend on various factors such as experience and skill set. It is not common for new BCG employees to be hired at the high-end of the salary range. BCG regularly reviews its ranges to ensure market competitiveness. In addition to your base salary, your total compensation will include a bonus of up to 24% and a generous retirement contribution that starts at 5% and moves to 10% after 2 years. All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here (******************************************* for more information on E-Verify.
$124.8k-129k yearly 1d ago
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Corporate Finance, FP&A
Culbertson Resources Inc.
Finance analyst job in The Woodlands, TX
Senior FP&A Analyst
We are seeking a highly analytical and strategic Corporate FP&A professional to support the CFO in driving the company's financial strategy. This role will play a critical part in shaping the company's growth through strategic initiatives, mergers & acquisitions, multiple capital raises, and complex transactions. The ideal candidate will have strong financial modeling skills, strategic thinking, and experience in investment banking, private equity, or construction finance in a fast-growing, acquisition-driven organization.
Key Responsibilities:
Partner with the CFO to develop and execute corporate strategies, including long-term planning, capital allocation, and growth initiatives.
Lead financial analysis and modeling for potential mergers, acquisitions, divestitures, and joint ventures.
Support multiple capital raise initiatives, including debt, equity, and hybrid instruments.
Conduct scenario analysis, valuations, and due diligence to assess strategic opportunities.
Prepare and present financial insights, recommendations, and reports to executive leadership and the board of directors.
Collaborate cross-functionally with business units to align financial strategy with operational goals.
Monitor performance metrics, key drivers, and trends to guide strategic decision-making.
Qualifications:
3+ years of experience in corporate finance, investment banking, private equity, or strategic finance within highly active companies
Strong financial modeling, valuation, 3-statement modeling, and analytical skills.
Proven experience in M&A transactions, capital raises, and strategic initiatives.
CFA designation is a strong plus.
$54k-82k yearly est. 2d ago
Corporate Strategy Analyst
Landmark Structures
Finance analyst job in Southlake, TX
Landmark is a leading provider of engineering, construction, and asset management services for storage solutions in the water, wastewater, power, and industrial markets. We operate throughout North America and have built our reputation on delivering the most challenging projects with a high degree of efficiency and precision.
Challenging the norm and innovating better methods is core to our approach.
The Corporate Strategy Analyst supports Landmark's long-term growth and competitive positioning by delivering data-driven insights on industry trends, market dynamics, and strategic opportunities. This role plays a key part in shaping Landmark's perspective on the water infrastructure industry and adjacent markets by translating complex market data into clear, actionable recommendations. The Analyst partners closely with senior leadership and cross-functional teams to inform strategic planning, support mergers and acquisitions (M&A) activities, and identify opportunities for business expansion and diversification.
Responsibilities and Duties
Essential Functions:
Conduct in-depth research and analysis of market trends, competitor activities, and industry developments within the water infrastructure industry and related sectors.
Develop, document, and regularly update Landmark's point of view on the industry, including emerging trends, regulatory changes, customer needs, and technological advancements.
Prepare, analyze, and present clear, actionable reports, dashboards, and briefings for senior leadership that highlight market opportunities, risks, and strategic recommendations.
Identify, assess, and evaluate adjacent markets, technologies, and services that align with Landmark's growth strategy and long-term business objectives.
Maintain, validate, and enhance proprietary market and competitive data sets to ensure accuracy, consistency, and relevance for strategic planning and investment decisions.
Support M&A activities by conducting market research, competitive benchmarking, and industry analysis, and by assisting with commercial due diligence on potential acquisition targets.
Collaborate with cross-functional teams, including strategy, business development, sales, operations, and finance, to integrate market intelligence into business planning and execution.
Monitor, track, and analyze key performance indicators (KPIs) related to market share, growth trends, and competitive positioning.
Assist in the development of strategic presentations, investment materials, and executive-level content for internal and external stakeholders.
Stay current on industry news, conferences, publications, and regulatory developments to inform leadership of relevant trends and risks proactively.
Ensure compliance with data privacy, confidentiality, and ethical standards in all research, analysis, and reporting activities.
Qualifications and KSA
Education:
Bachelor's degree in business administration, engineering, finance, economics, or a related field is required.
MBA or equivalent advanced degree is strongly preferred.
Experience:
1-3 years of experience in management consulting, corporate strategy, market intelligence, investment analysis, or industry research.
Prior experience in water infrastructure, construction, engineering services, utilities, or related industries is preferred.
Exposure to or experience supporting M&A activities, strategic initiatives, or growth planning is a plus.
Knowledge, Skills, and Abilities:
Strong ability to synthesize complex qualitative and quantitative market data into clear, actionable insights.
Proficiency in market research methodologies, financial and competitive analysis, and data visualization tools (e.g., Excel, PowerPoint, BI tools).
Strong written and verbal communication skills, with the ability to present findings to senior leadership and non-technical audiences.
Solid understanding of corporate strategy concepts, competitive dynamics, and growth frameworks.
High attention to detail, accuracy, and organization when managing data sets and analyses.
Ability to manage multiple priorities and work effectively in a deadline-driven, fast-paced environment.
Collaborative mindset with the ability to work effectively across functional teams and organizational levels.
Strong problem-solving skills and intellectual curiosity to explore new markets and strategic questions.
High level of professionalism, integrity, and ethical decision-making with a commitment to maintaining confidentiality and regulatory compliance.
Working Conditions - Mental Demands / Physical Demands / Environmental Factors
Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices.
Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain.
Motion: Frequent use of hands and fingers for typing and handling office equipment.
Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents.
Environment: Primarily indoor, climate-controlled office environment.
Travel Requirements: Minimal travel required.
Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required.
Equal Employment Opportunity (EEO) Statement
Landmark is an Equal Opportunity Employer. Landmark recruits qualified applicants and advances its employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. We encourage all qualified candidates to apply and will provide reasonable accommodations for qualified individuals with disabilities.
Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.
$54k-82k yearly est. 1d ago
Strategic Field Finance Leader for Growth & Transformation
Sysco Northeast Rdc
Finance analyst job in Houston, TX
A leading food distribution company in Houston is seeking a strategic finance leader to oversee the financial functions across business units. This role requires expertise in budgeting, financial analysis, and leadership, and demands a Bachelor's degree in finance or accounting along with 5-10 years of relevant experience. The ideal candidate will drive collaboration and improve operational performance in a dynamic environment.
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$88k-138k yearly est. 4d ago
Public Finance Capital Markets Leader
Fairygodboss 4.0
Finance analyst job in Houston, TX
A leading financial institution is seeking a Managing Director in Public Finance in Houston, Texas. The role involves overseeing bond origination, leading teams, and managing client relationships. Successful candidates should have over 10 years of experience in the investment banking sector, ideally with a strong background in public finance and municipal markets. The position offers opportunities for leadership in a dynamic environment with a focus on client service and strategic growth.
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$91k-131k yearly est. 2d ago
Finance Manager
The Bolton Group 4.7
Finance analyst job in San Antonio, TX
The Bolton Group is partnering with a well-established and large homebuilder to look for a Finance Manager for their Edinburg, Texas location.
The Finance Manager is responsible for providing financial and analytical support to help drive operational success in sales, land, construction, purchasing, warranty and escrow. This position also organizes detailed key performance indicators and financial performance analysis through income statement, balance sheet, and cashflow statement.
Experience from a large public accounting firm or home building industry is required.
The schedule is full time onsite with flexibility.
Pay: $100K - $130K + 20% discretionary bonus - relocation bonus can be considered
Qualifications:
Bachelor's Degree (B.A.) in Accounting, Finance, or related field is required
Minimum 2 years public accounting or homebuilding accounting/finance
Strong ability to Ability to create reports & dashboards to analyze trends and information.
Proficiency in Power BI
Strong data analysis skills and experience
If you are interested, please reach out to Thun Lennert at ************************
$100k-130k yearly 15h ago
Investment Analyst (looking for public accounting)
Robert Half 4.5
Finance analyst job in Dallas, TX
Chris Willhite, CPA with Robert Half has teamed up with a large investment firm to source an Investment Analyst. The role will handle all aspects of investment analysis including strategy, financial modeling, due diligence, and presentation. The ideal candidate either comes from investment banking or a large, national CPA firm.
Please email your profile to Chris.Willhite@RobertHalf.com.
Here is more on the opportunity:
Conduct market analyses to evaluate market potential for development of proposed projects
Evaluate financial feasibility of proposed projects
Analyze investment opportunities to develop strategic business plans to facilitate restructuring of financially troubled operations
Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements related to proposed developments
Communicate with key decision-makers
Present key findings of feasibility analyses to executive management
Assist executive management with development of business and strategic plans, proposals and presentations
Participate with project and task-oriented initiatives
Handle other responsibilities as assigned
Education and Experience Required
Bachelor's Degree with a concentration in Accounting or Finance from a highly regarded university
Master's degree preferred
Minimum of two years' business experience including financial analysis, accounting and operations
Client service experience is preferred
Knowledge, Skills, and Abilities Required
Proficient in Microsoft Excel, Word, PowerPoint and Outlook; overall strong computer literacy
Analytical and problem-solving skills
Basic financial modeling skills
Interpersonal, oral and written communication skills
Strong organization skills and ability to manage complex tasks and issues concurrently
Demonstrate flexibility and positive client- service attitude
Self-starter capable of working independently
Please email your profile to Chris.Willhite@RobertHalf.com.
$57k-92k yearly est. 2d ago
Asset Management Multifamily Analyst
Selby Jennings
Finance analyst job in Dallas, TX
Selby Jennings has been exclusively retained to identify an Asset Management Analyst for a leading Commercial Real Estate investment firm headquartered in Dallas, TX. With over $3.5bn in assets under management, this firm is known for its strategic approach to real estate investing and its strong track record across multiple asset classes. This particular role will focus on the residential portfolio, including multifamily and BTR assets, making prior experience in residential real estate a key differentiator.
The team is lean, dynamic, and highly collaborative, offering a unique opportunity for accelerated career growth, direct exposure to senior leadership, and involvement in high-impact investment decisions. The ideal candidate will be intellectually curious, analytically sharp, and eager to contribute to a fast-paced, entrepreneurial environment.
Key Qualifications:
- 1- 1.5 years of experience in residential real estate private equity, investment banking, or a related institutional investment platform
- Strong academic credentials from a top-tier university, with a high GPA and positive performance reviews or rankings
- Advanced financial modeling, underwriting, and due diligence capabilities, ideally gained through exposure to complex transactions
- Excellent communication skills, both written and verbal, with the ability to present ideas clearly and confidently
- Proven ability to manage multiple priorities under tight deadlines while maintaining attention to detail
- Strong interpersonal skills and a collaborative mindset, with the ability to build relationships across teams and functions
This is a rare opportunity to join a high-performing investment team at a pivotal stage of growth. If you're looking to take the next step in your real estate investment career, we encourage you to apply.
$55k-83k yearly est. 2d ago
Sr. Financial Analyst
Growing Greenspoint Company
Finance analyst job in Houston, TX
Senior FinancialAnalyst - FP&A
Industry: Construction
Type: Newly Created Role | Immediate Opportunity
Our client, a rapidly growing construction company located in the Greenspoint area, is seeking a Senior FinancialAnalyst to join their team in a newly created position. This is a highly visible and impactful role within a dynamic, acquisition-driven organization known for its strong culture, excellent benefits, and commitment to promoting from within.
This position will play a critical role in corporate financial planning and analysis, supporting strategic decision-making across the organization. The work is complex, robust, and offers significant exposure to senior leadership.
Key Responsibilities
Lead corporate FP&A activities, including the development of complex budgets, forecasts, and long-range financial models
Partner closely with the M&A team to support acquisitions and assist with the financial onboarding of newly acquired locations
Create, maintain, and enhance complex financial reports for both field locations and corporate offices
Analyze financial performance, trends, and variances; provide actionable insights to leadership
Support special projects and ad hoc reporting requests tied to growth initiatives
Present financial results and analyses to senior leadership with clarity and confidence
Continuously improve reporting processes, tools, and models to support a growing organization
Qualifications
4+ years of experience in Financial Planning & Analysis (FP&A)
Proven experience building and managing complex budgets and forecasts
Exposure to an ERP system
Advanced Excel skills required, including Macros, Pivot Tables, and VLOOKUPs
Power BI experience strongly preferred
Advanced degree (MBA, MS Finance, etc.) and/or professional certifications (CFA, CPA, FP&A-related) strongly preferred
Exceptional communication and presentation skills with the ability to work cross-functionally
Comfortable operating in a fast-paced, acquisition-heavy environment
Why Join?
Newly created role with strong visibility and growth potential
Complex, meaningful work tied directly to company strategy
Excellent benefits package
Company culture that actively promotes from within
Work Environment: This role is fully in-office at the Greenspoint location and does not offer hybrid or remote work options.
This is an immediate opportunity.
To be considered, please contact your Robert Half representative or reach out directly to:
*******************************
$68k-92k yearly est. 4d ago
Analyst - Investment Management
CAZ Investments
Finance analyst job in Houston, TX
CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.
We recently grew our ownership consortium to include several veterans in financial services as well as the world's leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins' latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well.
Robbins' private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.
We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families' and our Shareholders' money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don't get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
Analyst - Investment Management
As an Analyst of Investment Management, you will support the Capital Formation Team. You will articulate sophisticated thematic investment strategies to Partners and Team members, build subject matter expertise internally and create investment-focused materials to contribute to the Firm's overall success. This role sits at the intersection of investment strategy, investor communication, and platform growth. You will directly influence how we position sophisticated investment ideas to current and prospective investors.
Key Responsibilities:
Manage investor due diligence requests and information gathering processes for existing and prospective investors
Develop and implement scalable systems for investment analysis and strategy communication
Maintain and organize investment content and materials across a wide variety of investment vehicles
Create investment-focused collateral to help our Capital Formation Team win
Monitor macroeconomic trends and competitive landscape to inform investment positioning
Collaborate with senior Team members across investment strategy communication and Capital Formation initiatives
Success as an Analyst in the Investment Management Team will be measured by your:
Ability to synthesize and communicate complex investment concepts effectively
Demonstrated understanding of investment due diligence processes
Ability to quickly learn the CAZ investment process and philosophy
Deliver high-quality work, on time, with exacting attention to detail
Proficiency to work within and across Teams to bring success to all members of the Firm
Strong organizational skills and drive toward process enhancements
Requirements:
Bachelor's degree in Finance, Economics, or a related field. Significant progress toward the CAIA, CFA or MBA is preferred
2-4 years of investment industry experience is preferred
Ability to work in a fast-paced environment under strict deadlines
Demonstrates an entrepreneurial mindset and capacity to think outside the box
Working knowledge of alternative investments, including private equity, private credit, venture capital, and hedge funds
Experience with, or desire to develop, professional presentation skills
Strong organizational and written communication skills with keen attention to detail
Understanding of core financial concepts, including accounting and valuation
Experience with DealCloud, Bloomberg, and MSCI Caissa software is strongly preferred
Highly proficient in Microsoft Excel and PowerPoint
Strong understanding of macro- and micro-economic trends and can quickly learn and apply quantitative modeling techniques
Compensation and Benefits:
Base salary will be commensurate with experience
Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
Participation in our matching 401k plan
We offer a generous PTO plan, along with an excellent benefits portfolio
$58k-100k yearly est. 4d ago
Real Estate Analyst
Specialty Consultants Inc. 3.9
Finance analyst job in Austin, TX
SCI, the leading real estate search firm, is recruiting a Real Estate Analyst on behalf of a rapidly growing real estate investment platform with a national portfolio.
To support the platform as it continues to scale, the Analyst work closely with partners and senior leadership, providing insights that directly shape growth strategy, financial performance, and organizational success.
Key Responsibilities
Lead financial planning efforts including budgeting, forecasting, and strategic financial analysis.
Build and maintain financial models, dashboards, and forecasts to support efficient, data-driven decision-making.
Analyze past results, perform variance analysis, identify trends, and recommend actionable improvements.
Partner with department leaders to develop and manage annual budgets and key financial performance indicators.
Provide regular financial reporting and insights to organizational leadership, highlighting risks and opportunities.
Oversee enterprise-level debt service ratio reporting, capital structure optimization, and reserve management.
Qualifications
Bachelor's degree in Finance, Accounting, or related field required.
Proven success in financial planning and analysis or a related function.
Strong real estate and/or housing sector experience highly preferred.
Demonstrated analytical and problem-solving skills with the ability to translate complex data into actionable insights.
Prior experience with debt funds or debt-related analysis preferred.
$52k-81k yearly est. 2d ago
Financial Relationship Consultant
The Intersect Group 4.2
Finance analyst job in Austin, TX
The Intersect Group is seeking a contract Senior Teller/Personal Banker to work for our direct client to help manage the day-to-day operations of their customer-centric bank branches in downtown Austin.
Senior Financial Relationship Consultant
Duration: 6-month contract to hire
Interview Process: 2 rounds of virtual interviews
Location: Austin 78701 (near W Cesar Chavez and Brazos Street)
Qualifications
5+ years of Banking / Customer Service / Sales -oriented experience, with a minimum of 2 years banking center experience required, including bank teller, customer service, relationship management and cash handling
Series 65 License or willingness to study / take exam once a full-time employee
Knowledge of banking products and services including deposits, lending and other financial services
Ability to multitask and solve problems in a fast-paced environment to accomplish many tasks efficiently and timely
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
Proficient knowledge of Salesforce preferred
Bilingual in Spanish is a plus
Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
Excellent communication skills, both verbal and written, with the ability to speak concisely
Must be team-oriented
Ability to be influential and establish positive working relationships across the organization with various stakeholders
Knowledge of legal entity documentation preferred
Strong attention to detail and accuracy
Strong phone communication skills
Responsibilities:
Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
Proactive customer outreach that is aligned to our high-touch / engagement model
Proactive phone calls to both existing and prospect customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects
Handle all banking transaction, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to: deposits, withdrawals, wire transfers, etc.
Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations
Assist in community awareness events to increase bank outreach and foster new business opportunities
Assist management with various operational duties and responsibilities
Abide by company policies, procedures, and regulatory compliance guidelines
$77k-111k yearly est. 2d ago
Senior Financial Analyst
Alari Search, LLC
Finance analyst job in Frisco, TX
Rapidly growing, private equity owned company is seeking a Senior FinancialAnalyst to join their dynamic team. The Senior FinancialAnalyst will conduct corporate financial planning & analysis, along with data analytics.
Salary range is up to $110,000 plus bonus
Duties Include:
Budgeting preparation, forecasting, and variance analysis
Prepare the long-term financial plan for the company, including P&L, Capital Expenditures, Balance Sheet and Cash Flow
Operations analysis, including cost and profitability analysis
Includes ongoing updates and enhancements to the company's 5-year strategic model, performing analysis, and running scenarios for PE firm and the Board of Directors
Work with complex data sets to identify, analyze, and interpret sales, margins and financial trends
Analyze current and past trends in KPIs, including but not limited to revenue, cost of sales, expenses, and working capital. Interpret data and provide recommendations to management
Financial Modeling, building dashboards in Power BI
Ad hoc projects and reports and requested
Requirements
BS or BA in Business, Finance or Accounting
Ability to turn disparate data into timely decision-making information, using cohesive narratives and graphical interpretation
Overall business acumen; understands the big picture
Experience with Power BI, Tableau, or similar software
Strong financial analytics
Great communication skills - tactfully influential
Very organized with attention to detail
Advanced Excel spreadsheet and modeling skills
Strong work ethic and results driven
Ability to drive change
$110k yearly 4d ago
Financial Risk Analyst
Swipejobs
Finance analyst job in Houston, TX
Schedule: Monday-Friday | 8:00 AM - 5:00 PM
Contract: 1-year contract with strong potential for extension or conversion to permanent
We are seeking a highly analytical and detail-oriented Risk Analyst to join a fast-growing commodities trading organization. This role sits directly on the trading floor and supports a dynamic, high-performance environment. The ideal candidate thrives under pressure, is numbers-driven, and brings hands-on experience supporting oil and gas commodities risk functions.
This is a growing team with meaningful opportunities for long-term career advancement.
Key Responsibilities
Daily P&L and Exposure Reporting
Generate, validate, and distribute daily P&L and exposure reports across multiple commodities, including crude oil, gasoline, distillates, fuel oil, renewables, and NGLs.
P&L Attribution and Analysis
Analyze daily P&L movements and provide clear commentary explaining key drivers, market movements, and risk impacts.
Trade and Deal Validation
Ensure accurate trade capture and representation within risk systems.
Partner with Front Office, Operations, and other stakeholders to investigate and resolve discrepancies.
Curve and Pricing Validation
Validate forward curves, pricing inputs, and valuation assumptions to ensure accuracy and consistency.
Cross-Functional Collaboration
Work closely with Trading, Scheduling, Accounting, FP&A, and Risk teams to support timely reporting and issue resolution.
Process Optimization and Automation
Lead and support initiatives to standardize, streamline, and automate reporting processes.
Contribute to enhancements of risk systems, dashboards, and analytical tools.
Governance and Controls
Support compliance with internal control frameworks and regulatory requirements.
Team Support and Leadership
Provide backup coverage across regions or product lines.
Mentor and support junior analysts to promote knowledge sharing and team development.
Financial Reporting Alignment
Partner with FP&A to ensure mark-to-market P&L aligns with GAAP standards used for external financial reporting.
Required Experience & Qualifications
Proven Risk Analyst experience within oil and gas commodities
Strong understanding of commodity trading environments and exposure to multiple risk functions.
Ability to thrive in a fast-paced, trading-floor environment.
Highly analytical mindset with strong numerical aptitude.
Technical Skills
Advanced Excel skills (pivot tables, VLOOKUP, HLOOKUP required).
Hands-on experience with ETRM systems such as RightAngle, Allegro, Endur, OpenLink, SAP, or FIS.
Familiarity with Power BI; Python or SQL experience is a plus.
Knowledge Areas
Commodity markets and trading instruments
Trade lifecycle and settlement processes
Risk measurement and valuation methodologies
Soft Skills
Strong communication skills with the ability to clearly explain complex risk concepts to both technical and non-technical stakeholders.
Excellent organizational skills with the ability to manage multiple priorities in a dynamic, high-pressure environment.
$58k-81k yearly est. 4d ago
Finance Manager
G.A. Rogers & Associates 3.8
Finance analyst job in Farmers Branch, TX
G.A. Rogers & Associates has partnered with a North Dallas construction subcontractor to identify a Finance Leader to join their growing team.
Are you an experienced finance professional who values collaborative leadership, autonomy and seeing the impact of your work? This role offers the chance to step into a trusted leadership position within a stable 1B+ organization!!
This is a direct hire opportunity with impeccable benefits, competitive compensation and showcases a long-term career path with promotion.
How You'll Spend Your Time
Become fluent in how operations function day to day - labor, materials, schedules, constraints, and trade-offs.
Act as a trusted financial counterpart to leaders who are making real-time decisions.
Frame insights in ways that drive action, not debate.
Diagnose what's really driving results - not just what shows up in reports.
Convert dense financial and operational data into clear priorities.
Bring structure to ambiguity and challenge assumptions when the numbers don't line up with reality.
Strengthen how costs are tracked, decisions are documented, and dollars are accounted for.
Identify where processes leak time, money, or clarity - and fix them.
Improve consistency across systems so leaders can trust what they're seeing.
Define standards that scale, not workarounds that break.
Design indicators that reveal momentum early - good or bad.
Connect field activity to financial outcomes in a way that feels obvious once seen.
Clarify where profit is earned, where it erodes, and why.
Lead planning cycles that actually influence behavior.
Build forecasts that adapt as conditions change instead of becoming outdated artifacts.
Present forward-looking views that help leaders choose paths, not defend the past.
Develop people, not dependencies.
Set clear direction, remove friction, and raise the bar without noise.
Help others understand how their work fits into something larger.
Leave teams and processes stronger than you found them.
What You Bring
A track record of financial leadership in environments where work is physical, variable, and execution-driven.
Experience guiding teams with mixed strengths and backgrounds.
Confidence to influence without relying on title.
Comfort operating where not everything is finished or documented - and the discipline to improve it.
Strong analytical instincts and the technical skill to support them (advanced Excel/Sheets required; modern analytics tools welcome).
A bias toward building things that last.
Background That Fits
8-10+ years in financial planning, performance management, or operational finance.
Exposure to construction, mechanical services, or another project- or labor-driven industry.
Direct involvement in improving visibility into cost, margin, and performance.
$78k-103k yearly est. 4d ago
Deal Desk / Pricing Analyst (Telecom)
Nextgen | GTA: A Kelly Telecom Company
Finance analyst job in Houston, TX
📍 Houston or Dallas, TX (Hybrid)
About the Role
A growing Texas-based telecommunications provider is seeking a Deal Desk / Pricing Analyst to support Sales with complex pricing, custom quotes, and deal analysis. This role sits within a newly formed Customer Experience organization and plays a key role in improving how pricing and quoting processes operate across the business.
This is not a customer support or CX strategy role. The position focuses on pricing execution, sales support, and process improvement in a telecom environment.
Key Responsibilities
Pricing & Quoting (Primary Focus):
Prepare and support custom quotes and re-quotes for new deals and renewals
Partner closely with Sales on deal structure, pricing strategy, and approvals
Coordinate pricing inputs and approvals across Engineering, Construction, Operations, and Finance
Validate pricing assumptions and ensure accuracy prior to release
Manage quote requests through CRM and ticket-based workflows
Analysis & Reporting:
Analyze pricing data, quote volume, turnaround time, and win/loss trends
Support reporting and data analysis to improve pricing effectiveness
Assist with customer-facing materials such as QBRs and pricing summaries
Process Improvement & Projects:
Identify inefficiencies in pricing and quoting workflows and recommend improvements
Support initiatives to scale a centralized quote desk function
Assist projects that increase customer self-quoting adoption
Identify recurring pricing or process issues and recommend corrective actions
Environment & Products
Fiber / telecom services provider
Pricing primarily for Ethernet and Internet services, with some exposure to Wave and Dark Fiber
Mix of wholesale and enterprise customers
Many quotes require construction review, route validation, and cross-functional approvals
Required:
Experience in pricing, quoting, deal desk, or sales operations
Strong analytical skills and comfort working with Excel and data
Experience partnering closely with Sales on pricing support
Ability to work independently in a project-based, evolving environment
Strong attention to detail and follow-through
Preferred:
Telecom, fiber, utilities, energy, logistics, or other complex pricing environments
Experience with CRM systems and quoting tools (CPQ or similar)
Background in process improvement or operations
This role is not intended for:
CX strategy-only profiles
Customer support or call center management
Marketing-focused CX roles without pricing experience
Location & Schedule
Hybrid: primarily remote with occasional in-office meetings
Houston or Dallas preferred
Flexibility to attend team or company meetings as needed
Compensation & Process
$68,000-$82,500 base salary (limited flexibility for strong candidates)
Individual contributor role
Two-round interview process; first round virtual
Start date flexible
Why This Role
This is a high-impact opportunity within a new and growing team where the right candidate can influence pricing processes, improve deal execution, and grow alongside an evolving organization.
$68k-82.5k yearly 1d ago
Procurement Analyst
Insight Global
Finance analyst job in Dallas, TX
Insight Global is seeking a Sr. IT Sourcing Analyst for one of their clients in the Dallas, TX area. This role will focus on sourcing large-scale categories and driving cost reduction initiatives while maintaining high quality and operational efficiency. On a day-to-day basis, the analyst will identify and negotiate with new suppliers, participate in new product development by selecting components and vendors, and provide data-driven feedback on supplier performance. They will collaborate closely with sourcing leadership to analyze purchasing decisions, lead cost-reduction and quality improvement projects, and coordinate efforts between sourcing, production, and suppliers. The position also involves forecasting material consumption, setting up new product details in internal systems, and maintaining strong relationships across business units and external partners. The analyst will learn supplier processes at a technical level to identify mutually beneficial opportunities and ensure decisions balance short-term and long-term benefits. This role requires strong communication, problem-solving, and organizational skills, along with proficiency in Microsoft Office and the ability to manage multiple projects simultaneously.
REQUIRED SKILLS AND EXPERIENCE
3+ years of experience in strategic sourcing
Strong background in vendor management and contract negotiations
Hands-on experience conducting RFPs
Excellent communication skills
Advanced proficiency in Microsoft Excel
NICE TO HAVE SKILLS AND EXPERIENCE
Bachelor's degree in a related field
Experience using SAP for contract management, data analysis, and reporting
$85,000-$95,000 per year annual salary.
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.
$85k-95k yearly 15h ago
Chief Accounting Officer
Technibus, Inc.
Finance analyst job in Sugar Land, TX
Chief Accounting Officer (CAO) - IES Holdings
Reports To: Chief Financial Officer (CFO)
FLSA Status: Exempt
Company Type: Publicly Traded - U.S. (SEC-registered)
Position Summary
The Chief Accounting Officer (CAO) is responsible for the integrity, accuracy, and timeliness of the Company's financial reporting. This role oversees all aspects of corporate accounting, SEC reporting, technical accounting, internal controls, and accounting policy in accordance with U.S. GAAP, SEC regulations, and SOX 404 requirements. The CAO will be a key strategic partner to the CFO and executive leadership team, providing insights that support decision‑making while maintaining a strong financial control environment appropriate for a U.S. public company.
Key Responsibilities Financial Reporting & Compliance
Oversee the preparation, review, and filing of all external financial reports, including Forms 10‑K, 10‑Q, and other SEC filings, ensuring accuracy, completeness, and compliance with U.S. GAAP and SEC rules.
Ensure timely and accurate monthly, quarterly, and annual close processes, including consolidation and elimination entries across all business units and legal entities.
Own the Company's accounting policies; monitor changes in U.S. GAAP, SEC, and other relevant regulations, and lead implementation of new standards.
Coordinate with Investor Relations to support earnings releases, investor presentations, and other external communications as needed.
Advise the Information Technology team on accounting implications affecting our digital transformation initiatives.
Internal Controls & SOX Compliance
Lead maintenance and continuous improvement of internal controls over financial reporting (ICFR) in accordance with Sarbanes‑Oxley (SOX) 404.
Partner with internal audit and external auditors to support audits, quarterly reviews, and internal control testing and remediation.
Ensure appropriate documentation of key processes, controls, and judgments; drive remediation plans for any control deficiencies or audit findings.
Accounting Operations & Governance
Provide leadership and oversight for all accounting functions.
Maintain standardized accounting policies, procedures, and closing calendars across the organization.
Ensure the Company's accounting systems, chart of accounts, and reporting structures support business needs, scalability, and regulatory requirements.
Partner with the CFO, FP&A, Tax, Treasury, and Legal teams to align accounting outcomes with strategic initiatives, including business combinations.
Technical Accounting & Complex Transactions
Serve as the primary authority on complex technical accounting matters, including revenue recognition, leases, business combinations, stock‑based compensation, impairment assessments, and financial instruments.
Provide accounting guidance for M&A and other non‑routine transactions.
Review technical accounting memos and support for significant judgments and estimates presented to management, the Audit Committee, and external auditors.
Leadership & Team Development
Lead, develop, and mentor a high‑performing accounting organization; build succession pipelines for key roles.
Foster a culture of integrity, accountability, continuous improvement, and cross‑functional collaboration.
Set clear performance expectations, goals, and development plans; ensure the team is equipped to support a growing and evolving public company environment.
Audit Committee & Executive Engagement
Regularly present accounting matters, financial reporting updates, and control environment status to the CFO and Audit Committee.
Participate in Board and Audit Committee meetings, as requested, to discuss financial reporting, accounting judgments, and key risks.
Act as a strategic advisor to senior leadership on the accounting implications of business strategies and decisions.
Specific Qualifications Education & Certifications
Bachelor's degree in Accounting, Finance, or related field required.
Certified Public Accountant (CPA) license required.
Advanced degree (e.g., Master's in Accounting, MBA) preferred.
Experience
15+ years of progressive accounting and financial reporting experience, including:
Significant experience in a senior accounting leadership role (e.g., CAO, Corporate Controller, VP Accounting) at a U.S. publicly traded company and/or
Experience in a Big 4 or nationally recognized public accounting firm auditing public companies.
Demonstrated expertise in U.S. GAAP, SEC reporting, and SOX 404 compliance.
Proven track record managing large, geographically dispersed accounting organizations.
Prior experience in construction, electrical contracting, or manufacturing preferred (but not required).
Skills & Competencies
Deep technical accounting knowledge and strong analytical and problem‑solving skills.
Exceptional attention to detail with the ability to also think strategically and “see the big picture.”
Strong leadership and people‑management capabilities; able to inspire, coach, and hold teams accountable.
Excellent oral and written communication skills; comfortable presenting complex topics to executive leadership, Audit Committee, and external stakeholders.
Proven ability to operate effectively in a fast‑paced, dynamic environment and manage multiple priorities under tight deadlines.
High integrity, sound judgment, and unwavering commitment to ethical behavior.
Systems & Tools
Experience with major ERP systems (e.g., D365) and consolidation/reporting tools.
Proficiency with Microsoft Excel, PowerPoint, and other analytical tools.
Experience with financial reporting software and disclosure management tools (e.g., Workiva) a plus.
Key Relationships
Reports to: Chief Financial Officer
Direct Reports: Corporate Accounting Director, SEC Reporting Manager, Director of Technical Accounting
Internal Partners: CEO, FP&A, Tax, Treasury, Legal, Internal Audit, Investor Relations, HR, Business Unit Leaders, Information Technology
External Partners: Independent auditors, tax advisors, legal counsel, IT consultants, and other external stakeholders
Company Overview
IES is a national provider of industrial products and infrastructure services to a variety of end markets, including electrical, mechanical and communications contracting solutions for the commercial, industrial, residential and renewable energy markets. IES is publicly traded on NASDAQ under the symbol IESC. As of the end of IES's 2024 fiscal year ending September 30, 2024, IES produced over $2.8 billion in revenue and employed over 9,400 employees at over 131 domestic locations across the United States.
Our commitment to our employees is reflected by our actions:
Safety is Priority One - and our record shows it
Competitive Pay
Company 401K plan with Employer Contribution Match
Company Paid Time Off
Company Paid Life Insurance
Choice of Medical Coverage including Prescription and Short Term Disability Plans
Choice of Dental and Vision Coverage
Optional Long‑term Disability, Critical Illness, Accident, Legal and Pet Coverage
Auto and Home Insurance Discount Programs
Additional Data
PLEASE NO AGENCY CALLS.
NOTE TO ALL AGENCIES: Any unsolicited agency resumes or agency‑represented candidates that are presented to any IES employee without first having a signed contract between that agency and the IES Talent Acquisition organization will become the property of IES and no fees will be paid.
EEO & Affiantive Action
The IES policy on equal employment opportunity prohibits discrimination based on race, color, religion, national origin, sex, age, gender identity, sexual orientation, individuals with disabilities, protected veterans, or any other protected status or characteristic. This policy applies to recruiting, hiring, transfers, promotions, terminations, compensation, benefits, and all other terms and conditions of employment, and also states that retaliation against any employee who files a complaint regarding possible violations of this policy will not be tolerated. IES is also committed to taking affirmative steps to promote the employment of minorities, women, individuals with disabilities, and protected veterans. IES develops affirmative action programs to support the commitment to equal employment opportunity, consistent with company policy and the company's obligations as a contractor to the United States government.
View Your Equal Employment Opportunity rights under the law. "EEO is the Law" poster | "EEO is the Law" poster supplement
View IES' policy on Pay Transparency Pay Transparency NonDiscrimination Poster
Disability Accommodation
IES is an Equal Opportunity/Affirmative Action Employer. IES provides reasonable accommodation for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veterans' Readjustment Assistance Act of 1974 and Title I of the Americans with Disabilities Act of 1990. Applicants who need accommodation in the job application process should contact the IES corporate office at ************** or any IES office to request assistance.
IES Participates in E‑Verify
E‑Verify Information
English/Spanish
Right to Work
English
Spanish
#J-18808-Ljbffr
$37k-67k yearly est. 3d ago
Procurement Analyst
PTR Global
Finance analyst job in Plano, TX
Procurement Analyst Location: Plano, Texas 75024 (Hybrid (Tue to Thu) Initially, it will be Mon to Thu later, every week) Duration: 12 months with the possibility of extension, potential for hire These tasks include but are not limited to the following:
Performing simple benchmarking activities, assisting with PR/PO issuance and operations tasks, assisting with supplier diversity initiatives, assisting with simple amendments, processing NDA requests, completing Purchase Order revisions and maintenance, etc.
Supporting procurement buyer functions for the advertising/marketing and professional services categories
The tasks include but are not limited to the following: leading RFxs, supplier management efforts, pricing and contract negotiations, etc.
What candidates will be doing:
Leading sourcing activities (e.g. RFI, RFQ, RFP)
Negotiating commercial terms in contracts (e.g. pricing, length of contract, aspects of scope, etc.)
Supplier management
Manage our Procure to Pay (P2P) process for high volume, low risk request
Review and process purchase requisitions
PO management
Troubleshoot internal stakeholder and supplier issues with requisition, PO/invoicing and/or supplier onboarding
Supporting the development and execution of contractual documents including Non-Disclosure, Services and other agreements as necessary to support Procurement and business needs.
Work with internal contract administration group to initiate/manage incoming contract requests
Qualifications/ What candidates bring (Must Haves) - Highlight Top 3 to 5 skills:
Bachelor's degree with emphasis in Business Administration, Supply Chain or Marketing
Procurement experience
Contract and Pricing negotiation experience
Knowledge of strategic, analytical and project management skills
Knowledge of collaboration, communication and influencing skills
Added bonus if candidates have (Preferred):
Familiarity with SAP Ariba
Familiarity of contract processes
Automotive industry experience
About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit *****************
At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to:
Pay any fee to be considered for, submitted to, or selected for any opportunity.
Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process.
Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.
Pay Range: $30- $33/hr. W2
The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.
If you receive a suspicious message, email, or phone call claiming to be from PTR Global, do not respond or click on any links. Instead, contact us directly at ***************. To report any concerns, please email us at *******************
$30-33 hourly 1d ago
Senior Analyst
Rreaf Holdings
Finance 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 Senior 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.
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.
2-3 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