Financial Data Analyst
1872 Consulting
Financial Data Analyst
Dallas, TX: WFH 2-3 days/week
What You'll Be Doing
- Build and maintain financial models and run company/fund/portfolio-level analytics on an ongoing and ad-hoc basis
- Contribute to presentations for senior management and external parties
- Synthesize, cleanse, and monitor financial, operating, and portfolio data received from various internal teams
- Improve quality and efficiency of reporting to senior management
- Evaluate existing portfolio for potential expansion or disposition opportunities
- Track and evaluate portfolio, capital structure, and financial and operating performance relative to peers
- Collect, evaluate, and present macroeconomic, real estate sector, industry, and public / private market statistics, trends, and transaction activity
- Collaborate with the Asset Management Team to create and maintain property and portfolio-level analytics
- Work closely with the Accounting, Investments, and Data Analytics teams to ensure data integrity across the entire portfolio
- Handle special projects and analyses, as assigned
- Coordinate with Asset Management, Accounting, and investor's finance group in supplying information
- Support creation of key recurring analytical activities, including:
- Quarterly/annual financial reporting to internal stakeholders
- Regular and ad-hoc financial and other reporting to and investor Executive Teams
- Manage data and reporting for key financial and operational metrics
- Lead reporting improvements through use of Power BI and other tools
Skills We're Seeking
- 1+ year of experience as a Financial Analyst, or Data Analyst working with financial data – or a similar type of role
- Must have strong experience using Excel for financial modeling
- Must have at least some experience building reports or dashboards with Power BI, Tableau or similar tools
- Must have strong communication and presentation skills – and be comfortable presenting financial models and reports to executives
Nice To Have Experience
- Experience working in Real Estate and/or Financial Services
- Strong Power BI experience
Vacancy posted 4 days ago
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