Top 667 Financial planning analyst Jobs in Dallas Tx

Financial Analyst
Exxir Capital —Dallas, TX
- $70,000 - $85,000 a year
- Full-time
- Background check
- Microsoft Excel
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
7d
Sr. Investment Analyst
Scottish Rite for Children —Dallas, TX
- Full-time
- 5 years
- Research
- Finance
Senior Analyst, Information Security
StandardAero —Dallas, TX
- Full-time
- DevOps
- System design
- Research
- AD&D insurance
- Disability insurance
Senior Treasury Analyst
Orion Placement —Dallas, TX
- $90,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Dental insurance
- 401(k)
Quick Apply
SENIOR EPIC ANALYST-EPIC HOSPITAL BILLING
Methodist Health System —Dallas, TX
- Full-time
- 5 years
- System design
- Project management
Financial Analyst
American Heart Association —Dallas, TX
- Full-time
- Hybrid work
- Oracle
- CPA
- Research
- Wellness program
- Paid holidays
Financial Analyst
Buff City Soap Franchising LLC —Dallas, TX
- Full-time
- Marketing
- Merchandising
- Mid-level
Quick Apply
Associate Analyst - Finance
Sunoco LP —Dallas, TX
- Full-time
- Research
- Office
- Finance
- Profit sharing
- Paid time off
Quick Apply
1d
Financial Analyst
Subsplash —Dallas, TX
- Remote
- Background check
- CPA
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
4d
Financial Analyst
Sabre —Dallas-Fort Worth, TX
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Finance
- Paid parental leave
- Health insurance
Senior Financial Analyst
Kent Kwik —Dallas, TX
- $110,000 - $150,000 a year
- Full-time
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
8d
SENIOR EPIC ANALYST-EPIC HOSPITAL BILLING 5k SIGN-ON BONUS
Methodist Health System —Dallas, TX
- Full-time
- 5 years
- Bachelor's degree
- Mentoring
Portfolio Management Analyst/Associate
Cobalt Recruitment —Dallas, TX
- $120,000 - $140,000 a year
- Mid-level
- SQL
- Analysis skills
Quick Apply
Senior Treasury Analyst
Orion Placement —Richardson, TX
- $90,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Dental insurance
- 401(k)
Quick Apply
Senior Fraud & Risk Analyst
Woods & Co. Recruitment Pty Ltd —Dallas, TX
- $90,000 - $105,000 a year
- Call employer
- Office
- SQL
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
20h
Senior Talent Analytics Analyst
Calance US —Plano, TX
- $50 an hour
- Contract
- Hybrid work
- Office
- SQL
- Analysis skills
- AD&D insurance
- Disability insurance
Mortgage Servicing Sr Data Analyst (On-site)
Newrez —Coppell, TX
- 5 years
- Office
- SQL
- Paid parental leave
- Health savings account
Quick Apply
Senior Analyst - BCG Vantage, Organization Design & Operating Model
Boston Consulting Group —Dallas, TX
- $115,700 - $119,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Urgent Care
- Profit sharing
- Paid parental leave
Senior Credit Risk Analyst
VANTAGE CARD SERVICES INC —Plano, TX
- Full-time
- Microsoft Excel
- Office
- Residential
- Health savings account
- AD&D insurance
Quick Apply
Financial Analyst Senior - Finance
Christus Health —Irving, TX
- 8 hour shift
- HIPAA
- Bachelor's degree
- Senior level
10d

I want to receive the latest job alert for financial planning analyst in dallas tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial planning analyst jobs near dallas tx

Financial Analyst

Exxir Capital -
Dallas, TX

Quick Apply

Job Details

Full-time
$70,000 - $85,000 a year
7 days ago

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance

Qualifications

Microsoft Excel
Financial model construction
Underwriting
Dynamic financial modeling
Market approach valuation
Bachelor's degree
Attention to detail
Internal rate of return (IRR) analysis
Organizational skills
Productivity software
Data collection
Real estate analysis
Capital investment evaluation
Excel data analysis

Full Job Description

About the Role

Exxir Capital is a Dallas-based real estate, hospitality, and lifestyle company. Our portfolio spans multifamily and mixed-use assets across the Bishop Arts District, a growing collection of boutique fitness studios (Jungle Studios), full-service restaurants (Paradiso), and an active construction pipeline through our in-house general contractor.

We are hiring a Financial Analyst to work directly alongside our Director of Finance & Accounting. This is a high-visibility, high-trust seat: you will be the right hand to the person who owns lender relationships, capital-markets reporting, construction draws, and portfolio-wide financial reporting. If you want exposure to every corner of a real estate and hospitality operation — and the chance to take real ownership quickly — this is that role.

Key Responsibilities

Underwriting & Modeling

Manage detailed investment financial models (property cash flows, joint venture waterfall structures) for properties across the portfolio to support critical and time-sensitive planning, reporting, and analysis needs
Build and maintain detailed pro forma models for ground-up development and value-add acquisitions (multifamily, retail, and mixed-use)
Support development pipeline efforts for prospective property investment, including pro forma model changes and managing modeling assumptions for multiple underwriting scenarios
Research sub-market, market, and industry trends and patterns — rent comps, sales comps, supply pipeline, and submarket fundamentals
Assist in due diligence/closing for new acquisitions and development sites

Capital Markets

Support initial financing, refinancing, and disposition processes, including preparation of lender and broker materials
Prepare investment memos, investor presentations, and property operating performance and investment return metrics (IRR, equity multiple, yield-on-cost, DSCR)
Manage lender and loan-servicer requests — payment confirmations, escrow and inspection items, and covenant documentation
Review and understand property investment closing documents

Asset Management

Prepare and maintain financial reporting across the existing commercial real estate assets — rent rolls, T-12s, preliminary and final monthly collections, and income projections
Track performance of operating assets against budget — occupancy, concessions, lease trade-outs, and NOI trends
Build and maintain schedules, variance analyses, and expense breakdowns that explain month-to-month movements to leadership
Support annual budgeting and business plan updates for each asset

Construction

Assist with construction draw packages, including review of pay applications, lien waivers, and continuation sheets
Track and reconcile construction draws, vendor invoices/checks, and wire payments across active build-out projects, coordinating with project managers and lenders

What We're Looking For

Expectations

Detail oriented with strong organizational skills
Ability to analyze data and provide quantitative solutions
Ability to multi-task and manage a complex workload to meet reporting deadlines, and function in a fast-paced environment
Strong communication skills with the ability to effectively interact with senior leadership

Required Experience and Minimum Qualifications

Bachelor's degree in finance, mathematics, accounting, or similar degree
Microsoft Office Suite, including advanced Excel-modeling skills
Minimum of 1–3 years of experience in real estate finance, investment analysis, or a related field, preferably in a multifamily development and/or acquisition business model
Knowledge of core real estate investment underwriting and valuation concepts
Experience modeling property cash flows and historical and projected GP-LP investor waterfall returns

Preferred Qualifications

Understanding of and ability to analyze company financial statements
Certifications (optional but preferred): CFA — Chartered Financial Analyst (or aspiring candidate)

Pay: $70,000.00 - $85,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial planning analyst jobs in dallas tx

Financial Analyst

Sr. Investment Analyst

Senior Analyst, Information Security

Senior Treasury Analyst

SENIOR EPIC ANALYST-EPIC HOSPITAL BILLING

Financial Analyst

Financial Analyst

Associate Analyst - Finance

Financial Analyst

Financial Analyst

Senior Financial Analyst

SENIOR EPIC ANALYST-EPIC HOSPITAL BILLING 5k SIGN-ON BONUS

Portfolio Management Analyst/Associate

Senior Treasury Analyst

Senior Fraud & Risk Analyst

Senior Talent Analytics Analyst

Mortgage Servicing Sr Data Analyst (On-site)

Senior Analyst - BCG Vantage, Organization Design & Operating Model

Senior Credit Risk Analyst

Financial Analyst Senior - Finance

I want to receive the latest job alert for financial planning analyst in dallas tx

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected