Top 73 Fp&a analyst Jobs in Dallas Tx

Portfolio Management Analyst/Associate
Cobalt Recruitment —Dallas, TX
- $120,000 - $140,000 a year
- Mid-level
- SQL
- Analysis skills
Quick Apply
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
12d
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 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
Financial Analyst / Finance Business Partner : Advisor
Jack Henry & Associates —Allen, TX
- Extended hours
- Hybrid work
- Research
- Office
- Finance
FP&A Analyst-Data Center Construction
Prime Data Centers —Dallas, TX
- $85,000 - $95,000 a year
- Full-time
- ERP systems
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
FP&A Analyst
Bosch-HomeComfort —Dallas, TX
- Full-time
- Hybrid work
- Background check
- Pass drug screening
- Office
Quick Apply
Sr FP&A Analyst
CBRE —Dallas, TX
- Full-time
- Mid-level
- Office
- 3 years
5d
Sr. FP&A Analyst
OSI Systems, Inc —Richardson, TX
- $120,000 - $134,000 a year
- Full-time
- Microsoft Word
- 7 years
- Oracle
- Paid jury duty
- Health savings account
Senior FP&A Analyst
Bosch-HomeComfort —Dallas, TX
- Full-time
- Hybrid work
- Background check
- 6 years
- Pass drug screening
- Health insurance
- Paid time off
Quick Apply
Senior Financial Analyst
Apptegy —Dallas, TX
- $100,000 - $120,000 a year
- Remote
- 5 years
- Office
- Finance
- Travel reimbursement
- Paid parental leave
Quick Apply
FP&A Analyst, Wealth
Integrity Marketing Group —Dallas, TX
- Full-time
- Office
- Finance
- SQL
Quick Apply
Financial Analyst
RevSpring Inc —Dallas, TX
- Mid-level
- Finance
- Analysis skills
Quick Apply
Senior Analyst, FP&A
McAfee, LLC —Frisco, TX
- $95,890 - $157,540 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Office
- Paid parental leave
- Paid holidays
12d
Senior Financial Analyst
Senderra Specialty Pharmacy —Dallas, TX
- $110,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Financial Business Analyst
Smiths Interconnect —Irving, TX
- Pass drug screening
- Mid-level
- Office
- Paid parental leave
- Health savings account
5d
Financial Reporting Analyst
DEOLEO GLOBAL S.A.U. —Dallas, TX
- Hybrid work
- Spanish
- ERP systems
- English
Senior Financial Analyst
Arrow Search Partners —Dallas, TX
- $95,000 - $110,000 a year
- Microsoft Access
- CPA
- Mid-level
Senior Financial Analyst, Information Systems - Hybrid based in Dallas, TX
Texas Staff HQ —Dallas, TX
- Full-time
- Hybrid work
- Research
- Finance
- Analysis skills
FP&A Analyst Sr, Portfolio Management
Finance of America Holdings —Plano, TX
- $90,000 - $125,000 a year
- Hybrid work
- 5 years
- Office
- Finance
- Employee stock purchase plan
- Health insurance

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Portfolio Management Analyst/Associate

Cobalt Recruitment -
Dallas, TX

Quick Apply

Job Details

$120,000 - $140,000 a year

Qualifications

Bachelor's degree
Stakeholder management

Full Job Description

The Role: This position includes, but is not limited to, the following responsibilities:

Develop, maintain, and improve complex investment and fund-level models, for leadership reporting and building investor-facing presentations
Participate in investor portfolio reviews to understand each investment strategy's fundamental profile.
Provide analysis on optimization of financial performance, portfolio composition, revenue & expense policy, financing/capital structure, exit opportunities etc.
Prepare financial performance packages on portfolio progression (operational variance analysis including actual vs estimates, portfolio vs platform, platform vs peers)
Partner closely with Asset Management and Financial Planning & Analysis to facilitate investment decision making and operational processes e.g. financial reporting (pipeline update, forecasts) & budgeting
Coordinate with the Acquisition team to forecast fund sources and uses and drive portfolio composition
Utilize statistical and mathematical tools, probability theory, and optimization methods to properly allocate assets across the portfolio
Provide support on transaction execution
Understand the economic impact of revenue, expense, and cost of capital within SFR and identify fund and asset-specific issues and opportunities
Assist in developing scalable infrastructure to drive decision making using technology and business intelligence tools

Qualifications and Experience

Bachelor's degree required, with current CFA or a background in FP&A highly beneficial
2 - 5 years (3+ for Associate) in investment banking, private equity or similar. Exposure to real estate and property management helpful though not required
Strong quantitative and analytical skills are a pre-requisite with an understanding of portfolio construction
Highly proficient with databases and with Excel based modeling. Able to quickly model, chart, and present performance reviews in PowerPoint.
Knowledge of programming and common data visualization tools such as SQL, Python, Tableau is a plus.
Able to read and understand financial statements, and to interpret and understand term sheets and legal disclosure (i.e., transaction documents, loan agreements)
Highly organized and accurate, with excellent attention to detail
Strong verbal, quantitative, and written communication. Confident in interacting professionally with institutional investors
Interpret data and present thoughtful analysis and insight to investors and management
Develop expertise across a broad spectrum of issues
Translate strategy into execution
Collaborate across organizations and manage stakeholders
Work effectively on multiple projects and under tight time constraints
Show curiosity about the industry e.g., actively monitor developing industry trends

cob2

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Refine Your Search

fp&a analyst jobs in dallas tx

Portfolio Management Analyst/Associate

Senior Financial Analyst

Senior Treasury Analyst

Senior Treasury Analyst

Financial Analyst / Finance Business Partner : Advisor

FP&A Analyst-Data Center Construction

FP&A Analyst

Sr FP&A Analyst

Sr. FP&A Analyst

Senior FP&A Analyst

Senior Financial Analyst

FP&A Analyst, Wealth

Financial Analyst

Senior Analyst, FP&A

Senior Financial Analyst

Financial Business Analyst

Financial Reporting Analyst

Senior Financial Analyst

Senior Financial Analyst, Information Systems - Hybrid based in Dallas, TX

FP&A Analyst Sr, Portfolio Management

I want to receive the latest job alert for fp&a analyst in dallas tx

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