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1872 Consulting
Financial Data Analyst1872 Consulting • Dallas, TX, United States
Financial Data Analyst

Financial Data Analyst

1872 Consulting • Dallas, TX, United States
5 days ago
Job type
  • Full-time
Job description

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

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
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Financial Data Analyst • Dallas, TX, United States

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