Financial Planning Analyst (Dallas)

About the Company

A privately backed real estate investment and development platform with a growing national footprint is seeking an FP&A Analyst to join its corporate finance team. The company partners with leading operators and developers across multiple asset classes, managing a multibillion-dollar portfolio and pursuing an ambitious long-term growth plan.

Role Summary

Reporting to the Director of FP&A, this individual will play a key role in shaping financial strategy, supporting operational leaders, and driving actionable insights across the business. The role combines analytical rigor, cross-functional collaboration, and a hands-on approach to portfolio management, budgeting, and forecasting.

Key Responsibilities

• Prepare quarterly valuations for a diversified real estate portfolio, collaborating with internal teams to confirm assumptions and maintain complex financial models.
• Support the annual budget process, forecasting, and variance analysis across business units.
• Update and streamline financial models to improve responsiveness and efficiency.
• Monitor KPIs and proactively identify performance trends and growth opportunities.
• Conduct scenario and sensitivity analyses, benchmarking results against competitors and market data.
• Partner with cross-functional teams to evaluate the financial impact of new developments and ongoing projects.
• Develop and maintain models supporting long-term business planning and investment strategy.
• Prepare dashboards, reports, and executive-level presentations.
• Lead or support ad-hoc reporting, analysis, and special projects as required.

Qualifications

Why Join

This is an opportunity to contribute directly to the financial strategy of a growing real estate investment platform, working closely with senior leadership on high-impact initiatives.