Dominium

Financial Analyst, Partner Services - Dallas Regional Office

Dominium Dallas, Texas, United States

Real Estate · 1,001-5,000 employees

2 h ago
financial-analyst Mid (2-5 yrs) Full-time United States
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About the role

The Partner Services Analyst manages financial planning services for owners and project partners, including cash flow modeling and investment analysis. They are also responsible for preparing financial statements and assisting with estate planning and legal partnership documentation.

What they look for

Financial Modeling Financial Planning Data Analysis Microsoft Excel Financial Reporting Estate Planning Investment Analysis Cash Flow Modeling Mathematical Reasoning Analytical Reasoning Communication Task Management Relationship Management Accounting Legal Document Review

Requirements

Candidates must hold a bachelor's degree in business finance or a related field and possess advanced Microsoft Excel skills. Strong analytical, mathematical, and communication abilities are required to effectively manage stakeholder relationships and complex financial data.

Benefits

Basic Life and AD&D Insurance Supplemental Life and AD&D Insurance Short and Long-Term Disability Insurance Medical Coverage Dental Coverage Vision Coverage Health Savings Accounts Flexible Spending Accounts Voluntary Benefits Employee Assistance Program 401(K) Plan Health and Financial Wellness Programs Paid Time Off Paid Holidays Floating Holidays Paid Parental Leave Education Reimbursement Employee Recognition Employee Emergency Fund

Full description

Dominium is helping tackle the affordable housing crisis – and we’re looking for motivated candidates to join our team and advance our mission. With offices in Atlanta, Dallas, Phoenix and Minneapolis, Dominium is one of the nation’s most respected and innovative affordable housing development and management companies. We create quality, affordable homes and engage with our residents to foster a strong sense of community and connection.

Join us in making a difference in people’s lives every day at a company where you can challenge yourself to develop both personally and professionally.

POSITION SUMMARY:

The Partner Services Analyst works with Owners and Project partners to execute individual financial goals and objectives; reviews real estate partnership investment cash flow models incorporating partners’ after-tax position transactions into financial plan; analyzes non-real estate investments including returns, cash flows, and exploring alternative investments; prepares high level financial statements for owners, project partners, and other key stakeholders; and assists with estate planning and execution for owners which includes trusts partnership interests in real estate, and gifts.

ESSENTIAL FUNCTIONS:

  • Create, develop, and maintain professional relationships with Owners and Project Partners to provide financial planning services
  • Assist in managing outside party engagements for accounting, broker, insurance, banking, and legal services to Owners and Project Partners
  • Incorporate real estate partnership investments which includes acquisitions, sales, refinances, like-kind-exchanges into financial plan
  • Provide cash flow, returns, and diversification analysis of non-real estate investments which includes marketable securities and alternative investments
  • Prepare Owner and Project Partner financial statements on a monthly, quarterly, and annual basis
  • Perform financial modeling and reporting, including gathering, creating, and analyzing large quantities of raw data and be able to present the findings in a professional and user-friendly manner to a broad range of stakeholders
  • Assist in the modeling and presentation of estate planning ideas and outcomes
  • Review and understand legal partnership documents and model financial provisions within the various partnership agreements
  • Assist the Corporate Services department in all areas to ensure the department’s and organization’s goals are met, not limited to typical day-to-day activities
  • Other duties as assigned

SUPERVISORY RESPONSIBILITIES:

  • This position does not have primary supervisory responsibilities.

QUALIFICATIONS: (Knowledge, Skills, Abilities, Education, Training and Experience.)

  • Bachelor’s degree in business finance or related field
  • Highly skilled in both written and verbal communication
  • Proficient with computers in all aspects including the ability to navigate file structures efficiently
  • Advanced knowledge of Microsoft Excel
  • Exceptional level of mathematical and analytical reasoning skills
  • Extremely organized and task oriented
  • Ability to work independently to complete goals

About Us: Dominium is a purpose-driven leader in affordable housing. We operate in approximately 20 states, supported by a team of over 1,300 dedicated employees. For more than 50 years, we have delivered excellence in the development and management of affordable housing communities across the United States. Dominium’s values – EDGE: Entrepreneurial Innovation, Developing People, Growth Mindset and Execution – guide us in fulfilling our Purpose: to provide quality, affordable housing that builds Enduring Value for our residents, employees, communities and financial partners. We believe housing provides dignity, and our work has a positive, lasting impact on the lives of individuals and families – often for generations. Our properties last for decades, leaving a lasting impact in the communities where they are located.

We offer a competitive salary, an incentive bonus program, training and development programs, career growth and community volunteer and outreach programs. We also provide a comprehensive benefits package for eligible employees, including Basic Life and AD&D; Employee, Spouse and Child Supplemental Life and AD&D; and Short and Long-Term Disability insurance. We also offer Medical, Dental and Vision coverage, with optional Health Savings Accounts, as well as Medical and Dependent Care Flexible Spending Accounts. We offer Voluntary Benefits (Accident, Critical Illness, Whole Life) and an Employee Assistance Program. Additionally, you have access to a 401(K) plan, Health and Financial Wellness Programs, Paid Time Off including Paid Holidays and Floating Holidays, Paid Parental Leave, Education Reimbursement, Employee Recognition and the Dominium Employee Emergency Fund.

Dominium is committed to providing equal employment opportunities to qualified applicants and employees. Dominium prohibits employment discrimination on race, color, creed, religion, national origin, citizenship, sex (including sexual orientation and gender identity), pregnancy, marital status, familial status, status with regard to public assistance, disability, membership or activity in local commission, veteran status, military status, age, genetic information, union membership, use of lawful consumable products, or any other category protected by applicable state or federal law.

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