Senior Financial Analyst

POSITION BRIEF

SRS Real Estate Partners, LLC is looking for a Senior Financial Analyst to join its winning team of professionals. The Senior Financial Analyst will primarily be responsible for budgeting, financial reporting, and business metrics for board reporting. The ideal candidate will be highly proficient in Excel and someone who enjoys managing details, improving systems and processes, and analyzing information to surface actionable insights for the business. The position reports to the Financial Manager, Reporting and Analysis.

PRINCIPLE RESPONSIBILITIES

• Produce monthly reports, which include key metrics, financial results, and variance analysis for executive management reporting
• Preparation of annual budget
• Preparation of monthly financial statements including balance sheet, income statement and statement of cash flows
• Revenue forecast analysis and reporting
• Manage entity compliance requirements, including the preparation and filing of annual reports with state agencies to ensure entities remain in good standing
• Manage local tax compliance, including the preparation and filing of business license taxes, business and occupational license (BOL) taxes, and other applicable local tax returns.
• Preparation of documentation and coordination with external tax preparer for annual tax returns
• Identify opportunities for reporting improvement and automation
• Develop financial models to assist in decision-making
• Perform other related duties as assigned, including ad hoc special projects for executive management