Senior Financial Analyst

Company Description

Founded in 1996, Stream Realty Partners (Stream) began with a vision. Not one focused on bricks and mortar, but with people at its foundation. Headquartered in Dallas, TX and operating in core markets coast to coast, we complete billions in annual transactions in office, industrial, retail, healthcare, land, and data center properties. With millions of square feet of assignments, Stream is one of the fastest-growing, full-service commercial real estate services organizations in the country. Our team of talented individuals have come together to create our distinct culture, best summarized by our firm’s core values: smart, honest, nice, and passionate. For more information, visit www.streamrealty.com and follow Stream on LinkedIn, Instagram, X and Facebook.

IMMEDIATE IMPACT. MEANINGFUL CAREER.

At Stream, we know our success begins and ends with our people. It is the reason we work hard to attract and retain the best and brightest talent. From day one, you will be an integral member of our high-caliber, collaborative team. We will empower you to apply your energy, expertise, and creativity to meet our client’s needs while instilling you with unsurpassed market knowledge and development opportunities to succeed. When you join Stream, you won’t simply start a new job—you will build a meaningful and impactful career.

Job Description

Position Overview: The Senior Financial Analyst will leverage existing expertise in underwriting models and advanced Excel skills to design, implement, and evaluate sales and compensation structures; ROI on potential investments and acquisitions; and existing market performance. The analyst's insights will play a crucial role in understanding key drivers of cash flow and margin for both existing and potential investments.

Primary Responsibilities:

• Underwriting: Develop and enhance underwriting models to evaluate independent contractor compensation, sales team’s performance, and other investment opportunities.
• Financial Modeling: Utilize expert-level Excel or Microsoft BI skills to create, analyze, and interpret complex financial models, highlight key management insights and return on investment.
• Process Improvement: Continuously assess and improve underwriting processes to enhance efficiency and accuracy.
• FP&A: Assist Corporate finance with a variety of FP&A projects to create or enhance forecasting and business analysis for monthly and annual financials.
• Market Research: Stay updated on industry trends, market conditions, and best practices to make informed recommendations, experience in commercial real estate is necessary.
• Reporting and Presentation: Prepare detailed reports and presentations for senior management, highlighting key findings, trends, and recommendations
• Collaboration: Work closely with HR, finance, and other departments to ensure alignment of overall business objectives.

Qualifications

• Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field. A Master’s degree or professional certification (e.g., CFA) is a plus.
• Experience: Minimum of 5-7 years of experience with a strong focus on underwriting models and financial modeling ideally within the commercial real estate industry.
• Technical Skills: Expert proficiency in Microsoft Excel is required and proficiency in Microsoft BI is preferred.
• Analytical Skills: Strong analytical and problem-solving skills with the ability to interpret complex data and develop actionable insights.
• Communication: Excellent written and verbal communication skills
• Attention to Detail: Exceptional attention to detail and accuracy in financial modeling and data analysis.

Additional Information

Stream is an equal-opportunity employer and does not discriminate on the basis of ethnicity, race, religion, sexual orientation, gender identity, age, national origin, disability, military status, or any other reason prohibited by law. Note: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Stream Realty Partners offers competitive salaries, bonuses, medical/dental/vision insurance, pharmacy benefits, health savings account, flexible spending accounts, 401(k) plan with company matching, PTO, and holiday pay. Individual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualifications, location, and other job-related reasons.

#LI-Hybrid 

Stream is an equal-opportunity employer and does not discriminate on the basis of ethnicity, race, religion, sexual orientation, gender identity, age, national origin, disability, military status, or any other reason prohibited by law. Note: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Stream Realty Partners offers competitive salaries, bonuses, medical/dental/vision insurance, pharmacy benefits, health savings account, flexible spending accounts, 401(k) plan with company matching, PTO, and holiday pay. Individual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualifications, location, and other job-related reasons.