Financial Analyst - Houston, TX

We are seeking a detail-oriented and analytical Financial Data Analyst to join our team. The ideal candidate will be an integral part of our leadership team as they will be responsible for conducting financial analysis, preparing reports, and providing insights to support our business decisions in the residential real estate market. This role requires strong analytical skills, proficiency in financial modeling, and the ability to communicate complex financial information effectively.

• Build and maintain dynamic Excel financial models (budget, forecast, long-range plan)
• Conduct scenario, sensitivity, and what-if analyses
• Ad hoc analyses for strategic questions
• Prepare reports on financial performance, highlighting key insights and recommendations
• Monitor and analyze key financial metrics and performance indicators.
• Analyze financial data and trends to support projections and strategic decision-making
• Analyze P&L, balance sheet, cash flow; variance and trend analysis
• Assist business intelligence team with prototyping, design and layout of KPI dashboards and management reports in Power BI
• Assist members of the management team in preparing annual budgets and forecasts.
• Evaluate ROI for projects, products, and initiatives
• Conduct market and financial analysis to evaluate competitive positioning and assess potential opportunities for growth.
• Collaborate with the sales and marketing teams to evaluate pricing strategies, market trends and cost optimization
• Conduct market research to provide insights on market conditions and economic factors affecting the real estate industry.
• Support financial due diligence and create pro forma financials for potential acquisitions and partnerships.
• Conduct market research and competitor analysis to inform investment strategies

• Bachelor’s degree in Finance, Accounting, Economics, Data Science, Business Analytics, Mathematics, or a related field
• 2–5 years in FP&A, investment banking, corporate finance, or consulting (range by level)
• Proficiency in data analysis tools (e.g., Excel, SQL, Power BI) and financial modeling software.
• Must have expert knowledge of Microsoft Office software products, including Excel, PowerPoint, Word, Teams, and Planner.
• Expert-level Excel modeling skills, including creation and ongoing management of dynamic development pro formas, scenario analysis, and concise data visualization.
• Self-motivated with a hunger to learn
• Proficient in working independently and collaboratively in a fast-paced environment, managing multiple projects and deadlines effectively.
• Inquisitive and intellectually curious with the ability to exercise sound judgement when making decisions.

• Critical thinking and problem-solving skills
• Strong quantitative and qualitative analytical skills
• Team collaboration and interpersonal skills
• Strong analytical skills and proficiency in financial modeling
• Strong communication and presentation skills, able to convey complex financial information clearly.