Senior Financial Analyst

Our client is looking for a Senior FP&A Analyst who wants more than spreadsheets and status quo reporting.

This role sits at the center of the business—partnering directly with Regional VPs and operations leaders to drive real profitability
, shape strategy, and influence executive decisions.

You’ll work in a fast-paced, private equity–backed environment where speed, accuracy, and insight matter. If you like solving complex problems, telling the story behind the numbers, and seeing your work turn into action, this role is built for you.

💡 Be a Strategic Finance Partner

• Run the P&L: Own the full profit‑and‑loss picture for a portfolio of high‑volume properties
• Lead the conversation: Present monthly results to Regional VPs, clearly explaining what happened, why it happened, and what to do next
• Decode seasonality: Navigate weather‑driven and seasonal revenue swings to keep forecasts sharp and realistic
• Drive profitability: Analyze key levers like occupancy, pricing, and margins to recommend improvements leadership can act on
• Lead budgets & forecasts: Own annual budgeting and quarterly reforecasting for your regions—challenging assumptions and pushing for smarter targets
• Tell the story: Turn complex data into clear, compelling insights for executives and the Board
• Build models that matter: Create financial models for labor efficiency, capital ROI, and acquisition integration that directly influence decisions
• Own system upgrades: Act as a finance lead in implementing new Enterprise Performance Management (EPM) tools—designing reports and validating data
• Mentor & elevate: Support and develop junior analysts by reviewing work, sharing best practices, and building their business mindset

• High-speed, high-impact: This is a PE‑backed company—things move fast, priorities shift, and accuracy is non‑negotiable
• Critical moments matter: Expect peak workloads during month‑end close, budget season, and board prep (yes, that can mean nights or weekends)
• In‑person collaboration: This role is fully on‑site at the Dallas HQ to maximize speed, teamwork, and visibility. Remote work is the exception, not the norm.

• Bachelor’s degree in Finance, Accounting, or Economics
• MBA, MS Finance, or CPA strongly preferred
• 3–6 years of experience in FP&A, Corporate Finance, or Investment Banking
• Advanced to expert‑level Excel modeling (this is a must)
• Experience with EPM / financial planning systems—especially implementations or super‑user roles—is a big plus

• Background in multi‑unit retail, real estate (REIT), or hospitality preferred