Job Description

**** Only candidates local to Dallas, TX area will be considered****

About the position:

We are seeking a Senior Financial Analyst to join our FP&A team at CentersquareDC , responsible for building and maintaining advanced financial models, including 3-statement models and broader corporate financial modeling.

The ideal candidate will have 2-5 years of experience in investment banking, corporate banking, or a related field. Seeking a detail-oriented analyst who can independently gather, analyze, and structure data into a clear and actionable format.

Key Responsibilities:

• Develop and maintain financial models for detailed business analysis, including budgets, forecasts, and scenario planning, to support strategic decision-making
• Analyze financial statements, KPIs, and business drivers provide insights to improve profitability and efficiency
• Prepare and present financial reports, dashboards, and presentations for senior management and stakeholders
• Collaborate with cross-functional teams to gather input, validate key financial assumptions, and align financial strategies with business goals using proven best practices from investment banking and consulting
• Analyze historical and current financial data to identify trends and provide actionable insights, conduct financial modeling and analysis

Qualifications & Experience:

• The ideal candidate should have 2 to 5 years of experience in investment banking, corporate banking, strategy consulting, FP&A, or strategic finance
• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA/CFA preferred)
• Proven ability to independently analyze data, extract actionable insights, and effectively present findings in a clear and meaningful manner
• Advanced Excel modeling skills, expertise with financial systems and data visualization tools (e.g., Excel, Power BI)
• Demonstrated expertise in financial modeling with experience across accounting, consulting, investment banking, or private equity
• Articulate with excellent verbal and written communication skills
• Proactive and enthusiastic, with an ability to build strong relationships, thrives in fast-paced environments while maintaining professionalism and integrity

The above-referenced position summary is a guideline designed to present an overview of job duties and is not intended to be a comprehensive list of responsibilities and requirements.

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