Gardner Capital

Financial Analyst

LocationDallas, TX
Job TypeFull-time
Salary$65,000-$65,000

About This Job

Gardner Capital is an affordable housing and renewable energy developer, investor, and tax credit syndicator with primary regional offices located in St. Louis and Springfield, Missouri and Dallas, Texas. The development arm of Gardner Capital has seen significant growth and is looking to expand its team with the following position.


Position Overview:

The Financial Analyst/Senior Financial Analyst position is responsible for executive/owner/investor level modeling and is a key member of the Financial Planning and Analysis team. This includes financial modeling, investment analysis, property budgets, working with lenders and investors on diligence requirements, and designing ad-hoc portfolio reporting and analysis. This position works closely with the Financial Analyst Manager and other department heads which requires excellent organization and communication skills. Acute attention to detail, flexibility, and deadline management are essential functions of the position.


Essential Functions:

Create and maintain rolling forecasts of the performance of Gardner’s primary business units

Track expenses and revenues vs. budget and re-forecast and analyze fluctuations and prepare annual budgets for company and business unit performance

Assist executive team with new project and new loan modeling and evaluation

Implement improvements after identifying points of weakness in all financial planning, forecasting, and analyzation

Update and continually improve presentation of financial statements and supporting reports

Provide guidance to other departments and assist with special projects

Ad Hoc projects, ranging from modeling exercises to summarizing and analyzing loan agreements and other legal documents


Maintain economic models on key investments

Track projects and economic assets, to include major receivables


Assist with due diligence as needed


Other duties as assigned


Competencies:

Excellent communication skills and analytic expertise are needed to verbalize financial documents and plans to upper management

Staying attune to financial markets and what others are doing creatively within the development industry, to include innovative capitalization structures, etc. - - ability to ‘think outside of the box’ and look to challenge the owners’ traditional way of looking at the business

Proficiency in a variety of accounting and financial analysis functions


Exceptional organizational, time management, and prioritization skills

High ethical standards including maintaining the highest level of discretion and confidentiality

High degree of accuracy and attention to detail

Self-Starter, able to identify problem areas and brainstorm and present recommended solutions

Effective collaboration skills – can lead a team when asked

Ability to easily and quickly adapt to changing project demands and needs; high energy


Preferred Education and Experience:

Bachelor's degree in accounting or finance with three plus years of related experience

Proficiency with Microsoft Office (preferably Office 365), SharePoint and Great Plains or similar accounting software preferred

MBA, CPA, or other professional designation would be a plus


Knowledge of SQL and/or VBA a plus


Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

All interested candidates should send their resume and cover letter to adosen@gardnercapital.com Attn: Amy Dosen


Job Type: Full-time


Pay: $65,000.00 per year


Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance


Schedule:


8 hour shift


Work Location: In person

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