Financial Analyst

Gardner Capital is a private equity firm focused on affordable housing and renewable energy development, investing, and tax credit syndication with primary regional offices located in St. Louis and Dallas.

Gardner Capital has a rapidly growing national platform and is looking to add to its team for the following role:

Financial Analyst

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

Job Duties

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

· Track expenses and revenues vs. budgets and re-forecast and analyze fluctuations

· Work with Treasury department to forecast working capital and report to executive team

· 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

Qualifications

· Bachelor's degree in accounting, finance, business analytics, or another relevant major

· Preferably two (2) plus years’ related experience

· Proficiency with Microsoft Office, especially Excel, required

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

· Knowledge of SQL and/or VBA a plus

· Experience with data visualization tools such as Tableau or PowerBI a plus

Conditions

· Located in Dallas, TX

· Office environment

· Pay and benefits commensurate with experience

· Job classification is exempt

All interested candidates should send their resume to dthompson@gardnercapital.com

Attn: Drew Thompson

Job Type: Full-time

Benefits:

- 401(k)

- Dental insurance

- Health insurance

- Paid time off

- Vision insurance

Work Location: In person