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Senior Financial Analyst

Our client is seeking a Senior FP&A Analyst who wants more than spreadsheets and routine reporting.

This role sits at the center of the business partnering directly with Regional Vice Presidents and Operations Leadership to drive profitability, improve decision-making, and support strategic growth. You’ll work in a fast-paced, private equity–backed environment where speed, accuracy, and insight are essential.

If you enjoy solving complex business problems, building models that influence real decisions, and telling the story behind the numbers, this role is built for you.

$100,000-$115,000 + bonus opportunity - located onsite off Preston & Beltline

The Details:

Own the P&L: Manage the full P&L lifecycle for a portfolio of high-volume, multi-site properties
Lead monthly financial reviews: Partner with Regional VPs to explain performance vs. Budget/Forecast—what happened, why it happened, and what to do next
Navigate seasonality and weather-driven revenue: Forecast and analyze seasonal complexities (summer peak vs. winter storage, “freeze line” impacts, weather-dependent trends)
Drive profitability initiatives: Analyze key business drivers such as occupancy, fuel margins, transient pricing, and operational costs to recommend actionable improvements
Lead budgeting and reforecasting: Own annual budgeting and quarterly reforecasting for assigned regions, pressure-testing operational assumptions to align with aggressive ownership growth expectations
Executive storytelling: Turn complex financial data into clear, narrative-driven insights for senior leadership, the C-Suite, and Board-level reporting
Strategic modeling & decision support: Build sophisticated models and business cases including:
Labor efficiency and staffing optimization
ROI on capital deployment
Acquisition integration tracking and performance
EPM implementation leadership: Serve as a functional finance lead during implementation of the company’s Enterprise Performance Management (EPM) software—supporting report design, data validation, and property-level reporting accuracy
Mentor and elevate analysts: Provide technical guidance to junior analysts, review work for accuracy, and support development of commercial acumen

The Culture:

Private Equity-backed pace: This role operates in a high-velocity environment with rapid shifts in priorities and high expectations for precision and turnaround time
Peak workload windows: High availability is required during month-end close, annual budget season, and board preparation—this may include evenings or weekends as business needs dictate
On-site collaboration: This is a fully on-site role based at the Dallas HQ. Remote work is permitted only on an exception basis and is not a standard component of the role

What You Bring:

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field
MBA, MS Finance, or CPA strongly preferred

Experience

3–6 years of progressive experience in FP&A, Corporate Finance, or Investment Banking
Experience supporting multi-unit operations or high-volume regional portfolios strongly preferred

Technical Skills

Advanced to expert-level Excel modeling skills (required)
Experience with EPM / financial planning systems (implementation experience or super-user status is a strong differentiator)

Industry Preferred, not Required