Sr. Financial Analyst

Hall Group - Dallas, TX

Full-time - Mid Level

Dallas, TX

Ambulatory Health Care Services

About the position

The Sr. Financial Analyst position at Hall Phoenix/Inwood Ltd. involves analyzing financial data and performance to develop financing requests for commercial real estate assets and loans. The role requires collaboration with various departments to facilitate loan closings and provide necessary information to lenders and stakeholders. The analyst will also manage loan covenants, prepare financial reports, and support the finance team in forecasting and budgeting processes.

Responsibilities

• Analyze current and past financial data and performance.
• Develop comprehensive prospective financing requests for commercial real estate assets and loan financings.
• Identify potential lenders and assist in gathering due diligence.
• Serve as interdepartmental liaison to facilitate closing of loans and providing information to lenders and stakeholders.
• Coordinate with other members of the finance team to review financial information and forecasts.
• Support the preparation and finalization of monthly financials and forecasts.
• Manage loan covenants and report to lenders on a quarterly and annual basis.
• Prepare company presentation materials for internal reviews and business development.
• Track, analyze and evaluate property operations across HSF's loan portfolio and Hall Group's real estate assets.
• Perform month-end close processes, including reviewing financials and preparing performance-related analyses.
• Coordinate with Hall Group's property operations team to implement yearly budgets.
• Review loan documents for new debt transactions and assist in loan closing process.

Requirements

• Bachelor's degree in Finance or a closely related field.
• Five years of progressive professional experience in commercial finance, banking, or real estate.
• Experience in financial planning and capitalization of real estate assets and lending operations.
• Experience in current and past financial data and performance analysis.
• Experience in developing comprehensive prospective financing requests for commercial real estate assets and loan financings.
• Experience in supporting the preparation and finalization of monthly financials and forecasts.
• Experience in month-end closing processes, including financials review and analysis.