Financial Analyst, FP&A

Financial Analyst, FP&A | Houston, TX | On-site

We are seeking a detail-oriented and analytical Financial Analyst, FP&A with 3-5 years of experience to join our Houston-based finance team. This role will support strategic decision-making through financial modeling, budgeting, forecasting, and performance analysis. The ideal candidate will have a strong understanding of commercial real estate dynamics and thrive in a collaborative environment focused on optimizing operations and investments.

About Us

Partners is a diversified commercial real estate services and investment company operating across Texas and the Southeast, with a strong presence in Houston. We provide integrated solutions including brokerage, property management, development, appraisal, and investment services. With a team of over 300 professionals and annual revenue exceeding $85 million, we are committed to driving growth, innovation, and value for our clients and stakeholders.

What You'll Do

• Develop and maintain financial models for budgeting, forecasting, and scenario analysis, including revenue projections, expense tracking, and cash flow modeling for real estate projects and service lines.
• Analyze financial performance across business units, identifying variances, trends, and opportunities for cost savings or revenue enhancement.
• Prepare monthly, quarterly, and annual financial reports, dashboards, and presentations for senior leadership, highlighting key metrics such as ROI, occupancy rates, and portfolio valuations.
• Collaborate with cross-functional teams (e.g., development, brokerage, and property management) to gather data and provide insights on project feasibility, market conditions, and investment returns.
• Support the annual budgeting process, including consolidation of inputs from regional offices and alignment with strategic goals.
• Conduct ad-hoc analyses, such as market benchmarking, competitor assessments, and sensitivity testing for real estate acquisitions or dispositions.
• Ensure data accuracy and integrity in financial systems, utilizing tools like Excel, ERP software, or BI platforms.
• Assist in compliance and risk management by monitoring financial controls and contributing to audit preparations.

What You'll Have

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field; MBA or CFA candidacy is a plus.
• 3-5 years of experience in financial planning & analysis, preferably in commercial real estate, investment management, or a related industry.
• Proficiency in financial modeling and advanced Excel skills (e.g., pivot tables, VLOOKUP, macros); experience with tools like Power BI, Tableau, or SQL is preferred.
• Strong analytical mindset with the ability to translate complex data into actionable insights.
• Excellent communication skills, with experience presenting financial information to non-finance stakeholders.
• Knowledge of commercial real estate metrics (e.g., cap rates, NOI, IRR) and market trends in Texas and the Southeast is highly desirable.
• Ability to work independently and collaboratively in a fast-paced environment.

Why Join Us

• Be part of one of the fastest-growing full-service commercial real estate firms in Texas, backed by an integrated platform spanning Investments, Development, Brokerage, and Property Management.
• Gain access to a diverse suite of institutional-quality investment offerings through Partners Capital.
• Collaborate with a driven, high-performance team that values integrity, teamwork, and long-term partnerships.
• Competitive compensation, comprehensive benefits, and opportunities for growth within a rapidly expanding organization.

Partners is proud to be committed to providing equal employment opportunity to all qualified applicants regardless of age, race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, citizenship, marital status, disability, veteran status, or any other basis protected by applicable law.