Senior Corporate Planning and Development Analyst

About Us SolomonEdwardsGroup, LLC (“SolomonEdwards”) is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world’s most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: We are seeking a Senior Corporate Planning and Development Analyst to join a leading U.S. financial services firm with national operations and specialized investment portfolios. This role will support long-term strategic initiatives, corporate portfolio administration, and equity investment analysis within a high-performing capital advisory group. This hybrid role (Monday–Friday 8:00 am – 5:00 pm) is based in Dallas, TX, with an onsite requirement of two days per week. Essential Duties: • Manage and administer 700–800 individual warrant positions, generating approximately $50 million in proceeds over several years. • Negotiate legal agreements for warrant transactions, coordinate with attorneys, assess risks and liabilities, and recommend courses of action to management. • Oversee and administer a diversified equity investment portfolio, including underwriting new investments, managing daily operations, and preparing detailed reports such as capital calls, distributions, financial tracking, valuations, Volcker Rule certifications, board reports, and quarterly regulatory filings. • Conduct ad hoc financial analyses, reporting, and research to evaluate the risks and returns of complex corporate scenarios. • Participate in audit and examination processes, ensuring the timely resolution of identified issues. • Identify, assess, and mitigate risks across corporate operations. Qualifications: • Bachelor’s degree in Accounting, Finance, or related field. • Minimum 4 years of financial services experience with progressive financial analysis roles. • 3+ years of experience with Excel, including pivot tables and graphs. • 3+ years of financial modeling and investment analysis. • Preferred: 1 year of experience managing projects and working with legal documents. Skills and Job-Specific Competencies: • Advanced Excel and financial modeling proficiency. • Strong understanding of equity investments and corporate finance principles. • Excellent written and verbal communication skills. • Ability to collaborate across departments and lead small projects. • Strong analytical thinking and attention to detail. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $42 – 48. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise. Place of Work

On-site Requisition ID

142031 Job Type

Contract Application Email

kfidelman@solomonedwards.com

#J-18808-Ljbffr