Finance Senior Analyst

Embark • Mesquite, TX

43d

About The Position

Embark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits: Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions Comprehensive healthcare: 100% paid premiums for you and your family Whole human growth: $150 monthly stipend for holistic development Career advancement: Access to CPE credits, learning platforms, coaching, and professional development Financial support: Up to 3% 401(k) matching and financial advisory services Team and community engagement: Monthly social events within your market, charitable matching, and great people! Senior Financial Analyst The Senior Financial Analyst will report to the Head of Finance and work closely with the CFO, Head of M&A and Controller to support strategic finance, FP&A, M&A initiatives, and daily financial operations. This role is a key contributor to the organization’s financial strategy, analysis, and reporting functions, helping drive informed decision-making across all business areas. This position is ideal for a highly analytical, proactive finance professional who thrives in a dynamic environment and enjoys combining technical financial skills with strategic business partnership.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or Business Administration required
• 4–6 years of progressive experience in FP&A, or corporate finance
• Proven track record in budget preparation, forecasting, and variance analysis across multiple departments or business units
• Experience supporting executive-level reporting and developing presentations for leadership teams and board reviews
• Exposure to mid-to-large enterprise environments with cross-functional collaboration between Finance, Accounting, and Operations
• Demonstrated ability to improve processes, automate reporting, and implement financial systems or tools
• Workday Financials Skilled in leveraging Workday for financial data extraction, department budget setup and financial reporting
• Tableau: Advanced data visualization capabilities to build dashboards and stories around financial and operative metrics
• Microsoft Office Suite: Expert-level Excel (pivot tables, Power Query, advanced formulas, macros), and strong skills in PowerPoint for executive presentations
• AI: Proficiency in Artificial Intelligence tools, demonstrating incorporation into prior workflows to drive efficiency, scalability and accuracy
• Strong financial modeling, trend analysis, and scenario planning skills
• Exceptional attention to detail combined with the ability to distill complexity into concise insights
• Effective communicator with the ability to translate financial data into business strategy
• Demonstrated collaboration and influencing skills across finance and operational leadership
• Continuous improvement mindset—driven to enhance reporting accuracy, timeliness, and automation

Nice To Haves

• Master’s degree in Finance or MBA is preferred
• Professional certifications (CPA, CMA, or CFA) are preferred
• Power BI (Preferred):Advanced data visualization capabilities to build dashboards and financial performance reports that tell a clear story
• Alteryx (Preferred): Proficiency in using Alteryx for data blending, workflow automation, and streamlining financial data processes

Responsibilities

• Prepare, analyze, and present financial reports and dashboards to support executive leadership and operational teams.
• Conduct financial planning and analysis (FP&A) activities, including forecasting, variance analysis, and performance tracking against key metrics.
• Develop and maintain detailed financial models, including those for debt compliance, scenario planning, and cash flow forecasting.
• Perform ad-hoc sponsor and investor financial analyses to support funding, investment, and transaction-related activities.
• Build and maintain strong relationships with department heads and executive sponsors to facilitate budget compilation, review, and variance analysis.
• Partner with cross-functional leaders to provide insights and recommendations that improve financial performance and resource allocation.
• Lead and support the near-term implementation of an Enterprise Performance Management (EPM) system to enhance financial reporting, forecasting, and analytics capabilities.
• Identify and drive opportunities to streamline financial processes, strengthen internal controls, and improve data accuracy and visibility.

Benefits

• Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
• Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
• Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team
• Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
• Comprehensive healthcare: 100% paid premiums for you and your family
• Whole human growth: $150 monthly stipend for holistic development
• Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
• Financial support: Up to 3% 401(k) matching and financial advisory services
• Team and community engagement: Monthly social events within your market, charitable matching, and great people!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees