Financial Analyst

CAE•Dallas, TX

About The Position

The Finance Analyst supports a broad range of financial analysis, reporting, data validation, and business partnering activities. This role prepares and reviews financial information, tracks key performance indicators (KPIs), investigates variances, and helps translate data into actionable business insights. The Finance Analyst maintains and enhances financial models, reports, and analytical tools and collaborates with Finance, Accounting, and business partners to support planning and forecasting activities.

Requirements

Bachelor's degree in Accounting, Finance, or a related field.
1 to 3 years of professional experience in Accounting, Finance, or Financial Analysis.
Strong proficiency in Microsoft Excel and Microsoft Access.
Strong attention to detail and commitment to accuracy.
Ability to work independently and manage multiple priorities effectively.
Ability to collaborate effectively in a team environment.
Professional proficiency in English

Nice To Haves

Experience creating, maintaining, and troubleshooting Excel macros.
Knowledge of Baan ERP systems.
Experience using financial reporting, data analysis, automation, or AI-enabled tools to support financial processes.
Experience supporting budgeting, forecasting, and financial planning activities.

Responsibilities

Prepare, maintain, and distribute recurring financial reports, dashboards, and KPI tracking for Finance and business partners.
Analyze revenue, costs, margins, working capital, and other financial and operational drivers to identify trends, risks, and opportunities.
Perform variance analysis and investigate unusual results, data gaps, or inconsistencies; communicate findings in clear, concise, and actionable summaries.
Maintain and improve financial models, templates, and reporting tools used for analysis, decision support, budgeting, and forecasting.
Utilize approved AI, automation, and data tools to enhance analysis, improve reporting efficiency, and support data quality initiatives.
Support month-end and quarter-end activities, as well as budgeting and forecasting processes, by preparing analyses, validating inputs, and documenting assumptions.
Reconcile and validate financial and operational data across source systems, reports, and business submissions.
Develop knowledge of the business, industry, and key performance drivers to strengthen financial analysis and commentary.
Collaborate with Accounting and business partners to understand financial results, address inquiries, and support informed decision-making.
Prepare presentations, summaries, and ad hoc analyses for Finance and business leadership.
Contribute to process improvement, standardization, documentation, and issue-resolution initiatives across finance systems and workflows.
Support special projects and perform other duties as assigned by the Finance Manager.