Financial Planning & Analysis Senior Analyst / Associate

Sixth Street • Dallas, TX

1d • Onsite

About The Position

This is a full-time role based in Dallas on Sixth Street’s Financial Planning & Analysis (FP&A) Team. The Associate / Senior Analyst will primarily partner with Sixth Street leadership to develop the annual firmwide budget and quarterly updates, along with business KPIs and financial analytics. The position will also work with segment and business-unit partners on ad hoc forecasting and financial analysis projects. It will collaborate closely with FP&A, Firm Accounting, Human Capital Management, the partner group, and other teams across the firm.

The role contributes to strengthening the firm’s financial and strategic capabilities and improving business performance. It includes core planning and forecasting, financial modeling, analysis and recommendations, identifying trends and risks, and using AI and technology to improve planning and reporting. The position will also support technology implementations, including Anaplan for firm budgeting and scenario planning, and perform ad hoc analysis of business initiatives and growth planning.

Requirements

• An undergraduate degree is required.
• Outstanding analytical, strategic, and problem-solving skills.
• Ability to work in an unstructured, entrepreneurial environment.
• Strong communication, interpersonal, relationship-management, partnership, and collaboration skills.
• Detail-oriented, responsible, proactive, self-motivated, and able to work independently with initiative.
• Sound judgment, strong work ethic, and ability to work across business units and functions in a team environment.
• Strong project-management capabilities and a demonstrated track record of performance.
• Keen analytical, organizational, and problem-solving skills, including the ability to interpret data strategically rather than simply report it.
• Ability to communicate key data effectively, including presentations to senior management, the Board, or outside partners.
• Deep knowledge and practical experience in modeling, forecasting, and analysis.
• Ability and desire to translate complex financial concepts for finance and non-finance professionals and managers at all levels.
• Strong time-management and multitasking skills to manage multiple priorities and meet deadlines.
• Expert or in-depth working knowledge of Excel and PowerPoint.

Nice To Haves

• Investment banking or corporate finance / FP&A experience is strongly preferred.
• Candidates may have FP&A experience at a comparable sophisticated organization or an investment banking / private-equity background and be seeking a corporate FP&A career path.
• Proficiency with AI tools or Python is strongly desired.

Responsibilities

• Oversee core financial planning activities, including budgeting, forecasting, planning, and other management deliverables.
• Develop and maintain financial models and forecasts that incorporate relevant terms and business assumptions.
• Develop and clearly communicate business, financial, and strategic analyses and recommendations across the business.
• Identify key drivers, emerging trends, risks, and opportunities in budget-to-actual results, and convey findings as actionable insights.
• Leverage AI and technology to automate planning models and reporting workflows.
• Assist with technology implementations, including Anaplan for firm budgeting processes and scenarios, and workflow improvements.
• Build strong relationships and interact extensively with executive leadership.
• Conduct ad hoc analysis of key business initiatives and growth planning as projects arise.
• Work with segment and business-unit partners on ad hoc forecasting and financial analysis projects.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level