Lead Analyst-FP&A

BAL•Richardson, TX

21h

About The Position

BAL is seeking a forward-thinking finance professional to modernize its finance function through AI-driven automation while serving as a strategic partner to senior leadership. The role identifies, designs, and implements AI and automation solutions to streamline finance processes, improve accuracy, and free the team to focus on higher-value analysis. It also supports strategic initiatives, including mergers and acquisitions, through financial modeling, valuation and scenario analysis, due diligence, and integration planning. The position translates complex financial information into clear, compelling narratives for decision-makers. It owns executive presentations and consolidated reporting for the Finance Committee and Executive Committee, providing leadership with timely, insightful, well-structured information for strategic decisions. The role also mentors financial analysts and works closely with Legal and Operations. The posting describes the role as Finance Manager in its overview, although the listed job title is Lead Analyst-FP&A.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field.
At least 5 years of progressive experience in FP&A, Strategic Finance, Consulting, Investment Banking, Private Equity, or Corporate Development.
Strong financial modeling, forecasting, and analytical skills.
Advanced proficiency in Microsoft Excel and PowerPoint.
Ability to analyze complex financial information and translate findings into actionable business recommendations.
Excellent written and verbal communication skills.
Ability to present financial information effectively to executive leadership and other senior stakeholders.
Strong organizational skills and ability to manage multiple priorities and deadlines in a fast-paced environment.
High attention to detail, accuracy, and financial integrity.

Nice To Haves

MBA, CFA, CPA, or another advanced finance-related credential.
Experience with AI tools and automation.
Experience with Cube or similar financial reporting and planning platforms.

Responsibilities

Drive AI automation of financial processes, forecasts, and reporting, leveraging Databricks and Claude to modernize and scale finance workflows.
Partner with Legal and Operations to build financial models that structure ambiguous business questions, support firm initiatives, and inform senior leadership.
Develop financial models for Revenue, SG&A, Cash Flow, Working Capital, and Capital Investments.
Lead M&A financial analysis and execution, including financial due diligence, deal modeling, synergy analysis, and integration planning.
Own consolidated financial reporting for the Executive Committee and Finance Committee, ensuring reporting is accurate, timely, and decision-ready.
Mentor and train Senior Financial Analysts and Financial Analysts, developing their technical modeling skills, business acumen, and best practices.