Senior Financial Analyst
BBG, INC.•Dallas, TX
About The Position
This role is a highly visible and critical position within a PE-backed company operating in a fast-paced, small-team setting. The Senior Financial Analyst will be a key contributor to strategic initiatives and operational improvements, gaining insight into multiple functions of the business. The position offers competitive compensation and benefits, along with a good company culture and casual work environment.
Requirements
- Bachelor's degree in accounting, finance, economics or related field
- 1-2 years of experience in FP&A, accounting, or transaction advisory services
- Highly proficient in Microsoft Office Suite of products (Excel, PowerPoint, Word)
- Superior attention to detail
- Excellent communication, written and verbal, and analytical skills
- Strong organizational skills, desire to learn and ability to multi-task
- Mature and professional candidate with a strong work ethic
Nice To Haves
- Proficient with PowerBI, Tableau, or similar tools
- Experience working with SQL databases or similarly complex data structures
Responsibilities
- Cleanse, consolidate, and analyze data to generate actionable insights
- Prepare weekly flash and 13-week cash flow forecast
- Track and validate key performance indicators (KPIs)
- Prepare monthly and quarterly reporting, including ad-hoc analysis
- Build and maintain the full three-statement annual budget
- Prepare supporting analysis and materials for quarterly Board meetings and senior leadership presentations
- Ensure accuracy, clarity, and timeliness in all deliverables
- Build scenario and sensitivity analyses to evaluate strategic options (headcount, utilization, etc.)
- Conduct financial modeling to support service line launches, strategic hires, strategic planning (i.e. workforce, capacity and compensation planning), and other growth initiatives
- Support the analysis behind the operational levers that move results, translating data into clear, quantified findings for review
- Build and refine Power BI dashboards in collaboration with the FP&A Director and functional leaders
- Cleanse and transform data, maintaining data integrity and building repeatable processes
Benefits
- Competitive compensation and benefits
- Good company culture
- Casual work environment
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What This Job Offers
Job Type
Full-time
Career Level
Senior
