Senior Financial Analyst

Confie•Farmers Branch, TX

10d•$90,000 - $105,000•Hybrid

About The Position

Serve as a key member of the corporate FP&A Team and act as a strategic partner to senior management. Lead efforts to support the Corporate and MGA business units in budgeting, forecasting, and strategic initiatives. Interface directly with corporate and MGA executive management

Requirements

Bachelor's Degree required
3+ years of experience in financial planning and analysis
Advanced Excel skills required; Advanced financial modeling experience is a plus
Must be a team player and eager to put in extra effort
Strong quantitative and analytical skills with attention to detail and accuracy
Strong communication, critical thinking, and presentation skills, including the ability to provide written and verbal direction effectively
Well-organized with an ability to manage multiple projects with strict deadlines

Nice To Haves

Experience with OneStream or Oracle EPBCS and Tableau preferred
Retail, Insurance, or MGA experience is a plus

Responsibilities

Responsible for financial reporting, including monthly reports relied upon by the Corporate Executive Leadership Team and Sales Leadership Team
Partner with the FP&A manager during the budgeting and forecasting process, with potential for business segment responsibility
Expense management by partnering with operations leadership to understand and manage expense line items
Create dynamic models to automate and streamline forecasting
Partner with the FP&A manager on process improvements to improve company efficiency
Partner with the BI&A team to assist with data integrity analysis and maintenance in our Tableau work environment
Assist in monthly close variance analysis
Assist in the preparation of reports and presentation material for the Corporate Executive Leadership Team
Perform ad hoc projects for Retail and Corporate executives on an as-needed basis