Senior Financial Analyst
Bbg•Dallas, TX
•Onsite
About The Position
The Senior Financial Analyst will be responsible for a variety of tasks related to financial reporting, budgeting, and data analytics. This role involves cleansing, consolidating, and analyzing data to provide actionable insights, preparing forecasts and reports, and building financial models to support strategic initiatives. The analyst will also be involved in developing Power BI dashboards and ensuring data integrity. This is a highly visible and critical role within a fast-paced, PE-backed company, offering insight into multiple business functions and contributing to strategic improvements.
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Senior
