Senior Financial Analyst

Senior Financial Analyst | Hybrid in North Dallas, TX
Are you ready to take the next step in your career as a Senior Financial Analyst? Join a dynamic, rapidly growing firm in North Dallas, where you will play a pivotal role in forecasting, financial analysis, and strategic planning. This is a great opportunity for a motivated and experienced finance professional to have significant exposure to senior leadership while contributing to impactful financial decisions.
 
What You’ll Do:

• Lead Financial Forecasting: Create and update complex financial models, including Profit & Loss (P&L) statements, cash flow projections, and strategic forecasts.
• Business Partnering: Work directly with business leaders and departments to collect data, support strategic initiatives, and provide key financial insights.
• Budgeting: Oversee the annual budgeting process and ensure alignment with organizational goals and financial constraints.
• Drive Automation: Champion continuous improvements in financial reporting and process enhancements, including automating key financial workflows.
• Acquisition Integration: Support the seamless integration of newly acquired entities into financial models and forecasts.
• Collaborative Support: Partner with leadership in the creation of 5-year strategic financial plans that integrate growth objectives, market trends, and long-term sustainability.
• Executive Reporting: Deliver detailed financial analyses to key internal stakeholders, including executives, investors, and lenders.

 
Who You Are:

• 6+ years of FP&A experience, ideally in a corporate finance or financial services environment.
• Strong Excel skills, including macros, formulas, and complex data analysis.
• Proficient in Adaptive Insights or similar financial platforms, and capable of transitioning from spreadsheets to more automated systems.
• Excellent communication and organizational skills, with the ability to work collaboratively with multiple teams and stakeholders.
• Bachelor’s degree in Finance, Accounting, or a related field; MBA or CFA is a plus.
• Experience working with senior management and contributing to strategic financial decision-making.

 
Why Work Here?

• Competitive Compensation: $120K – $140K base salary + 10-15% annual bonus (company and performance-based) + Equity purchase options (up to $50K/year).
• Work-Life Balance: Hybrid schedule with onsite Monday-Thursday and the option to work from home on Fridays.
• Growth Opportunities: Significant exposure to senior leadership and hands-on experience with acquisitions, budgeting, and long-term planning.
• Impactful Work: Join a fast-growing organization with exposure to high-level financial strategy and the opportunity to influence key business decisions.
• Great Benefits: Comprehensive benefits package, including PTO, 401(k), medical, dental, and vision insurance, plus additional flexible spending accounts and health savings options.

What does this position pay?
Compensation is determined by several factors which may include skillset, experience level, and geographic location.

The expected range for this role is $120,000 to $160,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience. #LI-JP1