Senior Financial Analyst

Senior Financial Analyst - CorporateIrving, Texas Fort Worth: Fin/Acct/HR: Direct HireThe Analyst/Sr. Analyst, Financial Planning & Analysis reports to the Chief Financial Officer and will assist with the budgeting and forecasting for our investment management/finserv client.RequirementsBachelor's degree in accounting or finance, master's degree preferredKnowledge and experience with partnerships and consolidation is a plus2–4 years of prior experience in financial planning & analysis or corporate finance; experience in asset management or financial services preferredAbility to multi-task, work under pressure and meet deadlines requiredWillingness to work a flexible schedule requiredStrong analytical and problem-solving skills requiredStrong verbal and written communication skills requiredHighest standards of accuracy and precision; highly organizedAbility to think creatively, highly driven and self-motivatedMust have strong experience with Microsoft Excel, PowerPoint and WordProficiency using Excel for financial modeling required; experience with BI or FP&A platforms (e.g., SQL, Power BI) a plusKey ResponsibilitiesResultsBudget and Forecast Responsibilities 35%Preparation of the Company's annual budget on a consolidated and stand-alone entity basisAssist with the Company's overall quarterly financial forecasting on a consolidated and stand-alone entity basisAssist with the Company's multi-year forecast on a consolidated and stand-alone entity basis (for annual valuation of Goodwill and Intangible Assets, debt refinancing, etc.)Preparation of month-over-month and year-over-year variance explanations to budget and to prior year for various reporting presentationsObtain and maintain a thorough understanding of the financial reporting and general ledger structureAnalysis 30%Analyze current and past trends in key performance indicatorsAnalyze and explain unexpected variances in key performance indicatorsPrepare and analyze monthly commission calculationsAnalyze department activity monthly as compared to budget and forecastAssist with monitoring the Company's consolidated leverage and excess cash flow calculations as required by the Credit AgreementsReporting 20%Assist with ad-hoc requestsPreparation of budget presentations for the Board of Directors on a consolidated and stand-alone entity basisPreparation of forecast presentations for the Board of Directors on a consolidated and stand-alone entity basisMaintain total AUM roll forwardsAssist with monitoring and fulfilling Debt RequirementsAssist in maintaining the database with historical operating information for the Company and its affiliatesProcess Improvement 15%Improve and/or develop financial models to support the evolving business needsDevelop and implement procedures and use of resources to adapt to the changing business needsAssist with driving efficiencies within the Finance department through the adoption of enhanced data technology, automation, and AI-assisted tools (e.g., AI-driven forecasting, automated variance analysis, and natural language reporting)Support the development of data visualization dashboards and self-service reporting tools to improve access to financial insights across the organizationStrategic Support 10%Assist the CFO and COO on ad hoc strategic projects, including analysis related to potential new business opportunitiesAssist with requests from the ownership group and senior management as directed Thomas, Edwards Group