Senior Financial Analyst - Strategic Finance

Senior Financial Analyst - Strategic Finance

Irving, Texas Fort Worth:Fin/Acct/HR:Direct Hire

The Analyst/Sr. Analyst, Financial Planning & Analysis will support both operational finance and strategic growth initiatives across the organization. This role reports to the CFO and will partner closely with finance leadership and department heads on forecasting, reporting, planning, and business analysis activities. Focused on strategic initiatives, long-range planning, business case development, market analysis, and growth-oriented projects.

These positions offer exposure to executive leadership, cross-functional collaboration, and high-impact strategic initiatives within a growing organization.

Requirements

• Bachelor's degree in Finance, Accounting, or related field required; MBA preferred
• 3–6 years of experience in FP&A, corporate finance, accounting, or related financial analysis roles
• Strong financial modeling and analytical skills required
• Advanced Microsoft Excel skills required
• SQL experience and/or exposure to data querying and automation tools strongly preferred
• Ability to synthesize financial and operational data into actionable insights
• Strong communication and presentation skills
• Ability to manage multiple priorities in a fast-paced environment
• Experience within industry or corporate finance environments is a plus

Key Responsibilities FP&A & Operational Finance Responsibilities

• Support the annual budgeting and quarterly forecasting processes
• Assist with development and maintenance of long-range financial plans and 5-year forecasts
• Prepare month-over-month and year-over-year variance analyses
• Partner with department leaders on budgeting, planning, and tactical financial reviews
• Support management reporting and performance tracking initiatives
• Build and maintain financial models to support operational decision-making
• Assist with consolidated reporting and financial performance analysis

Strategic Finance & Business Analysis

• Support long-term strategic initiatives and growth projects
• Build and maintain business cases for new initiatives, investments, and product development opportunities
• Conduct market research, industry trend analysis, and channel growth assessments
• Partner cross-functionally to evaluate project performance and strategic outcomes
• Assist leadership with ad hoc financial and operational analyses

Reporting & Data Analytics

• Develop reporting packages and presentation materials for leadership
• Support dashboarding, data visualization, and reporting automation initiatives
• Utilize Excel, SQL, and related tools to improve reporting efficiency and data accessibility
• Assist with data integrity, reporting accuracy, and financial process improvements

Process Improvement & Technology

• Identify opportunities to improve financial processes and reporting workflows
• Support adoption of enhanced data tools, automation, and AI-assisted reporting capabilities
• Assist in streamlining forecasting, planning, and operational reporting processes
• Collaborate with leadership on evolving FP&A infrastructure and technology stack initiatives