Senior Financial Analyst

Senior Financial Analyst

The Senior Financial Analyst role offers a high-impact, strategic opportunity to partner directly with executive leadership and shape critical financial decisions. You will thrive in a fast-paced, high-expectations environment where you build, own, and continuously improve complex financial models that drive business growth. This position extends beyond traditional FP&A by focusing heavily on corporate modeling, investment analysis, and supporting strategic initiatives such as acquisitions, new business development, and greenfield projects. You will play a key role in long-term strategic planning, capital allocation, and value creation in a private equity and growth-oriented setting, with strong visibility, career growth potential, and flexibility.

Responsibilities

• Build, maintain, and enhance comprehensive corporate financial models that support long-term strategic planning and decision-making.
• Develop detailed financial models for new business initiatives, greenfield projects, and acquisition opportunities, incorporating key assumptions and scenarios.
• Analyze financial and operational performance by reviewing financial statements and KPIs, identifying trends, risks, and opportunities for improvement.
• Provide actionable insights and recommendations based on variance analysis, KPI performance, and business drivers to inform leadership decisions.
• Support executive leadership with regular and ad hoc reporting, forecasting, and strategic planning activities.
• Assist in preparing clear, compelling materials and presentations for Senior leadership and board-level discussions.
• Partner cross-functionally with teams across the organization to evaluate the financial impact of business decisions, including pricing strategies, capital investments, and growth initiatives.
• Contribute to the development of investment memos and financial analyses related to mergers and acquisitions and other strategic investments.
• Help optimize the company's capital structure and evaluate cost of capital considerations to support value-maximizing decisions.
• Identify inefficiencies and gaps in current reporting, forecasting, and analysis processes, and lead initiatives to improve accuracy, speed, and automation.
• Support ongoing system enhancements and the evolution of financial tools, including ERP transitions and automation opportunities.
• Participate in ad hoc strategic projects and deep-dive financial analyses to support emerging opportunities and challenges.

Essential Skills

• Minimum of 5+ years of experience in financial analysis, preferably within corporate finance, investment analysis, or mergers and acquisitions–focused environments.
• Proven experience building and managing complex financial models that go beyond standard profit and loss ownership.
• Strong understanding of financial statements, capital structure, and business valuation concepts.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Advanced proficiency in Microsoft Excel, with financial modeling as a core competency.
• Experience in financial planning and analysis (FP&A), including forecasting, budgeting, and reporting.
• Demonstrated ability to perform detailed financial analysis and synthesize findings into clear insights and recommendations.
• Strong working knowledge of Microsoft Office tools, including PowerPoint and Word, to create polished presentations and documentation.
• Ability to operate effectively in a fast-paced, high-expectations environment while managing multiple priorities.
• Strong analytical, problem-solving, and critical-thinking skills with a high attention to detail.

Additional Skills & Qualifications

• Experience supporting strategic initiatives such as acquisitions, new market entry, or large-scale investments.
• Knowledge in private equity–backed or high-growth environments.
• Experience with ERP systems, with exposure to system implementations or transitions considered highly valuable.
• Netsuite is a plus
• Familiarity with data tools such as Power BI, Power Query, or SQL.
• Experience in corporate finance, including capital allocation and investment analysis.
• Prior involvement in mergers and acquisitions, including financial due diligence and integration planning.
• Ability to develop and contribute to investment memos and board-level materials.
• Strong communication skills, with the ability to explain complex financial concepts to non-financial stakeholders.
• Proactive mindset with a desire to build processes, tools, and models from the ground up.
• Motivation to grow in a high-visibility role with significant exposure to executive leadership.

Job Type & Location

This is a Permanent position based out of Dallas, TX.

Pay and Benefits

The pay range for this position is $100000.00 - $135000.00/yr. Medical Insurance HSA/FSA Dependent Flex Savings Dental Insurance Vision Insurance Voluntary Life Insurance 401k Paid Vacation Paid Holidays

Workplace Type

This is a hybrid position in Dallas, TX.

Application Deadline

This position is anticipated to close on Jul 21, 2026.