Senior Financial Analyst

Senior Financial Analyst - Corporate

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

The 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.

Requirements

• Bachelor's degree in accounting or finance, master's degree preferred
• Knowledge and experience with partnerships and consolidation is a plus
• 24 years of prior experience in financial planning & analysis or corporate finance; experience in asset management or financial services preferred
• Ability to multi-task, work under pressure and meet deadlines required
• Willingness to work a flexible schedule required
• Strong analytical and problem-solving skills required
• Strong verbal and written communication skills required
• Highest standards of accuracy and precision; highly organized
• Ability to think creatively, highly driven and self-motivated
• Must have strong experience with Microsoft Excel, PowerPoint and Word
• Proficiency using Excel for financial modeling required; experience with BI or FP&A platforms (e.g., SQL, Power BI) a plus

Key Responsibilities

Results

Budget and Forecast Responsibilities 35%

• Preparation of the Company's annual budget on a consolidated and stand-alone entity basis
• Assist with the Company's overall quarterly financial forecasting on a consolidated and stand-alone entity basis
• Assist 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 presentations
• Obtain and maintain a thorough understanding of the financial reporting and general ledger structure

Analysis 30%

• Analyze current and past trends in key performance indicators
• Analyze and explain unexpected variances in key performance indicators
• Prepare and analyze monthly commission calculations
• Analyze department activity monthly as compared to budget and forecast
• Assist with monitoring the Company's consolidated leverage and excess cash flow calculations as required by the Credit Agreements

Reporting 20%

• Assist with ad-hoc requests
• Preparation of budget presentations for the Board of Directors on a consolidated and stand-alone entity basis
• Preparation of forecast presentations for the Board of Directors on a consolidated and stand-alone entity basis
• Maintain total AUM roll forwards
• Assist with monitoring and fulfilling Debt Requirements
• Assist in maintaining the database with historical operating information for the Company and its affiliates

Process Improvement 15%

• Improve and/or develop financial models to support the evolving business needs
• Develop and implement procedures and use of resources to adapt to the changing business needs
• Assist 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 organization

Strategic Support 10%

• Assist the CFO and COO on ad hoc strategic projects, including analysis related to potential new business opportunities
• Assist with requests from the ownership group and senior management as directed