Strategic Finance Analyst

Strategic Finance Analyst

Greater Dallas, TX area (Onsite)

Our client is redefining high-performance, sustainable data center cooling through advanced liquid cooling solutions. As global demand for AI infrastructure and high-density computing accelerates, they are scaling rapidly across manufacturing, engineering, and commercial operations. Their Finance team is architected as a strategic decision-support function driving financial transparency, forecast precision, capital efficiency, and scalable infrastructure to enable disciplined growth.

Our client is seeking a highly analytical, high-ownership Strategic Finance Analyst to strengthen enterprise planning, performance visibility, and capital allocation discipline. This role extends well beyond traditional reporting. You will help architect forecasting frameworks, enhance financial predictability, and influence cross-functional decision making in a capital intensive, operationally complex environment. You will work directly with senior leadership and functional heads, serving as a data driven thought partner on growth, margin expansion, and operational performance.

This position is designed for a top performing early to mid-career finance professional (24 years of experience), ideally from Big 4 or a rigorous analytical background, who is ready to transition from execution into strategic ownership.

This role is structured as a launchpad into senior strategic finance leadership. High performers will gain direct exposure to executive decision-making, capital planning, and enterprise performance management. As our client scales, this position offers a clear pathway into Senior Strategic Finance or Finance Business Partner roles with increasing scope and influence.

Responsibilities:

• Drive enterprise planning processes, including annual budgeting, rolling forecasts, and long-range financial modeling.
• Own and continuously refine integrated financial models to improve forecast accuracy, scenario planning capability, and decision confidence.
• Lead structured variance analysis across revenue, margin, operating expense, working capital, and cash flow.
• Develop executive level reporting frameworks and KPI dashboards that elevate performance transparency and accountability.
• Prepare and present decision ready financial materials for senior leadership and capital allocation discussions.
• Partner cross-functionally with Operations, Manufacturing, Sales, Engineering, and Accounting to align financial insights with operational execution.
• Support investment analysis, business case development, and strategic growth initiatives.
• Contribute to transactions, integration, and scalability initiatives as the company expands.
• Identify and implement automation, standardization, and process improvements within FP&A systems and reporting infrastructure.
• Translate financial and operational data into actionable insights that influence strategy and performance outcomes.
• Support onboarding new clients and ensure all documentation (e.g., NDAs) is complete.
• Liaise with the Service team to ensure timely and effective issue resolution.
• Maintain positive customer relationships through professional, solution-oriented communication.
• Help organize in-person customer meetings and visits to our client's facilities.
• Maintain and organize sales documentation.
• Prepare and distribute sales materials as needed.
• Support account mapping with the extended commercial team through LinkedIn, industry publications, and other sources.
• Collect and report marketing intelligence such as data center build announcements and target account data.

Preferred Profile:

• Bachelor's degree in Accounting, Finance, or related field; CPA or CPA track strongly preferred.
• 24 years of experience in Big 4 public accounting, corporate FP&A, transaction advisory, investment banking, or similar analytical roles.
• Strong command of financial statements, accounting drivers, and enterprise performance metrics.
• Advanced financial modeling capabilities, including scenario analysis, sensitivity modeling, and three-statement integration.
• Demonstrated experience developing executive ready reporting packages and KPI dashboards that drive performance accountability.
• High analytical rigor with the ability to synthesize complex financial and operational data.
• Proven ability to operate independently, assume ownership, and deliver in a high growth, evolving environment.
• Strong communication skills with the ability to influence senior stakeholders and non finance leaders.
• Experience operating in a capital intensive, operational, manufacturing, or technology driven organization.
• Exposure to working capital optimization, cost discipline, or margin expansion initiatives.
• Experience supporting structured forecasting processes in a high-growth environment.
• Familiar with ERP systems (e.g., NetSuite, SAP, Oracle).
• Experience with financial planning and BI tools (e.g., Adaptive Planning, Anaplan, Pigment, Power BI, Tableau, Looker).
• Demonstrated orientation toward automation, data integrity, and continuous performance improvement.

Additional Characteristics:

• Flexible: Adjust analytical frameworks and priorities as business conditions evolve, maintaining focus on measurable business impact.
• Collaborative: Operate as a trusted partner across functions, aligning financial insight with operational strategy.
• Driven: Take full ownership of outcomes, holding yourself and stakeholders accountable to high standards of precision and performance.
• Agile: Navigate ambiguity confidently, refining forecasts and models as new data and market dynamics emerge.
• Customer-Centric: Deliver timely, decision-focused financial insights that enable disciplined growth.
• Attentive: Engage deeply with business context to ensure financial analysis reflects operational realities and strategic objectives.