Senior Financial Analyst (1-2 days onsite)

Senior Financial Analyst
Addison, TX -1-2 days onsite/week

One of Vaco's PE-backed clients is looking to hire a Senior Analyst as part of a newly-created role to help take some of the reporting and analytical responsibilities off of the Managers plate. Vaco placed the person this reports to and they've given us great feedback on workplace culture and the work itself.

The company is rapidly growing (multiple portfolio companies) organically and via multiple acquisitions. Day to day involves gross margin analysis, building financial reporting packages and board decks, and KPI reporting.

Compensation: $95-110K

Day-to-Day

• Develop, maintain, and enhance recurring financial and operational reporting packages for executive leadership and business partners.
• Analyze large data sets to identify trends, risks, opportunities, and key business drivers.
• Prepare monthly, quarterly, and ad hoc reporting deliverables with meaningful commentary and actionable insights.
• Create and monitor KPIs and performance metrics across finance, operations, sales, and other functional areas.
• Build automated dashboards and reporting solutions to improve visibility and decision-making.
• Partner with Finance, Accounting, IT, and Operations teams to improve data integrity, reporting accuracy, and process efficiency.
• Utilize BI and visualization tools to create dynamic reporting dashboards and analytical models.
• Extract, manipulate, and analyze data from ERP systems, data warehouses, and multiple business platforms.
• Support development of standardized reporting structures and scalable analytics processes.
• Drive continuous improvement initiatives related to reporting automation and data governance.
• Support budgeting, forecasting, and variance analysis processes through advanced reporting and analytical support.
• Assist leadership with strategic modeling, scenario analysis, and performance tracking.
• Provide financial insights and recommendations to support operational and strategic initiatives.
• Develop presentations and materials for executive meetings, board reporting, and leadership reviews.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field.
• 4+ years of experience in FP&A, financial analytics, business intelligence, or corporate finance.
• Advanced Excel skills required, including complex formulas, pivot tables, and financial modeling.
• Strong experience with BI and reporting tools such as Power BI, Tableau, SQL, or similar platforms.
• Experience working with ERP systems and large data sets.
• Experience building executive reporting packages and KPI dashboards.
• Knowledge of data visualization best practices and reporting automation.
• Experience with SQL, Power Query, Power Pivot, or other data transformation tools preferred.
• MBA, CPA, CFA, or related certification is a plus.
• Experience in a fast-paced, high-growth, or private equity-backed environment preferred.

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Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR may access our policies here.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.