We are seeking a detail-oriented and analytical Financial Analyst to join our team and support critical financial decision-making processes. The ideal candidate will have strong analytical skills, proficiency in financial modeling, and the ability to interpret complex financial data to drive business insights and strategic recommendations.
Location: Richardson, TX
Work Mode: On-site
Role: Financial Analyst
The Analyst is responsible for performing complex financial analysis in support of various business objectives. This role involves evaluating budgets, strategic plans, product lines, mergers and acquisitions (M&A), and financial functions such as treasury and credit. The ideal candidate will bring strong analytical expertise and advanced Excel skills to drive insights and support decision-making processes.
Duties and Responsibilities Perform Financial Analysis
Conduct in-depth financial analysis in areas including budgeting, forecasting, and variance analysis to support decision-making at both departmental and organizational levels.
Support Strategic Planning
Analyze data related to strategic initiatives, helping leadership evaluate performance, market trends, and long-term goals.
Product Line Analysis
Evaluate the profitability and performance of specific product lines or business units to identify areas for growth or improvement.
Mergers and Acquisitions (M&A) Support
Assist in analyzing potential M&A opportunities, including financial modeling, due diligence support, and integration planning.
Treasury and Credit Functions
Provide support in evaluating liquidity, managing cash flow, or assessing credit exposure and financial risk.
Collaboration and Reporting
Work closely with managers and senior managers to compile reports and present actionable insights.
Education
Bachelor’s degree in Accounting, Finance, Economics, or a related field.
Experience
3–6 years of prior experience in accounting and/or financial analysis, preferably in a corporate or strategic finance setting.
Technical Skills
Advanced Excel skills required (e.g., pivot tables, complex formulas, data modeling).
Experience with Oracle or similar financial systems is a plus.
Analytical Ability
Proven strength in interpreting and synthesizing complex data to generate meaningful insights and recommendations.
Communication Skills
Must be able to communicate effectively with cross-functional teams and present data-driven findings to stakeholders.
Reporting Structure
Typically reports to a Manager or Senior Manager within the finance or strategy team.
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