Senior Financial Analyst, FP&A

Full-time - Mid Level

Coppell, TX

Furniture, Home Furnishings, Electronics, and Appliance Retailers

About the position

The Senior Financial Analyst position is responsible for supporting the day-to-day financial operations of the Company and the Corporate Finance Planning & Analysis Department through weekly and monthly business reporting and analysis, assisting with the quarterly and annual planning and budgeting process, and utilizing financial and operational modeling to analyze business trends. This position works closely with other members of the Finance team and all departments in the Company, providing analytical support for strategic business decisions.

Responsibilities

• Supports all aspects of the monthly, quarterly, and annual planning and forecasting process.
• Owns and maintains the 3-statement forecasting model, including projections of income statement, balance sheet and cash flow statement.
• Supports monthly, quarterly, and annual board meetings by assisting with the presentations, Q&A preparations, running financial scenarios, preparing return on investment calculations, as well as ad hoc requests.
• Assists in maintaining multi-year strategic financial model, utilizing the 3-statement forecasting model.
• Supports long-term plan and monthly financial planning & analysis of capital expenses.
• Supports finance partnership with Elfa International to monitor & analyze performance, support variance analysis, and project Elfa/TCS eliminations of financial forecasts.
• Provides analytical support for special projects and strategic business decisions.
• Generates weekly and monthly reports with partnership from multiple departments that analyze actual and forecasted trends.
• Helps maintain and enhance the Adaptive Planning financial forecasting system.
• Responsible for maintaining discretion related to all confidential/sensitive company and customer information.
• Performs other requested tasks and duties.

Requirements

• College degree required, preferably with concentration in Finance or Accounting, or other highly quantitative field.
• 3-5 years of applicable experience in financial field or accounting.
• Strong Microsoft Excel skills with structured financial modeling standards, and expert use of advanced functions, including vlookup/index match, pivot tables, and ability to write macros as well as a desire to become an expert modeler.
• Interest in learning and a natural curiosity, attention to detail and experience navigating/managing nuances.
• Ability to problem solve and being a self-starter.
• Strong communication skills (verbal and written).
• Strong Microsoft PowerPoint skills, must be able to interpret complex concepts and translate them into easy-to-understand graphs, charts, and visual graphics.
• Experience with Microstrategy or a similar BI tool, Adaptive Planning, Multiview, and Lucernex a plus.
• Based in Dallas/Ft. Worth area on a hybrid schedule.
• Must be at least 18 years of age.

Benefits

• Competitive health, dental, and vision plans to keep you and your loved ones well.
• 401(k) retirement savings plan with optional investment guidance and assistance offered through Fidelity.
• Unique '1equals3' website for easy access to your benefits information and company updates.
• Competitive sick pay and PTO plan to ensure you can take time off to recharge and come back feeling your best.
• Peace-of-mind benefits: Basic life insurance, disability insurance options, accident insurance, critical illness insurance, hospital indemnity insurance and flexible spending accounts (FSAs).
• Family-focused support: Considerate parental leave policies, adoption and surrogacy assistance, and fertility & maternity support program.
• Work-life balance boosters: Paid holidays, gym membership discounts, and a qualified transportation benefits program to save on commutes.
• Discounts on products, including merchandise, custom spaces, and services, gift cards, and pet insurance.
• Recognition with service awards and retirement gifts, celebrating those who exemplify core principles.
• Participation in Employee Resource and Affinity Groups.