Senior Financial Analyst

Data Analysis - Plano, TX

Full-time - Mid Level

Plano, TX

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Senior Financial Analyst at Data Analysis Incorporated (DAI) is responsible for developing, interpreting, and implementing financial concepts for effective financial planning and control. This role involves performing technical analyses to assess current and future financial performance, as well as providing recommendations based on comprehensive financial data analysis.

Responsibilities

• Perform technical analysis to determine present and future financial performance.
• Gather, analyze, prepare, and summarize recommendations for financial plans, acquisition activity, trended future requirements, and operating forecasts.
• Conduct economic research and studies in areas such as rates of return, depreciations, working capital requirements, investment opportunities, investment performance, and the impact of governmental requirements.
• Perform other duties as requested by management.

Requirements

• Minimum 5-7 years experience as a Financial Analyst.
• Previous experience creating budgets and forecasts.
• Bachelor's degree required; MBA highly preferred.
• Previous experience working for a national public accounting firm or major consulting company.
• Demonstrate honesty and integrity in all work and activities.
• Take personal responsibility for productivity, quality, and timeliness of work.
• Effectively communicate (and listen) clearly, professionally, politely, and persuasively in all situations.
• Challenge conventional practices and use creativity and information to lead, innovate, problem solve, and implement ideas.