Sr. Financial Analyst

Robert Half - Argyle, TX

Full-time - Mid Level

Argyle, TX

Administrative and Support Services

About the position

We are seeking a Sr. Financial Analyst to join our client's team in North Fort Worth, Texas. In this role, you will play a key role in financial planning and analysis, providing strategic insights to help guide decision-making. You will collaborate with various departments, analyze financial data, and prepare reports that will help shape the future of our client's operations. This position is critical in ensuring that financial strategies align with the overall business objectives and that the financial health of the organization is maintained. You will be expected to conduct thorough analyses and present your findings to senior management, thereby influencing key business decisions. As a Sr. Financial Analyst, you will be responsible for conducting budgeting, forecasting, and long-range financial planning. You will support the monthly, quarterly, and annual close processes, providing explanations for results and ensuring accuracy in financial reporting. Your role will also involve preparing monthly analyses on key financial statement accounts, including income statements and balance sheets, and conducting cash flow forecasting and analysis. You will lead financial projects, including cost analysis, return on investment analysis, and client/customer growth analysis, serving as a business partner across functions and providing guidance on various projects. In addition to your analytical responsibilities, you will create, build, and manipulate dashboards using large sets of data to present financial results to various stakeholders and executive leadership. Your ability to communicate complex financial information clearly and effectively will be essential in this role, as you will be working closely with different departments to support strategic financial planning and decision-making.

Responsibilities

• Collaborate with various departments to support strategic financial planning and decision making.
• Analyze financial data and prepare reports to provide insights to senior management.
• Provide financial planning and analysis support for multiple projects.
• Conduct budgeting, forecasting, and long-range financial planning.
• Support monthly, quarterly, and annual close processes, providing explanations for results.
• Prepare monthly analysis on key financial statement accounts, including income statements and balance sheets.
• Conduct cash flow forecasting and analysis, presenting results to key stakeholders.
• Review and analyze profit and loss statements to ensure accuracy and compliance with GAAP and company standards.
• Verify the accuracy of monthly revenue and expenses.
• Lead financial projects including cost analysis, return on investment analysis, and client/customer growth analysis.
• Serve as a business partner across functions, providing guidance and partnering on projects.
• Create, build, and manipulate dashboards using large sets of data.
• Prepare and present financial results to various stakeholders and executive leadership.

Requirements

• Minimum of 3 years of experience as a Financial Analyst or in a similar role
• Proficiency in Data Mining Techniques
• Extensive knowledge of Budget Processes
• Demonstrated experience in Capital Management
• Expertise in Financial Planning & Analysis (FP&A)
• Familiarity with Budgeting and Forecasting
• Experience with Annual Close Processes
• Understanding of Accounting close process
• Ability to create Cash Flow Forecasts
• Experience in creating Dashboards
• Proficiency in Power BI
• Bachelor's degree in Finance, Accounting, or a related field
• Excellent analytical, decision-making, and problem-solving skills
• Strong verbal and written communication abilities
• Ability to work independently and collaborate within a team.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401(k) plan