Finance Analyst I — Forecasting & Strategic Insights

Holt Co.; San Antonio (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

HOLT Group is seeking an entry-level Financial Analyst in San Antonio, TX. The role supports enterprise-wide financial analysis, forecasting, budgeting, and variance analyses under supervision. Strong Excel and modeling skills are essential as you work with cross-functional teams to drive results.

The position emphasizes learning and development, with up to three years of experience expected. A Bachelor's in finance or accounting is required; a Master's is a plus.

Qualifications

• Up to three years of experience preferred.
• Intermediate Excel and financial modeling knowledge.
• Bachelor's degree in finance or accounting required; master's is a plus.

Responsibilities

• Model, forecast, and create budgeting models for operational initiatives.
• Perform variance analysis and improve forecasting methodology.
• Provide debt covenant projections and analyses to finance management.
• Conduct ad hoc analyses (ROI, IRR, comps, DCF) as needed.
• Assist in monthly, quarterly, and annual forecasting cycles.

Skills

Forecasting

Budgeting

Variance analysis

Financial modeling

IRR/ROI analysis

Communication

Education

Bachelor's degree in finance or accounting

Master's degree is a plus

Tools

Microsoft Excel

Job description

HOLT Group is seeking an entry-level Financial Analyst in San Antonio, TX. The role supports enterprise-wide financial analysis, forecasting, budgeting, and variance analyses under supervision. Strong Excel and modeling skills are essential as you work with cross-functional teams to drive results.

The position emphasizes learning and development, with up to three years of experience expected. A Bachelor's in finance or accounting is required; a Master's is a plus.