Financial Analyst

Profectus; Dallas (TX); On-site; USD 80,000 - 90,000; Full time

Job summary

A leading company in executive search services is seeking a Financial Analyst to support financial planning and performance analysis. This role involves collaborating with various departments to improve financial performance and provide insights through advanced analysis, modeling, and reporting tools. Ideal candidates will have a Bachelor's degree in Finance or Accounting and strong analytical skills.

Qualifications

• Bachelor’s degree required.
• Strong experience in financial planning and analysis.
• Advanced Excel skills including Power Query, PivotTables, and VBA.

Responsibilities

• Support FP&A and commercial teams in evaluating financial outcomes.
• Build and maintain automated financial models in Excel.
• Analyze financial impact of promotions and marketing campaigns.

Skills

Analytical thinking

Problem-solving

Communication

Cross-functional collaboration

Education

Bachelor’s degree in Finance, Accounting, or Business

Tools

Excel

SQL

Power BI

Job description

3 days ago Be among the first 25 applicants

The Financial Analyst supports the Head of Business Planning & Performance by managing financial planning cycles and delivering data-driven insights to support strategic decision-making. This role collaborates across departments—particularly with FP&A, Sales, and Marketing—to optimize financial performance through advanced analysis and modeling.

Primary Responsibilities:

Support FP&A and commercial teams by evaluating financial outcomes and improving business performance.

Key Activities:

·Analyze the financial impact and ROI of promotions, rebates, and marketing campaigns.

·Perform post-mortem evaluations of program performance to inform future initiatives.

·Build and maintain automated, dynamic financial models in Excel, including full three-statement models.

·Extract and transform data using SQL or similar tools for scenario and trend analysis.

·Leverage advanced Excel tools (PivotTables, Power Query, VBA) to automate reporting workflows.

·Design and maintain Power BI dashboards using data models and DAX for real-time insights.

·Work with IT to ensure seamless integration and integrity of financial data from multiple systems.

·Support ad hoc modeling and financial analysis for commercial and business development efforts.

·Deliver clear, timely ROI insights that support decision-making across sales and marketing functions.

·Improve the speed, accuracy, and usability of financial reporting and models.

·Provide stakeholders with actionable visual insights through automated dashboards.

2. Planning Process Management

·Assist with managing the full planning cycle for the North American business unit.

·Prepare presentations and analysis for CFO/CEO budget and forecast reviews.

·Guide department heads in building sales forecasts and expense projections.

·Lead revenue data modeling for budgets and forecasts (e.g., pricing and SKU volume mapping).

·Ensure data systems are properly updated to support planning processes.

Expected Outcomes:

·Deliver efficient planning cycles with data-driven, realistic assumptions.

·Maintain accuracy and timeliness of supporting systems and forecasts.

3. Monthly Financial Reviews

·Oversee monthly reviews of operating expenses and revenue for multiple departments.

·Lead monthly variance analysis for corporate and non-commercial departments (e.g., Admin, ELT, I&BD).

·Track spending trends and ensure alignment with budgets and strategic goals.

·Prepare and distribute monthly OPEX reports to department heads.

·Manage system uploads of actuals and budget data (e.g., EPIMS).

Expected Outcomes:

·Enhance visibility into operating expenses and ensure financial accountability across teams.

·Ensure integrity and functionality of planning and reporting systems.

·Maintain the accuracy of Power BI and Integrated Business Analysis (IBA) systems.

·Manage master data (product/customer) within IBA and ensure accurate ERP data imports.

·Coordinate with IT on system integration timelines and data updates.

·Generate monthly standardized reports and respond to ad hoc reporting requests.

·Provide training and support to IBA users across the organization.

Expected Outcomes:

·Deliver accurate, on-time reporting that supports performance tracking and decision-making.

·Promote adoption and effective usage of internal financial tools and platforms.

Qualifications:

Required:

·Bachelor’s degree in Finance, Accounting, or Business.

·Strong experience in financial planning, budgeting, and performance analysis.

·Advanced Excel skills (Power Query, PivotTables, VBA, dynamic modeling).

·Experience working with SQL or similar tools for data extraction and transformation.

·Demonstrated ability to communicate with financial and non-financial stakeholders, including senior leadership.

·Familiarity with financial systems and data integration processes.

Preferred:

·Background in manufacturing or similarly complex, cross-functional industries.

·Experience working in multinational or matrixed organizations.

·Core Competencies:

·Analytical thinking and problem-solving

·Strategic planning and anticipation

·Results orientation

·Strong communication and relationship building

·Customer and stakeholder focus

·Cross-functional collaboration

·Ability to influence and drive decisions

Send your resume to [e-mail]

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Executive Search Services

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