Financial Analyst

Jobot; Dallas (TX); On-site; USD 75,000 - 90,000; Full time

Job summary

Jobot in Dallas, TX is seeking a Financial Analyst to join our growing team. This on-site, permanent role focuses on analyzing financial data, building forecasts, and supporting strategic decision making.

You will develop detailed financial models, track performance against plans, and collaborate with leadership to drive profit enhancement and growth. A strong Excel skillset and finance background are essential.

Qualifications

• Bachelor's degree in Finance, Economics, or related field (MBA preferred).
• 2+ years’ experience in financial analysis.
• Advanced knowledge in Microsoft Office.
• Strong fluency with Excel formulas and functions.
• Ability to streamline functions and passion to learn and grow.

Responsibilities

• Analyze current and past financial data and performance to make recommendations on profit enhancement.
• Prepare detailed monthly forecast and annual financial plans.
• Conduct insightful, ad hoc analyses to investigate ongoing or one-time operational issues.
• Identify trends, advise the company, and recommend actions to a senior financial analyst based on sound analysis.
• Track and determine financial status by analyzing actual results in comparison with forecasts.
• Gain and update job knowledge to remain informed about novelty in the field.
• Consult with management to guide and influence long term and strategic decision making within the broadest scope.
• Utilize financial modeling to simulate financial scenarios.
• Present potential scenarios and outcomes to management team.
• Manage cash flow analysis and planning to ensure adequate capital for ongoing operations and investment growth.

Skills

Financial analysis

Excel proficiency

Forecasting

Microsoft Office

Education

Bachelor's degree in Finance or Economics

MBA preferred

Tools

Microsoft Office

Excel

Job description

Financial Analyst

$75000 - $90000 per year | Dallas, TX | On-site | Permanent

Financial Analyst Needed in North Dallas // Growth Opportunities

A bit about us:

A privately held, family-owned global spirits company with a rich history dating back to the 1800's

Why join us?

The company offers the opportunity to work in a dynamic, growing business where employees can make an impact, collaborate across teams, and contribute to continued growth and innovation. With a diverse portfolio, global operations, and a commitment to quality and craftsmanship, it can offer both career development and long-term growth opportunities.

Job Details

Responsibilities:

1. Analyze current and past financial data and performance to make recommendations on profit enhancement
2. Prepare detailed monthly forecast and annual financial plans
3. Conduct insightful, ad hoc analyses to investigate ongoing or one-time operational issues
4. Identify trends, advise the company, and recommend actions to a senior financial analyst based on sound analysis
5. Track and determine financial status by analyzing actual results in comparison with forecasts
6. Gain and update job knowledge to remain informed about novelty in the field
7. Consult with management to guide and influence long term and strategic decision making within the broadest scope
8. Utilize financial modeling to simulate financial scenarios
9. Present potential scenarios and outcomes to management team
10. Manage cash flow analysis and planning to ensure adequate capital for ongoing operations and investment growth

Qualifications:

1. Bachelor's Degree in Finance, Economics, or related field (MBA preferred)
2. 2+ years’ experience in financial analysis
3. Advanced knowledge in Microsoft Office
4. Strong fluency with Excel formulas and functions
5. Ability to streamline functions and passion to learn and grow

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.