Financial Analyst

Kevin Kelley Concepts; Dallas (TX); On-site; USD 65,000 - 75,000; Full time

Job summary

Kevin Kelley Concepts is seeking a Financial Analyst to support our growth within the hospitality industry. The ideal candidate will have a strong financial background and the initiative to conduct analyses that contribute to policy and efficiency improvements. Responsibilities include analyzing financial performance, preparing reports, and collaborating with team members. This position requires a BA/BS in a relevant field and significant experience in financial analysis.

Qualifications

• BA/BS in Finance, Economics, Business, or related field.
• 5+ years of financial planning and/or financial modeling experience.
• 3+ years of accounting-related experience.

Responsibilities

• Conduct analyses of complex financial data and prepare recommendations.
• Prepare financial reports and update summary reports.
• Collaborate with finance team analysts and identify software needs.

Skills

Numerical reasoning

Critical thinking

Communication

Data analysis

Problem solving

Education

BA/BS in Finance

Graduate degree/MBA in finance

Tools

Excel

Power BI

Job description

Join to apply for the Financial Analyst role at Kevin Kelley Concepts

Join to apply for the Financial Analyst role at Kevin Kelley Concepts

Job Description

Kevin Kelley Concepts is looking for a Financial Analyst to join our rapidly expanding company. Hospitality Industry experience is preferred.

Job Description

Kevin Kelley Concepts is looking for a Financial Analyst to join our rapidly expanding company. Hospitality Industry experience is preferred.

Responsibilities:

• Takes initiative and works independently to conduct special studies to analyze complex financial data; prepares recommendations for policy, procedure, control, or action plans to achieve growth, improved profitability, or efficiency gains.
• Collaborates with other finance team analysts and proactively identifies and uses computer software such as Excel and Power BI that effectively support analyses and decision-making.
• Uses critical thinking skills and in-depth analyses to provide accurate and reliable financial information in a format that is useful and meaningful for decision making and planning.
• Prepares and updates office-level financial summary reports and presentations and coordinates inputs from other finance team analyst to assure consistency and accuracy of current and historical data.
• Prepares financial summary reports and schedules for monthly, year-end and ad hoc requests by creating and using appropriate datasets leading to streamlined and efficient financial reporting processes.
• Analyzes financial information to determine present and predict future financial performance.
• Identifies macro-level financial trends and recommends improvements accordingly.
• Evaluates complex profit plans, operating records, and financial statements.
• Contributes and coordinates the preparation of reports and schedules in areas such as monthly inventory, revenue forecasts, financial plans, statistical reports, cash flow projections, and business forecasts.
• Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements, and operating forecasts.
• Supports teams that have responsibility for evaluating and implementing process improvements. Completes internal process review, documents internal processes and provides recommendations for improved productivity and/or cost savings.
• Communicates courteously and professionally by phone and in person, using good communication skills.
• Keeps supervisor abreast of current issues and potential problems as they develop; seeks advice as needed.
  
  

Requirements:

BA/BS in Finance, Economics, Business, Accounting, Mathematics or related field; graduate degree/MBA in finance preferred; at least five years experience with complex financial analyses and reporting; law firm experience preferable.

Qualifications:

We’re looking for someone with strong numerical reasoning skills who can see trends and apply data to business goals. The position requires a bachelor’s degree in Accounting, Business, or a related discipline. In addition, we are looking for:

• 5+ years of financial planning and/or financial modeling experience
• 5+ years' experience working with complex or multi-entity organizations
• 3+ years of accounting-related experience
• Demonstrated ability to support strategic planning at a corporate level
• High level of knowledge and use of MS Excel, Power BI, and other Windows applications
• Superior oral, written, and non-verbal communication
• Solutions-oriented critical thinking to establish sustainable problem solving
• Strong work ethic with a high degree of self-motivation and organization
  
  

Company Description

Kevin Kelley Concepts is currently composed of 4 existing concepts (with more to come!):

Kelley Law Firm

Kitchen + Kocktails by Kevin Kelley

Club Vivo

KANVAS Sports + Social

Kevin Kelley Concepts is currently composed of 4 existing concepts (with more to come!): Kelley Law Firm Kitchen + Kocktails by Kevin Kelley Club Vivo KANVAS Sports + Social

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Hospitality

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