Financial Analyst

Agile Premier; Lewisville (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services company is seeking a highly skilled Financial Analyst to join their dynamic team in Lewisville, Texas. The ideal candidate will be proficient in PowerBI and Excel and have experience in budgeting software. Responsibilities include performing month-end functions, sharing financial results, and providing insights for business decisions. Strong analytical, communication, and collaboration skills are essential, along with a bachelor's degree in finance or a related field.

Qualifications

• 1+ year experience as a Financial Analyst or in a similar role.
• Strong analytical and problem-solving abilities.
• Excellent communication and presentation skills.

Responsibilities

• Perform month-end functions and share financial results with stakeholders.
• Provide actionable insights to drive business decisions.
• Collaborate with cross-functional teams.

Skills

Advanced Excel skills

Proficiency in PowerBI

Analytical skills

Problem-solving skills

Communication skills

Education

Bachelor’s degree in finance, Accounting, Economics, or a related field

Advanced degree or relevant certification (CFA, CPA) is a plus

Tools

PowerBI

Financial software

Budgeting software

Job description

Seeking a highly skilled and detail-oriented Financial Analyst to join our dynamic team. The ideal candidate will have expertise in PowerBI, advanced Excel skills, prior experience with budgeting software, and a proven ability to collaborate with cross-functional teams. This role involves performing month-end functions, sharing financial results with stakeholders, and providing actionable insights to drive business decisions.

Qualifications

• Bachelor’s degree in finance, Accounting, Economics, or a related field.
• Advanced degree or relevant certification (e.g., CFA, CPA) is a plus.
• Proven experience as a Financial Analyst or in a similar role for 1+ year.
• Proficiency in PowerBI and Excel, including Power Query and VBA.
• Experience with budgeting software and financial systems.
• Strong analytical and problem-solving skills with meticulous attention to detail.
• Excellent understanding of financial principles, budgeting, and forecasting processes.
• Strong communication and presentation skills, with the ability to convey complex financial data clearly and concisely.
• Demonstrated ability to work collaboratively with cross-functional teams and manage multiple priorities in a fast-paced environment.

FOR IMMEDIATE CONSIDERATION, PLEASE SEND A COPY OF YOUR UPDATED RESUME.