Financial Analyst

The Agency; Waco (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Relocation assistance

Job summary

The Agency in Waco, TX is seeking a Financial Analyst to support strategic decision-making through financial reporting, modeling, forecasting, and data analysis. This role partners with the CFO, Controller, and senior leadership to develop financial models, dashboards, and forecasts that drive performance and efficiency.

You will help deliver timely monthly reports, budgets, and forecasts, while identifying trends and opportunities to automate processes and strengthen data integrity across the

Qualifications

• Bachelor's degree required, preferably in Accounting, Finance, Data Analytics, or related field.
• CPA license preferred.
• 3–7 years of relevant experience in financial analysis, data analytics, budgeting, forecasting, financial modeling, KPI development, and dashboard reporting.
• Experience with credit analysis, bond accounting and analytics, and Asset/Liability Management (ALM) is beneficial but not required.
• Strong understanding of financial statements, financial modeling, trend analysis, and forecasting methodologies.
• Advanced Microsoft Excel skills required.
• Experience with database management, report writing, data queries, and financial reporting systems.
• Preferred experience with Cognos, budgeting software, Microsoft Query tools, general ledger systems, and S&P Capital IQ.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Exceptional attention to detail and commitment to accuracy.
• Excellent verbal and written communication skills.
• Ability to research complex issues and independently develop solutions.
• Proven ability to manage multiple priorities in a fast-paced environment.
• Strong team-oriented mindset with a desire for continuous improvement and long-term career growth.

Responsibilities

• Support the CFO in building, maintaining, and refining financial models, forecasts, and reporting tools.
• Maintain budgeting and reporting software, including development and enhancement of reports, models, dimensions, tables, and forecasting assumptions.
• Prepare, analyze, and present timely and accurate monthly financial reports, dashboards, and KPIs to senior management.
• Assist with annual budget preparation and quarterly forecast processes, ensuring accuracy of general ledger inputs, assumptions, and reporting outputs.
• Review and understand month-end journal entries, balance sheet reconciliations, and general ledger activity to support accurate financial reporting.
• Develop and maintain recurring and ad hoc financial reports to support management decision-making.
• Gather, organize, and analyze data from multiple sources to create meaningful reporting and business insights.
• Perform report writing and analysis within sophisticated budgeting and reporting software platforms.
• Identify trends, variances, and performance drivers and communicate findings to management.
• Recommend opportunities to automate reporting, streamline processes, improve efficiency, and strengthen financial data integrity.
• Assist with special projects, strategic initiatives, and other financial analysis needs as assigned.

Skills

Financial analysis

Data analytics

Budgeting

Forecasting

KPI development

Dashboard reporting

Advanced Excel

Problem solving

Education

Bachelor's degree in Accounting/Finance/Data Analytics

CPA license preferred

Tools

Cognos

S&P Capital IQ

Microsoft Excel

Microsoft Query tools

Budgeting software

General ledger systems

Job description

Location: Waco, TX (Relocation assistance may be available for the right candidate.)

A respected financial institution is seeking a Financial Analyst to join its finance team and support strategic decision-making through financial reporting, modeling, forecasting, and data analysis. This role offers the opportunity to work closely with executive leadership while contributing to key initiatives that drive organizational performance, operational efficiency, and financial insight.

The Financial Analyst will partner with the CFO, Controller, and senior leadership team to develop and maintain financial models, reporting tools, dashboards, and forecasts. This individual will play a critical role in delivering meaningful analysis, identifying trends, improving reporting processes, and supporting the institution's long‑term financial objectives.

Key Responsibilities:

• Support the CFO in building, maintaining, and refining financial models, forecasts, and reporting tools
• Maintain budgeting and reporting software, including development and enhancement of reports, models, dimensions, tables, and forecasting assumptions
• Prepare, analyze, and present timely and accurate monthly financial reports, dashboards, and key performance indicators (KPIs) to senior management
• Assist with annual budget preparation and quarterly forecast processes, ensuring accuracy of general ledger inputs, assumptions, and reporting outputs
• Review and understand month-end journal entries, balance sheet reconciliations, and general ledger activity to support accurate financial reporting
• Develop and maintain recurring and ad hoc financial reports to support management decision‑making
• Gather, organize, and analyze data from multiple sources to create meaningful reporting and business insights
• Perform report writing and analysis within sophisticated budgeting and reporting software platforms
• Identify trends, variances, and performance drivers and communicate findings to management
• Recommend opportunities to automate reporting, streamline processes, improve efficiency, and strengthen financial data integrity
• Assist with special projects, strategic initiatives, and other financial analysis needs as assigned

Required Qualifications:

• Bachelor's degree required, preferably in Accounting, Finance, Data Analytics, or a related field
• CPA license preferred
• 3–7 years of relevant experience in financial analysis, data analytics, budgeting, forecasting, financial modeling, KPI development, and dashboard reporting
• Experience with credit analysis, bond accounting and analytics, and Asset/Liability Management (ALM) is beneficial but not required
• Strong understanding of financial statements, financial modeling, trend analysis, and forecasting methodologies
• Advanced Microsoft Excel skills required
• Experience with database management, report writing, data queries, and financial reporting systems
• Preferred experience with Cognos, budgeting software, Microsoft Query tools, general ledger systems, and S&P Capital IQ
• Strong analytical, critical‑thinking, and problem‑solving abilities
• Exceptional attention to detail and commitment to accuracy
• Excellent verbal and written communication skills
• Ability to research complex issues and independently develop solutions
• Proven ability to manage multiple priorities in a fast‑paced environment
• Strong team‑oriented mindset with a desire for continuous improvement and long‑term career growth

This is an outstanding opportunity for a finance professional seeking meaningful exposure to executive leadership, strategic financial planning, and organizational decision‑making. The organization offers a collaborative environment, challenging analytical work, and the opportunity to make a measurable impact on the institution's future success.

Equal Employment Opportunity Statement

The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.