Financial Analyst - FP&A, Data Insights & Excel Specialist

Beacon Pointe; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Beacon Pointe Advisors seeks a meticulous Financial Analyst to support financial planning, reporting, and business analysis. The role requires strong Excel skills and the ability to communicate insights to senior leadership.

The position involves assisting with monthly and quarterly closes, budgets, forecasts, and cross-functional reporting. Collaboration across offices and strong data interpretation are essential.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related business discipline.
• 3–5 years of experience in financial analysis, corporate finance, FP&A, or a related field.
• Advanced proficiency in Microsoft Excel, including Pivot Tables, XLOOKUP/VLOOKUP, INDEX/MATCH, Complex formulas, Financial modeling, Data analysis and reporting.
• Strong analytical, quantitative, and problem-solving abilities.
• General understanding of accounting principles and financial reporting processes.
• Experience working with ERP systems and financial reporting tools is preferred.
• Excellent written and verbal communication skills with the ability to present financial information to senior management.
• Ability to prioritize multiple projects and meet deadlines in a demanding environment.

Responsibilities

• Assist Director in preparing monthly and quarterly financial reports.
• Assist local offices with monthly and quarterly P&L review.
• Assist Director with financial models, forecasts, budgets, and variance analyses to support strategic business decisions.
• Mine, analyze, and interpret large datasets to identify trends, risks, and opportunities.
• Collaborate with cross-functional departments to gather financial and operational data for reporting and planning purposes.
• Support month-end and year-end financial close activities by partnering with the accounting team.
• Identify process improvement opportunities and implement efficiencies within financial reporting and analysis.
• Assist with special projects, ad hoc financial analysis, and executive presentations as needed.

Skills

Financial analysis

Corporate finance / FP&A

Advanced Excel

Data analysis

Financial modeling

Communication

Education

Bachelor's degree in Finance/Economics/related

Tools

Solver

Carta

ERP systems

Job description

Beacon Pointe Advisors seeks a meticulous Financial Analyst to support financial planning, reporting, and business analysis. The role requires strong Excel skills and the ability to communicate insights to senior leadership.

The position involves assisting with monthly and quarterly closes, budgets, forecasts, and cross-functional reporting. Collaboration across offices and strong data interpretation are essential.