Financial Analyst I

The Exchange; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

The Exchange in Dallas, TX seeks a Financial Planning Manager to analyze financial data, forecast performance, and develop reports for forecasting and decision making. You will interpret NPV, ROI, working capital and other financial metrics using spreadsheets and BI tools.

Requirements include a Bachelor’s degree and 3+ years in corporate financial planning/reporting, financial analysis or modeling. Onsite work, strong Excel, Outlook and Word skills; Hyperion/IGLAS/RMDS are a plus.

Qualifications

• Three years of experience in corporate financial planning/reporting, financial analysis, capital budgeting, and/or financial modeling.
• Bachelor's degree in finance, accounting, business administration, business management, or economics, and one year of experience in corporate financial planning/reporting, financial analysis, capital budgeting, and /or financial modeling.

Responsibilities

• Analyzes current and past financial data to determine financial performance and/or financial probability.
• Interprets financial transactions/events for users who make economic or business decisions (i.e., NPV, ROI, rate of return, working capital, etc.).
• Develops reports presented on financials for forecasting, trending, and result analysis.
• Performs statistical cost and financial analysis of data reported in various financial systems. Uses software applications such as spreadsheets, databases, and statistical/graphic packages to format reports.
• Performs other duties as assigned.

Skills

Excel - Beginner/Intermediate

Microsoft Outlook

Microsoft Word

Hyperion

IGLAS

RMDS

Education

Bachelor's degree in finance, accounting, business administration, business management, or economics

Tools

Excel

Microsoft Outlook

Microsoft Word

Hyperion

IGLAS

RMDS

Job description

Job Description

Analyzes financial information to produce business forecasting. Interprets economic financials, statistical data, program information, and operating results.

Job Grade

4

Job Tier

1

Career Area

Financial Management

Supervisor

No

Job Qualifications

Three years of experience in corporate financial planning/reporting, financial analysis, capital budgeting, and/or financial modeling.

OR

Bachelor's degree in finance, accounting, business administration, business management, or economics, and one year of experience in corporate financial planning/reporting, financial analysis, capital budgeting, and /or financial modeling.

Degree (one Of)

• BACHELORS DEGREE - Preferred

Major/Minor (one Of)

• ACCOUNTING - Preferred
• BUSINESS ADMINISTRATION - Preferred
• BUSINESS MANAGEMENT - Preferred
• ECONOMICS - Preferred
• FINANCE - Preferred

Certificate/License (one Of)

• ACCOUNTANT (CPA) - Preferred
• CERT MGMT ACCT (CMA) - Preferred
• CERTIFIED INTERNAL AUDITOR (CIA) - Preferred
• CHARTERED FINANCIAL ANALYST (CFA) - Preferred

Additional Qualifications/Requirements

PCS Not Authorized / LSP Not Authorized

Work – Onsite (HQ – Dallas, Texas)

Remote/Telework not authorized per Presidential Memorandum “Return to In Person Work"'

Technical (Preferred/Required Skills/Systems)

• EXCEL - BEGINNERS/INTERMEDIATE LEVEL - Required
• MICROSOFT OUTLOOK - Required
• MICROSOFT WORD - Required
• HYPERION - Preferred
• IGLAS - Preferred
• RMDS - Preferred

Major Duties

Analyzes current and past financial data to determine financial performance and/or financial probability.

Interprets financial transactions/events for users who make economic or business decisions (i.e., NPV, ROI, rate of return, working capital, etc.).

Develops reports presented on financials for forecasting, trending, and result analysis.

Performs statistical cost and financial analysis of data reported in various financial systems. Uses software applications such as spreadsheets, databases, and statistical/graphic packages to format reports.

Performs other duties as assigned.

Job Type

Management

Number of Positions Remaining

1

01-Nov-2026