Financial Analyst II

Sally Beauty; Plano (TX); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical benefits

Tuition reimbursement

401(k) match

Employee discounts

Onsite salon services

Job summary

Sally Beauty Holdings, Inc. in Plano, TX is seeking a Financial Analyst II to support corporate FP&A activities. This hybrid role collaborates with leadership and cross-functional teams to forecast, model, and report on financial performance, providing strategic insights to improve profitability.

The position emphasizes analytical rigor, forecasting accuracy, and effective communication of complex financial information to executives and business partners.

Qualifications

• Bachelor's degree in finance, accounting, economics, or a related field.
• MBA or Master’s degree preferred.
• 5+ years of experience in financial planning, analysis, reporting, or related finance functions.
• Experience supporting multi-unit retail, consumer products, or similar business environment preferred.
• Strong understanding of financial statements, forecasting, budgeting, and variance analysis.
• Advanced proficiency in Microsoft Excel, including developing complex financial models.
• Experience supporting corporate close financial activities and reporting processes.
• Ability to analyze large data sets, derive insights, and present recommendations to management.
• Strong verbal, written, and presentation skills.
• Bilingual English and Spanish skills are a plus.

Responsibilities

• Analyze financial statements, operational results, and KPIs to identify business risks, trends, and opportunities.
• Partner with leadership and business stakeholders to provide analytical insights and develop recommendations that support strategic objectives.
• Lead or support special projects, business initiatives, and ad hoc financial analyses as assigned.
• Assist in the monthly, quarterly, and annual forecast, budgeting, and financial close processes.
• Develop and maintain financial models, forecasts, and reporting tools to improve financial visibility and decision-making.
• Identify opportunities for financial and operational improvements and assist with implementation of process enhancements.
• Ensure the accuracy, integrity, and reliability of financial reporting and analysis provided to corporate and operating business units.
• Prepare executive-level presentations and reports that communicate key business and financial performance indicators.
• Collaborate with Accounting, Operations, and other departments to support planning, reporting, and performance management activities.

Skills

Financial analysis

Forecasting

Budgeting

Variance analysis

Advanced Excel

Corporate close

Data interpretation

Communication skills

Bilingual English/Spanish

Presentation skills

Education

Bachelor's degree in finance, accounting, economics, or related field

MBA or Master’s degree

Tools

Microsoft Excel

Job description

Financial Analyst II (Corporate)

Hybrid, working from our Legacy West Support Center located in Plano, Texas.

About Sally Beauty Holdings, Inc.

At SBH, our purpose is to inspire a more colorful, confident, and welcoming world. We are the leader in professional hair color, selling and distributing professional beauty supplies across 11 countries through our Sally Beauty and Beauty Systems Group businesses. Sally Beauty offers products for hair color, hair care, nails, and skin care to retail customers looking for salon quality products at a value price. Beauty Systems Group, branded as CosmoProf or Armstrong McCall stores, along with its direct sales consultants, sell professionally branded products intended for use and resale by salons to retail consumers.

Job Description

Financial Analyst II (Corporate)

Hybrid, working from our Legacy West Support Center located in Plano, Texas.

About Sally Beauty Holdings, Inc.

At SBH, our purpose is to inspire a more colorful, confident, and welcoming world. We are the leader in professional hair color, selling and distributing professional beauty supplies across 11 countries through our Sally Beauty and Beauty Systems Group businesses. Sally Beauty offers products for hair color, hair care, nails, and skin care to retail customers looking for salon quality products at a value price. Beauty Systems Group, branded as CosmoProf or Armstrong McCall stores, along with its direct sales consultants, sell professionally branded products intended for use and resale by salons to retail consumers.

About The Role

Financial Analyst II is responsible for providing financial analysis, reporting, forecasting, and operational insights that support strategic decision-making across the business. This role partners closely with leadership and cross-functional teams to identify business risks and opportunities, perform financial modeling and analysis, support forecasting and close activities, and recommend solutions that drive business performance and profitability.

Responsibilities

• Analyze financial statements, operational results, and key performance metrics to identify business risks, trends, and opportunities.
• Partner with leadership and business stakeholders to provide analytical insights and develop recommendations that support strategic objectives.
• Lead or support special projects, business initiatives, and ad hoc financial analyses as assigned.
• Assist in the monthly, quarterly, and annual forecast, budgeting, and financial close processes.
• Develop and maintain financial models, forecasts, and reporting tools to improve financial visibility and decision-making.
• Identify opportunities for financial and operational improvements and assist with the implementation of process enhancement initiatives.
• Ensure the accuracy, integrity, and reliability of financial reporting and analysis provided to corporate and operating business units.
• Prepare executive-level presentations and reports that communicate key business and financial performance indicators.
• Collaborate with Accounting, Operations, and other departments to support planning, reporting, and performance management activities.

Knowledge, Skills & Abilities Requirements

• Bachelor’s degree in finance, Accounting, Economics, or a related field required.
• Advanced degree (MBA or Master’s) preferred.
• 5+ years of experience in financial planning, analysis, reporting, or related finance functions.
• Experience supporting multi-unit retail, consumer products, or similar business environment preferred.
• Strong understanding of financial statements, forecasting, budgeting, and variance analysis.
• Advanced proficiency in Microsoft Excel, including the ability to develop complex financial models and analyses.
• Experience supporting corporate close financial activities and financial reporting processes.
• Ability to analyze large data sets, derive insights, and present recommendations to management.
• Strong verbal, written, and presentation skills.
• Bilingual English and Spanish skills are a plus.

Competencies & Attributes

• Strategic Thinker - evaluates data and business performance to provide meaningful insights and recommendations.
• Results Driver - takes ownership of deliverables and consistently meets deadlines with high-quality work.
• Problem Solver & Decision Maker - identifies issues, evaluates alternatives, and recommend effective solutions.
• Effective Communicator - presents financial concepts clearly to both financial and non-financial audiences.
• Collaborative Partner - works effectively across departments and builds strong business relationships.
• Big Picture Thinker - understands how financial performance influences broader business goals.
• Flexible & Agile Adapter - responds effectively to changing business needs and priorities.
• Passionate Learner - seeks opportunities to expand knowledge and improve processes.
• Attention to Detail - maintains accuracy and integrity in all reporting and analysis.
• Self-Starter - takes initiative and works independently while contributing to team success.

Working Conditions & Physical Requirements

This is a hybrid role that requires periodic onsite presence at the corporate office on designated days. The work environment generally involve everyday office conditions and requires normal safety precautions associated with office environments, conference rooms, and business travel. The work is primarily sedentary and typically involve sitting for extended periods while working on a computer. Occasional walking, standing, bending, carrying light materials, and participating in meetings or presentations may be required. No special physical demands are necessary to perform the essential functions of the position.

Benefits

We offer a competitive salary and outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and a 401(k) with company match. In addition, associates may enjoy access to our onsite salon services, dining options, Sally Beauty and CosmoProf stores, and employee merchandise discounts.