Financial Analyst: PowerBI & Budgeting Specialist

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

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.