Financial Planning & Analysis Business Analyst

Visual Edge Technology; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Work-Life Balance

Career Path

Insurance Benefits

401(k)

Job summary

Visual Edge IT is seeking an analytical FP&A Analyst to join our Corporate Finance team in Dallas. Lead financial analyses, build models, and deliver data-driven insights that drive strategic company decisions.

You’ll work with Finance, Accounting, Operations, Sales, IT, and executives to translate data into clear recommendations and support budgeting, forecasting, and long-range planning.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• 3–5+ years in FP&A, business analytics, or related analytical role.
• Strong financial analysis and modeling skills.
• Experience with large datasets and BI tools.
• Ability to translate data into actionable recommendations.
• Collaborative, fast-paced environment with cross-functional partners.

Responsibilities

• Perform financial and operational analysis to identify trends and key drivers.
• Develop financial models and scenario analyses to support decisions.
• Analyze large datasets and translate information into insights.
• Build KPI dashboards and management reporting packages.
• Partner with leaders to identify improvements and provide data-driven recommendations.
• Use BI tools to expand analytical capabilities and accessibility of data.
• Present findings clearly to Finance, leadership, and stakeholders.
• Support annual budgeting, forecasting, and long-range planning.
• Identify opportunities to automate reporting and streamline processes.
• Collaborate across Finance, Accounting, Operations, Sales, IT.

Skills

Financial analysis

Financial modeling

Excel proficiency

BI tools

Communication skills

Problem solving

Attention to detail

Cross-functional teamwork

Education

Finance/Accounting degree

Tools

OneStream

Power BI

Excel

Job description

Are you looking for an exciting career in business-to-business technology sales? Visual Edge IT is comprised of talented, driven, and passionate people who work to provide unduplicated service to our internal and external clients. We encourage one another at every level, and our efforts are supported by employee driven, world class benefits that enable us to enjoy our lives outside the office while building fulfilling careers. If you want to work for a company where you can build a career and be part of an amazing team, we would love to hear from you!

Work-Life Balance

Visual Edge IT promotes a healthy work-life balance for employees by offering competitive pay, PTO, and a number of paid holidays per year. We are always reviewing and finding new ways to support our employees’ unique needs.

Insurance Benefits

Visual Edge IT offers multiple plans to choose from to fit your individual needs. We offer medical, dental, vision, short term disability, long term disability, voluntary life insurance, employee assistance program, and wellness programs. We provide all of our employees a $50k life insurance policy at no cost to our team members.

We encourage growth from within Visual Edge IT. We seek outside candidates who are driven that we can nurture along a career path and we hire/promote internally. We also have opportunities to develop talent through training programs.

Visual Edge IT gives employees access to a 401k program and offers an employer match benefit. Visual Edge IT will match 100% of an employee’s contribution up to the first 3% and will provide an additional 50% match on the next 2% of the employee contribution.

Position:Financial Planning & Analysis Business Analyst

Location: Dallas, TX

Job Id:2277

# of Openings:1

Empowering Businesses. Enabling Success.

At Visual Edge IT, we help organizations nationwide harness the power of technology to work smarter, stay secure, and grow stronger. From managed IT services and cybersecurity to print solutions and document workflow, we deliver innovative, customized strategies that give our clients the edge in an ever-changing business landscape. Our nationwide network combines the personalized service of local teams with the strength and resources of a national leader—ensuring that every client gets both technology that works and people who care.

With more than two decades of experience and a team of skilled technology professionals, we pride ourselves on building partnerships that go beyond service contracts. When you join Visual Edge IT, you become part of a collaborative, solutions-driven culture where your expertise helps shape the future for businesses across the country. Together, we don’t just solve technology challenges—we create opportunities for success.

Job Summary:

At Visual Edge IT, we believe great business decisions start with great insight. As a growing technology organization, we’re looking for an analytical, curious, and business-minded FP&A Analyst to join our Corporate Finance team and help turn financial and operational data into decisions that move the business forward.

This is not a traditional reporting role. As an FP&A Analyst, you’ll go beyond the numbers to understand why performance looks the way it does, connect operational activity to financial outcomes, challenge assumptions, and identify opportunities to improve business performance. You’ll work closely with Finance, Accounting, Operations, Sales, IT, and other business leaders to develop meaningful analysis, improve visibility, and support strategic company initiatives.

If you enjoy solving complex business problems, working with large datasets, building financial models, and translating analysis into clear recommendations, this role gives you the opportunity to make a meaningful impact across the organization.

Primary Responsibilities

• Perform financial and operational analysis to identify trends, risks, opportunities, and the key drivers behind business performance.
• Develop financial models, business cases, scenario analyses, and other analytical tools to support strategic and operational decision-making.
• Analyze large and complex datasets from multiple systems and translate information into actionable business insights.
• Build and maintain KPI dashboards, management reporting packages, and analytical tools that improve visibility into business performance.
• Partner with business leaders to understand operational performance, identify areas for improvement, and provide data-driven recommendations.
• Leverage Business Intelligence tools and reporting platforms to expand analytical capabilities and improve how leaders access and use information.
• Present financial findings, insights, and recommendations clearly to Finance, business leadership, and other stakeholders.
• Support executive, Board, and lender reporting requirements with accurate, meaningful, and timely analysis.
• Identify opportunities to automate reporting and analysis, streamline processes, and improve the efficiency and quality of financial information.
• Support annual budgeting, forecasting, and long-range planning processes.
• Proactively identify business risks and opportunities and help translate findings into actions that improve performance.
• Build strong relationships across Finance, Accounting, Operations, Sales, IT, and other functions to serve as a trusted analytical partner to the business.

Required Skills & Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 3–5+ years of experience in FP&A, business analytics, corporate finance, consulting, or a related analytical role.
• Strong financial analysis, financial modeling, and problem-solving skills.
• Strong understanding of financial statements and accounting principles.
• Advanced proficiency in Microsoft Excel and other Microsoft tools.
• Experience working with large datasets and Business Intelligence tools.
• Ability to synthesize complex financial and operational information into clear, concise business recommendations.
• Strong analytical curiosity and a demonstrated desire to understand the business drivers behind financial results—not simply report the numbers.
• Highly self‑motivated and comfortable working in a fast‑paced environment with evolving priorities.
• Demonstrated ability to collaborate effectively with cross‑functional teams and build credibility with business leaders.
• Excellent written, verbal, communication, and presentation skills.
• Experience with OneStream, Power BI, or similar reporting and analytics platforms is preferred.
• MBA or other advanced certifications are a plus, but not required.

At Visual Edge IT, we are proud to provide:

Work-Life Balance
Visual Edge IT promotes a healthy work-life balance for employees by offering competitive pay, PTO, and nine paid holidays per year. We are always reviewing and finding new ways to support our employees’ unique needs.

Career Path
We encourage growth from within Visual Edge IT. We seek outside candidates who are driven that we can nurture along a career path and we hire/promote internally. We also have opportunities to develop talent through training programs.

Insurance Benefits
We offer multiple plans to choose from to fit your individual needs. We offer medical, HSA, dental, vision, short-term disability, long-term disability, voluntary life insurance, employee assistance program, and wellness programs. We provide all of our employees a $50k life insurance policy at no cost to our team members.

401(k)
Visual Edge gives employees access to a 401k program and offers an employer match benefit. Visual Edge IT will match 100% of an employee’s contribution up to the first 3% and will provide an additional 50% match on the next 2% of the employee contribution.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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