Financial Planning & Analysis Senior Analyst / Associate

Sixth Street; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Sixth Street is seeking an Associate/Senior Analyst in Dallas to drive firmwide budgeting, quarterly updates and KPI analytics in FP&A. You will work with the leadership group and partner teams across segments on ad hoc forecasts and strategic analyses to enhance business performance.

The role emphasizes strong analytical capabilities, communication with senior leaders, and hands-on modeling with Excel, PowerPoint and AI/Python tools.

Qualifications

• Bachelor’s degree required; preferred background in finance or business.
• Experience in FP&A, investment banking or corporate finance is a plus.
• Proficiency with Excel and PowerPoint; knowledge of Anaplan is desirable.
• Strong analytical, communication and relationship skills.

Responsibilities

• Lead budgeting, forecasting and planning processes for the firm.
• Develop and maintain financial models and analytics for leadership.
• Partner with business units to deliver ad hoc forecasts and analyses.
• Identify insights from budget-to-actual results and communicate recommendations.
• Leverage AI tools to automate planning and reporting workflows.
• Collaborate with FP&A, Firm Accounting, HC/HR and senior leadership.

Skills

Analytical thinking

Strategic thinking

Communication

Relationship building

Independent worker

Education

Undergraduate degree

Tools

Excel

PowerPoint

Anaplan

Python

Job description

Job Description:

The Role

This is a full-time role based in Dallas. As an [Associate / Senior Analyst] in the Financial Planning & Analysis Team you will focus primarily on working in an FP&A capacity with the Sixth Street leadership group to develop the annual firmwide budget (and quarterly updates) as well as KPI’s / financial analytics for the business. The position will also be involved in working closely with segment / business unit partners for ad hoc forecasting and financial analysis projects. The position will work closely with the existing FP&A and Firm Accounting teams, Human Capital Management, the partner group, as well as other groups within the firm, to carry out these responsibilities.

This person will serve as an integral part of strengthening Sixth Street’s financial and strategic capabilities, thereby improving business performance.

Core Responsibilities

• Oversee core financial planning activities including budgeting, forecasting,
  planning, and other management deliverables
• Develop and maintain financial models and forecasts incorporating relevant terms and business assumptions
• Develop and clearly communicate business, financial and strategic analyses and
  recommendations across the business
• Identify key drivers, emerging trends, risks and opportunities of budget to actual results, conveying findings into actionable insights
• Leverage AI and technology to automate planning models and reporting workflows
• Assist team with technology implementations, including Anaplan for firm budgeting processes and scenarios, and workflow uplifts
• Build strong relationships and interact extensively with executive leadership
• Ad hoc analysis on key business initiatives and growth planning as projects arise

What We Value

• Outstanding analytical, strategic and problem-solving skills
• Ability to work in an unstructured, entrepreneurial environment
• Confident, articulate and inspiring individual who brings a high level of intellectual
  rigor and innovation
• Detail-oriented, responsible and proactive
• Will work independently and with initiative
• Exhibits sound judgment
• Outstanding communication and interpersonal skills
• Strong relationship management, partnership and collaboration skills
• Candidate must be self-motivated, with a strong work ethic and willing to work in a team environment across business units and functions

Preferred

The Financial Planning & Strategy professional must possess exceptional initiative, sound judgment, project management capabilities and have a demonstrated track record of performance. Candidates may be FP&A professionals at a comparable sophisticated organization or from an investment banking / private-equity background looking to pursue a path inside a corporate financial planning and analysis team.

An undergraduate degree is required, with a strong preference for individuals with investment banking or corporate finance / FP&A experience.

The ideal candidate will also meet the following requirements:

• Keen analytic, organization and problem-solving skills which allows for strategic
  data interpretation versus simple reporting
• Strong interpersonal and communication skills; experience in effectively
  communicating key data, including presentations to senior management, Board or
  other outside partners
• Deep knowledge and practical experience in modeling, forecasting and analysis
• Ability and desire to translate complex financial concepts to individuals at all levels
  including finance and non-finance professionals and managers
• Strong time management and multi-tasking skills to manage multiple priorities and meet deadlines
• Expert or in-depth working knowledge of Excel and PowerPoint is required
• Proficiency with AI tools or Python is strongly desired

About Sixth Street

Founded in 2009, Sixth Street is a leading global investment firm dedicated to developing themes and offering solutions to companies across all stages of growth.

Our firm is designed for cross-platform collaboration at scale: we build businesses, invest for growth, acquire assets, provide direct financing, identify value in public markets, purchase royalty streams, and regularly develop first-of-their-kind structures to meet the strategic objectives of management teams.

We do all this globally and as one unified team of investment and control-side professionals working on behalf of our institutional investors and their beneficiaries around the world.

Sixth Street is proud to be an Equal Opportunity employer. We do not discriminate based upon race, religion, color, national origin, genetic history, marital status, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, veteran or military status, disability, genetic predisposition, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws.

Pursuant to the San Francisco Fair Chance Ordinance, Sixth Street will consider for employment qualified applicants with arrest and conviction records.

If you need a reasonable accommodation to fill out this application, please contact Cindy Bombara.

Please refer to the privacy notice on our website for additional information regarding our obligations under the California Consumer Privacy Act (“CCPA”).

If you are not eligible for this role, please refer to our Careers Page for other opportunities.

Sixth Street is proud to be an Equal Opportunity employer. We do not discriminate based upon race, religion, color, national origin, genetic history, marital status, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, veteran or military status, disability, genetic predisposition, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws.

Pursuant to the San Francisco Fair Chance Ordinance, Sixth Street will consider for employment qualified applicants with arrest and conviction records.

If you need a reasonable accommodation to fill out this application, please contact Cindy Bombara.

Please refer to the privacy notice on our website for additional information regarding our obligations under the California Consumer Privacy Act (“CCPA”).

If you are not eligible for this role, please refer to our Careers Page for other opportunities.