Financial Planning & Analysis Senior Analyst / Associate

Sixth-Street; Dallas (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Sixth Street is seeking a Senior Analyst/Associate on the FP&A team in Dallas to lead budgeting, forecasting, and KPI analytics for the firm. You will build financial models, partner with business units, and deliver insights to leadership.

The role emphasizes AI-driven automation and collaboration with Anaplan for budgeting processes. The ideal candidate will have an undergraduate degree and experience in investment banking or corporate finance / FP&A, with strong communication and

Qualifications

• Undergraduate degree required; investment banking or corporate finance / FP&A experience preferred.
• Strong analytical, strategic, and problem-solving skills.
• Excellent interpersonal and communication skills; ability to present to senior management and boards.

Responsibilities

• Oversee budgeting, forecasting, and other FP&A deliverables.
• Develop and maintain financial models and forecasts reflecting business assumptions.
• Communicate analyses and recommendations to leadership and cross-functional partners.
• Identify key drivers, risks, and opportunities; provide actionable insights.
• Support AI-driven automation of planning and reporting workflows.

Skills

Analytical thinking

Forecasting

Financial modeling

Executive communication

Cross-functional collaboration

Education

Bachelor's degree

Tools

Excel

PowerPoint

Python

AI tools

Job description

Job Description:The RoleThis is a full-time role based in Dallas. As a Senior Analyst / Associate on 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 ResponsibilitiesOversee core financial planning activities including budgeting, forecasting,planning, and other management deliverablesDevelop and maintain financial models and forecasts incorporating relevant terms and business assumptionsDevelop and clearly communicate business, financial and strategic analyses andrecommendations across the businessIdentify key drivers, emerging trends, risks and opportunities of budget to actual results, conveying findings into actionable insightsLeverage AI and technology to automate planning models and reporting workflowsAssist team with technology implementations, including Anaplan for firm budgeting processes and scenarios, and workflow upliftsBuild strong relationships and interact extensively with executive leadershipAd hoc analysis on key business initiatives and growth planning as projects ariseWhat We ValueOutstanding analytical, strategic and problem-solving skillsAbility to work in an unstructured, entrepreneurial environmentConfident, articulate and inspiring individual who brings a high level of intellectualrigor and innovationDetail-oriented, responsible and proactiveWill work independently and with initiativeExhibits sound judgmentOutstanding communication and interpersonal skillsStrong relationship management, partnership and collaboration skillsCandidate must be self-motivated, with a strong work ethic and willing to work in a team environment across business units and functionsPreferredThe 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 strategicdata interpretation versus simple reportingStrong interpersonal and communication skills; experience in effectivelycommunicating key data, including presentations to senior management, Board orother outside partnersDeep knowledge and practical experience in modeling, forecasting and analysisAbility and desire to translate complex financial concepts to individuals at all levelsincluding finance and non-finance professionals and managersStrong time management and multi-tasking skills to manage multiple priorities and meet deadlinesExpert or in-depth working knowledge of Excel and PowerPoint is requiredProficiency with AI tools or Python is strongly desiredAbout Sixth StreetFounded 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.