Financial Planning & Analysis Senior Analyst / Associate

1074 Sixth Street Opportunities Partners, L.P.; Texas; On-site; USD 120,000 - 180,000; Full time

Job summary

Sixth Street seeks a Senior Analyst / Associate for its Financial Planning & Analysis Team in Dallas. You will lead budgeting, forecasting, KPI analytics for the firm, partnering with leadership and units to deliver insights and drive performance.

You will develop financial models, communicate analyses to senior management, and help implement planning tools such as Anaplan, leveraging AI to automate processes and improve decision-making.

Qualifications

• Undergraduate degree required; investment banking or corporate finance FP&A experience preferred.
• Strong Excel and PowerPoint; ability to translate complex financial concepts to diverse audiences.
• Experience with budgeting, forecasting, financial modeling and KPI analysis.

Responsibilities

• Oversee budgeting, forecasting, planning and other management deliverables.
• Develop and maintain financial models and forecasts with 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 from budget to actual results and convey insights.
• Leverage AI and technology to automate planning models and reporting workflows.
• Assist with Anaplan implementations for firm budgeting processes and scenarios.
• Build strong relationships with executive leadership and interact with multiple business units.
• Perform ad hoc analyses on key initiatives and growth projects as they arise.

Skills

Analytical skills

Strategic thinking

Problem-solving

Excel expertise

PowerPoint proficiency

AI tools / Python

Communication skills

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Anaplan

Python

Job description

Job Description: The Role

The role is a full-time position 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 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 & Work Ethic

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.

Founded in 2009, Sixth Street is a global, multi-strategy private capital investment firm. We are dynamic by design, pairing the flexibility of our long-term capital with a focus on identifying the best relative risk-reward in any asset class, any industry, around the globe. With more than 750 team members across 14 offices worldwide, Sixth Street is built as One Team for one purpose: to deliver investing excellence for our capital partners, companies and management teams. We are disciplined investors focused on capital preservation and compounding returns across market cycles, and we partner with leading founders and management teams to help realize their boldest ambitions.

For more information, visit www.SixthStreet.com or follow us on LinkedIn.