Hybrid FP&A Analyst: Budgeting, Modeling & Exec Reporting

X-Factor Consulting; United States; Hybrid; USD 60,000 - 90,000; Full time

Job summary

X-Factor Consulting is seeking a Financial Analyst - FP&A for a hybrid role in the Dallas/Ft. Worth, TX area. You will focus on analytics, reporting, and improving processes to support the CFO and Finance leadership.

Responsibilities include ad-hoc analyses, budgeting, variance analysis, and preparing materials for monthly management reports and quarterly presentations. Strong Excel, Power BI, and communication skills are required.

Qualifications

• Bachelor's degree in Finance, Accounting, Data analytics, or related.
• 1–5 years of relevant financial experience through full‑time roles, internships, consulting, projects, public accounting, corporate finance, etc.; recent graduates with outstanding analytical capability and achievement will be considered.
• Experience in equity research or similar a plus.
• Advanced Microsoft Excel and PowerPoint capabilities.
• Excellent verbal and written communication skills, with ability to present to Sr. Leadership.

Responsibilities

• Ad-hoc analyses and modeling support, customer and contract evaluations, asset deployment analysis, pricing strategies, liquidity planning, and M&A scenarios to guide the CFO, finance leadership, and business partners.
• Create accurate charts, tables, and supporting materials for monthly management reporting and quarterly presentations to senior executives.
• Lead the annual budgeting process, rolling forecasts, and capital expenditure outlook.
• Maintain and refine the integrated financial model and supporting schedules.
• Perform variance analyses versus budget, forecast, and prior periods; highlight performance trends for leadership.
• Reconcile source data to accounting and operating systems; investigate discrepancies; document adjustments.
• Document key processes, enhance reporting templates and controls, and drive efficiency.

Skills

Advanced Excel

PowerPoint

Power BI

SQL

ERP systems

Financial modeling

Attention to detail

Verbal and written communication

Education

Bachelor's degree in Finance/Accounting/Data analytics

Tools

Power BI

SQL

ERP systems

Financial modeling software

Job description

Our client is seeking a Financial Analyst - FP&A for an excellent hybrid position located in the Dallas/Ft. Worth, TX (DFW) area. This position reports to the Director of Finance and will focus on analytics, research, reporting and upgrading capabilities/process improvement.

Responsibilities include:

• Ad-hoc analyses and modeling support, customer and contract evaluations, asset deployment analysis, pricing strategies, liquidity planning, and M&A scenarios to guide the CFO, finance leadership, and business partners.
• Create accurate charts, tables, and supporting materials for monthly management reporting and quarterly presentations to senior executives
• Lead the annual budgeting process, rolling forecasts, and capital expenditure outlook
• Maintain and refine the integrated financial model and supporting schedules
• Perform variance analyses versus budget, forecast, and prior periods; highlight performance trends for leadership.
• Reconcile source data to accounting and operating systems; investigate discrepancies; document adjustments
• Document key processes, enhance reporting templates and controls, and drive efficiency

Qualifications & Experience

• Bachelor’s degree in Finance, Accounting, Data analytics, or related.
• 2–5 years of relevant financial experience through full-time roles, internships, consulting, projects, public accounting, corporate finance, etc.; recent graduates with outstanding analytical capability and achievement will be considered.
• Experience in equity research or similar a plus.
• Strong attention to detail with an understanding of source data, formulas, and logic in financial recommendations and reporting.
• Quantitative skills and a working knowledge of accounting principles and financial statements
• Advanced Microsoft Excel and PowerPoint capabilities
• Experience with Power BI, SQL, ERP systems, or financial modeling a plus
• Excellent verbal and written communication skills, with ability to present to Sr. Leadership.