Junior Financial Analyst: Forecasting & Valuation

HOLT Group; San Antonio (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

The HOLT Group is seeking a Financial Analyst in San Antonio to support enterprise-wide financial analysis. This entry-level role (up to three years' experience) offers exposure to forecasting, budgeting, variance analysis, and capital planning within a values-based leadership environment.

You will work under supervision to build and maintain models, perform ad hoc analyses (ROI, DCF, comps), and assist in monthly/quarterly/annual forecasting cycles, contributing to the finance function across

Qualifications

• Bachelor’s degree in finance or accounting required; master’s is a plus.
• Up to three years of experience preferred.
• Intermediate Excel and financial modeling knowledge, with an eagerness to learn the technological skills needed to perform the job functions

Responsibilities

• Models, creates, and maintains forecasting and budgeting financial models for scenario planning.
• Performs variance analysis on actual results vs. forecast and improves forecasting methods.
• Provides debt covenant projections and analyses to finance management.
• Conducts ad hoc analyses such as ROI, IRR, DCF, and comps to support decision making.
• Assists in monthly, quarterly, and annual forecasting cycles.
• Supports diligence for potential acquisition targets and capital planning.
• Works safely and adheres to company policies and standards.
• Performs other duties as assigned.

Skills

Research skills

Teamwork

Multitasking

Communication

Interpersonal skills

Valuation methods

Listening skills

Education

Bachelor’s degree in finance or accounting

Master’s degree a plus

Tools

Excel

Financial modeling

Job description

The HOLT Group is seeking a Financial Analyst in San Antonio to support enterprise-wide financial analysis. This entry-level role (up to three years' experience) offers exposure to forecasting, budgeting, variance analysis, and capital planning within a values-based leadership environment.

You will work under supervision to build and maintain models, perform ad hoc analyses (ROI, DCF, comps), and assist in monthly/quarterly/annual forecasting cycles, contributing to the finance function across