2027 Launch Graduate Program: Financial Analyst

Momentum; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Momentum is seeking a Finance Analyst for its Launch Program in Dallas. The role focuses on financial analysis, budgeting, forecasting, and profitability evaluation for various projects, with training and mentorship for early-career professionals.

You will build complex Excel models, produce KPI reports, and support month-end close, driving accurate financial insights and strategic decision-making.

Qualifications

• Bachelor's or Master's degree in Finance or Accounting, Winter 2026 or Spring 2027.
• Proven leadership in extracurriculars or prior roles.
• Experience with AI tools (Claude, ChatGPT).
• Experience with ERPs or financial modeling software is a plus.
• Strong interpersonal skills to work with diverse teams.
• Ability to manage multiple projects in a fast-paced environment.
• Passion for building and continuous improvement.
• Strong analytical and detail-oriented skills.
• Proficient in Microsoft Office and Google Suite.
• Growth mindset and adaptability to new challenges.

Responsibilities

• Provide financial analysis across revenue, expenses, budgeting, forecasting, and profitability.
• Develop and maintain complex Excel financial models for key tasks.
• Produce frequent financial and KPI reports with variance analyses.
• Support month-end close by identifying data errors and inconsistencies.
• Model financial impacts of investments, pricing, and strategic initiatives.
• Coordinate with departments to track expenditures against forecast and proper coding.
• Attend training sessions to grow professionally.

Skills

Financial analysis

Excel

Forecasting

Leadership experience

Interpersonal skills

Multi-tasking

Growth mindset

Analytical thinking

AI tools experience

Education

Bachelor's or Master's degree in Finance or Accounting

Tools

ERP systems

Financial modeling software

Google Workspace

Job description

Finance Analyst – Full‑time, Onsite – Dallas, TX (The Link, 2601 Olive Street)

Position Overview

This role is part of the Momentum Launch Program – a cohort‑based early‑career experience that provides training, mentorship, and meaningful work for recent graduates.

Key Responsibilities

• Provide financial analysis and support across a variety of areas, including revenue & expense budgeting, forecasting & analysis, consolidation & presentation of financial results, profitability analysis, and other ad‑hoc analysis projects.
• Develop and maintain complex Excel financial models, while consistently finding ways to innovate and reduce time to complete key tasks.
• Produce frequent financial and key performance indicator reports, including variance analyses and trending reports.
• Support the month‑end financial close process by analyzing data and identifying errors and inconsistencies.
• Partner with teams across the organization to support strategic decision‑making by modeling financial impacts of business investments, client pricing, etc.
• Coordinate with department owners and the accounting department to track expected expenditures against the forecast and ensure proper coding for expense reporting.
• Attend training sessions to contribute to your professional growth and development.

Qualifications

• Graduates in Winter 2026 or Spring 2027 with a Bachelor’s or Master’s degree, ideally in Finance or Accounting.
• Has proven leadership experience in extracurricular activities or previous roles, demonstrating the ability to drive project success.
• Has prior experience working with AI tools (Claude, ChatGPT).
• Experience with ERPs or financial modeling software is considered a plus.
• Demonstrates strong interpersonal skills and the ability to work effectively with a variety of personality types and work styles.
• Able to quickly switch contexts and manage multiple projects simultaneously in a fast‑paced environment.
• Has a passion for building, continuous improvement, and making a positive impact.
• Strong analytical and detail‑oriented skills, with the ability to evaluate project performance and identify areas for improvement.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Suite.
• Embraces a growth mindset, continually seeks learning opportunities, and proactively tackles challenges with creative solutions.
• Shows adaptability and agility, with a readiness to navigate ambiguity and welcome new challenges.

Compensation & Benefits

The base salary range for this position may vary based on location. Actual compensation will be determined by role, level, and location, considering additional factors such as job‑related skills, experience, and relevant education or training. Candidates may be eligible to receive a discretionary annual bonus, based on company performance and individual contributions. Specific details will be provided during the hiring process.

Benefits include healthcare, 401(k) with employer match, short‑term and long‑term disability coverage, life insurance, paid time off, parental leave, and various paid holidays.

Commitment to Diversity and Inclusion

Momentum is an equal‑opportunity employer, considering all qualified applicants regardless of characteristics protected by law. We actively seek qualified applicants from diverse backgrounds, with no consideration of criminal histories, in alignment with applicable legal requirements.

Additional Information

Note on Confidentiality: Any personal data collected during the application process will be treated with the utmost confidentiality and privacy.