Lead Financial Analyst

Halff Associates, Inc.; Richardson (TX); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, prescription and life

Long-term and short-term disability

Paid time off and 8 holidays

401(k) and ESOP

Health Savings Account (HSA)

529 College Savings Plan

Flexible spending accounts (FSA)

Employee Assistance Plan

Job summary

Halff Associates, Inc. is seeking a Lead Financial Analyst in Richardson, TX to support FP&A, budgeting, forecasting, and financial modeling. You will build models, analyze profitability, and partner with leaders to drive performance.

The role emphasizes strategic insight, automation, and cross-functional collaboration. The ideal candidate has 15+ years in FP&A or related fields, strong Excel/BI skills, and experience with ERP systems.

Qualifications

• 15+ years of FP&A or corporate finance experience.
• Experience supporting professional services is preferred.
• CPA designation is a plus but not required.

Responsibilities

• Communicate financial insights through analysis, dashboards, and executive presentations.
• Lead budgeting, forecasting, and planning activities.
• Perform month-end, quarterly, and annual analysis with variance reporting.
• Develop financial models for scenarios and long-term forecasts.
• Analyze costs and profitability drivers to identify optimization opportunities.
• Support revenue recognition processes and assess key assumptions.
• Prepare and present financial reports and KPIs to senior leadership.
• Develop reports and dashboards using Excel, Power BI, SQL.
• Collaborate with accounting to ensure accurate reporting.
• Evaluate financial impact of projects and investments.
• Partner with project managers and business leaders to understand drivers.
• Drive continuous improvement in reporting processes.
• Support stock analysis, annual surveys, and special FP&A projects.

Skills

Advanced Excel

Financial modeling

Budgeting & forecasting

GAAP knowledge

Dashboards & reporting

SQL

Strong communication

Cross-functional collaboration

Education

Bachelor's or Master's in Finance/Accounting

Tools

Power BI

Tableau

Deltek

UKG

Excel VBA

Job description

Lead Financial Analyst, Richardson, TX

Halff has an exciting opportunity for an experienced Lead Financial Analyst to join our Finance team in Richardson, TX. This role is a key member of the Financial Planning & Analysis (FP&A) function, providing strategic financial insight, planning support, and decision-making guidance across the organization.

The Lead Financial Analyst will play a critical role in budgeting, forecasting, financial modeling, reporting, profitability analysis, and process improvement initiatives. This position requires a strong analytical mindset, exceptional communication skills, and the ability to collaborate with leaders across the business to drive financial performance and support informed decision-making.

This is an excellent opportunity for a finance professional seeking long-term career growth with a company that values professional development, leadership, and employee ownership.

What you will do:

• Communicate financial and operational insights through clear analysis, effective storytelling, dashboards, and executive-level presentations.
• Lead budgeting, forecasting, and financial planning activities while maintaining and enhancing the firm's budgeting and planning tools.
• Perform month-end, quarterly, and annual financial analysis, including variance analysis and performance reporting against budgets and forecasts.
• Build, maintain, and enhance financial models to evaluate business scenarios, support strategic initiatives, and develop long-term forecasts.
• Analyze costs, trends, and profitability drivers while identifying opportunities for operational efficiencies and cost optimization.
• Support revenue recognition processes and evaluate the reasonableness of key financial assumptions and reporting components.
• Prepare and present financial reports, performance metrics, and recommendations to senior leadership.
• Develop and automate reports, dashboards, and analytical tools using Excel, Power BI, SQL, and related technologies.
• Partner with accounting to ensure accurate financial reporting and compliance with company policies and accounting standards.
• Evaluate the financial impact of proposed projects, investments, and business initiatives, providing guidance to operational and non-finance teams.
• Collaborate with project managers, business unit leaders, and operational teams to understand financial drivers and support business performance.
• Drive continuous improvement initiatives that enhance the scalability, accuracy, and efficiency of financial reporting and analysis processes.
• Support additional FP&A initiatives including stock analysis, annual surveys, and special projects.

What you will need:

• Expert-level Microsoft Excel skills, including financial modeling, advanced formulas, and VBA/macros.
• Strong knowledge of financial planning, budgeting, forecasting, and financial analysis.
• Understanding of U.S. GAAP, accounting principles, and financial reporting requirements.
• Experience creating dashboards, reports, and analytical tools to support decision-making.
• Strong analytical and problem-solving skills with the ability to interpret complex financial data and identify meaningful trends.
• Ability to evaluate financial performance, identify risks and opportunities, and develop actionable recommendations.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Ability to effectively present financial information and recommendations to both financial and non-financial audiences.
• Strong attention to detail, organizational skills, and the ability to manage multiple priorities and deadlines.
• Experience collaborating across departments and building effective partnerships with stakeholders at all levels.
• Familiarity with databases, data structures, and querying information.
• Innovative mindset with a passion for continuous improvement, automation, and process optimization.
• Experience with Deltek, UKG, Power BI, Tableau, or similar business intelligence and ERP platforms is a plus.

Education & Experience:

• Bachelor's or Master's degree in Finance, Accounting, or a related field.
• 15+ years of progressive experience in Financial Planning & Analysis, corporate finance, or a related discipline.
• Experience supporting professional services organizations is preferred.
• Experience with mergers and acquisitions (M&A), including financial analysis and integration support, is a plus.
• CPA designation is a plus but not required.

Company Overview:

Halff is a full-service infrastructure consulting firm planned, designed, engineered, constructed - and purposed - for people. Since 1950, we've been creating smart solutions that improve lives and communities by turning ideas into reality.

Halff was founded on a core tenet: Focus on people, treat them well, and success will follow. It's no wonder, then, that our employees and the culture they create result in our firm consistently being named a Top Workplace in America.

Our industry-leading professionals collaborate to meet tough challenges in creative ways. You can view Halff's full complement of services here

Halff has over 30 offices in Texas, Oklahoma, Louisiana, Florida, Arkansas, Arizona and Georgia. For a full list of our locations, click here

We offer excellent benefits, including but not limited to:

• Medical, dental, prescription and life insurance
• Long-term and short-term disability insurance
• Paid time off (PTO) and 8 company paid holidays (and Veteran's Day for our veterans)
• Traditional and Roth 401(k) plans
• Employee Stock Ownership Plan (ESOP)
• Health Savings Account (HSA)
• 529 College Savings Plan
• Flexible spending accounts (FSA)
• Employee Assistance Plan
• Click here for a more comprehensive list of Halff's benefits

Salary is competitive and commensurate with experience.

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

Halff is a drug-free workplace. This offer of employment is contingent upon the receipt of a clear drug screen and background check prior to your first day of employment. This position may be subject to random drug testing pursuant to federal regulations.

Qualifications

Education

Bachelors of Finance (required)

Experience

15 years: Progressive experience in Financial Planning & Analysis, corporate finance, or a related discipline (required)

Licenses & Certifications

Certified PA (CPA) (preferred)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.