Principal Financial Analyst

Jobtailor; Dallas (TX); On-site; USD 120,000 - 170,000; Full time

Job summary

Jobtailor is seeking an experienced FP&A leader to drive profitability analyses, forecasting, and reporting in a fast-paced environment. You will partner with Sales, Operations, and Accounting to uncover opportunities, improve revenue realization, and instill financial discipline across the organization.

The role emphasizes building advanced models, dashboards, and analytical frameworks, while mentoring the team and influencing executives with data-driven insights.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 7+ years of experience in financial analysis, FP&A, accounting, corporate finance, profitability analysis, or related disciplines.
• Strong financial modeling, forecasting, and analytical skills.
• Experience translating complex financial data into actionable business recommendations.
• Advanced proficiency with Excel and financial reporting tools.
• Demonstrated ability to build trusted relationships, proactively influence stakeholders, drive alignment across organizations, and lead through influence.
• Strong communication and presentation skills with executive audiences.
• Preferred: MBA, CPA, CMA, or other advanced business/finance credential.
• Preferred: Experience with AI-enabled finance tools, business intelligence platforms, and process automation technologies.
• Preferred: Experience building reporting, forecasting, and analytical solutions from the ground up.
• Preferred: Knowledge of revenue recognition, profitability management, and operational finance.

Responsibilities

• Lead complex financial analyses focused on profitability, expense management, revenue performance, and business growth
• Identify margin improvement opportunities by analyzing revenue and cost relationships, profitability trends, and operational performance drivers
• Build and enhance financial models, forecasting tools, dashboards, and reporting solutions
• Develop new analytical frameworks, controls, and processes in environments where limited structure exists
• Build relationships with Sales, Operations, Accounting, and Finance leaders to identify business risks and opportunities, improve revenue realization, and drive accountability
• Evaluate financial performance, challenge assumptions, and provide data-driven recommendations regarding risks, opportunities, and strategic actions
• Utilize AI, automation, and advanced analytics to streamline processes, improve accuracy, and reduce manual effort
• Influence leadership decisions through financial expertise, executive communication, stakeholder engagement, and data-driven storytelling
• Serve as a subject matter expert and mentor for complex financial and business challenges
• Understand stakeholder objectives and business strategies to anticipate financial impacts, influence decision‑making, and align financial priorities with operational goals
• Apply knowledge of balance sheet accounting, including accruals, deferrals, reserves, and timing‑related transactions

Skills

Financial Analysis

Financial Modeling

Forecasting

Profitability Analysis

Data-Driven Recommendations

Balance Sheet Accounting

Revenue Recognition

Operational Finance

Education

MBA

CPA

CMA

Tools

Financial Reporting Tools

AI-Enabled Finance Tools

Business Intelligence Platforms

Process Automation Technologies

Job description

• Lead complex financial analyses focused on profitability, expense management, revenue performance, and business growth
• Identify margin improvement opportunities by analyzing revenue and cost relationships, profitability trends, and operational performance drivers
• Build and enhance financial models, forecasting tools, dashboards, and reporting solutions
• Develop new analytical frameworks, controls, and processes in environments where limited structure exists
• Build relationships with Sales, Operations, Accounting, and Finance leaders to identify business risks and opportunities, improve revenue realization, and drive accountability
• Evaluate financial performance, challenge assumptions, and provide data-driven recommendations regarding risks, opportunities, and strategic actions
• Utilize AI, automation, and advanced analytics to streamline processes, improve accuracy, and reduce manual effort
• Influence leadership decisions through financial expertise, executive communication, stakeholder engagement, and data-driven storytelling
• Serve as a subject matter expert and mentor for complex financial and business challenges
• Understand stakeholder objectives and business strategies to anticipate financial impacts, influence decision‑making, and align financial priorities with operational goals
• Apply knowledge of balance sheet accounting, including accruals, deferrals, reserves, and timing‑related transactions

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• 7+ years of experience in financial analysis, FP&A, accounting, corporate finance, profitability analysis, or related disciplines
• Strong financial modeling, forecasting, and analytical skills
• Experience translating complex financial data into actionable business recommendations
• Advanced proficiency with Excel and financial reporting tools
• Demonstrated ability to build trusted relationships, proactively influence stakeholders, drive alignment across organizations, and lead through influence rather than authority
• Strong communication and presentation skills with executive audiences
• Preferred: MBA, CPA, CMA, or other advanced business/finance credential
• Preferred: Experience with AI-enabled finance tools, business intelligence platforms, and process automation technologies
• Preferred: Experience building reporting, forecasting, and analytical solutions from the ground up
• Preferred: Knowledge of revenue recognition, profitability management, and operational finance

Core Competencies

Demonstrates expertise in financial analysis, modeling, and reporting, with a strong ability to influence decision‑making through data‑driven insights and stakeholder engagement. Proficient in building analytical frameworks and enhancing financial processes to drive business growth and profitability.

Highest-signal resume keywords

• Financial Analysis
• Financial Modeling
• Forecasting
• Stakeholder Engagement
• Advanced Excel Proficiency

Hard Skills

• Financial Analysis
• Financial Modeling
• Forecasting
• Profitability Analysis
• Data-Driven Recommendations
• Balance Sheet Accounting
• Revenue Recognition
• Operational Finance

Soft Skills

• Communication Skills
• Presentation Skills
• Relationship Building
• Influencing Skills

Certifications & Qualifications

• MBA
• CPA
• CMA

Industry Keywords

• Expense Management
• Revenue Performance
• Business Growth
• Margin Improvement
• Operational Performance

Tools & Technologies

• Financial Reporting Tools
• AI-Enabled Finance Tools
• Business Intelligence Platforms
• Process Automation Technologies