Senior Financial Analyst

Lewis & Ellis Inc; Allen (TX); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive salary and performance bonus

Comprehensive health, dental, and vision benefits

401(k) with company match

Paid time off and holidays

Professional development opportunities

Hybrid or flexible work environment

Job summary

Lewis & Ellis Inc is looking for a Senior Financial Analyst in Allen, Texas, to support dynamic financial performance. This role involves leading financial planning, forecasting, and analyzing profitability trends across business units.

The ideal candidate should have a Bachelor's degree and 5+ years of experience in financial analysis, preferably in professional services or labor-intensive industries. The position offers a competitive salary and flexible work environment.

Qualifications

• 5+ years of progressive financial analysis experience in labor-intensive industries.
• Strong understanding of utilization, realization, billable hours, and project margins.
• Proven ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Lead financial planning, forecasting, and budgeting activities across multiple units.
• Analyze revenue, labor costs, utilization, and profitability trends.
• Develop and maintain financial models related to staffing and operational performance.

Skills

Financial analysis

Financial modeling

Excel

Labor-driven financial metrics

Analytical skills

Communication

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

MBA, CPA, CFA, or other relevant professional designation (preferred)

Tools

ERP systems

Business intelligence tools

NetSuite ERP

Power BI

Tableau

Job description

Position Summary

We are seeking a highly analytical and business-oriented Senior Financial Analyst to support a dynamic professional services organization with multiple profit centers and an operating model where our people create our value. This role will partner closely with operational leaders to drive financial performance, improve labor utilization, support forecasting and budgeting processes, and deliver actionable insights across the business. The ideal candidate has strong experience in professional services, consulting, engineering, staffing, or other environments where workforce management, project profitability, and operational efficiency are critical to success.

While hybrid work options are available, this position is based in Dallas, Texas. Candidates should be located in or willing to relocate to the Dallas area.

At this time, L&E does not sponsor relocation assistance or employment visas/work authorization.

Key Responsibilities

• Lead financial planning, forecasting, and budgeting activities across multiple business units, departments, or profit centers
• Analyze revenue, labor costs, utilization, realization, and profitability trends to identify operational opportunities and risks
• Develop and maintain financial models related to staffing, labor planning, project profitability, and operational performance
• Partner with operational leadership and the Board of Directors to monitor KPIs including utilization rates, billable hours, labor efficiency, backlog, and margin performance
• Prepare monthly financial reporting packages, variance analyses, dashboards, and executive presentations
• Support strategic decision-making through scenario analysis, forecasting, and business case development
• Analyze compensation structures, labor allocations, and workforce productivity metrics
• Collaborate with accounting and operations teams to improve reporting accuracy, processes, and financial controls
• Assist with annual planning cycles, long-range planning, and profitability improvement initiatives
• Identify opportunities for automation, reporting enhancements, and process efficiencies within financial systems and workflows - including working with the technical team to create dashboards in an ERP or other reporting system
• Support M&A analysis, integration efforts, or expansion initiatives as needed

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 5+ years of progressive financial analysis experience, preferably in professional services, consulting, engineering, staffing, or other labor-intensive industries
• Experience supporting multiple business units, service lines, or profit centers
• Strong understanding of labor-driven financial metrics including utilization, realization, billable hours, labor absorption, and project margins
• Advanced Excel and financial modeling skills
• Experience with ERP systems, business intelligence tools, and financial reporting platforms
• Strong analytical, organizational, and problem‑solving abilities
• Ability to communicate financial concepts effectively to operational and executive leadership
• Proven ability to manage multiple priorities in a fast‑paced environment
• Demonstrated ability to work independently with minimal supervision while effectively managing priorities and responsibilities

Preferred Qualifications

• MBA, CPA, CFA, or other relevant professional designation
• Experience with project accounting or workforce planning models
• Strong experience with NetSuite ERP, financial reporting, and multi‑entity environments
• Familiarity with Power BI, Tableau, Adaptive Planning, or similar analytics tools
• Experience in acquisitive or multi‑entity organizations

Core Competencies

• Financial modeling and forecasting
• Labor and operational analytics
• Business partnership and communication
• Strategic thinking and decision support
• Process improvement and automation
• Attention to detail and data accuracy
• Executive reporting and presentation skills

Compensation & Benefits

• Competitive salary and performance bonus opportunity
• Comprehensive health, dental, and vision benefits
• 401(k) with company match
• Paid time off and holidays
• Professional development opportunities
• Hybrid or flexible work environment