Senior Financial Analyst

Vaco by Highspring; Dallas (TX); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) retirement plan

Paid paternity leave

Paid maternity leave

Job summary

A leading professional services firm is seeking a Senior Analyst in Dallas, TX, to support operational planning and strategic projects. The ideal candidate will have superb Excel and Tableau skills, along with 2-4 years of financial analysis experience. Responsibilities include data analysis, financial modeling, and collaborating with various departments. Competitive salary range is $100,000 to $115,000 plus bonuses, with significant opportunities for career growth under an experienced CFO.

Qualifications

• 2-4 years of experience in financial analysis or related roles.
• Strong financial modeling and analytical skills.
• Familiarity with ERP systems preferred.

Responsibilities

• Prepare and analyze financial results identifying key trends.
• Develop budgets, forecasts, and long-range financial plans.
• Build and maintain financial models for business planning.
• Partner with cross-functional teams for financial insight.
• Monitor key performance indicators and prepare dashboards.
• Conduct ad hoc financial analysis for business opportunities.
• Assist in preparations for board presentations and reports.

Skills

Financial modeling

Analytical skills

Excel proficiency

BI tools experience

Education

Bachelor's degree in Finance, Accounting, or Economics

MBA, CFA, or CPA

Tools

Tableau

Power BI

SAP

Oracle NetSuite

Workday

Job description

Base pay range

$100,000.00/yr - $115,000.00/yr

Dallas, TX - 4 days onsite/week

Vaco has partnered with a PE-backed distribution client to hire a Senior Analyst to support operational and company-wide long range planning and strategic projects/initiatives. The role will involve heavy Excel, building models from the ground up, dashboarding via Tableau, and working through large data sets to provide actionable analysis for internal customers.

This will be on a leaner team that rolls up directly to a fantastic CFO that we have worked with for many years - she is known for building a strong organizational culture and people love working with her. The company has doubled in size via acquisition and there are lots of promotional opportunities to build a career here.

Compensation: $105-115K + Bonus

Role:

• Prepare and analyze monthly, quarterly, and annual financial results, identifying key trends and variances.
• Assist in the development of budgets, forecasts, and long-range financial plans.
• Build and maintain financial models to support business planning, investment decisions, and scenario analysis.
• Partner with cross-functional teams (Accounting, Operations, Sales, Marketing, etc.) to provide financial support and insight.
• Monitor key performance indicators (KPIs) and prepare dashboards and reports for management review.
• Conduct ad hoc financial analysis to evaluate business opportunities, risks, and performance improvement initiatives.
• Assist with preparation of board presentations, investor materials, and executive reports.
• Ensure accuracy, integrity, and timeliness of all financial analyses and reports.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA, CFA, or CPA a plus.
• 2-4 years of experience in financial analysis, corporate finance, or related roles.
• Strong financial modeling and analytical skills.
• Proficiency in Excel and financial analysis tools; experience with BI/reporting tools (e.g., Power BI, Tableau) a plus.
• Familiarity with ERP systems (e.g., SAP, Oracle NetSuite, Workday) preferred.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries: Freight and Package Transportation

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Benefits

• Vision insurance
• Medical insurance
• 401(k)
• Paid paternity leave
• Paid maternity leave