Senior Financial Analyst

Vaco by Highspring; Dallas (TX); Hybrid; USD 105,000 - 110,000; Full time

Job summary

A financial consulting firm in Dallas, TX, is looking for a Senior Analyst to drive financial modeling and assist in strategic decision-making. This hybrid role demands expertise in financial analysis and the ability to partner with sales and marketing teams, offering a salary range of $105K-$110K plus bonus. The ideal candidate will have a Bachelor's degree and 4-6 years of relevant experience.

Qualifications

• 4-6+ years of progressive experience in financial analysis, FP&A, or related fields.
• Proven ability to partner with commercial teams (Sales & Marketing) and provide actionable insights.
• Highly analytical, detail-oriented with a problem-solving mindset.

Responsibilities

• Develop and maintain robust financial models to evaluate sales performance and ROI.
• Partner with Sales and Marketing leadership to provide forecasts and recommendations.
• Support the annual planning, quarterly forecasting, and monthly reporting processes.

Skills

Financial modeling

Scenario analysis

Forecasting

Data-driven insights

Communication skills

Analytical mindset

Education

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

MBA or CFA preferred

Tools

Excel

Adaptive Insights

Anaplan

Hyperion

Tableau

Power BI

Job description

Overview

This range is provided by Vaco by Highspring. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$105,000.00/yr - $110,000.00/yr

Dallas, TX - hybrid, 3 days onsite

Vaco is working on behalf of one of our privately-held billion-dollar clients to onboard a Senior Analyst as part of a newly created position. This role will almost entirely be dedicated towards forward-looking FP&A work with financial modeling at the forefront; Analysts will be engaged in constant hypotheticals and scenario modeling as the company explores new initiatives, lines of business, market expansion etc. The other half of the role will feature extensive business partnering including being the POC for sales and marketing-related spend. The department as whole features lots of growth opportunities across the board (this reports to an Analyst we placed a few years back that recently promoted to Manager).

Compensation: $105-110K + Bonus

Key Responsibilities

• Develop and maintain robust financial models to evaluate sales performance, marketing spend, ROI, and pipeline conversion metrics.
• Partner with Sales and Marketing leadership to provide data-driven insights, forecasts, and recommendations that influence strategic decisions.
• Support the annual planning, quarterly forecasting, and monthly reporting processes for revenue and marketing expenses.
• Analyze customer acquisition costs, lifetime value, campaign effectiveness, and channel profitability.
• Track and report on sales pipeline metrics in collaboration with Sales Operations, identifying risks and opportunities.
• Prepare executive-level presentations and dashboards summarizing performance, KPIs, and scenario analyses.
• Collaborate with cross-functional teams (Sales Ops, Marketing Ops, Finance, BI) to ensure accuracy, consistency, and alignment in financial reporting.
• Identify process improvements and automation opportunities to increase efficiency and accuracy of reporting.

Qualifications

• Bachelor\'s degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred.
• 4-6+ years of progressive experience in financial analysis, FP&A, or related fields.
• Strong expertise in financial modeling, scenario analysis, and forecasting.
• Advanced proficiency in Excel; experience with financial planning tools (e.g., Adaptive Insights, Anaplan, Hyperion) and BI tools (e.g., Tableau, Power BI) is a plus.
• Proven ability to partner with commercial teams (Sales & Marketing) and provide actionable insights.
• Strong communication and presentation skills with the ability to influence stakeholders at all levels.
• Highly analytical, detail-oriented, and intellectually curious with a problem-solving mindset.

Vaco provides expert consulting, permanent placement, executive search, managed services, and strategic staffing solutions for companies around the world, in the areas of accounting, finance, technology, healthcare, operations and more. As a premier talent solutions firm, Vaco connects people to their dream jobs and helps leading companies find talent to grow their business.

Please let us know if we can help you with this, or another role, for your next step in your career!