Senior Financial Analyst

The Bolton Group; Dallas (TX); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

The Bolton Group in Dallas, TX is seeking a Senior Financial Analyst to join our finance team. You will dig into numbers, partner with the business, and turn data into insights that drive decisions.

You'll develop KPIs, build forecasting models, and provide actionable insights to leadership, with exposure to strategic initiatives and a hybrid work schedule in Dallas (3-4 days in the office per week).

Qualifications

• Bachelor's degree in Finance, Accounting or Business.
• 2-4+ years of experience in corporate finance / FP&A.
• Experience with budgeting, forecasting, financial reporting and modeling.
• Strong Excel skills and ability to build financial models.

Responsibilities

• Develop and monitor KPIs to identify trends, risks, and opportunities that support revenue growth and operational efficiency.
• Build and maintain financial models for forecasting, scenario analysis, and strategic decision-making.
• Lead monthly, quarterly, and annual variance analysis and communicate key business drivers.
• Partner with leaders across the organization to provide actionable financial insights and recommendations.
• Support annual budgeting and rolling forecast processes.
• Prepare financial reporting and presentation materials for leadership.

Skills

Excel skills

Forecasting

Budgeting

Financial modeling

Cross-functional collaboration

Communication

Data analysis

Education

Bachelor's degree in Finance/Accounting/Business

Job description

We've teamed up with our client in Dallas, TX as they look for a Senior Financial Analyst to join their team. This will be a great match for someone who enjoys digging into the numbers, partnering with the business, and turning financial data into insights that help drive decisions.

What You'll Do -

• Develop and monitor KPIs to identify trends, risks, and opportunities that support revenue growth and operational efficiency
• Build and maintain financial models for forecasting, scenario analysis, and strategic decision-making
• Lead monthly, quarterly, and annual variance analysis and communicate key business drivers
• Partner with leaders across the organization to provide actionable financial insights and recommendations
• Support annual budgeting and rolling forecast processes
• Prepare financial reporting and presentation materials for leadership

What We're Looking For -

• Bachelor's degree in Finance, Accounting or Business
• 2 - 4+ years of experience in corporate finance / FP&A
• Experience with budgeting, forecasting, financial reporting and modeling
• Strong Excel skills, including working with large datasets and building financial models
• Experience partnering with business leaders and cross-functional teams
• Ability to communicate financial information and influence decision-making

Why This Role?

This is more than a reporting-focused FP&A role. You'll have the opportunity to work directly with business leaders, influence decisions, and see your analysis translate into action. The role offers strong executive visibility and exposure to strategic initiatives within a growing organization.

Hybrid schedule: Dallas, TX | 3-4 days in the office per week