Senior Financial Analyst

SolomonEdwards; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

SolomonEdwards is seeking an FP&A leader to drive forecasting, budgeting, and long-range planning across assigned business areas. You will build complex models, analyze revenue and expenses, and deliver executive-ready insights to shape operational strategy.

In this role you will partner with department leaders, guide KPIs, and mentor junior analysts while ensuring data integrity across Great Plains/Dynamics 365, SQL, Power BI, and Excel.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field required.
• 3+ years of progressive FP&A experience; healthcare or specialty pharmacy experience preferred.
• Advanced financial modeling and Excel skills; proficiency with Power BI or other BI tools.
• Strong analytical, problem-solving, and communication abilities.

Responsibilities

• Lead forecasting, budgeting, and long-range planning for assigned business areas or product lines.
• Develop and maintain complex financial models to support business strategy, scenario planning, and decision-making.
• Analyze revenue, margin, and expense performance, identifying trends and actionable insights for leadership.
• Evaluate initiatives, contracts, and investment opportunities and provide recommendations.
• Serve as a primary finance partner to multiple depts., helping leaders interpret results and make informed decisions.
• Present financial analyses and insights to leaders and senior stakeholders in a clear and concise manner.
• Collaborate with operations, sales, managed care, and pharmacy teams to support strategic initiatives.
• Build, maintain, and enhance advanced financial models that drive decision-making.
• Ensure integrity of data across Great Plains/Dynamics 365, SQL, Power BI, and Excel sources.
• Lead process improvements in modeling, reporting, and data analysis to increase efficiency and scalability.
• Mentor junior team members in modeling, reporting, and business partnering skills.
• Champion best practices for reporting, documentation, and workflow management.
• Identify and implement process improvements that enhance the quality, speed, and impact of FP&A deliverables.

Skills

Forecasting

Budgeting

Financial modeling

Data analysis

Communication skills

Multitasking

Cross-functional partnering

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

Excel

Power BI

SQL

Dynamics 365/Great Plains

Job description

Responsible for leading complex FP&A initiatives, providing strategic insight, and serving as a key business partner to department leaders. This role owns cross-functional financial analysis, forecasting, and modeling, and delivers executive-ready insights that influence operational and strategic decisions.

End-to-end ownership of a department’s budget, functioning as a “mini-CFO” for designated department and leader. Must be able to understand how individual financial activities and decisions fit into the broader organization, rather than viewing FP&A as a collection of isolated tasks.

Responsible for helping the organization track goals, develop KPIs, and incorporate those KPIs into ongoing business management. Highly tactical role requiring someone who can dig deeply into the business, identify opportunities, and help drive continued growth.

Responsibilities

• Lead forecasting, budgeting, and long-range planning for assigned business areas or product lines.
• Develop and maintain complex financial models to support business strategy, scenario planning, and decision-making.
• Analyze revenue, margin, and expense performance, identifying trends and actionable insights for leadership.
• Evaluate initiatives, contracts, and investment opportunities and provide recommendations.
• Serve as a primary finance partner to multiple depts., helping leaders interpret results and make informed decisions.
• Present financial analyses and insights to leaders and senior stakeholders in a clear and concise manner.
• Collaborate with operations, sales, managed care, and pharmacy teams to support strategic initiatives.
• Build, maintain, and enhance advanced financial models that drive decision-making.
• Ensure integrity of data across Great Plains/Dynamics 365, SQL, Power BI, and Excel sources.
• Lead process improvements in modeling, reporting, and data analysis to increase efficiency and scalability.
• Mentor junior team members in modeling, reporting, and business partnering skills.
• Champion best practices for reporting, documentation, and workflow management.
• Identify and implement process improvements that enhance the quality, speed, and impact of FP&A deliverables.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 3+ years of progressive FP&A experience; healthcare or specialty pharmacy experience preferred.
• Advanced financial modeling and Excel skills; proficiency with Power BI or other reporting/BI tools.
• Strong demonstrated analytical, problem-solving, and communication skills.
• Proven ability to manage multiple priorities and projects independently.