Senior Financial Analyst

Taylor White; Dallas (TX); On-site; USD 75,000 - 115,000; Full time

Job summary

Taylor White is seeking an FP&A professional with 3+ years of experience to join a growing, recurring-revenue business. You will engage in financial modeling, partner with senior leadership, and deliver strategic insights to influence decisions.

Responsibilities include P&L analysis, weekly cash flow forecasts, budgeting support, and executive-level reporting. Strong Excel and cash flow mastery are essential, with SaaS experience a plus.

Qualifications

• 3+ years FP&A, financial analysis, or modeling experience.
• Bachelor's degree in Finance or Accounting.
• Advanced Excel skills and strong cash flow understanding.
• SaaS/recurring revenue experience preferred.
• NetSuite exposure is a plus.

Responsibilities

• P&L modeling and variance analysis.
• Weekly cash flow forecasting.
• Budgeting and forecasting support.
• Product line and corporate financial reporting.
• Strategic business partnering with operational leaders.
• Executive-level reporting and ad hoc analysis.

Skills

FP&A

Financial modeling

Business partnering

Executive reporting

Advanced Excel

Education

Bachelor's degree in Finance or Accounting

Tools

NetSuite

Job description

This is an excellent opportunity for someone with 3+ years of FP&A experience who enjoys financial modeling, business partnering, and working closely with senior leadership in a growing, recurring-revenue business.

Key Responsibilities

• P&L modeling and variance analysis
• Weekly cash flow forecasting
• Budgeting and forecasting support
• Product line and corporate financial reporting
• Strategic business partnering with operational leaders
• Executive-level reporting and ad hoc analysis

Ideal Background

• 3+ years of FP&A, financial analysis, or modeling experience
• Bachelor's degree in Finance or Accounting
• Strong understanding of accounting and cash flow concepts
• Advanced Excel skills required
• SaaS or recurring revenue experience preferred
• NetSuite exposure is a plus
• Self-starter with intellectual curiosity and strong problem-solving skills

Why Consider This Opportunity?

• Direct exposure to senior finance leadership
• Highly visible role with meaningful business impact
• Opportunity to grow FP&A expertise while helping shape strategic decision-making