Senior Financial Analyst

BBG Inc.; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

BBG Inc. is seeking a data-driven FP&A professional in Dallas, TX to cleanse and analyze data, forecast cash flows, and drive reporting accuracy. You will track KPIs, support budget processes, and prepare materials for leadership and board reviews.

Collaboration with FP&A leadership to build dashboards and insights is essential. Ideal candidates have 1–2 years in FP&A or accounting, strong MS Office skills, and experience with Power BI/Tableau.

Qualifications

• Bachelor's degree in accounting, finance, economics or a related field.
• 1–2 years of FP&A, accounting, or transaction advisory experience.
• Advanced MS Office skills: Excel, PPT, Word.

Responsibilities

• Cleanses, consolidates, and analyzes data for insights.
• Prepare weekly flash and 13-week cash flow forecast.
• Track and validate KPIs and prepare monthly/quarterly reports.
• Build and maintain the full three-statement annual budget.
• Provide materials for board meetings and leadership reviews.
• Create Power BI dashboards with FP&A Director and leaders.
• Ensure accuracy, clarity, and timeliness of deliverables.
• Develop scenario analyses for headcount, utilization, and strategic options.

Skills

Excel

PowerPoint

Word

Analytical skills

Communication

Organizational skills

SQL basics

Education

Bachelor's degree in accounting/finance/economics

Tools

Power BI

Tableau

SQL databases

Job description

Job Description

• Cleanse, consolidate, and analyze data to generate actionable insights
• Prepare weekly flash and 13-week cash flow forecast
• Track and validate key performance indicators (KPIs)
• Prepare monthly and quarterly reporting, including ad-hoc analysis
• Build and maintain the full three-statement annual budget
• Prepare supporting analysis and materials for quarterly Board meetings and senior leadership presentations
• Ensure accuracy, clarity, and timeliness in all deliverables
• Build scenario and sensitivity analyses to evaluate strategic options (headcount, utilization, etc.)
• Conduct financial modeling to support service line launches, strategic hires, strategic planning (i.e. workforce, capacity and compensation planning), and other growth initiatives
• Support the analysis behind the operational levers that move results, translating data into clear, quantified findings for review
• Build and refine Power BI dashboards in collaboration with the FP&A Director and functional leaders
• Cleanse and transform data, maintaining data integrity and building repeatable processes

Reporting & Budget

• Cleanse, consolidate, and analyze data to generate actionable insights
• Prepare weekly flash and 13-week cash flow forecast
• Track and validate key performance indicators (KPIs)
• Prepare monthly and quarterly reporting, including ad-hoc analysis
• Build and maintain the full three-statement annual budget
• Prepare supporting analysis and materials for quarterly Board meetings and senior leadership presentations
• Ensure accuracy, clarity, and timeliness in all deliverables

Financial & Data Analytics

• Build scenario and sensitivity analyses to evaluate strategic options (headcount, utilization, etc.)
• Conduct financial modeling to support service line launches, strategic hires, strategic planning (i.e. workforce, capacity and compensation planning), and other growth initiatives
• Support the analysis behind the operational levers that move results, translating data into clear, quantified findings for review

Data Tools

• Build and refine Power BI dashboards in collaboration with the FP&A Director and functional leaders
• Cleanse and transform data, maintaining data integrity and building repeatable processes

Requirements

• Bachelor's degree in accounting, finance, economics or related field
• 1-2 years of experience in FP&A, accounting, or transaction advisory services
• Highly proficient in Microsoft Office Suite of products (Excel, PowerPoint, Word)
• Superior attention to detail
• Excellent communication, written and verbal, and analytical skills
• Strong organizational skills, desire to learn and ability to multi-task
• Mature and professional candidate with a strong work ethic

Preferred Qualifications

• Proficient with PowerBI, Tableau, or similar tools
• Experience working with SQL databases or similarly complex data structures

Unique Attributes

• PE-backed company
• Fast-paced, small-team setting
• Highly visible and critical role
• Key contributor to strategic initiatives and operational improvements
• Insight into multiple functions of the business
• Competitive compensation and benefits
• Good company culture and casual work environment