Senior Financial Analyst

Lewis & Ellis - Actuaries and Consultants; Plano (TX); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Hybrid work environment

Comprehensive health benefits

401(k) with company match

Professional development opportunities

Job summary

Lewis & Ellis - Actuaries and Consultants in Dallas, TX is seeking a Senior Financial Analyst to drive planning, forecasting, and profitability across multiple units. You will partner with operational leaders to improve labor utilization, support budgeting, and deliver actionable insights for strategic decisions.

The ideal candidate has 5+ years in professional services or similar labor-intensive settings, strong Excel and BI tool proficiency, and the ability to communicate complex financials to

Qualifications

• Bachelor's degree in finance, accounting, economics or related field.
• 5+ years of progressive financial analysis experience in labor-intensive environments.
• Experience supporting multiple profit centers and labor-driven metrics.
• Strong analytical, organizational and problem-solving abilities.
• Ability to communicate financial concepts to operational and executive leadership.

Responsibilities

• Lead financial planning, forecasting and budgeting across multiple profit centers.
• Analyze revenue, labor costs, utilization and project margins for opportunities.
• Develop models related to staffing, labor planning and profitability.
• Monitor KPIs like utilization, billable hours and backlog with leadership.
• Prepare monthly variance analyses, dashboards and executive presentations.
• Support decision-making with scenario analyses and business cases.
• Assist with annual planning cycles, long-range planning and process improvements.

Skills

Advanced Excel

Analytical thinking

Communication

Labor metrics

Education

Bachelor's degree in Finance or related field

Tools

ERP systems

NetSuite

Power BI

Tableau

Adaptive Planning

Job description

Position Summary

We are seeking a highly analytical and business-oriented Senior Financial Analyst to support a dynamic professional services organization with multiple profit centers and a operating model where our people create our value. This role will partner closely with operational leaders to drive financial performance, improve labor utilization, support forecasting and budgeting processes, and deliver actionable insights across the business. The ideal candidate has strong experience in professional services, consulting, engineering, staffing, or other environments where workforce management, project profitability, and operational efficiency are critical to success.

We are seeking a highly analytical and business-oriented Senior Financial Analyst to support a dynamic professional services organization with multiple profit centers and a operating model where our people create our value. This role will partner closely with operational leaders to drive financial performance, improve labor utilization, support forecasting and budgeting processes, and deliver actionable insights across the business. The ideal candidate has strong experience in professional services, consulting, engineering, staffing, or other environments where workforce management, project profitability, and operational efficiency are critical to success.

While hybrid work options are available, this position is based in Dallas, Texas. Candidates should be located in or willing to relocate to the Dallas area.

At this time, L&E does not sponsor relocation assistance or employment visas/work authorization.

Key Responsibilities

• Lead financial planning, forecasting, and budgeting activities across multiple business units, departments, or profit centers
• Analyze revenue, labor costs, utilization, realization, and profitability trends to identify operational opportunities and risks
• Develop and maintain financial models related to staffing, labor planning, project profitability, and operational performance
• Partner with operational leadership and the Board of Directors to monitor KPIs including utilization rates, billable hours, labor efficiency, backlog, and margin performance
• Prepare monthly financial reporting packages, variance analyses, dashboards, and executive presentations
• Support strategic decision-making through scenario analysis, forecasting, and business case development
• Analyze compensation structures, labor allocations, and workforce productivity metrics
• Collaborate with accounting and operations teams to improve reporting accuracy, processes, and financial controls
• Assist with annual planning cycles, long-range planning, and profitability improvement initiatives
• Identify opportunities for automation, reporting enhancements, and process efficiencies within financial systems and workflows - including working with the technical team to create dashboards in an ERP or other reporting system
• Support M&A analysis, integration efforts, or expansion initiatives as needed

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 5+ years of progressive financial analysis experience, preferably in professional services, consulting, engineering, staffing, or other labor-intensive industries
• Experience supporting multiple business units, service lines, or profit centers
• Strong understanding of labor-driven financial metrics including utilization, realization, billable hours, labor absorption, and project margins
• Advanced Excel and financial modeling skills
• Experience with ERP systems, business intelligence tools, and financial reporting platforms
• Strong analytical, organizational, and problem-solving abilities
• Ability to communicate financial concepts effectively to operational and executive leadership
• Proven ability to manage multiple priorities in a fast-paced environment
• Demonstrated ability to work independently with minimal supervision while effectively managing priorities and responsibilities

Preferred Qualifications

• MBA, CPA, CFA, or other relevant professional designation
• Experience with project accounting or workforce planning models
• Strong experience with NetSuite ERP, financial reporting, and multi-entity environments
• Familiarity with Power BI, Tableau, Adaptive Planning, or similar analytics tools
• Experience in acquisitive or multi-entity organizations

Core Competencies

• Financial modeling and forecasting
• Labor and operational analytics
• Business partnership and communication
• Strategic thinking and decision support
• Process improvement and automation
• Attention to detail and data accuracy
• Executive reporting and presentation skills

Compensation & Benefits

• Competitive salary and performance bonus opportunity
• Comprehensive health, dental, and vision benefits
• 401(k) with company match
• Paid time off and holidays
• Professional development opportunities
• Hybrid or flexible work environment

L&E does not currently sponsor employment