Senior Financial Analyst

Taylor Root; Plano (TX); On-site; USD 75,000 - 115,000; Full time

Job summary

Taylor Root is partnering with a privately held holding company to hire a Senior Financial Analyst for central finance across two operating businesses. The role focuses on planning, forecasting, and reporting with emphasis on budgeting, variance analysis, and KPI tracking.

The position requires 3+ years in FP&A or financial analysis, experience on an FP&A team in a public company or fast-moving private business, and excellent Excel modeling ability.

Qualifications

• 3+ years FP&A or financial analysis experience.
• Experience on a public company FP&A team or fast-moving private business welcome.
• Strong Excel skills and comfort building models from scratch.
• Initiative and ability to explain numbers clearly to non-finance partners.

Responsibilities

• Budgeting, forecasting, and monthly variance analysis for one operating business.
• Monthly financial and operational reporting across both businesses.
• KPI tracking across units: volume, productivity, labor hours, pricing, unit costs, gross profit.
• Partner with operating leaders to understand drivers of results and growth opportunities.
• Automation and process improvement projects to speed and improve reporting.
• Presentations for executive leadership and ad hoc analysis on special projects.

Skills

Financial analysis

Excel modeling

Communication with non-finance

Education

Bachelor's degree in Finance/Economics/Accounting/Business Administration

Tools

Excel

Job description

We are partnering with a privately held holding company to hire a Senior Financial Analyst. The holding company oversees two operating businesses and this role sits on the central finance team that plans, forecasts, and reports across both.

Responsabilities:

• Budgeting, forecasting, and monthly variance analysis for one operating business
• Monthly financial and operational reporting across both businesses
• KPI tracking across business units, including volume, productivity, labor hours, pricing, unit costs, and gross profit
• Partnering with operating leaders to understand what drives results and where each business can grow
• Automation and process improvement projects that make reporting faster and more accurate
• Presentations for executive leadership and ad hoc analysis on special projects

Qualifications:

• 3+ years of FP&A or financial analysis experience, with a drive to take on more than your current seat allows
• Experience on a public company FP&A team or in a faster-moving private business; both backgrounds are welcome
• Strong Excel skills and comfort building models from scratch
• Initiative, comfort without heavy structure, and the ability to explain the numbers clearly to non-finance partners
• Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field