Senior Financial Analyst

Jobot; Richardson (TX); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Solid benefits

Great culture

Job summary

Jobot is seeking a Senior Financial Analyst to join our Finance team in Richardson, TX. The role emphasizes FP&A, financial reporting, and model development to drive strategic decisions using AI tools and ERP systems.

You will manage forecasts, analyze variances, and partner with senior leaders to improve accuracy, speed, and efficiency in a high-growth tech environment. On-site duties emphasize tight collaboration and rigorous financial discipline.

Qualifications

• Minimum of 5 years of professional work experience in corporate finance or accounting.
• Advanced Excel and financial modeling experience utilizing AI.
• Ability to work autonomously and as a self-starter.
• Adaptable and able to react quickly to changing business needs.

Responsibilities

• Support and maintain financial systems including P&L, Balance Sheet, and Cash Flow.
• Report and analyze quarterly results, forecast variances, and communicate insights to leadership.
• Build financial forecasting models using AI-powered tools and ERP data.
• Develop budgets and forecasts at project/product level, analyze profitability.
• Perform variance and trend analyses to identify risks and opportunities.
• Ensure timely financial reporting and support audits as required.
• Lead ad hoc projects and collaborate with FP&A and other functions.
• Contribute to FP&A process evolution and new systems implementations.

Skills

Advanced Excel

Financial modeling

Autonomy

Strategic thinking

Communication

Education

B.S./B.A. in accounting or finance

Tools

Microsoft Dynamics

Oracle

Excel

AI tools

Job description

Senior Financial Analyst

$90000 - $100000 per year | Richardson, TX | On-site | Permanent

Senior Financial Analyst - Hybrid

A bit about us:

Our client is a leading provider of cutting‑edge solutions for telecommunications and network infrastructure.

Why join us?

• Growing company
• Solid benefits
• Great culture

Job Details

Role Summary: Our client is looking for a highly skilled and motivated finance professional to join our Finance team and play a critical role in our continued growth and achievement of operational excellence. As a Sr. Financial Analyst of FP&A, you will play a key role in managing and optimizing our financial systems, ensuring accurate financial reporting, and providing valuable insights to drive strategic decision-making. This role will include evolving our forecasting process to maximize our financial processes’ efficiency, accuracy, and integrity. You must be a self‑starter, have an ability to communicate effectively with senior business leaders, and a desire to make a meaningful impact in a dynamic, high‑growth technology company. The ideal candidate is extremely proactive, driven, well‑organized, detail‑oriented, and has the ability to multitask in a fast‑paced, results‑oriented environment.

Key Responsibilities

• Utilize your in-depth knowledge of financials to support and maintain the financial systems, including Profit & Loss, Balance Sheet, and Cash Flow.
• Report and analyze quarterly business results, including reviewing forecast variances to actuals and communicating important takeaways to Regional Leaders and Senior Management.
• Synthesize data and information to create financial forecasting models, leveraging AI‑powered software tools and using data from Microsoft Dynamics, Oracle, and Excel templates.
• Develop and maintain financial models, forecasts, and budgets using Excel, forecasting, and Oracle tools. A good understanding of P&Ls, Balance Sheet, and Cash Flows is required. Develop cost forecast structures at the project and product level and ensure project and product profitability and variance analysis.
• Conduct financial, variance, and trend analyses to identify risks and opportunities, and provide recommendations to senior management for strategic decision‑making.
• Ensure accurate and timely financial reporting in accordance with accounting principles and regulatory requirements. Generate financial statements, management reports, and ad hoc analyses using Oracle and forecasting tools. Support internal and external audits as required.
• Effectively manage ad hoc projects and investigations as required, sometimes needing collaboration with other functional areas within and beyond the FP&A team.
• Serve as a key stakeholder in the overall evolution of the FP&A process, including new systems implementations to create business efficiencies.

Job Requirements

• Minimum of 5 years of professional work experience in corporate finance (specifically financial planning & analysis) and/or accounting.
• Advanced Excel and financial modeling experience utilizing AI.
• Ability to work autonomously and as a self‑starter.
• Adaptable and able to react quickly to changing business needs.
• Ability to think strategically while managing with a sense of urgency through ambiguity.
• Excellent communication, presentation, and interpersonal skills, with the ability to explain complex processes or models in a concise, consumable format.
• High attention to detail with an ability to multitask in a high‑growth environment.
• An attitude to challenge the status quo with a desire to consistently raise the bar.
• B.S. or B.A. in accounting, finance, or business required.

Preferred Experience

• Advanced degree in business or finance; CPA is a plus.
• Strong understanding of P&L, Balance Sheet, and Cash Flow, with the ability to accurately assess and explain the financial impact of forecast assumptions and business changes.
• Experience with Microsoft Dynamics, Oracle, and financial planning system implementation (Hyperion, etc.).
• Proficient in AI tools to enhance financial reporting and analysis processes. Identify, design, and implement AI‑assisted solutions to improve forecasting efficiency and accuracy.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.