Senior Financial Analyst: Insights & Forecasting for Growth

Atlas Search; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A growing financial services company in Dallas is seeking a Senior Financial Analyst. This role involves supporting decision-making through budgeting, forecasting, and performance analysis. Key responsibilities include providing decision-support analysis, performing variance analysis, and supporting budgeting processes. Ideal candidates will have 2+ years of relevant experience, advanced Excel skills, and strong communication abilities. The company offers a fast-paced environment with opportunities for collaboration and process improvement.

Qualifications

• 2+ years of experience as a Financial Analyst, Data Analyst, or similar role.
• Experience building financial and operational models from scratch.
• Healthcare or dental industry experience a plus, not required.

Responsibilities

• Provide decision-support analysis and actionable insights on key performance metrics.
• Perform variance analysis and trend analysis tied to month-end results.
• Support budgeting and forecasting processes.

Skills

Advanced Excel skills

Strong business partnering

Communication skills

Analytical skills

Tools

BI software (Planful preferred)

Job description

A growing financial services company in Dallas is seeking a Senior Financial Analyst. This role involves supporting decision-making through budgeting, forecasting, and performance analysis. Key responsibilities include providing decision-support analysis, performing variance analysis, and supporting budgeting processes. Ideal candidates will have 2+ years of relevant experience, advanced Excel skills, and strong communication abilities. The company offers a fast-paced environment with opportunities for collaboration and process improvement.