Senior Financial Analyst - Private Equity

Financial Additions; Keller (TX); On-site; USD 85,000 - 115,000; Full time

Job summary

Financial Additions in Keller, TX seeks a Senior Financial Analyst to support FP&A, forecasting, reporting, modeling, and strategic analysis. The role offers broad exposure across the organization and the opportunity to work on projects typically reserved for more experienced finance professionals.

The ideal candidate will have 2–4 years of progressive finance or FP&A experience with a demonstrated track record of taking on increasing responsibility, and exposure to private equity–backed

Qualifications

• 2–4 years of progressive FP&A or finance experience.
• Experience building and maintaining financial models for forecasting, budgeting, and decision-making.
• Strong understanding of three-statement model and cash flow relationships.
• Ability to interpret metrics and communicate insights to leadership.

Responsibilities

• Build, maintain, and enhance financial models for forecasting, budgeting, and strategic decision-making.
• Support three-statement financial model and understand relationships among income statement, balance sheet, and cash flow.
• Develop and maintain 13-week cash flow forecasts.
• Support monthly, quarterly, and annual forecasting processes.
• Assist with annual budgeting and long-range planning.
• Prepare monthly financial reporting and management presentations.
• Analyze revenue, gross margin, EBITDA, working capital, cash flow, and other metrics.
• Identify trends, variances, risks, and opportunities and communicate findings to FP&A leadership.
• Partner with CFO and FP&A on strategic financial analysis and special projects.
• Develop models to support business decisions, investments, and growth initiatives.
• Assist with M&A and transaction-related analysis, including diligence and modeling.
• Support analyses related to capital expenditures, ROI, debt, and capital structure.
• Collaborate with operations, sales, and purchasing to understand drivers and improve performance.
• Develop dashboards and reporting tools to improve financial visibility.
• Identify opportunities to improve FP&A processes, reporting, forecasting, and automation.

Skills

Financial modeling

Forecasting

FP&A experience

Advanced Excel

Private equity exposure

Job description

The Senior Financial Analyst will report to the Manager of FP&A and work closely with the Senior Manager of FP&A and CFO.

This person will support the company's financial planning, forecasting, reporting, modeling, and strategic analysis. Because the finance team is small, the role will provide broad exposure across the organization and the opportunity to work on projects typically reserved for more experienced finance professionals.

The ideal candidate will have 2–4 years of progressive finance or FP&A experience and a demonstrated track record of taking on increasing responsibility. Experience in a private equity-backed, holding company, investment banking, transaction advisory, or similarly analytical environment is highly desirable.

Key Responsibilities

• Build, maintain, and enhance financial models used for forecasting, budgeting, and strategic decision-making.
• Support the company's three-statement financial model and develop a strong understanding of the relationship between the income statement, balance sheet, and cash flow.
• Assist with the development and maintenance of 13-week cash flow forecasts.
• Support monthly, quarterly, and annual forecasting processes.
• Assist with the annual budgeting and long-range planning processes.
• Prepare monthly financial reporting and management presentations.
• Analyze revenue, gross margin, EBITDA, working capital, cash flow, and other key operating metrics.
• Identify trends, variances, risks, and opportunities and communicate findings to FP&A leadership.
• Partner with the CFO and FP&A team on strategic financial analysis and special projects.
• Develop financial models and analysis to support business decisions, investments, and growth initiatives.
• Assist with M&A and transaction-related analysis, including financial diligence and modeling.
• Support analysis related to capital expenditures, ROI, debt, and capital structure.
• Partner with operations, sales, purchasing, and other departments to understand business drivers and improve financial performance.
• Develop dashboards, reporting tools, and other analytical resources to improve financial visibility.
• Assist in identifying opportunities to improve FP&A processes, reporting, forecasting, and automation.
• Research and analyze business performance to understand why the numbers are moving, not simply report the results.
• Support ad hoc analysis and special projects for the CFO and senior leadership team.
• Take on increasing ownership of FP&A processes as the company continues to grow.