Senior Financial Analyst, SG&A

Data Analysis Incorporated; Plano (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Senior Analyst in FP&A to drive financial analysis and decision support for SG&A functions. This dynamic role involves budgeting, forecasting, and reporting on expenses while collaborating with cross-functional teams to ensure alignment and clear communication of financial performance. The ideal candidate will possess strong expertise in financial modeling and analytical skills, with a focus on IT Finance. Join a forward-thinking company that values creativity and teamwork, and help shape strategic initiatives through in-depth financial analysis and actionable insights.

Qualifications

• 3-5 years of relevant FP&A experience required, with IT Finance as a focus.
• Strong expertise in financial modeling and analytical skills essential.

Responsibilities

• Manage budgets and forecasts, providing actionable insights and reporting.
• Perform detailed variance analysis to support IT and HR decision making.

Skills

Financial Modeling

Analytical Skills

Critical Thinking

Communication Skills

Attention to Detail

Education

Bachelor in Accounting

Master in Business Administration (MBA)

Tools

Excel

PowerPoint

D365

EPM Solutions

Job description

About Us

Data Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services.

Summary

The Sr. Analyst, FP&A will play a key role in driving financial analysis and decision support for SG&A functions, with an added focus on IT and HR support. This position is responsible for budgeting, forecasting, and reporting on SG&A expenses, providing actionable insights into cost drivers, variance analysis, and overall efficiency. As a subject matter expert on all aspects of SG&A financials, the Sr. Analyst will collaborate closely with cross-functional teams to ensure alignment and clear communication of financial performance. The role will also involve the development of advanced financial models, pro-forma financial statements, and support for strategic initiatives that require in-depth financial analysis as needed. Strong expertise in financial modeling, critical thinking, and the ability to engage with diverse stakeholders will be essential to success in this dynamic and high-impact role.

Duties and Responsibilities

1. Coordinate and manage budgets and forecasts for departments, projects, and as needed, in addition to developing an in-depth understanding of all impacting variables to become an SME
2. Perform detailed variance analysis elucidating drivers in each accounting period, especially in support of IT and HR to enable deep understanding of results and quick decision making
3. Act as key contact to business partners and intermediary between Accounting and other groups to ensure agreement of all numbers and alignment of recognition
4. Provide actionable insights and strong reporting commentary, including development of metrics and their reporting
5. Support FP&A leadership in deck preparation, consolidation, QC, etc.
6. Proactively identify and action process improvements, support systems’ implementations, etc.
7. Ad-hoc corporate project modeling, analysis and reporting

Qualifications & Requirements

1. Bachelor in Accounting, Finance or Business Administration required
2. Master in Business Administration (MBA) and/or professional certification (e.g., CMA, CPA) preferred
3. 3-5 years of relevant FP&A experience required, of which IT Finance was a substantial portion
4. Advanced Excel & PowerPoint skills required (modern functions, keyboard shortcuts, etc.)
5. Strong grasp of general business, financial concepts and accounting principles (GAAP)
6. Strong analytical and research skills – ability to source answers and information independently
7. Knowledge of financial software and systems, especially major D365 & major EPM solutions (e.g., Planful, Hyperion)
8. Demonstrated attention to detail as well as the ability to summarize results
9. Ability to prioritize tasks and manage multiple, often competing, interests while working independently
10. Excellent written and verbal communications skills, including ability to present to groups

Working Conditions

Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

Equal Opportunity Employer

Data Analysis Inc is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.