Senior Financial Analyst – Strategic Finance

Financial Additions; Fort Worth (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Financial Additions is seeking a Senior Financial Analyst to join our Strategic Finance & Financial Modeling team. You will build sophisticated three-statement models, forecast cash flows, and provide actionable insights for executive leadership.

You will partner with operations and other functions to drive budgeting, variance analysis, and capital allocation decisions, delivering dashboards and reports that support strategic growth.

Qualifications

• Strong financial modeling capabilities with three-statement modeling experience.
• Experience building 13-week cash flow forecasts and liquidity analysis.
• Expertise in budgeting, forecasting, and variance analysis to drive strategy.
• Understanding of financial statements, metrics, and cash flow drivers.
• Advanced Excel and ability to translate data into actionable insights.

Responsibilities

• Develop, maintain, and enhance integrated financial models (income, balance sheet, cash flow).
• Lead cash flow forecasting, liquidity analysis, and working capital trend review.
• Own budgeting, forecasting, variance analysis, and performance evaluations.
• Assess capital investments with ROI and feasibility modeling.
• Prepare executive dashboards and reporting packages for leadership.
• Create scenario and sensitivity analyses to inform long-term planning.
• Collaborate with ops and functions to identify financial improvement opportunities.
• Leverage planning and BI platforms to improve forecast accuracy and reporting.

Skills

Advanced financial modeling

Cash flow forecasting

Budgeting and forecasting

Variance analysis

Financial analysis

Excel proficiency

Capital expenditure modeling

Scenario & sensitivity analysis

Executive reporting

Financial planning & reporting

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

Planful

Power BI

Microsoft Dynamics NAV

Excel

Job description

Senior Financial Analyst – Strategic Finance & Financial Modeling

Position Overview

We are seeking a highly analytical and technically strong Senior Financial Analyst to join a dynamic finance team. This is a high-impact opportunity for someone who enjoys building sophisticated financial models, analyzing business performance, and providing actionable insights that influence key business decisions.

The ideal candidate brings exceptional financial modeling capabilities, strong business acumen, and the ability to translate complex financial data into meaningful recommendations. This position offers significant exposure to executive leadership and the opportunity to contribute directly to the organization's financial strategy and long-term growth.

Key Responsibilities

• Advanced Financial Modeling: Develop, maintain, and enhance complex financial models, including fully integrated three-statement models encompassing the income statement, balance sheet, and cash flow statement.
• Cash Flow Forecasting: Build and manage 13-week cash flow forecasts, evaluate liquidity requirements, and analyze working capital trends.
• Financial Planning & Analysis: Lead detailed budgeting, forecasting, variance analysis, and financial performance evaluations to support strategic business objectives.
• Capital Expenditure Analysis: Evaluate capital investments, develop ROI and financial feasibility models, and provide recommendations on capital allocation decisions.
• Executive Reporting: Prepare comprehensive financial reporting packages, dashboards, and presentations that communicate financial performance, risks, and opportunities to senior leadership.
• Scenario & Sensitivity Analysis: Create dynamic financial models to evaluate business scenarios, assess financial risks, and support long-term planning.
• Strategic Business Partnership: Collaborate with operational and functional leaders to understand financial drivers, identify opportunities for improvement, and support critical business initiatives.
• Financial Systems & Reporting: Leverage financial planning and business intelligence platforms to improve forecasting accuracy, reporting efficiency, and analytical capabilities.
• Investment & Growth Analysis: Support financial evaluations related to business expansion, investment opportunities, financing strategies, and potential acquisitions.
• Process Improvement: Identify opportunities to automate reporting, streamline financial processes, and strengthen the organization's financial planning infrastructure.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
• Strong experience in financial analysis, corporate finance, strategic finance, or investment banking.
• Advanced financial modeling skills are essential, including demonstrated experience building and maintaining integrated three-statement financial models.
• Experience developing cash flow forecasts, including 13-week cash flow models.
• Strong understanding of financial statements, business performance metrics, and cash flow drivers.
• Advanced Excel proficiency, including complex formulas, scenario modeling, and financial analysis.
• Experience with capital expenditure modeling, investment analysis, or capital allocation strongly preferred.
• Exposure to financial planning and reporting platforms such as Planful, Power BI, and Microsoft Dynamics NAV is beneficial.
• Previous experience within a publicly traded organization, private equity-backed business, investment banking environment, or similarly sophisticated finance function is highly desirable.
• Excellent communication skills with the ability to present financial findings and recommendations to executive stakeholders.