Senior FP&A Analyst / Financial Analyst

Hoxton Circle; Dallas (TX); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Job summary

A leading company is looking for a Director in Financial Services & Corporate Clients, responsible for cash flow forecasting, performance reporting, and cross-department collaboration. Applicants should have a Bachelor's degree in Finance with 2+ years of relevant experience, and be capable of utilizing tools like Excel and Tableau to drive strategic business decisions.

Qualifications

• Minimum 2 years in finance, investment banking, or consulting.
• Strong Excel modeling skills (VBA/Macros).
• Exceptional communication skills for senior stakeholders.

Responsibilities

• Lead development of cash flow forecasts and liquidity models.
• Assist with financial reporting and variance analysis.
• Monitor KPIs for financial health and operational efficiency.

Skills

Cash Forecasting

Financial Reporting

Communication

Team Collaboration

Education

Bachelor's degree in Finance

CPA or CFA (a plus)

Tools

Excel

Tableau

Job description

1 week ago Be among the first 25 applicants

This range is provided by Hoxton Circle. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $100,000.00/yr

Direct message the job poster from Hoxton Circle

Director - Financial Services & Corporate Clients at Hoxton Circle

Our client is a dynamic organization backed by private equity, committed to innovation, strategic growth, and operational excellence. This role is at the center of strategic financial planning—owning cash flow forecasting, performance reporting, and executive-level analytics—while gaining exposure across departments in a high-visibility role.

• Lead the development of short- and long-term cash flow forecasts and liquidity models. Provide treasury reporting and strategic insights to ensure optimal financial planning.
• Assist with monthly, quarterly, and annual financial reports. Perform variance analysis and identify trends to support strategic initiatives.
• Use Excel, Tableau, and other tools to create detailed financial models, dashboards, and reports that drive business decisions.
• Monitor KPIs and support the development of performance metrics to measure financial health and operational efficiency.
• Deliver ad hoc financial analysis and decision support for senior leadership, shareholders, and the board.
• Partner with Finance, Accounting, and cross-functional teams to gather inputs and deliver accurate, actionable insights.

Requirements:

• Bachelor’s degree in Finance, Accounting, or a related field. CPA or CFA is a plus.
• Minimum of 2 years of experience in finance, investment banking, consulting, or a similar role.
• Strong background in cash forecasting, banking operations, or treasury systems.
• Proficiency in advanced Excel modeling (VBA/Macros); Tableau experience is a plus.
• Deep understanding of financial reporting, accounting principles, and KPIs.
• Exceptional communication skills – ability to simplify complex financial data for senior stakeholders.
• Strong interpersonal skills and a team-player mentality.
• Self-starter who thrives in a fast-paced, evolving environment with shifting priorities.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Accounting/Auditing, and Strategy/Planning

• Industries

  Venture Capital and Private Equity Principals, Manufacturing, and Machinery Manufacturing

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Inferred from the description for this job

Medical insurance

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