Senior FP&A Analyst: Strategic Forecasting & Insights

The GIST Ltd; Dallas (TX); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical

Dental

Vision

HSA

Life Insurance

Flexible PTO

Parental Leave

20 Holidays

401(k) + Match

Disability Insurance

Job summary

Learfield is seeking a Senior Financial Analyst in Dallas, TX to join our Corporate Finance (FP&A) team. This hybrid role focuses on detailed budgeting, forecasting, variance analysis, and executive-ready commentary across corporate functions.

You will partner with division leaders, own headcount and operating forecasts, review invoices, and support month-end close. The position requires strong Excel skills and ERP/FP&A system experience.

Qualifications

• Bachelor's degree in accounting, finance, or related field; CPA or master's preferred.
• 4+ years of FP&A, corporate finance, accounting, audit, or related analytical role.
• Strong accounting foundation; evaluate expense coding, accruals, prepaids, fixed assets.
• Advanced Excel skills; analyze large data sets; SUMIFS, XLOOKUP/INDEX-MATCH, IF, PivotTables.
• Excellent written, verbal communication; explain results to management and partners.
• Ability to manage multiple deliverables across departments with attention to detail.
• Experience with ERP/ FP&A systems; Adaptive Planning, Dynamics GP, Concur, Workday a plus.

Responsibilities

• Own detailed financial planning and analysis for corporate divisions, including annual budgets, periodic forecasts, actual-to-budget and actual-to-forecast variance analysis, and clear commentary on key business drivers.
• Partner with division leaders to understand operating results, challenge assumptions, identify risks and opportunities, and maintain accurate headcount, compensation, operating expense, and capital forecasts.
• Develop progressive ownership of the company's healthcare financial management, including invoice coding and submission, monthly P&L review, budgeting, forecasting, claims and claimant-trend analysis, funding and rate analysis, variance explanations, and decision support for Finance and HR leadership.
• Review and approve invoices and expenses for appropriate accounting treatment and coding, including prepaid expenses, fixed assets, cost center and account classification, and other relevant considerations; coordinate timely submission and follow-up with Accounts Payable and business owners.
• Support monthly and year-end close activities by reviewing general ledger detail, investigating variances, reconciling financial activity, and coordinating with Accounting on required accruals, reclasses, and journal entries.
• Support enterprise-wide FP&A processes, including development and maintenance of common budget and forecast assumptions and coordination with FP&A teams across the company's primary business units.
• Maintain and interpret financial models, reporting templates, and large data sets in Excel and Adaptive; validate formulas and inputs, identify inconsistencies, and summarize conclusions for management.
• Prepare concise, executive-ready financial reporting and commentary that distinguishes timing items from structural trends and focuses attention on material business implications.
• Perform ad hoc financial analysis and special projects, including evaluating business alternatives, researching financial questions, and modeling the impact of operating or strategic decisions.
• Contribute to finance process and systems improvements, including the company's future ERP and FP&A roadmap, with an emphasis on data quality, controls, efficiency, and scalable reporting.
• Use approved technology and AI tools thoughtfully to improve productivity, analysis, documentation, and communication while maintaining confidentiality and appropriate review controls.

Skills

FP&A

Advanced Excel

Financial analysis

Variance analysis

Communication

Cross-functional collaboration

Analytical judgment

Education

Bachelor's degree in accounting/finance

CPA or master's degree (a plus)

Tools

Adaptive Planning

Microsoft Dynamics GP

Concur

Workday

Job description

Learfield is seeking a Senior Financial Analyst in Dallas, TX to join our Corporate Finance (FP&A) team. This hybrid role focuses on detailed budgeting, forecasting, variance analysis, and executive-ready commentary across corporate functions.

You will partner with division leaders, own headcount and operating forecasts, review invoices, and support month-end close. The position requires strong Excel skills and ERP/FP&A system experience.