Sr. Analyst, Finance and Strategy

Solomon Page; Dallas (TX); On-site; USD 105,000 - 150,000; Full time

Job summary

Solomon Page is seeking a Senior Analyst, Finance to join a fast-growing team in Dallas, supporting budgeting, forecasting, and maintenance of financial models. The role involves owning the enterprise forecasting model, collaborating with finance leadership, and driving data-driven insights across the business.

The ideal candidate has 2–5 years in FP&A or related finance roles, strong Excel and modeling skills, and experience with NetSuite and Power BI.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
• 2–5 years of FP&A, corporate finance, financial analysis, or a similar role.
• Strong Excel and financial modeling skills, including the ability to build and understand three-statement financial models.
• Exceptional attention to detail with the ability to identify data and formula issues while maintaining a broader understanding of the company’s financial priorities.
• Comfortable working directly with business leaders to gather information, understand operational drivers, and validate financial assumptions.
• Strong analytical and problem-solving skills, with the ability to translate financial data into clear business insights.
• Experience with financial systems such as NetSuite and reporting or analytics platforms such as Power BI.
• Experience leveraging AI tools such as Claude to improve financial workflows and productivity is a plus.

Responsibilities

• Own the enterprise forecasting model on a day-to-day basis, including data updates, formula integrity, version control, documentation, and ongoing maintenance.
• Partner with the Director, Finance on the redesign and rebuild of the enterprise financial model, helping identify and incorporate previously unmodeled business drivers.
• Gather and validate data, test new forecasting logic against historical results, and ensure updated model components are accurate and reliable before implementation.
• Support the annual budgeting and planning process by developing supporting schedules, consolidating departmental inputs, and working directly with business leaders across the organization.
• Develop a deeper understanding of the company’s evolving operating profile and contribute to long-range planning and financial outlooks.
• Build, automate, and maintain recurring financial reporting, including monthly financial insights, KPIs, and other management reporting used across the organization.
• Translate financial and operational data into actionable insights, helping business leaders understand both the numbers and the key drivers behind them.
• Partner with executive leadership on special projects and financial analyses related to strategic initiatives, technology investments, operational improvements, partnerships, and other capital allocation decisions.
• Identify opportunities to improve financial processes, reporting, modeling, and workflows through automation, technology, and AI.
• Proactively identify data, modeling, and reporting issues and resolve them before they impact business decisions or senior leadership reporting.

Skills

Excel

Financial modeling

Three-statement models

Data analysis

Power BI

NetSuite

Claude AI

Education

Bachelor’s degree in Finance, Accounting, Business, Economics, or related field

Tools

Power BI

NetSuite

Job description

We’re recruiting a Senior Analyst, Finance for a fast-growing company in Dallas seeking a highly analytical finance professional to support annual budgeting, strengthen the enterprise forecasting model, and own ongoing financial model maintenance.

• Location: Dallas, TX or New York, NY
• Salary: $105k-$150k + bonus

Responsibilities

• Own the enterprise forecasting model on a day-to-day basis, including data updates, formula integrity, version control, documentation, and ongoing maintenance.
• Partner with the Director, Finance on the redesign and rebuild of the enterprise financial model, helping identify and incorporate previously unmodeled business drivers.
• Gather and validate data, test new forecasting logic against historical results, and ensure updated model components are accurate and reliable before implementation.
• Support the annual budgeting and planning process by developing supporting schedules, consolidating departmental inputs, and working directly with business leaders across the organization.
• Develop a deeper understanding of the company’s evolving operating profile and contribute to long-range planning and financial outlooks.
• Build, automate, and maintain recurring financial reporting, including monthly financial insights, KPIs, and other management reporting used across the organization.
• Translate financial and operational data into actionable insights, helping business leaders understand both the numbers and the key drivers behind them.
• Partner with executive leadership on special projects and financial analyses related to strategic initiatives, technology investments, operational improvements, partnerships, and other capital allocation decisions.
• Identify opportunities to improve financial processes, reporting, modeling, and workflows through automation, technology, and AI.
• Proactively identify data, modeling, and reporting issues and resolve them before they impact business decisions or senior leadership reporting.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
• 2–5 years of experience in FP&A, corporate finance, financial analysis, or a similar role.
• Strong Excel and financial modeling skills, including the ability to build and understand three-statement financial models.
• Exceptional attention to detail with the ability to identify data and formula issues while maintaining a broader understanding of the company’s financial priorities.
• Comfortable working directly with business leaders to gather information, understand operational drivers, and validate financial assumptions.
• Strong analytical and problem-solving skills, with the ability to translate financial data into clear business insights.
• Experience with financial systems such as NetSuite and reporting or analytics platforms such as Power BI.
• Experience leveraging AI tools such as Claude to improve financial workflows and productivity is a plus.

The Solomon Page Distinction

Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs – this specialized approach sets us apart in the industries we serve.

About Solomon Page

Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.

Opportunity Awaits.