Sr Financial Analyst

Freeman; Dallas (TX); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Tuition Reimbursement

Life, Accident and Disability

Retirement with Company Match

Paid Time Off

Job summary

The Freeman Company is seeking a highly motivated Senior Financial Analyst to join our FP&A team in North Dallas, supporting month-end close, budgeting, forecasting, and ad hoc analyses. You will partner with leaders across Sales, Operations, HR, Accounting, and Finance to drive performance.

The role requires 3+ years in FP&A or related fields, advanced Excel and Power BI experience, and familiarity with ERP systems. It offers a hybrid schedule with in-office/show-site 2–3 days per week.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics or related field required.
• 3+ years of FP&A, Finance, Accounting or related experience.
• Advanced Excel skills including modeling and data analysis.
• Experience with Power BI, AI-enabled productivity tools (Copilot/Claude) a plus.
• Experience with ERP/planning systems such as SAP, Hyperion, Workday or equivalent.
• Strong budgeting, forecasting, workforce planning and management reporting knowledge.
• Experience automating reporting processes and driving efficiency.
• Strong analytical, written and verbal communication skills.
• Self-starter who can manage multiple priorities in a fast-paced environment.
• Demonstrated ability to extract, manipulate, analyze and present data effectively.

Responsibilities

• Support month-end close, forecasting, budgeting, and financial reporting activities, including SG&A variance analysis and performance reviews.
• Develop and maintain financial models, workforce planning tools, and management reporting to support business planning and operational decision-making.
• Prepare and deliver recurring financial, operational, and headcount reporting with data accuracy and consistency.
• Conduct ad hoc analyses and provide actionable insights to support strategic initiatives and resource allocation decisions.
• Identify opportunities to improve reporting efficiency and leverage automation/AI-enabled solutions.
• Partner with Sales, Operations, HR, Accounting, and Finance leaders to support planning, forecasting and business objectives.

Skills

Financial analysis

Budgeting & forecasting

Cross-functional collaboration

Written and verbal communication

Multi-priority management

Education

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

Tools

Excel

Power BI

Microsoft Copilot

Claude

SAP

Hyperion

Workday

Job description

Career Opportunities: Sr Financial Analyst (94896)

Requisition ID94896-Posted11/06/2026-Freeman- Country (1) - Location (1) - Function (1) - Job Type (1)

The Freeman Company is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry’s largest network of experts, The Freeman Company's insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 99-year legacy in event management as well as new technologies to deliver moments that matter.

Summary

We are seeking a highly motivated and detail-oriented Senior Financial Analyst to join our FP&A team supporting the Growth organizations. This role serves as a strategic business partner responsible for month-end reporting, budget and forecast planning, and a variety of ad hoc financial tasks. The ideal candidate will be analytical, collaborative, and comfortable working with cross-functional leaders across all levels of the business.

This position will support our Finance team. It is eligible to work a hybrid schedule, generally requiring work in-office and/or show-site 2-3 days per week. This position is based out of our North Dallas office in Dallas, TX.

• Support month-end close, forecasting, budgeting, and financial reporting activities, including SG&A variance analysis and performance reviews.
• Develop and maintain financial models, workforce planning tools, and management reporting to support business planning and operational decision-making.
• Prepare and deliver recurring financial, operational, and headcount reporting while ensuring data accuracy, integrity, and consistency.
• Conduct ad hoc analyses and provide actionable insights to support strategic initiatives, business performance, and resource allocation decisions.
• Identify and implement opportunities to improve reporting efficiency, enhance financial processes, and leverage automation and AI-enabled solutions.
• Partner cross-functionally with leaders across Sales, Operations, HR, Accounting, and Finance to support planning, forecasting, and business objectives.

Education & Experience

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related field is required.
• 3+ years of FP&A, Finance, Accounting, Business Analytics, or related experience.
• Advanced Excel skills including modeling and data analysis.
• Experience with Power BI, Microsoft Copilot, Claude, or other AI-enabled productivity tools.
• Experience with ERP and planning systems such as SAP, Hyperion, Workday, or equivalent.
• Strong understanding of budgeting, forecasting, workforce planning, and management reporting.
• Experience automating reporting processes and improving operational efficiency preferred.
• Strong analytical, written, and verbal communication skills.
• Self-starter with the ability to manage multiple priorities in a fast-paced environment.
• Demonstrated ability to extract, manipulate, analyze, and present data effectively.

What We Offer

The Freeman Company provides benefits that aim to empower our people and their families to thrive mentally, physically, and financially. These are a handful of the types of programs and benefits our full-time people may be eligible for. There may be some variances in specific benefits across regions.

• Tuition Reimbursement
• Life, Accident and Disability
• Retirement with Company Match
• Paid Time Off

Diversity Commitment

At The Freeman Company, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status and other characteristic protected by federal, state or local laws.