SR. Financial Analyst

Thomas, Edwards Group; Dallas (TX); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Thomas, Edwards Group seeks a Senior Financial Analyst to drive planning, forecasting, and budgeting across profit centers in a hybrid Dallas-based role. You will analyze revenue, labor costs, utilization, and margins to uncover operational opportunities and support leadership with actionable insights.

The ideal candidate brings 5+ years in financial analysis within professional services or labor-intensive sectors, with strong Excel modeling and ERP/BI experience.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive financial analysis experience, preferably in professional services.
• Experience supporting multiple business units, service lines, or profit centers.
• Strong understanding of labor-driven financial metrics including utilization, realization, billable hours, labor absorption, and project margins.
• Advanced Excel and financial modeling skills.
• Experience with ERP systems, business intelligence tools, and financial reporting platforms.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to communicate financial concepts effectively to operational and executive leadership.

Responsibilities

• Lead financial planning, forecasting, and budgeting activities across multiple business units, departments, or profit centers.
• Analyze revenue, labor costs, utilization, realization, and profitability trends to identify operational opportunities and risks.
• Develop and maintain financial models related to staffing, labor planning, project profitability, and operational performance.
• Partner with operational leadership and the Board of Directors to monitor KPIs including utilization rates, billable hours, labor efficiency, backlog, and margin performance.
• Prepare monthly financial reporting packages, variance analyses, dashboards, and executive presentations.
• Support strategic decision-making through scenario analysis, forecasting, and business case development.
• Analyze compensation structures, labor allocations, and workforce productivity metrics.
• Collaborate with accounting and operations teams to improve reporting accuracy, processes, and financial controls.
• Assist with annual planning cycles, long-range planning, and profitability improvement initiatives.
• Identify opportunities for automation, reporting enhancements, and process efficiencies within financial systems and workflows.
• Support M&A analysis, integration efforts, or expansion initiatives as needed.

Skills

Advanced Excel

Financial modeling

Analytical thinking

Communication skills

Education

Bachelor's degree in Finance/Accounting/Economics

MBA

CPA

CFA

Tools

NetSuite ERP

Power BI

Tableau

Adaptive Planning

Job description

Position Summary

We are seeking a highly analytical and business-oriented Senior Financial Analyst to support a dynamic professional services organization with multiple profit centers and an operating model where our people create our value. This role will partner closely with operational leaders to drive financial performance, improve labor utilization, support forecasting and budgeting processes, and deliver actionable insights across the business. The ideal candidate has strong experience in professional services, consulting, engineering, staffing, or other environments where workforce management, project profitability, and operational efficiency are critical to success.

While hybrid work options are available, this position is based in Dallas, Texas. Candidates should be located in or willing to relocate to the Dallas area.

Key Responsibilities

• Lead financial planning, forecasting, and budgeting activities across multiple business units, departments, or profit centers


• Analyze revenue, labor costs, utilization, realization, and profitability trends to identify operational opportunities and risks


• Develop and maintain financial models related to staffing, labor planning, project profitability, and operational performance


• Partner with operational leadership and the Board of Directors to monitor KPIs including utilization rates, billable hours, labor efficiency, backlog, and margin performance


• Prepare monthly financial reporting packages, variance analyses, dashboards, and executive presentations


• Support strategic decision-making through scenario analysis, forecasting, and business case development


• Analyze compensation structures, labor allocations, and workforce productivity metrics


• Collaborate with accounting and operations teams to improve reporting accuracy, processes, and financial controls


• Assist with annual planning cycles, long-range planning, and profitability improvement initiatives


• Identify opportunities for automation, reporting enhancements, and process efficiencies within financial systems and workflows - including working with the technical team to create dashboards in an ERP or other reporting system


• Support M&A analysis, integration efforts, or expansion initiatives as needed

Qualifications

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


• 5+ years of progressive financial analysis experience, preferably in professional services, consulting, engineering, staffing, or other labor-intensive industries


• Experience supporting multiple business units, service lines, or profit centers


• Strong understanding of labor-driven financial metrics including utilization, realization, billable hours, labor absorption, and project margins


• Advanced Excel and financial modeling skills


• Experience with ERP systems, business intelligence tools, and financial reporting platforms


• Strong analytical, organizational, and problem-solving abilities


• Ability to communicate financial concepts effectively to operational and executive leadership


• Proven ability to manage multiple priorities in a fast-paced environment


• Demonstrated ability to work independently with minimal supervision while effectively managing priorities and responsibilities

Preferred Qualifications

• MBA, CPA, CFA, or other relevant professional designation


• Experience with project accounting or workforce planning models


• Strong experience with NetSuite ERP, financial reporting, and multi-entity environments


• Familiarity with Power BI, Tableau, Adaptive Planning, or similar analytics tools


• Experience in acquisitive or multi-entity organizations

Core Competencies

• Financial modeling and forecasting


• Labor and operational analytics


• Business partnership and communication


• Strategic thinking and decision support


• Process improvement and automation


• Attention to detail and data accuracy


• Executive reporting and presentation skills

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