Sr. Financial Analyst

M&D; Southlake (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

M&D is seeking a Senior Financial Analyst in Southlake, TX, to deliver high-quality financial analysis, forecasting, and strategic reporting that informs leadership decisions. You will partner with operations and leadership to translate data into actionable insights on performance and costs.

The ideal candidate brings 5+ years in financial analysis, strong GAAP knowledge, and advanced Excel skills, with experience communicating complex results to both finance and non-finance stakeholders.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive financial analysis experience including budgeting, forecasting, and management reporting.
• Strong understanding of GAAP and financial statement analysis.
• Advanced Excel skills (pivot tables, complex formulas, financial modeling).
• Excellent communication and ability to present financial information to diverse audiences.

Responsibilities

• Support annual budget and quarterly forecasting with department managers.
• Develop and maintain financial models for planning, investments, pricing, and profitability.
• Prepare monthly, quarterly, and annual financial reports with variance analysis.
• Monitor KPIs such as gross margin, OPEX, EBITDA, and working capital.
• Assist with month-end/year-end close and audits; ensure GAAP compliance.

Skills

Advanced Excel

Analytical thinking

Financial communication

Attention to detail

Cross-functional collaboration

Education

Bachelor's degree in Finance, Accounting, or Economics

MBA or CPA (preferred)

Tools

Power BI

SQL

Tableau

ERP systems (Microsoft Dynamics/ Epicor Prelude)

Job description

About M&D

For the past

For the past 80+ years, M&D has led the aftermarket in remanufacturing innovation to address technological advancements and changing customer needs. In the past few decades, we have expanded beyond our remanufacturing roots to develop close (and sometimes exclusive) partnerships with the world’s leading OEMs and manufacturers.

Those partnerships with key suppliers like Bosch, Garrett, Federal Mogul, Cummins, Stanadyne, Holset, BorgWarner, Delphi, Yanmar, Mitsubishi, Denso and others have been critical in honing our remanufacturing capabilities and expanding our parts offering to include new, no core options in fuel injectors and fuel pumps, diesel engine cylinder heads, blocks, crankshafts and connecting rods. M&D also stocks a complete assortment of turbos (new and remanufactured), inframe overhaul kits, filtration and aftertreatment parts including DPFs, DOCs, EGRs, sensors and other engine parts.

Our strong remanufacturing roots combined with our 41 branch locations, a nationwide outside sales team of 25 and our close OEM & Manufacturer partnerships make us unique in the industry – no one understands diesel engine failure analysis and parts better than M&D. WE FUEL UPTIME.

About The Role

We are seeking a Senior Financial Analyst to deliver high-quality financial analysis, forecasting, and strategic reporting that drives business decision‑making across the organization. This role serves as a key finance partner to operational and leadership teams — translating complex financial data into clear, actionable insights on performance, costs, and trends. The ideal candidate brings deep analytical skills, a strong grasp of accounting principles, and the ability to communicate financial information effectively to both finance and non-finance stakeholders.

What You’ll Do

Planning & Forecasting

• Support the annual budget and quarterly forecasting processes, partnering with department managers to develop accurate and timely financial plans
• Develop and maintain financial models to support strategic planning, capital investment decisions, pricing analysis, and profitability reviews

Reporting & Analysis

• Prepare and distribute monthly, quarterly, and annual financial reports including variance analysis against budget, forecast, and prior year
• Analyze business unit and branch-level financial performance, identifying trends, risks, and opportunities and presenting findings to senior leadership
• Monitor and report on key performance indicators (KPIs) including gross margin, operating expenses, EBITDA, and working capital metrics

Accounting & Compliance

• Support month-end and year-end close processes by partnering with the accounting team to ensure accuracy of financial results and proper accruals
• Assist with annual financial audits and ensure financial reporting is in compliance with GAAP and internal policies

Process Improvement

• Drive improvements to financial reporting tools, dashboards, and processes to increase efficiency and data quality
• Perform other duties as assigned

Required

What We're Looking For

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 5+ years of progressive financial analysis experience, including budgeting, forecasting, and management reporting
• Strong understanding of GAAP and financial statement analysis (income statement, balance sheet, cash flow)
• Advanced Excel skills (pivot tables, complex formulas, financial modeling)
• Strong analytical, critical thinking, and problem-solving skills with high attention to detail
• Excellent communication skills with the ability to present financial information clearly to both finance and non-finance audiences
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Successful completion of pre-employment background and drug screening
• Fosters good coworker citizenship and contributes to a positive work environment

Preferred

• MBA or CPA
• Experience with Power BI, SQL, Tableau, or similar reporting tools
• Experience with ERP systems; Microsoft Business Central and/or Epicor Prelude a plus
• Experience within the distribution, automotive, diesel, or transportation industry

Working Conditions

This is a desk-based role in a standard office environment. The position requires prolonged periods of sitting and working on a computer, with the ability to perform repetitive motions such as typing and filing, and to occasionally lift and carry up to 15 lbs.

Note

This posting does not represent an exhaustive list of responsibilities. Additional duties may be assigned as needed.

Equal Opportunity Employer

We provide equal employment opportunity to all qualified applicants and employees without regard to race, color, sex, religion, national origin, age, sexual orientation, gender identity, marital status, familial status, disability, military status, or genetic information.