Sr. Financial Analyst (Remote)

DerbySoft; Dallas (TX); Remote; USD 70,000 - 110,000; Full time

Job summary

An innovative company is seeking a skilled Financial Analyst to join their dynamic FP&A team. This role involves creating financial models, presenting insights to management, and collaborating with various departments to support business decisions. The ideal candidate will possess strong analytical skills, attention to detail, and the ability to thrive in a fast-paced environment. With a focus on continuous improvement and customer satisfaction, this position offers the opportunity to make a significant impact in a collaborative setting. Join a team that values diversity and empowers its members to contribute ideas and solutions.

Benefits

Flexible Schedule

Paid Time Off

Competitive Pay

Bonuses

Retirement Plans

Qualifications

• 3-5 years of FP&A experience in travel technology or startups preferred.
• Experience with large datasets and reconciliation.

Responsibilities

• Create and present monthly financial results comparing actuals versus budget.
• Establish annual budgets and coordinate with FP&A colleagues.
• Support profitability analysis and process improvements.

Skills

Financial Analysis

Excel Proficiency

Data Cleansing

Stakeholder Management

Chinese (Mandarin)

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Tools

PowerBI

Job description

Join to apply for the Sr. Financial Analyst (Remote) role at DerbySoft

About DerbySoft

Connecting different businesses together is what DerbySoft’s all about. We make the travel business easier by developing intelligent technology services delivering superior performance for our customers around the globe. We’re passionate about empowering companies to achieve their goals and transforming how companies interact with their customers.

DerbySoft has been recognized as a distinguished partner to the industry since 2002, offering strengths through exceptional technology and customer service with local operations globally.

We’re on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours.

Job Summary

DerbySoft is seeking a Financial Analyst with strong financial acumen and attention to detail to join our Financial Planning & Analysis (FP&A) team.

The Financial Analyst will act as the financial consultant and business partner to support key business units and departments, working closely with various internal leaders and stakeholders. You will be the right-hand financial partner, the subject matter expert on your business partner’s operations & financials, actively engage in (and at times lead) business discussions, meet with business partners regularly, present financial results/findings to management, create financial models to support or inform business decisions, improve existing models, establish budgets and forecasts, and support ad hoc requests. You will also collaborate with our finance teams in accounting, taxes, AR/AP, etc.

As a growing team, we welcome new ideas and don’t mind being challenged. We operate in a fast-paced, sometimes ambiguous environment with changing priorities. Mutual respect, customer obsession, acting with urgency, effective communication, and having fun are core to our team. Our organization embodies diversity and offers remote working options. As a Financial Analyst, you will play a key role in helping to build a high-performing FP&A team.

Key Responsibilities and Duties

The FP&A discipline focuses on holistic and consistent analysis—ensuring all financial components are organized and defined to tell the complete story. Your major responsibilities include:

Monthly Recurring Financial Analysis

• Create, analyze, and present monthly financial results comparing actuals versus budget, forecast, and prior year for assigned units and departments.
• Define and measure revenue and operational efficiency indicators to aid management.
• Articulate findings clearly to business partners and finance management.
• Pull, review, and correct raw data from financial systems to ensure reporting accuracy.
• Visualize financial results effectively for stakeholders.
• Research variances and summarize findings for leadership and partners.
• Streamline reporting processes.

Quarterly Recurring Financial Analysis

• Update quarterly forecasts with insights from business partners.
• Prepare forecast data for consolidation and review.
• Assess risks and opportunities, updating forecasts accordingly.
• Contribute to quarterly board presentations with commentary.

Annual Recurring Financial Analysis

• Establish annual budgets, ensuring consistency across categories and years.
• Coordinate with FP&A colleagues for holistic financial views.
• Prepare budget data for leadership reviews and board presentations.

All Other Financial Analysis

• Support profitability analysis and data mining for products and customers.
• Conduct competitor benchmarking and analysis.
• Identify and support process improvements.
• Assist with ad hoc financial support to teams.

Experience & Education

• Bachelor’s degree in accounting, finance, or related field.
• 3-5 years of FP&A experience; industry experience in travel technology or startups is a plus.
• Proficiency in Excel and FP&A tools like PowerBI.
• Experience handling large datasets, reconciliation, and data cleansing.
• Stakeholder management across disciplines and time zones preferred.
• Chinese (Mandarin) language skills highly preferred.

Performance Standards

• Curiosity, ownership, and continuous improvement mindset.
• Customer-focused, with strong communication skills adaptable to diverse cultures.
• Sense of urgency, analytical mindset, and attention to detail.
• Flexibility to work outside regular hours and travel occasionally.

Benefits

• Flexible Schedule
• Paid Time Off, Competitive Pay, Bonuses, Benefits, and Retirement Plans

DerbySoft is an equal opportunity employer and participates in E-Verify in the US.