Strategic Finance & Forecasting Analyst

Solomon Page

Dallas (TX)

On-site

USD 105,000 - 150,000

Full time

2 days ago
Be an early applicant
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

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

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.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Director of Finance & Strategy: FP&A & Forecasting Leader
Director of Finance & Strategy: FP&A & Forecasting Leader

Solomon Page • Dallas (TX)

On-site
USD 175,000 - 250,000
FP&A Financial Analyst — Budgeting, Forecasting & AI-Ready
FP&A Financial Analyst — Budgeting, Forecasting & AI-Ready

Solomon Page • Los Angeles (CA)

On-site
USD 80,000 - 100,000
Sr. Analyst, Finance and Strategy
Sr. Analyst, Finance and Strategy

Solomon Page • Dallas (TX)

On-site
USD 105,000 - 150,000
Strategic Finance & Growth Lead — Board-Ready Insights
Strategic Finance & Growth Lead — Board-Ready Insights

Solomon Page • Dallas (TX)

On-site
USD 155,000 - 190,000
Director, Finance and Strategy
Director, Finance and Strategy

Solomon Page • Dallas (TX)

On-site
USD 175,000 - 250,000
Sr. Manager, Finance and Strategy
Sr. Manager, Finance and Strategy

Solomon Page • Dallas (TX)

On-site
USD 155,000 - 190,000
Financial Analyst
Financial Analyst

Premier • Dallas (TX)

On-site
USD 80,000 - 110,000
Strategic Finance Analyst: Insights & Modeling
Strategic Finance Analyst: Insights & Modeling

SBM Management Services, LP • St. Louis (MO)

On-site
USD 60,000 - 65,000
Benefits package
Senior Financial Analyst
Senior Financial Analyst

Fusion HCR • Miamisburg (OH)

On-site
USD 85,000 - 120,000
Senior FP&A Analyst - Strategic Forecasting & Insights
Senior FP&A Analyst - Strategic Forecasting & Insights

Tapestry Inc • New York (NY)

On-site
USD 80,000 - 90,000
Medical insurance
Dental insurance
Vision insurance
+5