Strategic Finance & Forecasting Analyst

Solomon Page; Dallas (TX); On-site; USD 105,000 - 150,000; Full time

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.