Senior Financial Analyst
Everest Search Partners Dallas, Texas, United States
Staffing and Recruiting · 11-50 employees
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About the role
The Senior Financial Analyst will manage financial planning, budgeting, and forecasting processes while partnering with leadership to drive strategic decision-making. They are responsible for developing complex financial models, monitoring performance metrics, and providing actionable business insights to improve financial results.
What they look for
Requirements
Candidates must hold a bachelor's degree in finance, accounting, or a related field and possess 4–7 years of progressive experience in FP&A. Proficiency in advanced Excel, financial modeling, and experience with business intelligence or planning platforms like Adaptive is required.
Full description
SUMMARY - The Senior Financial Analyst will play a key role in financial planning and analysis, providing the financial insight, modeling, forecasting, and performance analysis needed to support strategic and operational decision-making. This position will own and support budgeting, forecasting, KPI reporting, and financial modeling while partnering with executives and business leaders to understand performance, identify opportunities, and improve financial results.
KEY RESPONSIBILITIES
· Manage department-level financial planning, budgeting, and forecasting processes.
· Partner with executives and business leaders to evaluate financial and operational performance, metrics, and objectives.
· Develop financial models, forecasts, and variance analyses to identify trends, risks, and opportunities.
· Monitor financial performance and establish meaningful KPIs and performance measures.
· Prepare polished, dynamic financial reporting that translates complex data into clear, actionable business insights.
· Serve as a finance business partner, providing recommendations to improve financial performance and operating results.
· Develop financial models through benchmarking, process analysis, and evaluation of key business drivers.
· Support FP&A leadership and executive management with long-term financial planning and strategic analysis.
· Serve as a subject-matter resource for financial modeling, processes, and finance systems.
· Support and advise other FP&A team members by reviewing financial reports and providing analytical guidance.
· Lead operational and process-improvement initiatives that strengthen the FP&A function.
· Perform ad hoc financial analysis and other duties as needed in a fast-paced environment.
QUALIFICATIONS
· Bachelor’s degree in finance, Accounting, Economics, Business, or a related field.
· 4–7 years of progressive experience in FP&A, financial analysis, or a related finance function.
· Demonstrated experience building financial models and performing complex financial analysis.
· Advanced Excel skills with the ability to manipulate, analyze, and present complex financial data.
· Strong analytical and problem-solving skills, with the ability to interpret multiple data sets and identify key business drivers.
· Excellent communication skills with the ability to present financial information clearly to both finance and non-finance stakeholders.
· Ability to adapt quickly, prioritize effectively, and operate successfully in a fast-paced, growth-oriented environment.\
· Experience with Adaptive or another FP&A/financial planning platform.
· Experience with database, dashboarding, and business intelligence tools.
· Understanding of capitalization of expenditures and related financial analysis.
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