Senior Financial Analyst- Dallas, Fort Worth Or St. Louis Mo

As a Senior Financial Analyst, you will play a pivotal role in our Professional Services firm, providing in-depth financial reporting and analysis to drive informed decision-making within the organization. Additionally, you will be responsible for effective planning and sophisticated financial modeling, as well developing recommendations for optimizing pricing, growth, and profitability. Candidates for this role must live in the Dallas, TX or St. Louis, MO metro areas to be available for regular in-person meetings with our Chief Financial Officer. The day to day work may be done remotely but in-person meetings will happen several times each month.

Your primary responsibilities will include:

Reporting and Analysis

• Prepare and present monthly, quarterly, and annual financial reports for management, lenders, and the board, highlighting key performance metrics and insights.
• Conduct variance analysis to explain deviations from budgets and forecasts and collaborate with company managers to address issues proactively.

Forecasting and Budgeting

• Lead the development of the annual budget and reforecasts, coordinating key direction and input from executive leadership, revenue owners, and company managers.
• Provide insight and recommendations, as part of the budgeting process, to optimize financial performance and forecast accuracy.
• Continuously monitor budget performance and provide recommendations for adjustments and performance improvements.

Data Analysis and Insights

• Monitor the company’s KPIs to ensure accurate, timely reporting, to intervene when off course, and to look for ways to optimize the choice of KPIs.
• Work with the company’s BI development group to maintain and improve KPI dashboard and reports.
• Work in partnership with the client engagement and project management teams to report, monitor, and improve project and client-level profitability.

Other

• Develop and maintain robust, assumption-driven, three to five-year financial models for review by the company’s CFO as well as existing and potential investors.
• Conduct research and modeling to recommend enhancements to the company’s pricing models (including for its nascent SaaS product offering) in order to accelerate growth and optimize value creation.
• Identify opportunities to collaborate with team members to drive accounting and reporting process and system improvements.
• Serve as a flexible team member of the accounting/finance team, willing to perform other task and responsibilities.

Requirements

• Bachelor's degree in finance, accounting, or a related field; an advanced degree (e.g., MBA or CFA) is a plus.
• Approximately 5 years of experience in financial analysis and planning.
• Ability to work from DFW or St. Louis office, in a hybrid fashion.
• Exceptionally skilled in financial modeling, data analysis, and Excel.
• Excellent communication and presentation skills

• NetSuite expertise preferred.
• Demonstrated ability as a self-starter with a “whatever it takes” attitude and an exceptionally strong work ethic that allows the candidate to thrive in a challenging work environment with little day-to-day supervision and guidance.
• Excellent analytical, problem-solving, and strategic thinking skills.
• Strong organizational skills and the ability to meet deadlines.
• Unquestionable integrity and the highest professional standards.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Work From Home