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Senior Financial Analyst

Unity Search Group
Lewisville, TX, US
Permanent
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Unity Search has partnered with a 20+ year old consumer services organization in the DFW Metroplex in search for a Senior Financial Analyst.

This company has a tremendous leader that has grown rapidly during their tenure there to head up the Finance function for the company.

The company has doubled its locations to 2,000 within the last 5 years and still has plenty of room to continue their growth! The Finance group lives by the motto of “

all growth rises” and promotes from within, there is ample room for this role to continue to their career growth as the business continues to grow!

Primary Responsibilities :

  • Perform comprehensive financial analysis to assess business performance, focusing on profitability, cost management, and financial trends.
  • Create and maintain financial models for forecasting future performance and evaluate financial impact within different business scenarios.
  • Examine key performance indicators (KPIs) and operational metrics relevant to the business and the assigned Business Unit.
  • Prepare and oversee the generation of precise and timely financial reports, including monthly, quarterly, and annual statements.
  • Provide detailed analysis and commentary on financial performance for senior management and the board of directors.
  • Contribute financial insights and analysis to aid in the development and implementation of strategic plans.
  • Assist in crafting annual budgets and long-term financial forecasts.
  • Assess the financial impacts of strategic initiatives, including capital investments.
  • Identify and implement improvements to enhance the efficiency and accuracy of financial reporting and analysis.
  • Develop and suggest best practices for financial processes, such as budgeting, forecasting, and reporting.
  • Collaborate with cross-functional teams to streamline procedures and enhance data accuracy.
  • Work with various departments to gather and verify financial data and insights.
  • Effectively communicate financial performance and strategic recommendations to senior management, the board of directors, and other stakeholders.
  • Provide support and mentorship to junior financial analysts as necessary.

Requirements :

  • Bachelor’s Degree in Finance, Economics, Business, Accounting
  • 2.5 years of experience (minimum) working within a Financial Planning & Analysis capacity
  • MBA, CPA, CFA – nice to have
  • Good technical aptitude & experience with Excel based reporting tools (SQL, Power BI, etc.)
  • Good communication, ability to work autonomously
  • 6 days ago
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