Senior Financial Analyst

• Location: Plano, Texas
• Type: Dallas:Fin/Acct/HR:Direct Hire
• Job #10345

10345: Position: Senior Analyst – Financial Planning & Analysis
Reports to: FP&A Leadership
Location: Plano area 
Classification: Exempt

About the Role

This position supports company-wide financial and operational initiatives through detailed analysis and modeling. The role contributes to forecasting, reporting, and strategic decision-making to help the organization meet its goals.

Key Responsibilities

• Collaborate with multiple departments to guide planning, reporting, and performance management activities.
• Oversee forecasting, budgeting, and long-range modeling, including cash flow and balance sheet oversight.
• Interpret financial outcomes, explain variances, and provide insight to support key business decisions.
• Build complex financial and business models to identify efficiencies, manage costs, and support growth initiatives.
• Create and present financial reports and summaries for leadership and other stakeholders.
• Handle special projects and data-driven analysis using Excel, BI tools, and other reporting systems.

Qualifications

• Comprehensive understanding of income statement components, cost structures, and profitability drivers.
• Solid grounding in corporate finance practices such as forecasting, budgeting, and variance tracking.
• Ability to turn detailed financial data into clear, actionable insights.
• Strong analytical mindset with a focus on problem-solving and data-backed recommendations.
• Advanced Excel proficiency (including macros/formulas) and familiarity with BI/reporting software.
• Hands-on SQL experience for building and analyzing financial datasets.
• Experience with BI or visualization platforms for reporting and dashboards.
• Self-motivated and able to manage multiple priorities in a fast-moving environment.
• High attention to detail, accuracy, and timeliness in deliverables.
• Effective communicator with the ability to work across all business levels.

Education & Experience

• Bachelor’s degree in Finance, Business, or a related discipline.
• Approximately 2–3 years of relevant experience in financial analysis, planning, or reporting.
• Experience working with SQL and BI tools for data management and visualization.
• Familiarity with ERP environments such as NetSuite or cloud-based planning systems.