Retirement Benefits Analyst
September 19, 2025Controller
September 25, 202510345:
| Position Title: | Senior Financial Analyst, FP&A |
| Reports to: | Director, FP&A |
| Location: | Plano, TX |
About the Role
The Senior Financial Analyst is responsible for supporting the analysis of various operational and financial objectives of the company at the direction of the Director of FP&A. They’ll also perform financial modeling tasks to achieve departmental and/or company objectives.
A Day in the Life
- Coordinates with all departments to support weekly, monthly, and quarterly expense forecasts.
- Update and maintain LRP model including cash flow and balance sheet.
- Analyze financial performance to explain variances to forecast and budget.
- Support the annual planning process in partnership with FP&A and business partners.
- Complete complex business modeling and analysis to drive revenue growth, identify operating improvements and deep dive on cost structures.
- Collaborate with cross functional teams to assist in attaining organization-wide objectives.
- Conduct ad-hoc analysis, modeling, and reporting on variety of projects and initiatives using a broad range of data sources and tools, including Excel.
What Sets You Apart
- Sound knowledge of corporate finance fundamentals.
- Ability to present and communicate complex data and analysis to different audiences in a clear and concise manner.
- Possesses financial acumen including experience with forecasting, budgeting, and variance analysis.
- Communicate complex financial analysis to all levels of the organization as well as externally.
- Advanced Excel functionality including formula writing and macros.
- Ability to analyze data, draw reasonable conclusions and make recommendations that withstand critical examination.
- Ability to work independently in a fast-paced and rapidly changing environment.
- Strong interpersonal skills — including written and oral communication skills.
- Subject matter expert for Business Intelligence, financial and reporting tools.
- Possess a superior attention to detail as well as unwavering focus on accuracy.
- Ability to multitask, meet demanding deadlines.
Education and Experience
- Bachelor’s degree in finance, business or related field
- 2+ years of finance experience
- Oracle EPBCS/Hyperion/SmartView experience a plus
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