Senior Financial Analyst - Dallas, TX
Core
Drive financial strategy and decision-making by conducting quantitative analyses of budgets, expenses, investments, and economic trends to provide senior leadership with actionable insights.
Role type
Senior Financial Analyst (FP&A)
Builds
Financial models, forecasts, budget plans, and performance reports for strategic planning
Domain
Financial Services / Mortgage Banking / Corporate Finance
Deliverable
production ML models | dashboards & analysis
Required skills
Financial modeling, Power BI, Excel, data visualization, financial statement preparation, cash flow analysis, investment analysis, budgeting and forecasting, trend evaluation
Preferred skills
TM1 or Adaptive financial planning software, CFA or CPA certification, mortgage banking forecasting experience
Technologies
Power BI, Excel, TM1, Adaptive
Responsibilities
Analyze cash flow, expenditures, revenue, depreciation, and investments to recommend financial procedures; Prepare monthly, quarterly, and annual financial statements; Collect and verify financial data to track progress against goals; Evaluate financial implications of proposed investments and transactions; Evaluate industry, economic, and market trends to forecast financial position; Lead budgeting and forecasting processes; Report financial performance and develop new analysis methods
Seniority
Senior, hands-on IC