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Lead Financial Analysis-Statements & Allocations

Dallas, Texas💼 Full-time💰 $118,800–$178,200🗓 2026-07-10 → 2026-07-30

Core

Oversees, maintains, and enhances business intelligence, allocation logic, and driver-based methodologies within the PDAI financial allocation engine to support financial close, budgeting, and strategic planning.

Role type

Lead Financial Analyst (Financial Planning & Analysis)

Builds

Financial allocation outputs, driver-based models, standardized reporting dashboards

Domain

Telecommunications / Financial Planning & Analysis

Deliverable

dashboards & analysis

Required skills

Driver-based modeling, financial allocation logic, month-end close support, budgeting and forecasting, what-if and sensitivity analysis, data validation and governance, SQL, Python, Oracle Cloud, Power BI

Preferred skills

CPA or MBA, Agentic AI, financial systems expertise

Technologies

Oracle Cloud, SQL, Python, Power BI, Agentic AI

Responsibilities

Develop and maintain driver-based methodologies and allocation logic; validate driver inputs and ensure data governance; support month-end close and financial reconciliations; perform budgeting, forecasting, and scenario analysis; deliver reporting dashboards on allocation outcomes; identify automation opportunities for data ingestion and reporting.

Seniority

Senior, hands-on IC

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