Senior Financial Analyst

Job Type: Direct Hire

Job Description

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