Job Description

StevenDougla s is exclusively engaged on an exceptional Senior Financial Analyst with a focus in Data Analytics search with a fantastic company in Dallas, Texas. This role works in a hybrid capacity, four days in office and one day remote. This is an ideal role for the individual with 5+ years experience in data analysis, financial planning and analysis or related roles.

• Data analytics – data gathering (SQL), data mining, reconciliation, financial consolidation, and reporting (excel).
• Financial and operational metrics reported to internal management, to the Board and to Lenders to support the company's decision-making processes.
• Collaborate closely with the FP&A Director, Chief Accounting Officer, the CFO, other data analysts and Business Unit Leaders as well as cross-functional teams to drive performance, identify opportunities for improvement, and contribute to a robust financial planning, analysis and reporting process.

Key Responsibilities:

• Accurate and timely retrieval and reconciliation of financial and KPI data from SQL databases in support of the Finance and Collections functions
• Analyze and consolidate data using excel in support of weekly, monthly and quarterly financial and KPI reporting to internal and external constituencies
• Develop and/or refine our consolidation, reconciliation and reporting of actual financial results and KPIs, as well as support monthly forecasting and annual budgeting
• Assist weekly and monthly reporting and reviews of financial and KPI performance with business unit leaders ensuring alignment with organizational goals.
• Support the assembly and delivery of monthly operating review reporting packages to our investors providing an understanding of what is behind the numbers.
• Aid the assembly and delivery of quarterly Board and Lender reporting packages.
• Assist the annual bottoms up and top-down budgeting for the entire company.
• Support other strategic and ad hoc analysis in support of organic and inorganic growth.
• Contribute to the drive for improvements in financial processes and systems to enhance efficiency and accuracy.
• Partner with accounting and operational teams to ensure accurate financial reporting, organizational understanding of financial performance, and compliance with regulations.

Qualifications:

• Bachelor’s degree in Data Analytics, IT, Finance, Accounting, Economics, or a related field.
• Minimum 5 years of experience in data analysis, financial planning and analysis or related roles.
• Understanding of SQL and databases and being able to create/alter/update SQL code to get the specific information you’re looking for
• Excel skills in reporting, analysis and quickly sorting through large and messy data exports/csv files to capture relevant data.
• Experience in financial modeling, and accounting systems (e.g. NetSuite, MS 365 or Sage)
• Forecast and model out new initiatives/ideas based on as much relevant historical data and business understanding as is possible
• Strong multi-tasker. Have the ability to handle multiple requests from various high-level managers and executives
• Strong analytical and problem-solving skills.
• Meticulous attention to detail and commitment to accuracy

Preferred Qualifications:

• Experience working with PE backed companies
• Solid PowerPoint and presentation skills
• MBA or Master’s degree in Finance or related field.
• Experience in a fast-paced, high-growth industry.
• Knowledge of data visualization tools (e.g., Tableau, Power BI).
• Experience with financial planning systems (e.g., Hyperion, Adaptive Insights, Prophix).

Competencies:

• SQL query writing and management
• Foster Teamwork and Collaboration
• Meticulous attention to detail
• Exhibits Integrity
• Communicates Effectively
• Focuses on Strategic Priorities
• Demonstrate Business Acumen
• Drives the Key Results
• Exercises Good Judgment

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