Sr. Financial Analyst

Sr. Financial Analyst

We are looking for a Sr. Financial Analyst to join our team in Dallas, Texas and help guide financial planning through thoughtful analysis and clear reporting. This role will play a key part in budgeting, forecasting, pricing evaluation, and performance review across major business drivers. The ideal candidate brings strong modeling skills, sound business judgment, and the ability to turn complex financial data into practical recommendations for leadership.

Responsibilities

• Lead financial planning activities by building and refining monthly, quarterly, and annual forecasts and budgets across revenue, gross margin, operating costs, staffing, and other operational metrics.
• Drive pricing-related analysis by assessing strategy effectiveness, supporting recurring and ad hoc repricing efforts, and identifying opportunities to improve margin performance.
• Create recurring and on-demand reports for executives and department leaders that highlight results, explain major fluctuations, and surface financial risks and growth opportunities.
• Conduct in-depth comparisons between actual performance, budget expectations, and forecasted outcomes, then summarize the factors influencing variances and recommend next steps.
• Build financial models and investment analyses that support strategic planning, business initiatives, resource prioritization, and long-term decision-making.
• Collaborate with Sales as well as Revenue and Underwriting teams to assess deal economics, pricing terms, partner arrangements, incentive structures, and expected profitability.
• Work closely with Accounting during the month-end close process to confirm financial accuracy, strengthen accruals, and ensure management reports align with ledger results.
• Perform ad hoc analysis and data-driven research to support business questions, uncover trends, and improve financial visibility across the organization.

Requirements

• Demonstrated experience in financial analysis within a corporate finance, FP&A, or related environment.
• Strong financial modeling skills with the ability to evaluate business scenarios, profitability, and strategic investments.
• Proven ability to perform variance analysis and explain financial results using clear, actionable insights.
• Experience preparing reports and presentations for senior leaders and cross-functional stakeholders.
• Proficiency in ad hoc analysis and data mining techniques to interpret large datasets and identify meaningful trends.
• Strong collaboration skills with the ability to partner effectively across Finance, Accounting, Sales, and operational teams.
• High level of attention to detail, sound analytical judgment, and the ability to manage multiple priorities in a deadline-driven setting.