Financial Analyst Job at Vaco by Highspring, Dallas, TX

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  • Vaco by Highspring
  • Dallas, TX

Job Description

Job Description

Financial Analyst

Plano, TX - hybrid, 4 days onsite

One of Vaco's PE-backed business outsourcing clients with operations across the US is looking to scale the finance team including adding a Financial Analyst to the group. Looking for someone with sharp analytical skills, adept at financial modeling and very Excel-savvy (will be working with data from multiple sources)

Strong growth potential - the current Manager started out as an Analyst several years ago and has been promoted 3 times.

Compensation $80-90K + 5-10% bonus.

Role:

  • Prepare and analyze monthly, quarterly, and annual financial results, identifying key trends and variances.
  • Assist in the development of budgets, forecasts, and long-range financial plans.
  • Build and maintain financial models to support business planning, investment decisions, and scenario analysis.
  • Partner with cross-functional teams (Accounting, Operations, Sales, Marketing, etc.) to provide financial support and insight.
  • Monitor key performance indicators (KPIs) and prepare dashboards and reports for management review.
  • Conduct ad hoc financial analysis to evaluate business opportunities, risks, and performance improvement initiatives.
  • Assist with preparation of board presentations, investor materials, and executive reports.
  • Ensure accuracy, integrity, and timeliness of all financial analyses and reports.

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA, CFA, or CPA a plus.
  • 2-4 years of experience in financial analysis, corporate finance, or related roles.
  • Strong financial modeling and analytical skills.
  • Proficiency in Excel and financial analysis tools; experience with BI/reporting tools (e.g., Power BI, Tableau) a plus.
  • Familiarity with ERP systems (e.g., SAP, Oracle NetSuite, Workday) preferred.

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