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Senior, Financial Planning & Analysis Associate

Senior, Financial Planning & Analysis Associate

Symbiotic ServicesDallas, TX, US
30+ days ago
Job type
  • Full-time
Job description

Financial Manager

As the manager responsible for the team in this role, your key responsibilities will include :

  • Ensuring the provision of insightful and actionable financial analysis and reporting, highlighting key trends, metrics, and business drivers to inform business performance.
  • Supporting management by overseeing the development, measurement, and presentation of KPIs to stakeholders across the organization.
  • Guiding the creation of statistical analysis, predictive modeling, or other analytical methods to analyze data and develop practical solutions to business problems.
  • Supporting business lines by providing in-depth analysis of costs, KPIs, and initiatives.
  • Overseeing the provision of research and analytical support for enterprise-level strategy and initiatives.
  • Supervising the preparation of financial statements.
  • Maintaining GL account mapping for financial statements.
  • Collaborating with IT on ongoing projects focused on financial data validation.
  • Assisting in the creation of PowerBI Paginated Reports and Dashboards.
  • Supporting the accounting department in streamlining processes and creating dashboards in financial reporting.
  • Continuously working on improving efficiency by streamlining reporting to meet changing business needs.

To excel in managing this role, you should have :

  • A high degree of attention to detail and accuracy.
  • An excellent ability to build Excel models and data dashboards.
  • A self-starter attitude with the ability to work independently.
  • The capability to handle multiple projects in a fast-paced environment, demonstrating a sense of urgency and maintaining consistent quality standards.
  • Strong time management skills with the ability to prioritize tasks and projects.
  • Strong interpersonal and communication skills.
  • Previous experience with ERP systems; experience with Oracle is a plus.
  • Experience with PowerBI Report Builder and Desktop is a plus.
  • To effectively manage this role, you should have :

  • A bachelor's degree in finance or accounting.
  • 4 years of finance experience, including at least 2 years of financial analysis and reporting experience.
  • A proven track record of high performance and upward mobility within an organization.
  • Experience with financial statement preparation and consolidation.
  • Symbiotic Services is conducting the search for this position.

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    Financial Planning Associate • Dallas, TX, US

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