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Senior Financial Analyst

Senior Financial Analyst

Thomas, Edwards GroupPlano, TX, United States
19 hours ago
Job type
  • Full-time
Job description

10345 : Position : Senior Analyst - Financial Planning & Analysis

Reports to : FP&A Leadership

Location : Plano area

Classification : Exempt

About the Role

This position supports company-wide financial and operational initiatives through detailed analysis and modeling. The role contributes to forecasting, reporting, and strategic decision-making to help the organization meet its goals.

Key Responsibilities

  • Collaborate with multiple departments to guide planning, reporting, and performance management activities.
  • Oversee forecasting, budgeting, and long-range modeling, including cash flow and balance sheet oversight.
  • Interpret financial outcomes, explain variances, and provide insight to support key business decisions.
  • Build complex financial and business models to identify efficiencies, manage costs, and support growth initiatives.
  • Create and present financial reports and summaries for leadership and other stakeholders.
  • Handle special projects and data-driven analysis using Excel, BI tools, and other reporting systems.

Qualifications

  • Comprehensive understanding of income statement components, cost structures, and profitability drivers.
  • Solid grounding in corporate finance practices such as forecasting, budgeting, and variance tracking.
  • Ability to turn detailed financial data into clear, actionable insights.
  • Strong analytical mindset with a focus on problem-solving and data-backed recommendations.
  • Advanced Excel proficiency (including macros / formulas) and familiarity with BI / reporting software.
  • Hands-on SQL experience for building and analyzing financial datasets.
  • Experience with BI or visualization platforms for reporting and dashboards.
  • Self-motivated and able to manage multiple priorities in a fast-moving environment.
  • High attention to detail, accuracy, and timeliness in deliverables.
  • Effective communicator with the ability to work across all business levels.
  • Education & Experience

  • Bachelor's degree in Finance, Business, or a related discipline.
  • Approximately 2-3 years of relevant experience in financial analysis, planning, or reporting.
  • Experience working with SQL and BI tools for data management and visualization.
  • Familiarity with ERP environments such as NetSuite or cloud-based planning systems.
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    Senior Financial Analyst • Plano, TX, United States

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