Financial Analyst (Dallas)

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.