Senior Financial Analyst - Corporate

Senior Financial Analyst - Corporate Irving, Texas

Fort Worth:

Fin/Acct/HR:

Direct Hire Senior Financial Analyst - Corporate Job Description The Analyst / Sr. Analyst, Financial Planning & Analysis reports to the Chief Financial Officer and will assist with the budgeting and forecasting for our investment management/finserv client. Requirements Bachelor's degree in accounting or finance, master's degree preferred Knowledge and experience with partnerships and consolidation is a plus 2-4 years of prior experience in financial planning & analysis or corporate finance; experience in asset management or financial services preferred Ability to multi-task, work under pressure and meet deadlines required Willingness to work a flexible schedule required Strong analytical and problem-solving skills required Strong verbal and written communication skills required Highest standards of accuracy and precision; highly organized Ability to think creatively, highly driven and self-motivated Must have strong experience with Microsoft Excel, PowerPoint and Word Proficiency using Excel for financial modeling required; experience with BI or FP&A platforms (e.g., SQL, Power BI) a plus Key Responsibilities Results Budget and Forecast Responsibilities 35% Preparation of the Company's annual budget on a consolidated and stand-alone entity basis Assist with the Company's overall quarterly financial forecasting on a consolidated and stand-alone entity basis Assist with the Company's multi-year forecast on a consolidated and stand-along entity basis (for annual valuation of Goodwill and Intangible Assets, debt refinancing, etc.) Preparation of month-over-month and year-over-year variance explanations to budget and to prior year for various reporting presentations Obtain and maintain a thorough understanding of the financial reporting and general ledger structure Analysis 30% Analyze current and past trends in key performance indicators Analyze and explain unexpected variances in key performance indicators Prepare and analyze monthly commission calculations Analyze department activity monthly as compared to budget and forecast Assist with monitoring the Company's consolidated leverage and excess cash flow calculations as required by the Credit Agreements Reporting 20% Assist with ad-hoc requests Preparation of budget presentations for the Board of Directors on a consolidated and stand-alone entity basis Preparation of forecast presentations for the Board of Directors on a consolidated and stand-alone entity basis Maintain total AUM roll forwards Assist with monitoring and fulfilling Debt Requirements Assist in maintaining the database with historical operating information for the Company and its affiliates Process Improvement 15% Improve and/or develop financial models to support the evolving business needs Develop and implement procedures and use of resources to adapt to the changing business needs Assist with driving efficiencies within the Finance department through the adoption of enhanced data technology, automation, and AI-assisted tools (e.g., AI-driven forecasting, automated variance analysis, and natural language reporting) Support the development of data visualization dashboards and self-service reporting tools to improve access to financial insights across the organization Strategic Support 10% Assist the CFO and COO on ad hoc strategic projects, including analysis related to potential new business opportunities Assist with requests from the ownership group and senior management as directed