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Senior Financial Analyst

Location: Dallas Region
Category: Finance & Accounting
Employment Type: Direct Hire

TITLE:  Senior Financial Analyst

REPORTS TO: Manager Financial Analysis



Reports financial status by preparing and analyzing financial plans, forecasts, and reports.


  1. Bachelor’s degree in Finance or Accounting
  2. Prior experience performing financial analysis responsibilities including budgets, forecasts and variance analysis (5+ years)
  3. Solid quantitative and qualitative analysis skills with advanced experience in Excel and Excel Modeling
  4. Experience with Great Plains and associated reporting tools preferred (such as FRX and Mangement Reporter) preferred
  5. Proficiency in Microsoft Office Suite
  6. CPA or MBA, preferred
  7. VBA and/or SQL experience, preferred
  8. Prior healthcare experience, preferred
  9. High capacity for strategic thought and the ability to solve complex business problems
  10. Successfully engage in multiple initiatives simultaneously
  11. Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executive, managers, and subject matter experts
  12. Strong attention to detail in analytical assessments; experienced in developing and maintaining high quality reports and assessments
  13. The ability to work independently and operate effectively in a cross-functional environment
  14. Demonstrated ability to prioritize work and manage time in a deadline-driven environment
  15. Minimum 5 years of work experience required, preferably in private equity



  1. Work with Business Development team to develop acquisition models that include business valuation metrics such as discounted cash flow, net present value and earnings multiples
  2. Work closely with operations and senior management team to develop annual operating budgets including detailed income statement, balance sheet and cash flow
  3. Update and maintain strategic planning models including 3 and 5 year plans
  4. Tracks financial status by monitoring and explaining variances from plan or forecast
  5. Determines financial status by comparing and analyzing plans and forecasts with actual results
  6. Improves financial status by analyzing results and variances; identifying trends; recommending actions
  7. Increases productivity by developing automated applications; eliminating duplications; coordinating information requirements
  8. Provides information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
  9. Create and maintain models and reports based on internal databases and third party vendor information
  10. Conduct special projects as assigned