Analyst

Duties

• Improve, standardize, and maintain monthly financial packets.
• Manage reforecasts and actual vs. budget reporting.
• Proforma Modeling
• Review financial packets and report back to Controller and/or Staff Accountants on any discrepancies or material variances.
• Present completed financial packets to Controller and assigned CFO of client for final review and presentation of financials to client.
• Create and update weekly cashflow forecasts to monitor a client’s cash position.
• Data analysis and preparation for Quality of Earnings Reports and Business Valuations.
• Perform Ad Hoc reporting/forecasting as requested.

Minimum Qualifications

• 3+ years’ experience as an Analyst.
• Advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUPs, and financial modeling.
• High attention to detail with strong analytical and problem-solving capabilities.
• Excellent organizational and project management skills; able to prioritize tasks effectively in high-pressure environments.
• Clear and concise communication skills.

Preferred Qualifications

• Experience with accounting software such as QuickBooks, Xero, or Sage.
• Strong experience with cash flow analysis, forecasting, and variance analysis.
• Deep understanding of GAAP, financial reporting standards, and regulatory compliance.
• Familiarity with financial reporting and analysis programs such as Fathom.

Education

• Bachelor’s degree in Data Science, Statistics, Business, or related fields.

Benefits

• Dental insurance
• Health insurance
• Life insurance
• Short-term disability insurance
• Unlimited paid time off
• Vision insurance

Schedule

• 8-hour shift
• Monday to Friday

Supplemental Pay

• Bonus opportunities
• Performance bonus
• Yearly bonus

Ability to Commute

• Frisco, TX 75034 (Required)

Ability to Relocate

• Frisco, TX 75034: Relocate before starting work (Required)

Work Location

• In person