Lead Financial Analyst

About the role

Halff has an exciting opportunity for an experienced Lead Financial Analyst to join our Finance team in Richardson, TX. This role is a key member of the Financial Planning & Analysis (FP&A) function, providing strategic financial insight, planning support, and decision-making guidance across the organization. The Lead Financial Analyst will play a critical role in budgeting, forecasting, financial modeling, reporting, profitability analysis, and process improvement initiatives. This position requires a strong analytical mindset, exceptional communication skills, and the ability to collaborate with leaders across the business to drive financial performance and support informed decision-making. This is an excellent opportunity for a finance professional seeking long-term career growth with a company that values professional development, leadership, and employee ownership.

Responsibilities

• Communicate financial and operational insights through clear analysis, effective storytelling, dashboards, and executive-level presentations.
• Lead budgeting, forecasting, and financial planning activities while maintaining and enhancing the firm's budgeting and planning tools.
• Perform month-end, quarterly, and annual financial analysis, including variance analysis and performance reporting against budgets and forecasts.
• Build, maintain, and enhance financial models to evaluate business scenarios, support strategic initiatives, and develop long-term forecasts.
• Analyze costs, trends, and profitability drivers while identifying opportunities for operational efficiencies and cost optimization.
• Support revenue recognition processes and evaluate the reasonableness of key financial assumptions and reporting components.
• Prepare and present financial reports, performance metrics, and recommendations to senior leadership.
• Develop and automate reports, dashboards, and analytical tools using Excel, Power BI, SQL, and related technologies.
• Partner with accounting to ensure accurate financial reporting and compliance with company policies and accounting standards.
• Evaluate the financial impact of proposed projects, investments, and business initiatives, providing guidance to operational and non-finance teams.
• Collaborate with project managers, business unit leaders, and operational teams to understand financial drivers and support business performance.
• Drive continuous improvement initiatives that enhance the scalability, accuracy, and efficiency of financial reporting and analysis processes.
• Support additional FP&A initiatives including stock analysis, annual surveys, and special projects.

Requirements

• Expert-level Microsoft Excel skills, including financial modeling, advanced formulas, and VBA/macros.
• Strong knowledge of financial planning, budgeting, forecasting, and financial analysis.
• Understanding of U.S.