Sr. Financial Analyst

About the role

We are looking for an experienced Sr. Financial Analyst to support revenue planning and performance management for a growing organization in Dallas, Texas. This role will play a central part in shaping forecasts, budgets, and long-term financial outlooks by translating complex data into practical business insight. The ideal candidate brings strong analytical judgment, clear communication skills, and the ability to partner effectively with leadership across multiple business areas.

Responsibilities

• Build and refine revenue forecasting models that support annual budgeting, periodic forecasts, and multi-year financial planning across several lines of business.
• Track financial and operational performance indicators, investigate variances, and deliver meaningful updates to senior leadership on revenue trends.
• Partner with business leaders and finance teams to assess planning assumptions, strengthen business cases, and support informed decision-making.
• Identify factors that may affect revenue results, evaluate potential upside or downside, and recommend actions to improve performance.
• Contribute to recurring reporting packages that summarize business results, forward-looking projections, and divisional performance updates.
• Develop presentation materials for weekly and monthly reviews, including forecast discussions and management reporting sessions.
• Perform custom financial analysis in response to leadership requests and communicate conclusions in a concise, actionable manner.
• Collaborate across functions to meet reporting deadlines while maintaining accuracy, consistency, and relevance in financial deliverables.

Requirements

• Proven experience in financial analysis with a strong understanding of budgeting, forecasting, and long-range planning.
• Advanced financial modeling skills with the ability to create and maintain revenue-focused planning tools.
• Demonstrated ability to perform variance analysis and explain financial results in a clear business context.
• Experience conducting ad hoc analysis and presenting findings to senior stakeholders.
• Strong analytical skills, including the ability to work with large data sets and apply data mining techniques.
• Effective communication and business partnering skills with the ability to work across finance and operational teams.
• High attention to detail and the ability to manage multiple priorities under tight deadlines.