Analyst, Finance & Banking, Financial Analyst

Analyst Job Description

We’re looking for a dynamic and detail-oriented Analyst to join our team! Our firm is experiencing rapid growth, creating numerous opportunities for career advancement. This role supports our clients by gathering, interpreting, and analyzing data to provide actionable insights and assisting with strategic decision making. If you have strong analytical skills, a keen eye for detail, and enjoy collaborating with a team, we’d love to hear from you!

This is a fantastic opportunity to make a meaningful impact while advancing your career in a flexible and supportive environment.

Full-time. Pay: $80k - $100k.

• 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.

• 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.

• Experience with accounting software such as Quick Books, 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.

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

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

• 8-hour shift
• Monday to Friday

• Bonus opportunities
• Performance bonus
• Yearly bonus

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