Job Description
Join our award-winning finance team in the heart of Fort Worth! We're seeking a dynamic Financial Analyst to drive data-driven decision-making for our growing portfolio. This immediate-opening role offers unparalleled career growth in a collaborative, fast-paced environment. If you're passionate about transforming financial data into strategic insights, apply today and become part of North Texas' premier financial services firm.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities
- Prepare monthly/quarterly performance reports for executive leadership
- Develop financial models and forecasts for business units
- Collaborate with cross-functional teams on budgeting and planning
- Monitor KPIs and provide actionable recommendations
- Streamline financial processes using advanced Excel tools
- Support M&A due diligence and valuation activities
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 3+ years of financial analysis experience
- Advanced proficiency in Excel (VLOOKUP, PivotTables, Macros)
- Experience with SQL and financial reporting tools (SAP, Oracle)
- Strong analytical and problem-solving skills
- CFA or CPA certification preferred
- Exceptional communication and presentation abilities
- Ability to thrive in deadline-driven environments