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Financial Analyst - Plano, TX

Apex Financial Partners
Plano
Estimated Salary
USD 75.000 – USD 95.000
New
Live Update
26 Juli 2026
Deadline
26 Jul 2027

Job Description

Join a leading financial institution in the heart of the Dallas-Fort Worth area. We are looking for a Financial Analyst to drive strategic growth and ensure our financial health remains robust. In this role, you will play a critical part in budgeting, forecasting, and reporting, directly influencing executive decision-making.

Key Benefits:

  • Competitive base salary and performance bonuses.
  • Comprehensive health, dental, and vision insurance.
  • 401(k) retirement plan with company match.
  • Professional development and training opportunities.

Responsibilities

  • Conduct comprehensive financial analysis, including variance analysis, forecasting, and budgeting to support organizational goals.
  • Prepare accurate and timely monthly, quarterly, and annual financial reports for senior management and stakeholders.
  • Identify key trends, risks, and opportunities within financial data to recommend strategic initiatives.
  • Develop and maintain complex financial models to simulate various business scenarios.
  • Collaborate with department heads to understand business drivers and provide actionable financial insights.
  • Ensure compliance with internal controls, regulatory standards, and corporate policies.

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s degree preferred).
  • 3-5 years of experience in financial analysis, corporate finance, or related areas.
  • Advanced proficiency in Microsoft Excel (PivotTables, VLOOKUP, Macros) and financial modeling.
  • Familiarity with ERP systems (SAP, Oracle, or NetSuite) is highly desirable.
  • Strong analytical skills with the ability to interpret complex datasets and translate them into clear insights.
  • Excellent written and verbal communication skills with a professional demeanor.

Required Skills

Financial Analysis Budgeting Forecasting Excel ERP Systems SAP Oracle Data Modeling Risk Management

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