Senior Financial Analyst

Sr. FP&A Analyst

$150-175k plus 20% bonus

Irving, TX (travel required ~2 weeks out of the month to Sacramento)

Bell & Associates has been engaged to help our client recruit their next Sr. FP&A Analyst. As a key team member to the FP&A team, the role will focus on operational and financial reporting within the company, driving both real-time and month-end reporting, providing performance analysis for all functions of the business, and communicating with key operators of the organization and portfolio company about performance, analysis and results.

Responsibilities

• Analyze daily, weekly, monthly and annual operational and financial results and provide analysis and meaning to key business stakeholders.
• Become a key resource within the business for providing analytical insights into financial and operational data.
• Operate as key SME for building out and maintaining reporting for the company.
• Drive best practices in reporting and workflows within ERP and PowerBI systems.
• Provide key support to the Sales Ops organization to drive performance reporting and key decision making.
• Partner with the Accounting group on continuous improvements to ERP and the month-end financial reporting process.
• Assist in creating reoccurring presentations for leadership and Parent company leadership on financial and operational results.
• Provide support and leadership throughout key financial planning and forecasting cycles. Create, maintain, compile, and analyze templates and information for budget, forecasts, and strategic planning cycles.
• Provide strategic financial input and leadership regarding key financial and accounting processes.
• Partner with the Finance team on key decisions and workflows associated with the IT infrastructure, including but not limited to ERP and Data Management.
• Perform other related duties as assigned.
• 50% travel expected.

Requirements

• Bachelor’s Degree in Finance, Economics and/or related field
• 3 years in financial analysis, consulting and business analytics
• Experience in Private Equity/Investment Banking/M&A/Consulting environment preferred
• Financial Analytical Skills: Advanced proficiency in financial modeling, data analysis, and the use of financial software (e.g., Excel, ERP systems, etc.)
• Understanding of GAAP
• Excellent communication and interpersonal skills with the ability to collaborate effectively across all levels of the organization
• Ability to work in a fast-paced, dynamic environment and manage multiple priorities with a strong attention to detail
• Strong analytical and quantitative skills٫ with accuracy and attention to detail
• Strong understanding of PowerBI and interconnected systems
• Ability to create and manage complex financial models and reporting deliverables
• Excellent abilities in management financial reporting
• Good understanding of various ERPs, software & consolidation tools. Ability to lead and learn quickly.
• Expert understanding of MS Office٫ especially Excel and PowerPoint
• Ability to effectively operate independently at times
• High level of organizational skills
• High level of responsiveness and professionalism
• High level of confidentiality
• Outstanding communicator and organizational skills

Bell & Associates, Inc. was recently recognized by Forbes list of Best Professional Recruiting Firms in America - https://www.forbes.com/best-professional-recruiting-firms/list/3/#tab:overall

BETTER TALENT. BETTER OPPORTUNITY. FIND IT HERE.

Bell & Associates, Inc. is a recognized Executive Recruiting & Staffing leader based in Kansas City. We focus and specialize in the following practice areas - Accounting/Finance, Engineering, Executive Leadership, Financial Institutions, Healthcare, Human Resources, Information Technology, Manufacturing/Operations Management. We provide top talent to our clients on a Direct Hire, Contract, and Contract-to-Hire basis.