Demo

SR. Financial Analyst

Thomas Edwards Group
Dallas, TX Full Time
POSTED ON 3/9/2025
AVAILABLE BEFORE 5/21/2025

SENIOR FINANCIAL ANALYST 10047

JOB SUMMARY

Responsible for financial support of certain global shared services (i.e. IT, HR, Research, Marketing, Project Management, etc.). Types of work include monthly financial analysis and reporting, budgeting, forecasting, complex financial analysis, modeling of different scenarios, ad hoc finance and operational projects, and project management.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following :

  • Responsible for oversight and performance of varied areas of financial analysis and reporting including one or all the following : standard monthly management reporting and variance analyses, financial reporting, budgeting, forecasting and strategic planning.
  • Analysis and presentation of various agreements to determine accounting treatment and allocations.
  • Review and coordination of financial analysis across different departments and or regions / business lines in support of management.
  • Perform complex financial analysis on potential initiatives or strategies, including modeling different options, and performing returns analysis such as an ROI or NPV.
  • Gather data from systems, resources and outside sources for information requests or special projects (financial, operational, statistical, benchmarking, etc.).
  • Partner with leadership on strategic initiatives and provide analysis on impact to financial results.
  • Development of tracking reports and executive summary presentations for KPI’s or certain financial expenses such as capital expenditures.
  • Participate in special projects and prepare presentations for senior management.
  • Other duties may be assigned

EDUCATION and EXPERIENCE

Bachelor's degree (BA / BS) in Accounting, Finance or Economics from four-year college or university and a minimum of four to six years of related experience and / or training.

COMMUNICATION SKILLS

Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information in written and verbal form to peers, subordinates, customers and supervisors.

FINANCIAL KNOWLEDGE

Requires strong knowledge of financial and accounting terms, accounting concepts and principles, and the ability to comprehend and interpret complex financial transactions.

REASONING ABILITY

Ability to comprehend, analyze, and interpret complex financial information and transactions and accounting principles. Ability to problem-solve, both independently and working as a team. Requires strong analytical and quantitative skills.

OTHER SKILLS AND ABILITIES

Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Broad experience with other software and financial ERP systems is desired (PeopleSoft Financials, PeopleSoft HCM, OBIEE, Navision, and Cognos Planning (TM1)). Strong work ethic and adaptable work style.

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