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Financial Analyst

Date Posted: 3/24/2023

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Job Description

We are currently recruiting a Financial Analyst in Irving, TX for our client. This is a permanent position.

The ideal candidate for this role will be a financial analyst with a passion for data manipulation and automation. The successful candidate will analyze financial trends of clients and create dashboards for management. This role will have exposure to the senior leadership team and internal sales executives. This person should have a passion for excel, visualization of data, dashboard reporting. They should have experience with large-scale data manipulation and able to leverage technology to improve processes and eliminate errors.

Knowledge and Skills

  • Detail orientated with strong analytical and problem-solving skills
  • Highly skilled in Excel
  • Experience querying large-scale databases. Specific experience with Power BI and/or SQL is a plus
  • Reliable with professional demeanor and ability to communicate well verbally and in writing
Primary Responsibilities
  • Produce and distribute management reports
  • Analyze operational data for trends and variances
  • Produce pro forma analysis for existing and potential accounts
  • Produce competitor analysis
  • Develop management & client-facing reports/dashboards
  • Develop automated process improvement
  • Perform ad hoc analysis and assist with projects as needed
Experience and Education
  • Bachelor's degree in business related field (Accounting, Finance, Economics or Information Systems)
  • Experience with SQL, Power BI, or related software
  • 2-3 years experience with data modeling and reporting

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
To apply please email your resume to

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Job Snapshot

  • Employee Type:Full-Time
  • Location:Irving, TX
  • Job Type:Accounting
  • Experience:Not Specified
  • Education:Not Specified
  • Date Posted:3/24/2023
  • Contact: Robert Hedden (972) 638-5493
  • Pay Range: $80,000.00 - $95,000.00 Annually
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Job Reference: JO-2303-197708