- Location
- Dallas, TX
- Department
- Finance
- Seniority
- Senior
- Experience
- 1+ years
- Education
- Bachelor
- Source
- Paylocity
Description
Description
Reporting & Budget:
• Cleanse, consolidate, and analyze data to generate actionable insights
• Prepare weekly flash and 13-week cash flow forecast
• Track and validate key performance indicators (KPIs)
• Prepare monthly and quarterly reporting, including ad-hoc analysis
• Build and maintain the full three-statement annual budget
• Prepare supporting analysis and materials for quarterly Board meetings and senior leadership presentations
• Ensure accuracy, clarity, and timeliness in all deliverables
Financial & Data Analytics:
• Build scenario and sensitivity analyses to evaluate strategic options (headcount, utilization, etc.)
• Conduct financial modeling to support service line launches, strategic hires, strategic planning (i.e. workforce, capacity and compensation planning), and other growth initiatives
• Support the analysis behind the operational levers that move results, translating data into clear, quantified findings for review
Data Tools:
• Build and refine Power BI dashboards in collaboration with the FP&A Director and functional leaders
• Cleanse and transform data, maintaining data integrity and building repeatable processes
Requirements
- Bachelor's degree in accounting, finance, economics or related field
- 1-2 years of experience in FP&A, accounting, or transaction advisory services
- Highly proficient in Microsoft Office Suite of products (Excel, PowerPoint, Word)
- Superior attention to detail
- Excellent communication, written and verbal, and analytical skills
- Strong organizational skills, desire to learn and ability to multi-task
- Mature and professional candidate with a strong work ethic
Preferred Qualifications:
- Proficient with PowerBI, Tableau, or similar tools
- Experience working with SQL databases or similarly complex data structures
Unique Attributes:
• PE-backed company
• Fast-paced, small-team setting
• Highly visible and critical role
• Key contributor to strategic initiatives and operational improvements
• Insight into multiple functions of the business
• Competitive compensation and benefits
• Good company culture and casual work environment
