Senior Financial Analyst Strategic Finance & FP&A (N. Dallas onsite 4 days)

We're partnering with an established, growing organization to hire a Senior Financial Analyst who will serve as a strategic finance partner to senior leadership and multiple areas of the business. Commercial & Profitability Analysis Analyze the underlying drivers of revenue, margin and profitability across customers, products, channels and business activities.

TITLE: Senior Financial Analyst – Strategic Finance & FP&A (N. Dallas – onsite 4 days)
Direct Hire Opportunity
No Sponsorship
Hybrid

We're partnering with an established, growing organization to hire a Senior Financial Analyst who will serve as a strategic finance partner to senior leadership and multiple areas of the business.
This is not a traditional FP&A role focused solely on budgeting and monthly reporting. We're looking for a commercially minded finance professional who can dig into the numbers, understand what's driving business performance and translate financial analysis into recommendations leadership can actually use. The role will have broad exposure across revenue, margin, profitability, forecasting, working capital, strategic investments and potential acquisitions. You'll partner directly with senior leaders and cross-functional teams to evaluate opportunities, challenge assumptions and help drive more profitable growth.
For someone who wants exposure beyond traditional FP&A, this is an opportunity to work at the intersection of finance, operations, commercial strategy and corporate development.

Requirements:

• 5+ years of progressive experience within FP&A, Commercial Finance, Strategic Finance, Corporate Finance, Corporate Development, Transaction Advisory or a similar analytical finance function.
• Strong experience with budgeting, forecasting, financial planning and performance analysis.
• Demonstrated ability to analyze revenue, gross margin, operating expenses, profitability, working capital and cash-flow drivers.
• Advanced Excel and financial-modeling skills.
• Experience developing financial models, scenario analyses, business cases and ROI/investment recommendations.
• Ability to identify the operational and commercial factors driving financial performance — not simply report results.
• Strong business-partnering skills and the confidence to question assumptions and influence decisions.
• Ability to communicate complex financial information clearly to senior executives and non-finance business partners.
• Experience with ERP, planning, reporting or business-intelligence platforms.
• Power BI or similar visualization experience is a plus.
• Exposure to M&A, financial due diligence, valuation, integration planning or strategic investment analysis is strongly preferred.
• Experience within a product-based, consumer, wholesale, distribution, retail, manufacturing or similarly complex operating environment is helpful but not required.
• Interest in using automation and emerging technologies to improve financial analysis and reporting.
• Bachelor's degree in Finance, Accounting, Economics, Business or a related discipline is preferred. Advanced finance credentials or graduate education are a plus.

Responsibilities:
FP&A & Business Partnership

• Partner with business leaders on annual budgeting, rolling forecasts and long-range financial planning.
• Analyze actual performance against budget, forecast and prior periods to identify meaningful trends, risks and opportunities.
• Improve forecast accuracy by working directly with business partners to understand the operational drivers behind the numbers.
• Analyze revenue, gross margin, operating expenses, working capital, cash flow and profitability.
• Translate financial and operational data into clear recommendations for senior leadership.
• Build strong relationships across commercial, operational and corporate functions and serve as a trusted finance partner in business decisions.

Commercial & Profitability Analysis

• Analyze the underlying drivers of revenue, margin and profitability across customers, products, channels and business activities.
• Identify and quantify opportunities to improve margins and overall financial performance.
• Evaluate the financial impact of changes involving pricing, customer mix, product mix, sourcing, freight and operating expenses.
• Identify underperforming areas and help business leaders understand the actions required to improve results.
• Develop analyses that move beyond explaining what happened to identifying why it happened and what the business should do next.

Financial Modeling & Strategic Decision Support

• Build financial models, business cases and scenario analyses supporting strategic initiatives and growth opportunities.
• Develop ROI and investment models to help leadership evaluate competing opportunities.
• Perform sensitivity and scenario analysis to understand potential outcomes and business risks.
• Challenge assumptions and provide an objective financial perspective on proposed investments and commercial decisions.
• Present conclusions and recommendations clearly to finance and business leadership.

M&A & Investment Analysis

• Support the evaluation of potential investments and acquisition opportunities.
• Assist with financial due diligence, valuation analysis and assessment of potential targets.
• Analyze potential synergies, risks and financial returns.
• Support integration planning and post-close performance measurement when appropriate.
• Partner with leadership on other strategic investment and growth initiatives.

Prior direct M&A experience is valuable, but we're also interested in strong FP&A or Strategic Finance professionals who have the financial modeling and analytical foundation to expand into this area.
Executive Reporting & Analytics

• Build and maintain executive-level dashboards, KPI reporting and performance reviews.
• Identify and clearly communicate financial risks, opportunities and recommended actions.
• Improve management reporting so leadership has greater visibility into business performance and profitability.
• Maintain accuracy and consistency across financial models, forecasts and management reporting.
• Use Excel, BI and visualization tools to transform complex data into useful financial insight.

Process Improvement & Finance Transformation

• Identify opportunities to improve planning, forecasting, reporting and analytical processes.
• Help automate repetitive reporting and analysis where appropriate.
• Support implementation and adoption of new financial systems, reporting tools and processes.
• Explore opportunities to use automation and AI-enabled tools to improve Finance productivity and decision support.
• Help strengthen Finance's ability to provide timely, actionable insight to the business.

The Profile That Will Thrive Here
We're looking for someone who is naturally curious about the business behind the numbers.
You should be comfortable asking questions such as:
What's actually driving the margin change?
Which customers, products or channels are creating — or eroding — profitability?
What happens to our return if these assumptions change?
Where should the company invest its next dollar?
What does leadership need to know to make a better decision?
The strongest candidate will combine financial discipline with commercial curiosity and be comfortable moving between detailed analysis and executive-level recommendations.
Why Consider This Opportunity?
Broader Than Traditional FP&A
You'll have exposure beyond budgeting and forecasting, including:
Commercial Finance • Profitability • Strategic Planning • Financial Modeling • Executive Decision Support • M&A
Executive Visibility
Your analysis will support decisions made by senior finance and business leadership, giving you the opportunity to influence meaningful commercial and strategic initiatives.
Opportunity to Expand Your Skill Set
Someone coming from a strong FP&A or Commercial Finance background can gain additional exposure to investment analysis, M&A and broader strategic finance.
Growing & Evolving Finance Organization
The company is continuing to strengthen its finance organization, systems and analytical capabilities, creating opportunities for individuals who enjoy improving processes rather than simply maintaining existing reporting.
Work Environment
This position follows a hybrid schedule with four days onsite in the North Dallas-Fort Worth area and one remote day per week.
Occasional extended hours may be necessary during planning cycles, major initiatives or periods requiring collaboration with international teams.
Comprehensive Benefits Provided