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Financial Additions has partnered with a top investment firm in Dallas in search of a Financial Analyst to join their growing team!
Company Offers:
As a key contributor this position will have a significant impact on the overall success of the company.
Highly visible role with exposure to executive leadership.
Generous benefits package.
Duties and Responsibilities:
Assist with budgeting, forecasting, and developing corporate KPIs to monitor financial performance; support quarterly reporting with variance analysis and ad-hoc financial modeling.
Conduct investment research, financial analysis, and provide modeling for decision-making, transaction execution, and liquidity planning; maintain investment records and generate reports.
Oversee Business Intelligence tools (Power BI), manage multi-year returns and liquidity models, and ensure data accuracy.
Provide detailed financial analysis for forecasting, investment decisions, and performance tracking, supporting both corporate finance and investment strategy.
Requirements and Qualifications:
Bachelor’s degree in accounting or finance required
2+ years’ experience in similar role within a fund, private wealth, or financial services industry
Must have experience working with business intelligence tools that include Power BI
Unlock your potential in the vibrant job market of the Dallas-Fort Worth metroplex! This bustling region in the great state of Texas boasts a perfect blend of southern charm and big-city opportunities. Dive into a dynamic career scene with access to renowned landmarks like the Dallas Arboretum and Botanical Garden, exquisite cuisine from Tex-Mex to BBQ, and cultural hotspots such as the Dallas Museum of Art and the AT&T Performing Arts Center. Cheer for the Dallas Cowboys at the AT&T Stadium or enjoy the outdoors at White Rock Lake. Discover why Dallas is the ultimate destination for growth, opportunity, and a fulfilling career journey. Explore our job listings today and embark on a new chapter in this captivating city!
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