Senior Financial Planning Analyst

Richardson, TX 75080

Posted: 04/15/2019 Employment Type: Direct Hire Industry: ACCOUNTING Job Number: 18970


Financial Additions has teamed up with a very stable  company in the the Dallas, TX area in search of a Senior Financial Analyst.  We are looking for an experienced Financial Analyst to forecast revenues and expenditures and advise on future budgeting.  This is an exciting role that provides advancement opportunities in Finance. 

Duties and Responsibilities:
  • Develop financial models through bench marking and process analysis
  • Forecast quarterly and annual profits
  • Prepare cost projections
  • Analyze and report on current financial status
  • Conduct thorough research of historical financial data
  • Explore investment options and present risk and opportunities
  • Compare anticipated and actual results and identify areas of improvement
  • Participate in budgeting (for departments and projects)
  • Review accounting transactions for data accuracy
  • Establish financial policies
  • Maintain confidentiality of financial information and investment decisions

  • Bachelor' s Degree.
  • 5 years of related experience 
  • Proficient in Excel and Access 
  • Experience with Hyperion a plus. 
  • Excellent communication skills and detail oriented. 

Shannon Burk

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