> job detail
O
đ˝Other
Financial Analyst
orange-bowl-committee-390a227d ¡ Coppell, TX, US | Mobile, AL, US
// classified as
Other (Adjacent or hard to classify.)
posted
2d ago
location
Coppell, TX, US | Mobile, AL, US
languages
sql
tools
excel
> stack
sqlexcel
> description
About the Role
We are seeking a highly analytical and driven Financial Analyst (FP&A) to support financial planning, strategic analysis, and performance management across the organization. This role is ideal for candidates who thrive in a fast-paced, entrepreneurial environmentâparticularly those with experience in private equity or PE-backed companies who understand the demands of high-growth, operationally intensive businesses.
You will play a key role in building financial models, analyzing performance, supporting acquisitions, and delivering actionable insights to business leaders.
Key Responsibilities
Financial Planning & Analysis
- Build, maintain, and enhance dynamic financial models to support forecasting, budgeting, and strategic decision-making
- Develop and present pro forma models for various business scenarios and investment opportunities
- Lead monthly variance analysis (Actual vs. Budget, Prior Month, Forecast) and communicate key insights
Business Performance & Reporting
- Analyze and report underperforming accounts across all lines of business, providing actionable recommendations
- Compile and deliver weekly company New Net Business (NNB) reports
- Monitor and evaluate performance of new acquisitions against Quality of Earnings (QoE) expectations
Strategic & Ad Hoc Analysis
- Conduct detailed business case and scenario analyses for regional and operational teams
- Support leadership with data-driven insights on strategic initiatives and operational improvements
Dashboards & Data Management
- Build and maintain Power BI dashboards to track KPIs and financial performance
- Ensure accuracy and consistency of financial and operational reporting
Operational Finance Support
- Track and submit Performance Indicators (PIs) in coordination with field teams and billing
- Partner with Area Sales Managers (ASMs) to manage KPI tracking, budgeting inputs, and reporting
- Support the annual budget process, including PI planning and ongoing tracking throughout the year
Qualifications
- 1â3 years of experience in FP&A, investment banking, consulting, or related field
- Experience in a private equity or PE-backed environment strongly preferred
- Strong financial modeling and analytical skills
- Proficiency in Power BI (dashboard creation and reporting)
- Working knowledge of SQL or other data querying tools is a plus
- Advanced Excel skills (financial modeling, forecasting, scenario analysis)
- Proven ability to manage multiple priorities in a fast-paced, high-growth environment
Key Traits for Success
- Strong attention to detail and ownership mindset
- Comfortable with ambiguity and âstartup grindâ environments
- Highly collaborative with ability to influence cross-functional teams
- Strong communication skills with ability to present financial insights clearly
Why Join Us
- High-impact role with exposure to senior leadership and strategic initiatives
- Opportunity to grow within a fast-scaling, PE-backed environment
- Competitive compensation and strong career development potential