We are looking for a Sr. Financial Analyst to join a wholesale distribution organization in South Arlington, Texas and deliver high-impact financial insight that supports business performance. This role focuses on translating financial and operational data into meaningful analysis, strengthening planning activities, and improving reporting quality for leadership and cross-functional teams. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to build practical tools that help the business make informed decisions.
Responsibilities:
- Lead financial planning support by developing budget, forecast, and variance analyses that highlight performance drivers and key changes in results.
- Examine operating and financial data to uncover trends, business risks, and areas for improvement or growth.
- Create and maintain recurring reports, dashboards, and analytical outputs that give stakeholders clearer visibility into company performance.
- Partner with internal teams and multiple data sources to assemble relevant information for reporting, planning, and decision support.
- Reconcile and validate data across reports and analyses to maintain consistency, accuracy, and confidence in financial outputs.
- Contribute to the enhancement of planning and reporting capabilities by helping design new analytical approaches and tools.
- Advance efficiency initiatives through automation, standardized reporting practices, and stronger use of technology in financial processes.
- Apply AI-enabled solutions and other automation tools to simplify workflows, improve productivity, and strengthen business insights.
- Prepare concise, decision-ready analysis and presentation materials for leadership reviews, and document the assumptions and logic behind reporting outputs.
- Respond to special analysis requests by gathering information, structuring findings, and delivering timely recommendations informed by business operations.South
- Strong experience in financial analysis, including budgeting, forecasting, and performance evaluation.
- Demonstrated ability to build financial models and conduct detailed variance analysis to explain business results.
- Proficiency in ad hoc analysis and data mining techniques to identify patterns, issues, and opportunities.
- Experience working with reporting tools, dashboards, and large data sets to support decision-making.
- Knowledge of AI strategy and AI-based software applications that improve analytical efficiency and reporting effectiveness.
- Ability to verify, reconcile, and interpret data with a high level of accuracy and attention to detail.
- Strong written and verbal communication skills with the ability to present complex findings clearly to leadership.
- Solid understanding of how operational activity influences financial outcomes within a business environment.