Financial Analyst I

About the Role

We are looking for a motivated and analytical individual to join our team as a Financial Analyst I. In this role, you’ll work closely with Finance, Accounting, and cross-functional business partners to monitor financial performance, support financial planning and expense management, and provide insights that inform strategic and operational decisions. The ideal candidate is detail-oriented, eager to learn, and committed to accuracy, teamwork, and continuous improvement. They thrive in a fast-paced environment and are excited to develop their finance skills while contributing to the success of the business. The position will report to the Sr. Finance Manager. Recent graduates and early-career professionals are encouraged to apply.

Key Responsibilities

• Conduct financial analysis, forecasting, and variance reporting on a weekly, monthly, and quarterly basis to support business planning and decision-making.
• Support expense management by monitoring spending, analyzing variances, and identifying trends and opportunities to improve financial performance.
• Partner with budget owners and cross-functional business teams to understand spending trends, investigate variances, and support effective expense management.
• Build and maintain financial models to support forecasting and evaluate business performance.
• Partner with Finance and Accounting teams to gather data, prepare reports, and communicate financial insights to management.
• Monitor key financial metrics and KPIs to identify trends, risks, and opportunities.
• Support the annual budgeting process and ongoing forecast cycles to help the business achieve its financial targets.
• Utilize Oracle, Power BI, and other finance systems to analyze data and support financial reporting.
• Identify opportunities to improve financial reporting and planning processes, including the use of AI and automation to enhance efficiency and accuracy.
• Perform ad hoc financial and operational analyses to support business needs and strategic initiatives.

Requirements & Tech Stack

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Relevant experience in financial analysis, finance internships, or related academic coursework and projects.
• Proficiency in Microsoft Excel and strong analytical and problem-solving skills.
• Strong attention to detail and a commitment to accuracy.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong written and verbal communication skills.
• A proactive, hands-on approach with a willingness to learn and continuously improve.
• Experience with Oracle, Power BI, or other financial reporting and analysis systems is a plus.
• Curiosity and adaptability in emerging technologies; successful implementation and utilization of AI tools to enhance work, improve processes, or deliver measurable results.

Hybrid Flexibility

• Focused remote work plus in-person collaboration at our Coppell, TX office.