Financial Analyst Advisor

Financial Analyst - Advisor

(CPA preferred, EXTENSIVE experience in balance sheet modeling, cash flow scenario planning and long-range forecasting needed)

Dallas/Forth Worth, TX or Kansas City, MO - 1 time / month on-site

$85,000/yr. - $120,000/yr. - Full-time Advisory Level

Our client delivers technology solutions that are digitally transforming and empowering community banks and credit unions to provide enhanced and streamlined user experiences to their customers and members. Their best-in-class products are just the start as they Client the groundwork for the future of digital banking and payments. We hope you'll join us. They can't do it without you.

We are looking for a Financial Analyst Advisor to join our internal reporting group. The ideal candidate uses professional concepts to resolve critical issues, has broad expertise or unique knowledge and contributes to company objectives. You will be working on highly complex and diverse projects. This role works on significant and unique issues where analysis of situations or data requires an evaluation of intangibles. This role requires excellent independent judgment in selecting methods, techniques, and evaluation criteria for obtaining solutions. Exercises wide latitude in determining objective and approaches to critical assignments. The ideal candidate possesses superior knowledge of the financial industry, financial principles, GAAP, and other accounting principles. Additionally, we are looking for a strong candidate with extensive experience in balance sheet modeling, cash flow scenario planning and long range forecasting.

The salary range for this position is $84,000 - $120,000 depending on location and experience.

This position may be located in the following locations: Dallas/Forth Worth, TX or Kansas City, MO

You must be able to come onsite at least 1 time per month for in office meetings or events. The remainder of the time, you are able to work remotely from home.

What you'll be responsible for:

Performs highly complex financial analyses on cash flow, operating results, balance sheet metrics and business plans to determine rates of return, capital/cash flow requirements, etc.

Forecasts balance sheet and cash flow projections to support long-term planning. Analyzes segment results to make recommendations.

Gathers, analyzes, prepares, and summarizes recommendations for financial plans, acquisition activity, trended future requirements, operating forecasts and other ad-hoc analysis.

May prepare and present management reporting packages to senior management team, and provide recommendations to management based on analysis. Will transform complex financial data into user-friendly, easy-to-understand charts, graphs, and other visualizations.

Evaluates and analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc.

Acts as consultant to management on financial policies, procedures, and applications.

Develops and maintains internal financial reports across several different systems. Supports external financial reporting and communications. Supports new technology enhancements to improve financial reporting.

Implements and maintains reporting procedures to comply with internal control requirements. Complies with internal controls and responds timely to audit requirements.

Acts as a consultant to management on financial policies, procedures, and applications.

May assist less experienced peers. May act as a team leader.

May perform other job duties as assigned.

What you'll need to have:

Bachelor's degree in Accounting, Finance, Economics or Business Administration.

A minimum 10 years of Corporate Finance, FP&A or Finance Operations, experience within a consolidated reporting environment.

Must have experience in balance sheet modeling, cash flow scenario planning and long range forecasting.

Ability to effectively plan, prioritize, and organize a diversified workload to meet aggressive deadlines.

Strong business acumen and desire to strengthen knowledge of the business/industry.

Ability to travel up to 10% to attend meetings, trainings, and/or professional conferences.

What would be nice for you to have:

Experience working in a Senior Financial Analyst role.

MBA and/or CPA or other related professional certification.

Experience working with OneStream, Tableau, Power BI, or Workiva. Peoplesoft & nvision

Proficient in creating special reporting, interactive dashboards, financial modeling, or executive presentations.

Experience in a Financial or Technology Services organization.

Ability to make recommendations to improve efficiency of processes and procedures.

Proficient in MS Excel and PowerPoint.

Able to work with confidential materials and maintain confidentiality at all times.