Financial Analyst – FP&A – Financial Planning & Analysis

Job Description

Financial Analyst | X-Factor Consulting

The Tone:
This is a hybrid position at X-Factor Consulting, located in the Dallas/Ft. Worth, TX (DFW) area. The role supports a client seeking a Financial Analyst for a critical FP&A function within their finance team. This position is essential for providing robust analytics, in-depth research, and accurate financial reporting. The chosen candidate will also play a key role in upgrading financial capabilities and driving process improvements to inform strategic decisions for the CFO, finance leadership, and business partners.

The TL;DR
• Role: Early Career
• Type: Hybrid
• Location: Hybrid, Dallas/Ft. Worth, TX

• Team: Reports to the Director of Finance
• Mission: To provide analytical support, research, and reporting, while enhancing capabilities and processes to guide finance leadership and business partners.
• Tech Stack: Microsoft Excel, PowerPoint, Power BI, SQL, ERP systems, financial modeling

What You’ll Actually Do
• Strategic Support: Provide ad-hoc analyses and modeling support for customer and contract evaluations, asset deployment analysis, pricing strategies, liquidity planning, and M&A scenarios to guide the CFO and finance leadership.
• Executive Reporting: Create accurate charts, tables, and supporting materials for monthly management reporting and quarterly presentations to senior executives.
• Financial Planning: Lead the annual budgeting process, rolling forecasts, and capital expenditure outlook to support comprehensive financial planning.
• Model Management: Maintain and refine the integrated financial model and all supporting schedules to ensure accuracy and relevance for ongoing analysis.
• Performance Analysis: Perform detailed variance analyses against budget, forecast, and prior periods, highlighting key performance trends for leadership review.

The Must-Haves
• Background: Bachelor’s degree in Finance, Accounting, Data analytics, or a related field. This role is open to candidates with 1 to 5 years of relevant financial experience, including recent graduates who demonstrate outstanding analytical capability.
• Experience: 1 to 5 years of relevant financial experience gained through full-time roles, internships, consulting, projects, public accounting, or corporate finance. Advanced proficiency in Microsoft Excel and PowerPoint is required.
• Skills: Strong attention to detail, a deep understanding of source data, formulas, and logic in financial recommendations, quantitative skills, working knowledge of accounting principles and financial statements, and excellent verbal and written communication abilities suitable for senior leadership presentations.
• Bonus: Experience in equity research or a similar field. Proficiency with Power BI, SQL, ERP systems, or financial modeling tools is a plus.