188 Financial Analysis jobs in Dallas County
Lead Financial Analysis
Posted today
Job Viewed
Job Description
**This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered**
Join AT&T and reimagine the communications and technologies that connect the world. Our Consumer Technology experience team is delivering innovative and reliable technology solutions to power differentiated, simplified customer experiences. Bring your bold ideas and fearless risk-taking to redefine connectivity and transform how the world shares stories and experiences that matter. When you step into a career with AT&T, you won't just imagine the future-you'll create it.
**Overall Purpose:** Conduct comprehensive financial analysis, ensuring accurate forecasting, strategic planning, and data-driven recommendations to achieve and optimize organizational financial objectives.
**Key Roles and Responsibilities:** Typical tasks may include, but are not limited to, the following:
- **Strategic Financial Planning and Analysis:** Lead financial planning processes, including budgeting, forecasting, and long-term planning. Provide strategic recommendations to senior management based on financial analysis and projections. Analyze financial performance against key business metrics to document and assess progress.
- **Financial Reporting and Data Interpretation:** Prepare and present comprehensive financial reports (balance sheets, income statements, cash flow statements) ensuring accuracy and compliance. Conduct in-depth financial analysis to identify trends and provide actionable insights for decision-makers.
- **Budget Management and Financial Modeling:** Oversee the preparation and management of company budgets, monitor actual performance, and analyze variances. Develop and maintain financial models to support business initiatives, investments, and financial opportunities.
- **Team Leadership and Development:** Mentor junior financial analysts, providing training and development opportunities to enhance skills and knowledge.
- **Other Duties as Assigned:** Identify financial risks and develop mitigation strategies, ensure compliance with financial regulations, streamline financial processes, communicate financial insights to stakeholders, and support audits and reviews.
**Job Contribution:** An experienced professional, recognized as an expert, creatively resolving complex issues with broad and in-depth knowledge. Leads significant projects with strategic autonomy, influencing executive decisions. Mentors less experienced staff, implements long-term plans impacting the organization, and frequently collaborates with senior leadership. **Supervisor:** No
**Education/Experience:** Bachelor's degree (BS/BA) desired. 5+ years of related experience. Certification is required in some areas.
Our **Lead Financial Analysis** earn between $118,800 - $78,200 USD Annual. Not to mention all the other amazing rewards that working at AT&T offers. From health insurance to tuition reimbursement and paid time off to discounts on products and services just to name a few. There is a lot to be excited about around here. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.
**Joining our team comes with amazing perks and benefits:**
+ Medical/Dental/Vision coverage
+ 401(k) plan
+ Tuition reimbursement program
+ Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
+ Paid Parental Leave
+ Paid Caregiver Leave
+ Additional sick leave beyond what state and local law require may be available but is unprotected
+ Adoption Reimbursement
+ Disability Benefits (short term and long term)
+ Life and Accidental Death Insurance
+ Supplemental benefit programs: critical illness/accident hospital indemnity/group legal
+ Employee Assistance Programs (EAP)
+ Extensive employee wellness programs
+ Employee discounts up to 50% off on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available) and AT&T phone
A career with us, a global leader in communications and technology, comes with big rewards. As part of our team, you'll lead transformation surrounded by trailblazing industry leaders like you. You'll be empowered to go above and beyond - making a difference through company-sponsored initiatives or connecting and networking through one of our many employee groups. And regardless of where you're at in your career trajectory, you'll be rewarded by the impact that comes with making a difference in the lives of millions.
With AT&T, you'll be a part of something greater, do incredible things and be rewarded with a chance to change the world.
AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, State, and local laws.
Ready to close the deal on a career with AT&T?
Apply today.
**Weekly Hours:**
40
**Time Type:**
Regular
**Location:**
Dallas, Texas
**Salary Range:**
118,800.00 - 178,200.00
It is the policy of AT&T to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, AT&T will provide reasonable accommodations for qualified individuals with disabilities. AT&T is a fair chance employer and does not initiate a background check until an offer is made.
AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, state and local laws
We expect employees to be honest, trustworthy, and operate with integrity. Discrimination and all unlawful harassment (including sexual harassment) in employment is not tolerated. We encourage success based on our individual merits and abilities without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability, marital status, citizenship status, military status, protected veteran status or employment status
Lead Financial Analysis
Posted 4 days ago
Job Viewed
Job Description
**This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered.**
At AT&T we're redefining the future of connectivity. At our core is a passion to serve our customers with products and services that create connections, improve lives and allow millions to share the stories and experiences that matter. Our Corporate teams are fueled by innovation and a desire to connect the world in meaningful ways. Join our team and bring your bold ideas, supporting and transforming our business across areas like marketing, finance and more.
This role supports consolidations of the Corp and Other Segment which includes the Parent Support Organizations, Misc Parent (Benefits) and Non-Dept (various other costs).
As a Lead Financial Analyst, you'll be responsible for conducting and documenting complex financial analysis projects, working on problems of diverse scope including the analysis of financial reports, trends, and opportunities.
Key Roles and Responsibilities:
- Strategic Financial Planning and Analysis: Lead financial planning processes, including budgeting, forecasting, and long-term planning. Provide strategic recommendations to senior management based on financial analysis and projections. Analyze financial performance against key business metrics to document and assess progress.
- Financial Reporting and Data Interpretation: Prepare and present comprehensive financial reports ensuring accuracy and compliance. Conduct in-depth financial analysis to identify trends and provide actionable insights for decision-makers.
- Budget Management and Financial Modeling: Oversee the preparation and management of company budgets, monitor actual performance, and analyze variances. Develop and maintain financial models to support business initiatives, investments, and financial opportunities.
- Team Leadership and Development: Mentor junior financial analysts, providing training and development opportunities to enhance skills and knowledge.
- Other Duties as Assigned: Identify financial risks and develop mitigation strategies, ensure compliance with financial regulations, streamline financial processes, communicate financial insights to stakeholders, and support audits and reviews.
- Gathers, interprets, and evaluates financial information. Responsible for the analysis and interpretation of financial and other data.
- Performs complex data forecasting and financial analysis for book close and for various ad hoc business cases.
- Develops recommendations to achieve the organizations financial objectives.
- Determines financial consequences of alternative methods, plans and strategies.
- Emphasis is revenue and volumes, but costs/EBITDA impacts also examined.
- This job is in Dallas, TX only. There is no relocation budgeted.
- This job is required to be in the office 5 days a week.
Job Contribution: Uses professional concepts and company objectives to resolve complex issues in effective ways. Works on complex issues where analysis of situations or data requires an in- depth evaluation of variable factors.
Qualifications:
- Typically requires 5-7 years' experience.
- Five or more years' experience in financial modeling and financial forecasting
- Five or more years' experience in accounting, financial data analysis, or financial reporting preferred.
- Excel, Power BI, Power Query, SQL skills required
- Excellent interpersonal communications and project management and leadership skills
- MR2020 skills required. EDW, FDW, Billing system data extraction (SQL, etc) skills extremely useful.
**Education/Experience:**
+ Bachelor's degree (BS/BA) desired.
+ 5+ years of related experience.
+ Certification is required in some areas.
**Supervisor:**
+ No
Our Lead Financial Analyst, earn between $118,800 - $78,200. Not to mention all the other amazing rewards that working at AT&T offers. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.
**Joining our team comes with amazing perks and benefits:**
+ Medical/Dental/Vision coverage
+ 401(k) plan
+ Tuition reimbursement program
+ Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
+ Paid Parental Leave
+ Paid Caregiver Leave
+ Additional sick leave beyond what state and local law require may be available but is unprotected
+ Adoption Reimbursement
+ Disability Benefits (short term and long term)
+ Life and Accidental Death Insurance
+ Supplemental benefit programs: critical illness/accident hospital indemnity/group legal
+ Employee Assistance Programs (EAP)
+ Extensive employee wellness programs
+ Employee discounts up to 50% off on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available) and AT&T phone
A career with us, a global leader in communications and technology, comes with big rewards. As part of our team, you'll lead transformation surrounded by trailblazing industry leaders like you. You'll be empowered to go above and beyond - making a difference through company-sponsored initiatives or connecting and networking through one of our many employee groups.
And regardless of where you're at in your career trajectory, you'll be rewarded by the impact that comes with making a difference in the lives of millions.
With AT&T, you'll be a part of something greater, do incredible things and be rewarded with a chance to change the world.
AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, State, and local laws.
**Weekly Hours:**
40
**Time Type:**
Regular
**Location:**
Dallas, Texas
**Salary Range:**
118,800.00 - 178,200.00
It is the policy of AT&T to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, AT&T will provide reasonable accommodations for qualified individuals with disabilities. AT&T is a fair chance employer and does not initiate a background check until an offer is made.
AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, state and local laws
We expect employees to be honest, trustworthy, and operate with integrity. Discrimination and all unlawful harassment (including sexual harassment) in employment is not tolerated. We encourage success based on our individual merits and abilities without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability, marital status, citizenship status, military status, protected veteran status or employment status
Financial Analysis Manager, Medical Group Care
Posted 5 days ago
Job Viewed
Job Description
WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort Worth according to U.S. News & World Report, we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career! JOB SUMMARY Supervise strategic departmental and divisional financial analysis and reporting within UTSW's managed care contracting department. Identify areas of financial risk and the opportunity to advise manager regarding key improvement opportunities. Candidate will work with Managed Care department leaders, SWHR, and UTSW facility and faculty departments, responsible for financial analysis, contract and program modeling, and reporting, in support of payor contracting and strategic activities. Candidate will also facilitate UTSW's strategic pricing strategies through local ingestion and modeling of pricing transparency data, develop multi-year contract performance yield projections for UTSW payor contracts by faculty departments and facilities, provide hospital and physician compensation expertise across all payor contracts and segments, design and implement a series of routine management performance reports for department, faculty, and facility use that complement and reconcile to existing dashboards and data tools, provide strategic financial analysis regarding payor products, business proposals, and make recommendations for optimizing the financial impact of business initiatives, analyzes various product, payor, and market trends that affect UTSW profitability and performance to both external and internal benchmarks, reviews new product lines and services to model how they would be reimbursed under existing payor arrangements, coordinate with Revenue Cycle and Cost Accounting areas to ensure optimal performance and reporting accuracy, and provide advice to department leaders regarding key process improvement opportunities and serve as critical resource for implementation. Please note that this position does not offer H1B visa sponsorship. Selected candidate must reside in the Dallas/Ft. Worth Metroplex or be willing to relocate. This position is eligible for a hybrid work schedule. BENEFITS UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include: PPO medical plan, available day one at no cost for full-time employee-only coverage 100% coverage for preventive healthcare-no copay Paid Time Off, available day one Retirement Programs through the Teacher Retirement System of Texas (TRS) Paid Parental Leave Benefit Wellness programs Tuition Reimbursement Public Service Loan Forgiveness (PSLF) Qualified Employer Learn more about these and other UTSW employee benefits! EXPERIENCE AND EDUCATION Required Education Bachelor's Degree in Business, Finance, Accounting, Healthcare Administration or related field or a combination of education and directly related experience Experience 5 years experience in a healthcare organization, contracting, financial analysis, management, or planning position required Preferred Education Master's Degree Experience 7 years Experience with EPSi Cost Accounting System or other commercial facility contract modeling a plus JOB DUTIES Working with Managed Care department leaders, SWHR, and UTSW facility and faculty departments, responsible for financial analysis, contract and program modeling, and reporting, in support of payor contracting and strategic activities. Facilitate UTSWs strategic pricing strategies through local ingestion and modeling of pricing transparency data Develop multi-year contract performance yield projections for UTSW payor contracts by faculty departments and facilities. Identify areas of financial risk, present findings, and make recommendations to the manager. Provide hospital and physician compensation expertise across all payor contracts and segments. Design and implement a series of routine management performance reports for department, faculty, and facility use that complement and reconcile to existing dashboards and data tools. Provide strategic financial analysis regarding payor products, business proposals, and make recommendations for optimizing the financial impact of business initiatives. Analyzes various product, payor, and market trends that affect UTSW profitability and performance to both external and internal benchmarks. Reviews new product lines and services to model how they would be reimbursed under existing payor arrangements. Coordinate with Revenue Cycle and Cost Accounting areas to ensure optimal performance and reporting accuracy. Provide advice to department leaders regarding key process improvement opportunities and serve as critical resource for implementation. Perform other duties as assigned. SECURITY AND EEO STATEMENT Security This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information. To the extent this position requires the holder to research, work on, or have access to critical infrastructure as defined in Section 113.001(2) of the Texas Business and Commerce Code, the ability to maintain the security or integrity of the critical infrastructure is a minimum qualification to be hired and to continue to be employed in the position. EEO Statement UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status. Benefits UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include: PPO medical plan, available day one at no cost for full-time employee-only coverage 100% coverage for preventive healthcare - no copay Paid Time Off, available day one Retirement Programs through the Teacher Retirement System of Texas (TRS) Paid Parental Leave Benefit Wellness programs Tuition Reimbursement Public Service Loan Forgiveness (PSLF) Qualified Employer Learn more about these and other UTSW employee benefits! #J-18808-Ljbffr
Financial Analysis Manager, Medical Group Care
Posted 5 days ago
Job Viewed
Job Description
WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort Worth according to U.S. News & World Report , we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career! JOB SUMMARY Supervise strategic departmental and divisional financial analysis and reporting within UTSW’s managed care contracting department. Identify areas of financial risk and the opportunity to advise manager regarding key improvement opportunities. Candidate will work with Managed Care department leaders, SWHR, and UTSW facility and faculty departments, responsible for financial analysis, contract and program modeling, and reporting, in support of payor contracting and strategic activities. Candidate will also facilitate UTSW’s strategic pricing strategies through local ingestion and modeling of pricing transparency data, develop multi-year contract performance yield projections for UTSW payor contracts by faculty departments and facilities, provide hospital and physician compensation expertise across all payor contracts and segments, design and implement a series of routine management performance reports for department, faculty, and facility use that complement and reconcile to existing dashboards and data tools, provide strategic financial analysis regarding payor products, business proposals, and make recommendations for optimizing the financial impact of business initiatives, analyzes various product, payor, and market trends that affect UTSW profitability and performance to both external and internal benchmarks, reviews new product lines and services to model how they would be reimbursed under existing payor arrangements, coordinate with Revenue Cycle and Cost Accounting areas to ensure optimal performance and reporting accuracy, and provide advice to department leaders regarding key process improvement opportunities and serve as critical resource for implementation. Please note that this position does not offer H1B visa sponsorship. Selected candidate must reside in the Dallas/Ft. Worth Metroplex or be willing to relocate. This position is eligible for a hybrid work schedule. BENEFITS UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include: PPO medical plan, available day one at no cost for full-time employee-only coverage 100% coverage for preventive healthcare-no copay Paid Time Off, available day one Retirement Programs through the Teacher Retirement System of Texas (TRS) Paid Parental Leave Benefit Wellness programs Tuition Reimbursement Public Service Loan Forgiveness (PSLF) Qualified Employer Learn more about these and other UTSW employee benefits! EXPERIENCE AND EDUCATION Required Education Bachelor's Degree in Business, Finance, Accounting, Healthcare Administration or related field or a combination of education and directly related experience Experience 5 years experience in a healthcare organization, contracting, financial analysis, management, or planning position required Preferred Education Master's Degree Experience 7 years Experience with EPSi Cost Accounting System or other commercial facility contract modeling a plus JOB DUTIES Working with Managed Care department leaders, SWHR, and UTSW facility and faculty departments, responsible for financial analysis, contract and program modeling, and reporting, in support of payor contracting and strategic activities. Facilitate UTSW‿s strategic pricing strategies through local ingestion and modeling of pricing transparency data Develop multi-year contract performance yield projections for UTSW payor contracts by faculty departments and facilities. Identify areas of financial risk, present findings, and make recommendations to the manager. Provide hospital and physician compensation expertise across all payor contracts and segments. Design and implement a series of routine management performance reports for department, faculty, and facility use that complement and reconcile to existing dashboards and data tools. Provide strategic financial analysis regarding payor products, business proposals, and make recommendations for optimizing the financial impact of business initiatives. Analyzes various product, payor, and market trends that affect UTSW profitability and performance to both external and internal benchmarks. Reviews new product lines and services to model how they would be reimbursed under existing payor arrangements. Coordinate with Revenue Cycle and Cost Accounting areas to ensure optimal performance and reporting accuracy. Provide advice to department leaders regarding key process improvement opportunities and serve as critical resource for implementation. Perform other duties as assigned. SECURITY AND EEO STATEMENT Security This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information. To the extent this position requires the holder to research, work on, or have access to critical infrastructure as defined in Section 113.001(2) of the Texas Business and Commerce Code, the ability to maintain the security or integrity of the critical infrastructure is a minimum qualification to be hired and to continue to be employed in the position. EEO Statement UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status. #J-18808-Ljbffr
Financial Planning & Analysis Analyst
Posted 5 days ago
Job Viewed
Job Description
Freeman is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry' largest network of experts, Freeman's insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 97-year legacy in event management as well as new technologies to deliver moments that matter.
**Summary**
We are seeking a highly motivated and detail-oriented Senior Financial Analyst to join our FP&A team supporting the Exhibits organization. This role serves as a strategic business partner responsible for month-end reporting, budget and forecast planning, job cost analysis, and a variety of ad hoc financial tasks. The ideal candidate will be analytical, collaborative, and comfortable working with cross-functional leaders across all levels of the business.
This position will support our Finance team. It is eligible to work a hybrid schedule, generally requiring work in-office and/or show-site 2-3 days per week. This position is based out of our North Dallas office location in Dallas, TX.
**Essential Duties & Responsibilities**
+ Serve as an FP&A business partner to the Exhibits team, supporting the EVP, VPs, and Directors with financial insights and analysis
+ Lead month-end close activities, including Operating Income and SG&A variance analysis and reporting
+ Prepare annual budgets and forecasts in coordination with business leaders
+ Maintain and update weekly Power BI dashboards and reports
+ Provide weekly utilization reporting and insights to support resource planning
+ Workfront admin responsibilities, including timesheet audits and cost/hour tracking
+ Track and report headcount metrics across the organization
+ Respond to ad hoc reporting requests and provide financial insights as needed
**Education & Experience**
+ Bachelor's degree in Finance, Accounting, Economics, or a related field is required
+ Three (3)+ years of related FP&A experience
+ Experience with ERP and planning systems such as SAP, Hyperion, or equivalent
+ Proficient in Microsoft Excel, PowerPoint, and Word
+ Strong analytical, written, and verbal communication skills
+ Self-starter with a high level of energy and flexibility
+ Ability to work independently and collaboratively in a fast-paced environment
+ Experience working with business intelligence and planning tools (e.g., Power BI)
+ Demonstrated ability to extract, manipulate, analyze, and present data effectively
**What We Offer**
Freeman provides benefits that aim to empower our people and their families to thrive mentally, physically, and financially. These are a handful of the types of programs and benefits our full-time people may be eligible for. There may be some variances in specific benefits across regions.
+ Medical, Dental, Vision Insurance
+ Tuition Reimbursement
+ Paid Parental Leave
+ Life, Accident and Disability
+ Retirement with Company Match
+ Paid Time Off
**Diversity Commitment**
At Freeman, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status and other characteristic protected by federal, state or local laws.
#LI-Hybrid
Manager, Financial Planning & Analysis
Posted 1 day ago
Job Viewed
Job Description
Job Description
Ignite Your Career at Avanci as a Manager, Financial Planning & Analysis on the Finance team!
At Avanci ( were redefining the future of patent licensing through premier independent platforms. Partnering with leading companies, we're driving transformative and optimized patent licensing for advanced technologies and products. In the automotive space we've streamlined the licensing of over 160 million connected vehicles to date and are continuously expanding into new verticals across various industries. We are an international, growth oriented technology company with offices in Dublin, Ireland; Tokyo, Japan; Seoul, South Korea; and Beijing & Shenzhen, China.
Your Role: As Manager, Financial Planning & Analysis, you will partner closely with the CFO as well as other senior executives to drive financial strategy and decision-making, while operating as an individual contributor with no direct reports. The Manager, FP&A is responsible for overseeing quarterly financial reporting and analysis aligned with private equity standards, ensuring thorough budget-to-actual reviews, KPI monitoring, and cash flow management each quarter. Additionally, this role engages in cross-functional initiatives and special projects at the direction of senior leadership. We offer a competitive compensation and benefits package and the chance to influence high-level financial outcomes in a fast-paced, collaborative environment.
Key Responsibilities
- Quarterly Financial Reporting: Prepare quarterly financial performance reports (e.g. budget-to-actuals, EBITDA, cash flow, KPI dashboards) for our executive management, Board of Directors, and privateowners. Ensure that reporting is accurate, insightful, and meets all investor requirements, aligning with private equity standards and expectations.
- Financial Modeling & Variance Analysis: Develop and maintain robust financial models to project performance under various scenarios, and perform in-depth variance analysis on actual results versus budget/forecast. Identify the root causes of variances and distill insights and recommendations for improvement in profitability and efficiency, including cost reductions and vendor management.
- Financial Planning & Budgeting: Lead and manage the companys financial planning, budgeting, and forecasting processes, including annual budget preparation and quarterly re-forecast updates. Develop and maintain complex financial models for long-term planning and scenario analysis. Manage cash flow forecasting and working capital analysis to ensure the companys liquidity and funding needs are met.
- Cross-Functional Collaboration: Collaborate with cross-functional teams (Licensing, Legal, Royalty Services, etc.) to gather inputs and ensure financial plans reflect operational realities. Ensure alignment between financial targets and actual execution by partnering with department heads to understand business needs and incorporate them into forecasts and budgets, while fostering accountability for results across the organization.
- Key Metrics Monitoring: Monitor key performance indicators (KPIs) and operational metrics to guide resource allocation and identify growth opportunities. Track drivers such as total contract value, revenue growth, EBITDA, cash flow, margin trends, business unit analysis, etc., and proactively communicate any emerging risks or opportunities.
- Special Projects & Ad Hoc Analysis: Participate in financial modeling and business case analysis as needed to collaborate with senior leadership on special projects, including M&A, new initiatives, and valuation. Support the CFO on strategic initiatives and ad hoc analyses, often under tight deadlines, to inform high-level strategy.
Qualifications:
- Education: Bachelors degree in Finance, Accounting, Business or related discipline required; relevant advanced certification (MBA/CPA) is strongly
- Experience: 7+ years of progressive finance experience (FP&A, financial analysis or related roles), with a strong background in private equity-backed environments or technology companies. Prior experience supporting C-level executives is highly valued.
- Technical Skills: Advanced financial modeling and analytical skills with expert-level Excel proficiency. Familiarity with business intelligence and financial software/tools and ERP systems (such as Microsoft Business Central or Sage Intacct) is a plus.
- Communication Skills: Constructive interpersonal and communication skills are critical. Proven ability to present financial data, insights, and recommendations to executive audiences in a clear and persuasive manner. Able to collaborate effectively across different teams and to explain financial concepts to non-financial stakeholders.
- Leadership & Work Style: Competitive candidates will be those eager to contribute and influence outcomes in a growth-focused, private equity setting. Self-motivated and detail-oriented, with a demonstrated ability to manage multiple priorities and deadlines. This role has no direct reports, so a hands-on approach and strong individual contribution is key. Experience working under tight timelines (such as quarter-end close or board deadlines) and in a fast-paced, results-driven culture is highly valued. The ideal candidate will combine a strategic mindset with willingness to dive into details and roll up their sleeves as needed. High integrity and the ability to maintain confidentiality of financial information are assumed.
This is your chance to join a pioneering company and be at the forefront of technological advancements. Apply today to be a part of the Avanci adventure.
#J-18808-LjbffrFinancial Planning & Analysis Associate
Posted 1 day ago
Job Viewed
Job Description
Job Description: Associate, Financial Planning and Analysis
As an Associate on the Financial Planning and Analysis (FP&A) team, you will play a key supporting role in delivering insightful financial analysis and reporting to drive informed decision-making across the organization.
Key Responsibilities
- Support the development of financial reports and dashboards that highlight key trends, metrics, and business drivers.
- Assist in compiling, maintaining, and presenting key performance indicators (KPIs) to various stakeholders.
- Conduct statistical and financial analysis using Excel and business intelligence tools to support strategic initiatives.
- Provide analytical support to business lines, including cost tracking and initiative performance evaluation.
- Perform research to support enterprise-level projects and long-term planning efforts.
- Help prepare financial statements and support GL account mapping activities.
- Collaborate with IT and finance colleagues to validate and enhance financial data quality.
- Assist in building and maintaining Power BI Paginated Reports and Dashboards.
- Work closely with the accounting department to streamline reporting processes and develop automated reporting tools.
- Contribute to continuous improvement efforts by identifying opportunities to enhance data-driven decision-making.
To be successful in this role, you should have:
- Strong attention to detail and commitment to producing accurate results.
- Solid Excel modeling skills and experience with data visualization or dashboarding tools.
- A self-starter mindset with the ability to manage tasks independently under guidance.
- Capability to support multiple projects simultaneously in a dynamic work environment.
- Effective time management and prioritization skills.
- Strong interpersonal and communication skills to work effectively across teams.
- Familiarity with ERP systems (experience with Oracle is a plus).
- Exposure to Power BI Report Builder and Desktop is a plus.
- A bachelor's degree in finance, accounting, or a related field.
- At least 2 years of experience in a finance or accounting role, preferably with some experience in financial analysis or reporting.
- Demonstrated ability to take initiative and deliver high-quality work.
- Experience assisting in financial statement preparation or consolidation is a plus.
Be The First To Know
About the latest Financial analysis Jobs in Dallas County !
Director Financial Planning & Analysis
Posted 3 days ago
Job Viewed
Job Description
Job DescriptionJob Description Job Summary: Everest client is a rapidly growing PE-backed company, is looking to add a highly skilled Finance Director to its team. The position is a leadership role within the finance function, focusing on strategic analysis and actionable insights to optimize commercial and supply chain performance. JOB RESPONSIBILITIES: Analyze financial and operational data to identify trends, opportunities for cost savings, and areas for improvement. Develop data-driven insights to influence strategic decisions in diverse areas of the business. Develop and maintain financial models to project future performance and provide recommendations based on trends, risks, and opportunities. Ensure consistency and accuracy in forecasting methodologies and processes. Provide analysis and variance commentary to senior management regarding financial performance. Develop and maintain key financial metrics and dashboards to communicate performance to executive leadership and stakeholders. Partner with other departments to provide financial insights that support business initiatives. Ensure alignment between financial goals and organizational objectives, driving cross-functional initiatives to achieve corporate financial targets. JOB REQUIREMENTS: Degree in Finance, Accounting, Business Administration, or related field Minimum of five years in a finance leadership role Strong modeling and analytical skills Understanding of accounting principles, financial metrics, and performance indicators Executive partnership and support experience Ability to distill complex financial analysis into PowerPoint decks and presentations Advanced Excel skills with experience creating financial models Experience with Tableau and NetSuite is not mandatory, but helpful Ability to work ONSITE in Dallas TX 4-5 days per week #J-18808-Ljbffr
Manager, Financial Planning & Analysis
Posted 18 days ago
Job Viewed
Job Description
Ignite Your Career at Avanci as a Manager, Financial Planning & Analysis on the Finance team!
At Avanci ( were redefining the future of patent licensing through premier independent platforms. Partnering with leading companies, we're driving transformative and optimized patent licensing for advanced technologies and products. In the automotive space we've streamlined the licensing of over 160 million connected vehicles to date and are continuously expanding into new verticals across various industries. We are an international, growth oriented technology company with offices in Dublin, Ireland; Tokyo, Japan; Seoul, South Korea; and Beijing & Shenzhen, China.
Your Role: As Manager, Financial Planning & Analysis, you will partner closely with the CFO as well as other senior executives to drive financial strategy and decision-making, while operating as an individual contributor with no direct reports. The Manager, FP&A is responsible for overseeing quarterly financial reporting and analysis aligned with private equity standards, ensuring thorough budget-to-actual reviews, KPI monitoring, and cash flow management each quarter. Additionally, this role engages in cross-functional initiatives and special projects at the direction of senior leadership. We offer a competitive compensation and benefits package and the chance to influence high-level financial outcomes in a fast-paced, collaborative environment.
Key Responsibilities
- Quarterly Financial Reporting: Prepare quarterly financial performance reports (e.g. budget-to-actuals, EBITDA, cash flow, KPI dashboards) for our executive management, Board of Directors, and privateowners. Ensure that reporting is accurate, insightful, and meets all investor requirements, aligning with private equity standards and expectations.
- Financial Modeling & Variance Analysis: Develop and maintain robust financial models to project performance under various scenarios, and perform in-depth variance analysis on actual results versus budget/forecast. Identify the root causes of variances and distill insights and recommendations for improvement in profitability and efficiency, including cost reductions and vendor management.
- Financial Planning & Budgeting: Lead and manage the companys financial planning, budgeting, and forecasting processes, including annual budget preparation and quarterly re-forecast updates. Develop and maintain complex financial models for long-term planning and scenario analysis. Manage cash flow forecasting and working capital analysis to ensure the companys liquidity and funding needs are met.
- Cross-Functional Collaboration: Collaborate with cross-functional teams (Licensing, Legal, Royalty Services, etc.) to gather inputs and ensure financial plans reflect operational realities. Ensure alignment between financial targets and actual execution by partnering with department heads to understand business needs and incorporate them into forecasts and budgets, while fostering accountability for results across the organization.
- Key Metrics Monitoring: Monitor key performance indicators (KPIs) and operational metrics to guide resource allocation and identify growth opportunities. Track drivers such as total contract value, revenue growth, EBITDA, cash flow, margin trends, business unit analysis, etc., and proactively communicate any emerging risks or opportunities.
- Special Projects & Ad Hoc Analysis: Participate in financial modeling and business case analysis as needed to collaborate with senior leadership on special projects, including M&A, new initiatives, and valuation. Support the CFO on strategic initiatives and ad hoc analyses, often under tight deadlines, to inform high-level strategy.
Qualifications:
- Education: Bachelors degree in Finance, Accounting, Business or related discipline required; relevant advanced certification (MBA/CPA) is strongly preferred
- Experience: 7+ years of progressive finance experience (FP&A, financial analysis or related roles), with a strong background in private equity-backed environments or technology companies. Prior experience supporting C-level executives is highly valued.
- Technical Skills: Advanced financial modeling and analytical skills with expert-level Excel proficiency. Familiarity with business intelligence and financial software/tools and ERP systems (such as Microsoft Business Central or Sage Intacct) is a plus.
- Communication Skills: Constructive interpersonal and communication skills are critical. Proven ability to present financial data, insights, and recommendations to executive audiences in a clear and persuasive manner. Able to collaborate effectively across different teams and to explain financial concepts to non-financial stakeholders.
- Leadership & Work Style: Competitive candidates will be those eager to contribute and influence outcomes in a growth-focused, private equity setting. Self-motivated and detail-oriented, with a demonstrated ability to manage multiple priorities and deadlines. This role has no direct reports, so a hands-on approach and strong individual contribution is key. Experience working under tight timelines (such as quarter-end close or board deadlines) and in a fast-paced, results-driven culture is highly valued. The ideal candidate will combine a strategic mindset with willingness to dive into details and roll up their sleeves as needed. High integrity and the ability to maintain confidentiality of financial information are assumed.
This is your chance to join a pioneering company and be at the forefront of technological advancements. Apply today to be a part of the Avanci adventure.
Manager Financial Planning & Analysis
Posted 5 days ago
Job Viewed
Job Description
Finance
**Job Description:**
**Your Work Shapes the World at Caterpillar Inc.**
When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.
The Financial Planning & Analysis (FP&A) Manager will play a pivotal role in driving financial planning and analysis, providing insights that support strategic decision-making and ensuring the financial health of Caterpillar's Electrification & Energy Solutions Division's (E+ES) Commercial and Services Team.
**What You Will Do:**
The ideal candidate will lead the development of annual budgets, quarterly forecasts, monthly financial results, and long-term financial plans for the Commercial and Services Business by working closely with the E+ES FP&A team.
Areas of responsibility could include but are not limited to:
+ Analyze financial performance and prepare detailed reports on key metrics.
+ Collaborate with department heads to create accurate and comprehensive budgets.
+ Identify and implement process improvements to enhance efficiency and accuracy.
+ Provide financial insights and recommendations to senior management.
+ Monitor and report on financial performance against targets.
+ Support strategic initiatives with financial analysis and projections.
+ Ensure compliance with financial regulations and company policies.
+ Developing methodology and providing education to accounting and non-accounting staffs and cross-functional teams
+ Provide advice and counsel on business issues from an accounting perspective
+ Spearhead financial projects to improve business efficiency and financial management
Additionally, this position:
+ Has a strong sense of ownership over work product and quality, proactively identifies next steps to drive completion/delivery
+ Have the ability as an "expert" to understand outcomes and have a broad enterprise view and understanding when resolving issues or completing projects
+ Balance resolving issues independently with timely escalation and communication to stakeholders
+ Understand the commercial impact of business decisions
+ Provide creative solutions that challenge traditional methods and processes
**What You Will Have:**
+ **Education:** Bachelor's degree in Finance, Accounting
+ **Financial Reporting:** Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
+ **Financial Analysis:** Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
+ **Accounting:** Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.
+ **Effective Communications:** Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
+ **Managing Multiple Priorities:** Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
**Top Candidate Will Also Have:**
+ Comprehensive knowledge of industry business, products, suppliers and customers, a broad understanding of accounting and business processes and systems.
+ Excellent analytical and problem-solving skills.
+ Advanced knowledge of Excel and financial software.
+ Strong attention to detail and organizational skills.
+ Ability to work in a fast-paced, dynamic environment.
+ CPA, CMA or MBA
**Additional Info** :
+ This position will be located in our Irving, TX office
+ This role is a full time position and currently requires 5 days a week in office
+ Sponsorship is **not** available
**What You Will Get:**
+ Our goal at Caterpillar is for you to have a rewarding career. Our teams are critical to the success of our customers who build a better world.
+ Here you earn more than just a salary because we value your performance. We offer a total rewards package that provides benefits on day one (medical, dental, vision, RX, and 401K) along with the potential of an annual bonus. Additional benefits include paid vacation days and paid holidays.
+ All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.
**About Caterpillar -**
Caterpillar Inc. is the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For nearly 100 years, we've been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.
**Final details:**
Please frequently check the email associated with your application, including the junk/spam folder, as this is the primary correspondence method. If you wish to know the status of your application - please use the candidate log-in on our career website as it will reflect any updates to your status.
#LI
**Summary Pay Range:**
$126,000.00 - $189,000.00
Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.
**Benefits:**
Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.
+ Medical, dental, and vision benefits*
+ Paid time off plan (Vacation, Holidays, Volunteer, etc.)*
+ 401(k) savings plans*
+ Health Savings Account (HSA)*
+ Flexible Spending Accounts (FSAs)*
+ Health Lifestyle Programs*
+ Employee Assistance Program*
+ Voluntary Benefits and Employee Discounts*
+ Career Development*
+ Incentive bonus*
+ Disability benefits
+ Life Insurance
+ Parental leave
+ Adoption benefits
+ Tuition Reimbursement
* These benefits also apply to part-time employees
Relocation is available for this position.
Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at Dates:**
July 11, 2025 - July 25, 2025
Any offer of employment is conditioned upon the successful completion of a drug screen.
Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities.
Not ready to apply? Join our Talent Community ( .