Financial Analyst

Thomas Edwards Group

Financial Analyst

Southlake, TX
Full Time
Paid
  • Responsibilities

    Job Description

    Job Description

    Job Title: Financial Analyst – Low-Carbon Solutions Sector (Fully On-site)

    A dynamic organization dedicated to advancing sustainable and low-carbon initiatives is seeking a proactive and results-driven Financial Analyst. This position focuses on core financial functions such as budgeting, forecasting, and the development of financial models.

    Key Responsibilities

    Budgeting and Forecasting

    • Lead the development and ownership of the annual budgeting cycle

    • Maintain and present monthly financial forecasts and variance analyses

    Reporting

    • Deliver internal financial reports on a monthly, quarterly, and annual basis

    • Prepare financial packages for executive leadership and board-level presentations

    • Support business unit reporting and generate KPI dashboards

    • Track sales pipeline, commissions, and associated metrics

    • Oversee and update risk reporting documentation

    Financial Planning & Analysis

    • Construct financial models for valuation, planning, and scenario analyses

    • Contribute to special studies tied to financial and business goals

    • Conduct market and peer benchmarking analyses

    • Evaluate capital investment business cases and process improvement initiatives

    • Analyze organizational cost structures across geographies and product categories

    • Perform capacity/utilization assessments to identify investment opportunities

    • Investigate labor efficiency metrics and opportunities for operational enhancement

    • Provide finance insights for internal strategy discussions on client services and new offerings

    • Create trend analyses to facilitate data-informed decision-making

    • Produce accurate visual and narrative summaries to illustrate business performance

    • Additional responsibilities as assigned

    Requirements

    Minimum Qualifications

    • At least 3 years of experience in a comparable financial analysis role

    • Demonstrated expertise in Excel-based financial modeling

    • Bachelor’s degree in Finance, Accounting, or Economics

    • Familiarity with statistical modeling principles

    Preferred Qualifications

    • Proficient in Microsoft Office Suite and financial modeling

    • Experience working with large datasets and analytics tools

    • Exposure to ERP systems or platforms such as Business Central, Great Plains, Intellego, Power BI

    • Familiarity with multi-location business operations

    • Hands-on experience managing or contributing to finance processes

    • Working knowledge of GAAP

    • MBA is a plus

    Professional Competencies

    • Strong analytical and consultative approach

    • Excellent communication and presentation abilities

    • Highly detail-oriented with strong organization and independence

    • Proven collaboration in cross-functional environments

    Company Description

    Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

    Company Description

    Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

  • Industry
    Real Estate