SR. Financial Analyst

SR. Financial Analyst

Financial Analyst Senior

Dallas, Texas

Dallas:Fin/Acct/HR:Direct Hire

Aug 18, 2026

Position Summary

We are seeking a highly analytical and business-oriented Senior Financial Analyst to support a dynamic professional services organization with multiple profit centers and an operating model where our people create our value. This role will partner closely with operational leaders to drive financial performance, improve labor utilization, support forecasting and budgeting processes, and deliver actionable insights across the business. The ideal candidate has strong experience in professional services, consulting, engineering, staffing, or other environments where workforce management, project profitability, and operational efficiency are critical to success.

While hybrid work options are available, this position is based in Dallas, Texas. Candidates should be located in or willing to relocate to the Dallas area.

Key Responsibilities

Lead financial planning, forecasting, and budgeting activities across multiple business units, departments, or profit centers

Analyze revenue, labor costs, utilization, realization, and profitability trends to identify operational opportunities and risks

Develop and maintain financial models related to staffing, labor planning, project profitability, and operational performance

Partner with operational leadership and the Board of Directors to monitor KPIs including utilization rates, billable hours, labor efficiency, backlog, and margin performance

Prepare monthly financial reporting packages, variance analyses, dashboards, and executive presentations

Support strategic decision-making through scenario analysis, forecasting, and business case development

Analyze compensation structures, labor allocations, and workforce productivity metrics

Collaborate with accounting and operations teams to improve reporting accuracy, processes, and financial controls

Assist with annual planning cycles, long-range planning, and profitability improvement initiatives

Identify opportunities for automation, reporting enhancements, and process efficiencies within financial systems and workflows - including working with the technical team to create dashboards in an ERP or other reporting system

Support M&A analysis, integration efforts, or expansion initiatives as needed

Qualifications

Bachelor's degree in Finance, Accounting, Economics, or related field

5+ years of progressive financial analysis experience, preferably in professional services, consulting, engineering, staffing, or other labor-intensive industries

Experience supporting multiple business units, service lines, or profit centers

Strong understanding of labor-driven financial metrics including utilization, realization, billable hours, labor absorption, and project margins

Advanced Excel and financial modeling skills

Experience with ERP systems, business intelligence tools, and financial reporting platforms

Strong analytical, organizational, and problem-solving abilities

Ability to communicate financial concepts effectively to operational and executive leadership

Proven ability to manage multiple priorities in a fast-paced environment

Demonstrated ability to work independently with minimal supervision while effectively managing priorities and responsibilities

Preferred Qualifications

MBA, CPA, CFA, or other relevant professional designation

Experience with project accounting or workforce planning models

Strong experience with NetSuite ERP, financial reporting, and multi-entity environments

Familiarity with Power BI, Tableau, Adaptive Planning, or similar analytics tools

Experience in acquisitive or multi-entity organizations

Core Competencies

Financial modeling and forecasting

Labor and operational analytics

Business partnership and communication

Strategic thinking and decision support

Process improvement and automation

Attention to detail and data accuracy

Executive reporting and presentation skills

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