Role Overview:
Are you looking for a Financial Analysis role with exposure to senior leadership? The Financial Business Analyst delivers the key insights senior Finance leaders need to make faster, better decisions. You’ll perform Financial forecasting, daily performance analysis, executive reporting and analytical ad hoc and project support. This Finance role partners with Retention, Acquisition, and Data Analytics to translate business performance into clear insights for executive decision-making.
This role is all about finding the root cause of performance variances and then collaborating with teams to resolve them. Building financial models and forecasting is just the beginning. Your ability to successfully navigate challenging asks and solve problems with multiple different teams will be key to your success in this role.
This is a Hybrid position located in our Frisco, TX office. When you are not working on-site, you will be working from your home office. We are only considering candidates within a commutable distance to the Frisco, TX office and are not offering relocation assistance at this time.
About the role:
• Financial forecasting ownership: Own Finance Forecasting processes, translate annual goals into actionable and measurable daily and weekly performance projections and insights
• Daily performance and ad hoc analysis: Identify variance drivers, and proactively flag risks, opportunities, and ad Hoc analysis to help identify areas of opportunity within acquisition and retention
• Deep-dive analytics: Build and maintain scalable analytical frameworks that improve visibility into granular business segments
• AI Leadership: Leverage state of the art AI models and concepts to drive analytical outcomes, reporting, and financial modeling
• Initiative tracking and impact quantification: Track business initiatives by timing, channel, source, and expected financial impact
• Drive the results of the business: through proactive influence and partnership with marketing, data analytics, and other groups within the org
About you:
• You bring 3+ years of experience in financial analysis, FP&A, business operations, analytics, or a related role
• BA/BS/BBA degree in Finance, Accounting, Economics, Business Analytics, Mathematics, Statistics, or a related quantitative field is preferred. MBA/MA/MS is a plus
• Expert level Excel and financial modeling skills and high proficiency with Copilot and/or other AI tools (Claude, ChatGPT) in business applications
• Strong forecasting and planning experience, including variance analysis, initiative sizing, and business performance tracking
• Knowledge of SQL, Alteryx, or similar tools to be able