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Senior Financial Analyst

Dallas, TX

Senior Financial Analyst – (2-4 years of prior transactions advisory or consulting experience preferred)


We are looking for a Senior Financial Analyst for a career track position with excellent work/life balance! Responsibilities will include planning and participating in portfolio company board meetings, aggregating, and analyzing performance reports, conducting monthly financial reviews, preparing and analyzing budgets/forecasts, participation in acquisitions analysis and due diligence, and ad-hoc projects as needed. Ideal candidate strengths are performing complex analytics, analyzing business performance, relationship management with portfolio company executive leadership, and an ability to think critically and solve problems.


Candidate will have exposure to senior management of the parent company and the executives of its portfolio companies. This is a career track role, and an opportunity to be an early member of a small and growing team within a highly networked corporate structure.


Senior Financial Analyst Responsibilities

  • Preparation/review of portfolio company budgets, business plans and forecasts
  • Monthly financial reviews of each portfolio company, including performance variance analysis
  • Plan and attend semi-annual board meetings for the portfolio companies
  • Build financial summaries including income statement, balance sheet, and cash flow statements
  • Develop strong working relationships with the management teams of our portfolio companies
  • Ability to take a large amount of data and analysis and convert into a concise presentation to inform executives
  • Analyze and monitor debt metrics including payment terms, financial covenants, and other restrictions
  • Assist with the preparation of board/portfolio company board/special committee presentations
  • Conduct industry research
  • Participate in acquisitions execution including financial, commercial and market due diligence, and create pro forma financial projections / capital structures
  • Ad hoc projects



This is a position for candidates with 2-5 years of work experience. The ideal candidate would possess the following qualities:

  • Eagerness to learn and develop professionally
  • Strong understanding of accounting and finance
  • Excellent analytical abilities
  • Strong qualitative and quantitative research skills
  • Advanced experience with Excel and PowerPoint
  • Excellent oral and written communication skills
  • Ability to distill complex information into succinct recommendations for executive-level audiences
  • Be an independent thinker and resourceful problem solver driven to succeed in a fast-paced environment
  • Have a very strong work ethic, organizational skills and ability to multi-task

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