Senior Financial Analyst

CPG & Associates is proud to partner with a distinguished privately held company, boasting a valuation of approximately $200 million, located in the vicinity of Plano, Texas. They’re not just any company—they’re on a growth spree, snapping up other similar businesses along the way. They’re looking for someone just like you—a detail-loving, strategy-savvy Senior Financial Analyst—to jump on board with our FP&A Corporate Finance crew. The selected candidate will collaborate closely with the CFO on high-priority special projects. This role demands a professional partnership, contributing to strategic initiatives critical to the company’s success. The individual will be a key player in executing these projects, supporting the CFO’s leadership in driving the company’s financial strategy.

Key Responsibilities:

• Variance Analysis: Conduct in-depth analysis of financial outcomes, explore variances, and furnish comprehensive variance reports.

• Budgeting: Aid in crafting the annual budget and financial projections, liaising with cross-functional teams for necessary data and assumptions.

• Forecasting: Forge robust financial models to bolster forecasting activities, updating them monthly to reflect real-time results and revised premises.

• Management Reporting: Generate periodic reports (monthly, quarterly, and annually) for executive review, emphasizing significant trends and fiscal indicators, and assembling Board presentations for the CFO.

• Data Storytelling: Decode intricate financial data into lucid, persuasive narratives to guide executive decisions, employing visual aids to elucidate financial concepts for non-expert audiences.

• M&A Adventures: You’ll be in the thick of the action, involved in the company’s growth through acquisitions. It’s like being part of a financial blockbuster!

Compensation:

• $105-$115k + 5% Bonus

What Makes You the Perfect Fit:

• A Bachelor’s degree in Finance, Accounting, or a related field.

• At least 3 years of experience in financial planning and analysis, with a cherry on top if you’ve dabbled in M&A.

• A keen eye for detail and a brain for analytical wizardry.

• Mad skills in financial modeling and forecasting.

• Communication chops that are second to none.

• The ability to turn complex data into insights that spark action.

Just a Heads Up: We’re on the lookout for candidates who are already part of the Dallas Fort Worth community or are on their way to joining it.

If you’re ready to roll up your sleeves and dive into a world of financial strategy and M&A excitement, we’re eager to bring you on board. Let’s grow together and make some financial magic happen!