Thomas, Edwards Group
10345: Position:
Senior Analyst - Financial Planning & Analysis Reports to:
FP&A Leadership Location:
Plano area Classification:
Exempt
About the Role
This position supports company-wide financial and operational initiatives through detailed analysis and modeling. The role contributes to forecasting, reporting, and strategic decision-making to help the organization meet its goals.
Key Responsibilities • Collaborate with multiple departments to guide planning, reporting, and performance management activities. • Oversee forecasting, budgeting, and long-range modeling, including cash flow and balance sheet oversight. • Interpret financial outcomes, explain variances, and provide insight to support key business decisions. • Build complex financial and business models to identify efficiencies, manage costs, and support growth initiatives. • Create and present financial reports and summaries for leadership and other stakeholders. • Handle special projects and data-driven analysis using Excel, BI tools, and other reporting systems.
Qualifications • Comprehensive understanding of income statement components, cost structures, and profitability drivers. • Solid grounding in corporate finance practices such as forecasting, budgeting, and variance tracking. • Ability to turn detailed financial data into clear, actionable insights. • Strong analytical mindset with a focus on problem-solving and data-backed recommendations. • Advanced Excel proficiency (including macros/formulas) and familiarity with BI/reporting software. • Hands-on SQL experience for building and analyzing financial datasets. • Experience with BI or visualization platforms for reporting and dashboards. • Self-motivated and able to manage multiple priorities in a fast-moving environment. • High attention to detail, accuracy, and timeliness in deliverables. • Effective communicator with the ability to work across all business levels.
Education & Experience • Bachelor's degree in Finance, Business, or a related discipline. • Approximately 2-3 years of relevant experience in financial analysis, planning, or reporting. • Experience working with SQL and BI tools for data management and visualization. • Familiarity with ERP environments such as NetSuite or cloud-based planning systems.
#IND #ZR
Senior Analyst - Financial Planning & Analysis Reports to:
FP&A Leadership Location:
Plano area Classification:
Exempt
About the Role
This position supports company-wide financial and operational initiatives through detailed analysis and modeling. The role contributes to forecasting, reporting, and strategic decision-making to help the organization meet its goals.
Key Responsibilities • Collaborate with multiple departments to guide planning, reporting, and performance management activities. • Oversee forecasting, budgeting, and long-range modeling, including cash flow and balance sheet oversight. • Interpret financial outcomes, explain variances, and provide insight to support key business decisions. • Build complex financial and business models to identify efficiencies, manage costs, and support growth initiatives. • Create and present financial reports and summaries for leadership and other stakeholders. • Handle special projects and data-driven analysis using Excel, BI tools, and other reporting systems.
Qualifications • Comprehensive understanding of income statement components, cost structures, and profitability drivers. • Solid grounding in corporate finance practices such as forecasting, budgeting, and variance tracking. • Ability to turn detailed financial data into clear, actionable insights. • Strong analytical mindset with a focus on problem-solving and data-backed recommendations. • Advanced Excel proficiency (including macros/formulas) and familiarity with BI/reporting software. • Hands-on SQL experience for building and analyzing financial datasets. • Experience with BI or visualization platforms for reporting and dashboards. • Self-motivated and able to manage multiple priorities in a fast-moving environment. • High attention to detail, accuracy, and timeliness in deliverables. • Effective communicator with the ability to work across all business levels.
Education & Experience • Bachelor's degree in Finance, Business, or a related discipline. • Approximately 2-3 years of relevant experience in financial analysis, planning, or reporting. • Experience working with SQL and BI tools for data management and visualization. • Familiarity with ERP environments such as NetSuite or cloud-based planning systems.
#IND #ZR