Job Description
10345: Position: Senior Analyst – Financial Planning & Analysis
Reports to: FP&A Leadership
Location: Plano area
Classification: Exempt
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.
• 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.
• 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.
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Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.
Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.
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