Lead Financial Analyst
- Compensation
- Not disclosed
- Location
- Richardson, Texas, United States
- Work setup
- Onsite
- Seniority
- Lead
- Employment
- Full time
- Experience
- 15+ years
- Category
- Finance
- Posted
Skills
Must have
- Expert-level Microsoft Excel skills, including financial modeling, advanced formulas, and VBA/macros.
- Strong knowledge of financial planning, budgeting, forecasting, and financial analysis.
- Understanding of U.S. GAAP, accounting principles, and financial reporting requirements.
- Experience creating dashboards, reports, and analytical tools to support decision-making.
- Strong analytical and problem-solving skills with the ability to interpret complex financial data and identify meaningful trends.
- Ability to evaluate financial performance, identify risks and opportunities, and develop actionable recommendations.
- Excellent verbal, written, presentation, and interpersonal communication skills.
- Ability to effectively present financial information and recommendations to both financial and non-financial audiences.
- Strong attention to detail, organizational skills, and the ability to manage multiple priorities and deadlines.
- Experience collaborating across departments and building effective partnerships with stakeholders at all levels.
- Familiarity with databases, data structures, and querying information.
- Innovative mindset with a passion for continuous improvement, automation, and process optimization.
- Experience with Deltek, UKG, Power BI, Tableau, or similar business intelligence and ERP platforms is a plus.
Full description
Lead Financial Analyst, Richardson, TX
Halff has an exciting opportunity for an experienced Lead Financial Analyst to join our Finance team in Richardson, TX. This role is a key member of the Financial Planning & Analysis (FP&A) function, providing strategic financial insight, planning support, and decision-making guidance across the organization.
The Lead Financial Analyst will play a critical role in budgeting, forecasting, financial modeling, reporting, profitability analysis, and process improvement initiatives. This position requires a strong analytical mindset, exceptional communication skills, and the ability to collaborate with leaders across the business to drive financial performance and support informed decision-making.
This is an excellent opportunity for a finance professional seeking long-term career growth with a company that values professional development, leadership, and employee ownership.
What you will do:
- Communicate financial and operational insights through clear analysis, effective storytelling, dashboards, and executive-level presentations.
- Lead budgeting, forecasting, and financial planning activities while maintaining and enhancing the firm's budgeting and planning tools.
- Perform month-end, quarterly, and annual financial analysis, including variance analysis and performance reporting against budgets and forecasts.
- Build, maintain, and enhance financial models to evaluate business scenarios, support strategic initiatives, and develop long-term forecasts.
- Analyze costs, trends, and profitability drivers while identifying opportunities for operational efficiencies and cost optimization.
- Support revenue recognition processes and evaluate the reasonableness of key financial assumptions and reporting components.
- Prepare and present financial reports, performance metrics, and recommendations to senior leadership.
- Develop and automate reports, dashboards, and analytical tools using Excel, Power BI, SQL, and related technologies.
- Partner with accounting to ensure accurate financial reporting and compliance with company policies and accounting standards.
- Evaluate the financial impact of proposed projects, investments, and business initiatives, providing guidance to operational and non-finance teams.
- Collaborate with project managers, business unit leaders, and operational teams to understand financial drivers and support business performance.
- Drive continuous improvement initiatives that enhance the scalability, accuracy, and efficiency of financial reporting and analysis processes.
- Support additional FP&A initiatives including stock analysis, annual surveys, and special projects.