7 Financial Analyst Jobs in Richardson, TX
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Service Experts Heating Cooling is Hiring a Financial Analyst Near Richardson, TX
Senior Financial Analyst
Reports To: Manager, Financial Reporting
Status: Full-time, Regular position
Category: Finance
Location Name: Field Headquarters, Richardson Texas
Why You Should Join the Service Experts Team:
Our team consists of the very best; we believe in doing what is right for our customers and our employees. We provide our employees with the training, support and an opportunity for unlimited professional growth. Join us, and become an EXPERT!
Position Summary:
As Senior Financial Analyst, FPA, you will be accountable for presenting timely and accurate financial reports and performance analytics to senior leadership at Service Experts with a primary focus on SGA and the Annual Operating Plan.
Key Responsibilities:
- Provide senior management and departments heads with business reasons for financial variances during the Management Business Review (MBR) and as requested.
- Prepare and present financial reports accurately reflecting monthly results.
- Track and identify expenses by department and initiate corrective measures to ensure accurate monthly reporting.
- Assist management with ad hoc projects, financial modelling, forecasting and various growth initiatives.
- Assist Senior Manager and liaise with department managers in the Annual Budgeting Process.
- Utilize Workday/Adaptive Planning Software to automate the yearly budgeting process and 5yr Strategic Plan
- Use Workday/Adaptive Planning Software to create an automated P&L with related KPIs for monthly financial reporting used during Management Business reviews
- Work with Senior Manager to create and maintain a monthly forecasting report utilizing Workday/Adaptive Planning Software
Desired Skills and Qualifications:
Education and Experience:
- Bachelor’s degree in Accounting or Finance
- Minimum 5 years of related experience required
- Minimum 3 years of experience using Workday Adaptive Planning Software
Must also have the following demonstrated knowledge, skills, and abilities:
- Experience with complex financial modelling and strong Excel and Power Point abilities.
- Ability to source all the necessary tools and knowledge to accomplish the task.
- A personal style that is viewed as collaborative, resourceful, inquisitive and takes initiative.
- Experience working with all levels of management and providing strong financial expertise and demonstrate strategic thinking.
- Strong experience with SAP, Hyperion Essbase/Smartview necessary
- Strong communication/presentation skills, both verbal and written – demonstrate confidence.
- Intellectual agility is required due to the fast pace and changing environment.
What We Offer You, as a Service Experts Employee:
Service Experts offers a comprehensive benefits package designed to support employees and their families in managing their health and wellness needs. Following is a summary of the many benefits that could be available to you as a Service Experts valued employee.
- Competitive Pay, including incentive opportunities for many positions
- Paid Time Off and Company Holiday Pay
- Medical /Dental /Vision Insurance programs
- 401(k) Retirement Savings Plan with company matching contributions
- Life Insurance, for you and options you can elect for your family
- Short-term and Long-term disability insurance options, that protects you and your family if you are unable to work
- Supplemental benefit programs such as: Legal advice, pet insurance, health advocacy programs
- World Class Training opportunities, through our Experts University
- Career Development opportunities
Service Experts Heating & Air Conditioning is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
The job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of Service Experts.
Service Experts is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodations, upon request, for individuals to participate in the application and hiring process. To request an accommodation, please email talentacquisition@serviceexperts.com
Job Type: Full-time
Pay: $69,198.57 - $83,335.91 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Work Location: Hybrid remote in Richardson, TX 75081
Job Summary
Full Time
$77k-95k (estimate)
03/17/2024
05/09/2024
The job skills required for Financial Analyst include Accounting, Planning, Leadership, Budgeting, Presentation, Forecasting, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.
If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Analyst job description and responsibilities
Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.
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Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.
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Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.
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They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.
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Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Analyst jobs
To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.
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Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.
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To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.
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Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.
12/11/2021: Burlington, VT
With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.
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Step 3: View the best colleges and universities for Financial Analyst.
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