Demo

Financial Analyst

Agile Premier
Lewisville, TX Full Time
POSTED ON 1/9/2026
AVAILABLE BEFORE 2/7/2026

Key Responsibilities:

· Develop, maintain, and enhance financial models using advanced Excel techniques and PowerBI to support budgeting, forecasting, and strategic planning.

· Create and manage dynamic dashboards and visualizations in PowerBI to provide real-time insights for stakeholders.

· Collaborate with cross-functional teams, including supply chain, operations, and other departments, to ensure alignment of financial data and objectives.

· Perform month-end closing activities, including preparing financial reports, variance analysis, and sharing results with shareholders and senior management.

· Utilize budgeting software to support the preparation and management of budgets and forecasts, ensuring accuracy and alignment with organizational goals.

· Conduct detailed financial analysis to identify trends, risks, and opportunities, and present actionable recommendations to leadership.

· Perform detailed financial analysis, including variance analysis, trend analysis, and profitability analysis.

· Continuously identify and implement process improvements to enhance efficiency and effectiveness.


Qualifications:

· Bachelor’s degree in finance, Accounting, Economics, or a related field.

· Advanced degree or relevant certification (e.g., CFA, CPA) is a plus.

· Proven experience as a Financial Analyst or in a similar role for 1 year.

· Proficiency in PowerBI and Excel, including Power Query and VBA.

· Experience with budgeting software and financial systems.

· Strong analytical and problem-solving skills with meticulous attention to detail.

· Excellent understanding of financial principles, budgeting, and forecasting processes.

· Strong communication and presentation skills, with the ability to convey complex financial data clearly and concisely.

· Demonstrated ability to work collaboratively with cross-functional teams and manage multiple priorities in a fast-paced environment.

Salary.com Estimation for Financial Analyst in Lewisville, TX
$72,216 to $88,739
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