Demo

Financial Analyst Intermediate

ATR International
Plano, TX Contractor
POSTED ON 9/27/2025
AVAILABLE BEFORE 10/25/2025

The ideal candidate will work closely with the Fund Services F&BM Team Lead, and partners across Sec Services F & BM and Technology clients and Corporate Finance P&A teams to manage / execute the following responsibilities:

  • Budget / expense management – support execution of budget planning and forecasting processes; deliver reporting and analysis that includes accurate and well controlled financial results that inform business decisions
  • Vendor management – support execution and provide oversight for onboarding, renewal and management of third party vendors / suppliers
  • Headcount management – support tracking and management of headcount; deliver reporting and analysis to inform decision-making in ever-changing business environment
  • Business management – drive execution of key projects and implementation of strategic initiatives; support team management through coordination of certain meetings / offsites and priorities tracking; provide support in delivery of department reporting (e.g., KPI’s, business reviews); support implementation of employee strategies (e.g., real estate, people agenda initiatives)


Required qualifications, capabilities and skills

  • This position requires a minimum of 3-4 years of relevant financial services industry experience coupled with experience in a financial planning and analysis or business management-related role.
  • Bachelor’s degree in business, Finance, or related area
  • Technical Skills Required: Strong proficiency in Excel and PowerPoint
  • Ability to analyze, synthesize and structure data to tell the story
  • Intellectual curiosity and a proactive and problem-solving mindset
  • Outstanding communication and presentation skills, both written and verbal; ability to tailor messaging and communicate effectively across all levels of management.
  • Strong partnership and stakeholder-focused mindset; ability to navigate a highly matrixed organization including ability to work across/with various functions.
  • Flexible, organized, self-motivated, enthusiastic, and able to work independently.

Salary : $40 - $45

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