Senior Financial Analyst - Tech

Dallas, TX
Full Time
Leap Brands
Manager/Supervisor

Job Overview:
We are seeking a detail-oriented and strategic Financial Analyst to join our finance team. The ideal candidate will play a crucial role in financial planning, reporting, and analysis to support key business decisions. This role requires a strong analytical mindset, proficiency in financial modeling, and the ability to communicate insights effectively to stakeholders.

Key Responsibilities:

  • Conduct financial analysis and modeling to support strategic planning and decision-making.

  • Develop and maintain financial forecasts, budgets, and variance analyses.

  • Analyze key performance indicators (KPIs) and provide insights to improve financial performance.

  • Assist in the preparation of financial reports, including monthly, quarterly, and annual reports.

  • Support revenue and expense analysis, identifying trends and potential risks.

  • Collaborate with cross-functional teams, including sales, operations, and product teams, to align financial goals with business objectives.

  • Participate in pricing strategy analysis and profitability assessments.

  • Assist in the evaluation of investment opportunities, acquisitions, and financial modeling for new initiatives.

  • Ensure compliance with financial regulations and internal policies.

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.

  • 2-5 years of experience in financial analysis, preferably in a B2B technology or SaaS environment.

  • Proficiency in financial modeling, forecasting, and data analysis.

  • Strong experience with financial tools such as Excel, SQL, and business intelligence software (e.g., Tableau, Power BI).

  • Knowledge of accounting principles (GAAP/IFRS) and financial reporting.

  • Excellent problem-solving skills and attention to detail.

  • Strong communication and presentation skills, with the ability to translate complex data into actionable insights.

  • Experience with ERP systems (e.g., NetSuite, SAP) is a plus.

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