Senior Analyst, Corporate,Development Senior Analyst, Corporate,Development …

in Dallas, TX, United States
Permanent, Full time
Be the first to apply
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Senior Analyst, Corporate,Development

Job Family: Finance

The Finance organization is responsible for leading and participating in a number of critical functions including: supporting executive management decisions making by analyzing results, assessing strategic alternatives and developing strategic plans; communicating financial results and forecasts with critical stakeholders, including executive management and Board of Directors, shareholders and regulators; managing the Company-s balance sheet, including interest rate and liquidity risks; establishes the Company-s capital policies and prioritizes investments; develops and implements controls to reduce operational risk; developing and maintaining financial data and systems. The Finance organization works across functions and Business lines in the Company, requiring a broad understanding of our business, risk and strategy.

Job Function: Financial Planning & Analysis

Generates forecasts and analyzes trends in revenue-generating organizations, finance and other areas of business for financial and strategic planning purposes. Conducts financial and economic analysis and forecasting and evaluates alternate financial plans. Prepares, analyzes, interprets and maintains internal and external information related to economic policy, rates of return, depreciation, investments and operational and financial results. Analyzes profit-and-loss income statements and prepares reports on findings to make budgeting and cost recommendations to management.

Summary of Responsibilities:

The Sr. Analyst, Financial Planning & Analysis Is responsible for following procedures and practices, conducting or assisting in the documentation and research of basic financial analysis projects. S/he assists in the day-to-day preparation of standardized reports for the team.

Essential Functions:

  • Assists in the day-to-day preparation of financial planning, reporting, analytics, modeling, etc.
  • Follows standardized operating procedures and practices, conducts or assists in the documentation of simple financial analysis projects.
  • Analyzes key data during the execution of organizational projects aimed at improving efficiency and/or increase the Company's operating quality standards.
  • Conducts research and analysis to provide management throughout the company with definitive financial data and advice for their use in setting and realizing profit objectives.
  • Maintains financial statements and prepares special accounting reports for management or for regulatory agencies.
  • Researches and evaluates financial alternatives, possible investments, or acquisition considerations.
  • Recommends and implements enhancements to reporting processes.
  • Researches material variances and completes monthly management and budget variance reporting for assigned categories.
  • Provides basic budget training and guidance to budget holders for assigned categories.
  • Creates presentations, executive summaries and ad-hoc analysis for senior management.
  • Liaisons with other department to access key business activity and information.
  • Supports FP&A team on special projects, analysis, and ad-hoc reporting.

Other Functions:

  • Other duties as assigned.


  • Education -
    • Bachelor's Degree: in Business Administration, Accounting, Economics or equivalent field.
    • or equivalent work experience
  • Experience -
    • 3-5 years Financial planning, financial analysis, budgeting, or similar field
  • Skills & Abilities -
    • Excellent communications and organizational skills.
    • Detail oriented with ability to research, organize and analyze financial data.
    • Ability to focus on details.
    • Proficient data entry skills; Microsoft Office (Word, Excel, Access).
    • Strong verbal and written communication skills.
    • Basic knowledge of financial analysis and budgeting procedures.
    • Ability to work well with teams as well as independently.
    • Strong interpersonal skills.
    • Ability to prioritize tasks and projects according to stakeholder and departmental priorities.
    • Experience with budgets, planning, and forecasting
    • Strong quantitative, analytical, critical thinking and problem solving skills.
    • Ability to analyze and synthesize data that is visually appealing and effectively tells a clear story.


  • Change Orientation - Flexibility:
    • Proficient - Applying and Executing
      • Adapts quickly to change and makes suggestions for increasing the effectiveness of change
      • Appropriately shifts attention and refocuses on new goals as a result of changes in priorities or competing work demands
  • Collaboration - Teamwork:
    • Proficient - Applying and Executing
      • Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change
      • Provides assistance and coaches less experienced team members
  • Customer Focus - Customer Understanding:
    • Proficient - Applying and Executing
      • Probes in-depth to understand the customer-s business needs
      • Explores and understands the customer's alternatives and decision criteria
  • Execution - Initiative:
    • Proficient - Applying and Executing
      • Displays initiative, flexibility and focus to get things done
      • Actively contributes ideas, suggestions, and constructive comments in meetings and discussions
  • Influence - Two-way communication:
    • Proficient - Applying and Executing
      • Communicates in a timely and straightforward manner
      • Probes for additional information, clarifies assumptions and confirms agreed-upon actions
      • Keeps everyone involved informed about progress and issues
  • Problem Solving - Problem Identification:
    • Proficient - Applying and Executing
      • Identifies the component parts of a complex situation or problem and the relationship among variables that are not obvious
  • Risk Business Acumen - Industry Acumen:
    • Proficient - Applying and Executing
      • Stays current with industry and regulatory trends and emerging risk issues
      • Has good understanding of current market and competitive landscape that the organization operates within
  • Risk Management - Knowledge of Risk Management Policies, Regulations, Processes and Procedures:
    • Proficient - Applying and Executing
      • Executes risk management process and procedures without management direction, and demonstrates awareness of expected results
      • Knows the relationship and impact of actions and results
      • Has an understanding of regulations impacting area supported

Working Conditions:

  • Frequently: Minimal physical effort such as sitting, standing, and walking.
  • Occasional moving and lifting of equipment and furniture is required to support onsite and offsite meeting setup and teardown.
  • Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer-s Rights:

  • This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.
  • The employer has the right to revise this job description at any time. This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
Simple. Personal. Fair.