Dallas, TX | Full-Time | Confidential Search
A well-established, mission-driven organization in the Dallas area is seeking a Financial Analyst to join their finance team. This role offers the opportunity to work directly alongside executive leadership and gain meaningful exposure to strategic financial operations.
This is an excellent opportunity for a finance or accounting professional looking to expand beyond transactional accounting into a more analytical, business-partnering role.
Key Responsibilities
- Prepare and analyze financial reports, dashboards, and supporting schedules
- Assist with budgeting, forecasting, and variance analysis
- Support month-end close and account reconciliation processes
- Partner with leadership to provide financial insights and operational support
- Monitor financial performance and identify trends or discrepancies
- Maintain accuracy of financial records and internal reporting
- Assist with audit support, tax schedules, and compliance-related reporting
- Support process improvements across finance and reporting functions
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field preferred
- 3–5+ years of accounting, finance, or financial analysis experience
- Strong understanding of financial reporting and reconciliation processes
- Exposure to budgeting, forecasting, and variance analysis preferred
- Advanced Excel skills required (Pivot Tables, VLOOKUPs, reporting)
- Experience with financial/accounting systems preferred
- Strong communication skills and ability to partner with leadership
Why This Opportunity?
- Direct exposure to CFO / executive leadership
- Blend of accounting, reporting, and analytical finance work
- Opportunity to grow into a broader finance leadership path
- Stable, collaborative, purpose-driven organization
This is a confidential search. Qualified applicants will receive additional details during the interview process.