Senior Corporate Finance Analyst

Likewize

$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, or related field
  • 3-5 years of experience in corporate finance or a related field
  • Advanced Microsoft Excel skills for actionable insights
  • Eager to learn and contribute suggestions
  • Ability to navigate ambiguity and act independently
  • Strong verbal & written communication and critical thinking skills

Responsibilities

  • Support FP&A, Investor Relations, Treasury, and Revenue Assurance initiatives
  • Improve cash forecasting processes for better visibility and efficiency
  • Build customer profitability views and performance insights
  • Prepare materials for Board and executive meetings
  • Support budgeting, forecasting, monthly reporting, and finance transformation
  • Coordinate cross-functional projects to track timelines and action items
  • Track cost-saving initiatives and report on progress and risks

Benefits

  • Office inside a modern, innovative workspace
  • Access to onsite amenities including a gym and café
  • Proximity to Dallas and Fort Worth with easy commuting
Full Job Description
Job Description:

What This Role Is All About

Likewize is looking for a Senior Corporate Finance Analyst to join our team onsite at our global headquarters in Southlake, Texas. We're looking for a finance professional who's eager to grow in areas of corporate finance including FP&A, Investor Relations, Treasury, and Revenue Assurance. You'll play a key role in forecasting, Board preparation, and profitability analysis while helping drive financial discipline and operational performance. This role is ideal for someone who thrives in a fast-paced environment, enjoys working cross-functionally, and is motivated to grow within corporate finance.

Your Key Areas of Focus
  • Support key initiatives across FP&A, Investor Relations, Treasury, and Revenue Assurance while helping teams stay aligned to priorities and deliverables.
  • Improve and simplify cash forecasting processes to drive better visibility, accuracy, and efficiency.
  • Build customer profitability views and performance insights that help drive smarter business decisions.
  • Partner across teams to prepare for Board and executive meetings by gathering commentary, resolving open questions, and supporting timely deliverables.
  • Support budgeting, forecasting, monthly reporting, variance analysis, and ongoing finance transformation efforts including NetSuite initiatives.
  • Coordinate cross-functional projects by tracking timelines, following up on action items, and helping ensure initiatives continue moving forward.
  • Track cost-saving initiatives across the organization and provide visibility into progress, risks, and opportunities.
  • Review prior earnings calls and investor questions to help build reference materials and support future earnings preparation.
  • Identify opportunities to streamline reporting, improve processes, and strengthen financial storytelling for leadership.
  • Support additional finance initiatives as needed.


More to Know

This role is centered around corporate finance and will impact areas including budgeting, forecasting, and understanding business performance. While you'll work with data and reporting outputs, this is not a business intelligence, data engineering, or dashboard development role. If you're looking to dive deeper into corporate finance and drive business growth through financial insights, you'll be right at home here.

What We're Looking For
  • A Bachelor's degree in Finance, Accounting, or any related field that supports your foundation in corporate finance.
  • At least 3-5 years of experience in corporate finance or a related field. You've done it before and you're ready for more!
  • Advanced skills in Microsoft Excel, with the ability to create clear actionable insights for management.
  • An eagerness to learn, grow, and contribute. You ask questions, raise your hand, and aren't afraid to make suggestions about how we should do things.
  • Being able to navigate ambiguity and be a self-starter in a fast-paced environment. You work well independently and have great problem-solving skills.
  • Additional professional skills that will help you thrive in your role, including verbal & written communication, critical thinking, attention to detail, and professionalism.


Extra Skills We'd Love to See
  • Proficiency in Hyperion Financial Planning. You're great at creating with insights and streamlined forecasting.
  • Experience having your hands on ERP software including NetSuite.
  • An understanding of the world of accounting.


Where We Work

Our global headquarters in Southlake, TX are easily accessible to both Dallas and Fort Worth and are a 5-minute drive from Southlake Town Square. We offer many fantastic onsite amenities through our real estate partner, VariSpace. Our innovative workspace brings a first-class employee experience with covered parking, spacious break areas, raffles/games, onsite gym, coffee shop, café, and state-of-the-art facilities

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