Senior Financial AnalystJob DescriptionThe Senior Financial Analyst role offers a high-impact, strategic opportunity to partner directly with executive leadership and shape critical financial decisions. You will thrive in a fast-paced, high-expectations environment where you build, own, and continuously improve complex financial models that drive business growth. This position extends beyond traditional FP&A by focusing heavily on corporate modeling, investment analysis, and supporting strategic initiatives such as acquisitions, new business development, and greenfield projects. You will play a key role in long-term strategic planning, capital allocation, and value creation in a private equity and growth-oriented setting, with strong visibility, career growth potential, and flexibility.
Responsibilities- Build, maintain, and enhance comprehensive corporate financial models that support long-term strategic planning and decision-making.
- Develop detailed financial models for new business initiatives, greenfield projects, and acquisition opportunities, incorporating key assumptions and scenarios.
- Analyze financial and operational performance by reviewing financial statements and KPIs, identifying trends, risks, and opportunities for improvement.
- Provide actionable insights and recommendations based on variance analysis, KPI performance, and business drivers to inform leadership decisions.
- Support executive leadership with regular and ad hoc reporting, forecasting, and strategic planning activities.
- Assist in preparing clear, compelling materials and presentations for Senior leadership and board-level discussions.
- Partner cross-functionally with teams across the organization to evaluate the financial impact of business decisions, including pricing strategies, capital investments, and growth initiatives.
- Contribute to the development of investment memos and financial analyses related to mergers and acquisitions and other strategic investments.
- Help optimize the company's capital structure and evaluate cost of capital considerations to support value-maximizing decisions.
- Identify inefficiencies and gaps in current reporting, forecasting, and analysis processes, and lead initiatives to improve accuracy, speed, and automation.
- Support ongoing system enhancements and the evolution of financial tools, including ERP transitions and automation opportunities.
- Participate in ad hoc strategic projects and deep-dive financial analyses to support emerging opportunities and challenges.
Essential Skills- Minimum of 5+ years of experience in financial analysis, preferably within corporate finance, investment analysis, or mergers and acquisitions-focused environments.
- Proven experience building and managing complex financial models that go beyond standard profit and loss ownership.
- Strong understanding of financial statements, capital structure, and business valuation concepts.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Advanced proficiency in Microsoft Excel, with financial modeling as a core competency.
- Experience in financial planning and analysis (FP&A), including forecasting, budgeting, and reporting.
- Demonstrated ability to perform detailed financial analysis and synthesize findings into clear insights and recommendations.
- Strong working knowledge of Microsoft Office tools, including PowerPoint and Word, to create polished presentations and documentation.
- Ability to operate effectively in a fast-paced, high-expectations environment while managing multiple priorities.
- Strong analytical, problem-solving, and critical-thinking skills with a high attention to detail.
Additional Skills & Qualifications- Experience supporting strategic initiatives such as acquisitions, new market entry, or large-scale investments.
- knowledge in private equity-backed or high-growth environments.
- Experience with ERP systems, with exposure to system implementations or transitions considered highly valuable.
- Netsuite is a plus
- Familiarity with data tools such as Power BI, Power Query, or SQL.
- Experience in corporate finance, including capital allocation and investment analysis.
- Prior involvement in mergers and acquisitions, including financial due diligence and integration planning.
- Ability to develop and contribute to investment memos and board-level materials.
- Strong communication skills, with the ability to explain complex financial concepts to non-financial stakeholders.
- Proactive mindset with a desire to build processes, tools, and models from the ground up.
- Motivation to grow in a high-visibility role with significant exposure to executive leadership.
Job Type & LocationThis is a Permanent position based out of Dallas, TX.
Pay and BenefitsThe pay range for this position is $100000.00 - $135000.00/yr.
Medical InsuranceHSA/FSADependent Flex SavingsDental InsuranceVision InsuranceVoluntary Life Insurance401kPaid VacationPaid Holidayshttps://wowlogistics.com/about-us/careers/employee-benefits/
Workplace TypeThis is a hybrid position in Dallas,TX.
Application DeadlineThis position is anticipated to close on Jul 21, 2026.
