POSITION: Sr. Financial Analyst 

Department: Finance  

Location: Dallas, Texas  

Status:

  Exempt       Non-Exempt 

Role Summary

The Sr. FP&A Analyst leads key components of corporate and business-unit financial planning, forecasting, and management reporting. This role partners closely with cross-functional leaders to analyze financial performance, identify risks and opportunities, and provide insights that drive business decisions. The analyst owns critical aspects of budgeting, long-range planning, and executive reporting. This positionis based in Dallas, Texas andprovides a perfect opportunity for a professional looking for interesting work within a small, growing team, the ability to expand their experience, work with all levels of the organization, and contribute to the company's success in the renewable energy industry. 

Key Responsibilities

Financial Reporting & Analysis

• Own monthly management reporting packages, including variance analysis versus budget and forecast, with actionable insights for leadership.
• Analyze financial results and profitability at the project, business unit, and company level.
• Develop insights on key performance indicators (KPIs) to inform leadership decision-making and recommend actions that strengthen performance.

Planning, Budgeting & Forecasting

• Own the annual budget, monthly forecast, and long-range strategic planning processes for assigned functions or business units.
• Direct cross-functional inputs before, during, and after planning cycles to ensure accuracy and alignment.

Business Partnership

• Serve as a trusted financial partner to internal stakeholders, leading business performance discussions and challenging assumptions to improve decision-making.
• Collaborate with Accounting for month end close activities including reclass of expenses to ensure alignment with budgets/forecast.
• Develop executive and Board-level presentations that clearly communicate financial performance, risks, opportunities, and recommendations.

Process Improvement & Systems

• Lead improvements to financial processes, models, and systems related to budgeting, forecasting, and reporting to increase accuracy, transparency, and efficiency.
• Drive the adoption of Power BI reporting and AI0assisted tools to enhance core business processes
• Champion the adoption of financial systems and new software tools to improve scalability, automation, and reporting effectiveness.

Ad Hoc & Special Projects

• Champion the adoption of financial systems and new software tools to improve scalability, automation, and reporting effectiveness.

Qualifications

Required

• Champion the adoption of financial systems and new software tools to improve scalability, automation, and reporting effectiveness.

• Bachelors degree in Finance, Accounting, Business Administration, Economics, or related field.
• Strong analytical skills with attention to detail.
• Advanced Excel skills; experience with financial models and variance analysis.

• Champion the adoption of financial systems and new software tools to improve scalability, automation, and reporting effectiveness.

Preferred

• Champion the adoption of financial systems and new software tools to improve scalability, automation, and reporting effectiveness.

• Experience with financial planning systems (e.g., D365, Power BI, planning tools).

• Champion the adoption of financial systems and new software tools to improve scalability, automation, and reporting effectiveness.

Core Competencies

• Financial modeling & analysis
• Business partnering
• Process improvement mindset
• Ability to manage multiple priorities
• Strong written and verbal communication