Senior Financial Analyst

Our client is looking to add a dynamic Senior Corporate FP&A Analyst to their growing team in Dallas, Texas.

You’ll work in a fast-paced, private equity–backed environment where speed, accuracy, and insight matter. If you like solving complex problems, telling the story behind the numbers, and seeing your work turn into action, this role is built for you.

This opportunity is a mix of corporate FP&A, operational partnership, and executive-level reporting.

You’ll work closely with finance teammates and business leaders to strengthen visibility, improve forecasting, and support strategic decision-making.

Key responsibilities include:

• Partner with other analysts to keep recurring reporting and performance deliverables on schedule, including KPI reporting and ongoing business tracking
• Build and deliver variance analysis that helps leadership understand what’s driving results month over month
• Support leadership and board reporting by translating financial performance and operational updates into a clear, well-organized story
• Prepare ad hoc analysis and financial responses for external stakeholders such as lenders, investors, and senior leadership
• Assist with annual pricing/rate planning by managing inputs, maintaining templates, and coordinating with key operational and revenue partners
• Analyze and summarize findings from annual customer/member feedback and identify meaningful trends for leadership
• Review and validate capital models and support updates when projects shift due to timing, scope, or cost changes
• Partner cross-functionally to track capital spending, monitor returns versus original expectations, and support smarter investment decisions
• Lead defined work streams within larger cross-functional initiatives, working with teams across operations, finance, growth/acquisitions, HR, marketing, and other business functions
• Take on additional priorities as needed based on business needs and shifting deadlines

• Bachelor’s degree in Finance, Accounting, or Economics
• MBA, MS Finance, or CPA strongly preferred
• 3–6 years of experience in FP&A, Corporate Finance, or Investment Banking
• Advanced to expert-level Excel modeling (this is a must)
• Experience with EPM / financial planning systems—especially implementations or super-user roles—is a big plus
• Background in multi-unit retail, real estate (REIT), or hospitality preferred