Senior Financial Analyst FPA

Job Description

Job Description

10607 FP&A Senior Analyst (Fully on site)
Responsibilities:

• Prepare monthly reporting decks and management presentations for the senior leadership team and private equity sponsor.
• Prepare monthly commentary on key financial results, trends, and variances from budget and forecasts at the consolidated level.
• Assist with the annual corporate budgeting process by consolidating branch budgets, validating underlying assumptions, and preparing summary analyses and presentation materials.
• Assist with the preparation of debt covenant compliance reporting and related analytic support.
• Partner with the leadership team to support medium to long-term financial and strategic planning through data-driven analysis, scenarios, and modeling.
• Identify and quantify risks and opportunities to plan and provide recommendations to improve financial performance.
• Develop and maintain a full understanding of BMS’s ERP, data, and other systems to deliver meaningful insights regarding business performance and key drivers.
• Maintain and enhance the rolling 13-week cash forecast, including analysis of cash flow and working capital trends.
• Prepare monthly borrowing base file for the asset-based lending agreement.
• Analyze cash flow and working capital to identify areas of potential improvement and present findings to management.
• Support special projects and ad hoc consolidated analysis as needed to provide decision-making support on new initiatives.

Skills & Experience:

• Minimum of 3–5 years of relevant FP&A, corporate finance, or related experience.
• Bachelor’s degree in finance or accounting required.
• MBA or professional certification (e.g., CFA, CPA) a plus but not required.
• Excellent written and oral communication skills, with the ability to synthesize data and clearly convey actionable messages to senior stakeholders.
• Experience with ERP and business intelligence tools required; experience with Sage and Tableau is a plus.
• Strong quantitative abilities and attention to detail.
• Demonstrated complex problem-solving skills and ability to work independently in a fast-paced environment.
• Advanced MS Excel and PowerPoint skills, including building models and executive-level presentations.
• Working knowledge of US GAAP and core financial statements.

Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

Company Description

Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.