Financial Analyst

2 weeks ago


Dallas, United States Financial Additions Full time

Financial Additions has partnered with a top investment firm in Dallas in search of a Financial Analyst to join their growing team


Company Offers:

  • As a key contributor this position will have a significant impact on the overall success of the company.
  • Highly visible role with exposure to executive leadership.
  • Generous benefits package.


Duties and Responsibilities:

  • Assist with budgeting, forecasting, and KPIs to track financial performance; support quarterly reporting and ad-hoc financial modeling.
  • Conduct investment research, financial analysis, and modeling to inform decisions, transactions, and liquidity planning; maintain investment records and reporting.
  • Oversee Business Intelligence tools (Power BI), manage multi-year returns and liquidity models, ensuring data accuracy.
  • Provide financial analysis for forecasting, investment decisions, and performance tracking, supporting both corporate finance and investment strategy.


Requirements and Qualifications:

  • Bachelor’s degree in accounting or finance required
  • 2+ years’ experience in similar role within a fund, private wealth, or financial services industry
  • Experience working with business intelligence tools that include Power BI



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