Senior Financial Planning Specialist

4 weeks ago


Dallas, Texas, United States 2Bros Services Full time

We are seeking a highly skilled financial professional to contribute to our team's success. The ideal candidate will have experience analyzing financial data, developing profit-focused action plans, and creating trend forecasts and variance monitoring reports. Additionally, this person should be proficient in data visualization and modeling. The right financial professional will have a desire to contribute from Day 1, helping us provide exceptional service.

This position is Remote and is an excellent opportunity for an Entry Level candidate to grow and develop their skills.

Key Responsibilities
  • Monitor financial status by comparing datasets with projections and identifying areas for improvement.
  • Improve fiscal health by analyzing financial data, developing deep insights, and driving business performance through variance monitoring and trend analysis.
  • Develop forecast models based on comparative performance metrics and implement improvements as the business grows.
  • Develop business cases to support pricing decisions and create innovative strategies for cost reduction.
  • Establish and guide restructured cost analysis using fresh policies and procedures.
Requirements
  • Experience working as a financial analyst.
  • Proficiency with financial software and tools.
  • Knowledge of statistical analysis processes and packages.
  • Outstanding communication, reporting, and presentation skills.
Preferred Qualifications
  • Bachelor's degree (or equivalent) in finance or related field.
  • Experience in financial forecasting and trend analytics.
  • Experience with revenue recognition software as well as with NetSuite and Salesforce.
  • Strong familiarity with accounting, tax, and e-commerce legislation.
  • Experience in a corporate finance setting.
  • Measurable ability in financial planning and strategy.


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