Senior Financial Analyst

7 days ago


Plano, TX, United States Republic Finance Full time

Overview & Responsibilities

In business for more than 70 years, Republic Finance is proud to be a trusted lender in over 250 communities across the United States We specialize in providing flexible lending solutions and incomparable customer service. Driven by our shared mission to pursue excellence for our team, our customers, and our performance, we are continuously improving our customer offerings in tandem with opening more branches in new states each year. We also regularly promote from within and enjoy giving back to the communities we serve. In a nutshell, our company culture is about helping customers, investing in our employee's future, and ensuring that our performance makes an impact on our community

We are seeking a Senior Financial Analyst to play a key role in driving financial management, forecasting, and reporting across the business, with a focus on supporting our IT function during a period of strategic transformation. This role offers the opportunity to influence high-impact initiatives—such as SaaS transitions, cloud migrations, and system modernizations—while also contributing to company-wide budgeting, forecasting, and financial analysis.

The ideal candidate is a strong analytical problem solver who thrives in both detailed financial modeling and executive-level presentation. You will partner cross-functionally with IT leadership, Finance, and Accounting to improve financial clarity, discipline, and decision-making across the organization. **PLEASE NOTE that this is a hybrid position and requires working onsite at our Plano, TX office three days each week. Responsibilities are as follows:

Budgeting & Forecasting

  • Partner with business and IT leaders to build, manage, and adjust annual operating and capital budgets as well as long-range forecasts.

  • Provide analysis on reallocation, timing shifts, and business trade-offs, offering insights to support decision-making.

  • Maintain rolling projections updated for actuals, project timelines, and strategic changes.

Financial Reporting & Analysis

  • Develop financial dashboards and recurring reports that provide insight into spend, trends, and forecasts.

  • Reconcile monthly budget data with financial/accounting systems and present concise summaries to leadership.

  • Conduct ad hoc analysis, deep dives, and special studies to identify cost drivers, savings opportunities, and investment needs.

Project & Investment Management

  • Track and analyze budgets for strategic projects (including IT initiatives like SaaS transitions, cloud migrations, and infrastructure upgrades).

  • Monitor capital investments, committed funds, and actuals year-to-date, ensuring alignment with business goals.

  • Support accruals, allocations, and invoice reconciliation in partnership with Accounting.

Vendor & Contract Oversight (IT-Focused)

  • Review purchase requests, vendor contracts (SOWs, MSAs), and renewals to confirm alignment with budgets and organizational priorities.

  • Track contract submissions, approvals, and new commitments to maintain accurate forecasts.

  • Ensure financial documentation is audit-ready and follows internal policies and regulatory requirements.

Executive Communication & Leadership Support

  • Prepare and deliver clear, actionable financial presentations for senior leadership and the Board.

  • Translate complex financial and technical details into relevant business insights and recommendations.

Continuous Improvement

  • See opportunities to improve forecasting processes, financial controls, and return on investment.

  • Recommend cost-saving initiatives and efficiency improvements across IT and other business functions.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA/CPA/CFA a plus.

  • 5+ years of financial analysis, FP&A, or corporate finance experience (technology/IT finance background preferred but not required).

  • Advanced Excel skills for modeling and analysis; experience with financial systems (Essbase, Power BI) preferred.

  • Strong PowerPoint skills and confidence presenting to senior leaders and advisory board members.

  • Ability to build collaborative partnerships and explain financial concepts to non-financial partners.

  • Familiarity with consumer lending, credit services, or banking operations to align IT spend with business drivers.

  • A proactive, meticulous approach with the ability to manage competing priorities in a fast-paced environment.

Benefits

We offer a competitive compensation and benefits package including:

  • Health, Dental, & Vision Insurance

  • 15 days of Paid Time Off (PTO) to start + 1 additional personal holiday

  • 401k + employer match

  • Company provided Life Insurance & Long Term Disability

  • Employee Assistance Program - Confidential mental health support

Additional benefits with Republic Finance include:

  • Access to LinkedIn Learning's library of 10,000+ professional development courses

  • Employee of the Month Program

  • Philanthropic support for multiple charities including an annual drive for St. Jude Children's Research Hospital

  • Regular drawings for Sports tickets

  • Professional offices with a friendly team environment

Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace.



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