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
