Careers at the Planet group

Financial Analyst

Dallas, TX 75225

Posted: 05/09/2025 Employment Type: Direct Hire/Perm Job Category: Accounting & Finance Job Number: 633588 Is job remote?: No

Job Description

Job Title: Financial Analyst
Location: Dallas, TX (Hybrid: 3 days in-office, 2 days remote)
Salary Range: $75,000 - $85,000
Must-Have:
  • Technical Skills: Advanced proficiency in Excel, including VBA coding and macro writing.
  • Experience: Proven track record in building and implementing financial models and tools.
  • Analytical Skills: Strong ability to analyze financial data and provide actionable insights.
  • Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
  • Communication Skills: Excellent written and verbal communication skills; strong interpersonal skills required when dealing directly with clients, customers, vendors, and suppliers.
Plus:
  • Background: Experience in both finance and IT is highly desirable.
  • Education: Master's degree preferred.
  • Software Proficiency: Familiarity with other Microsoft Office Suite applications (Word, PowerPoint).
  • Transformation: Ability to adapt and work with legacy systems, as we are in the process of transitioning from an old ERP system.
Description: We are a dynamic team managing commercial finance operations across 13 states, supporting supplier call reports and brand activities for hundreds of brands. We are seeking a highly skilled Senior Financial Analyst to join our team and help us streamline our financial tracking and analytics processes.
Responsibilities:
  • Excel Mastery: Develop and maintain complex Excel workbooks, including writing macros and VBA code to automate financial tracking and reporting.
  • Fund Management: Track and manage funds dedicated to brand activities, handling up to 10,000+ transactions per month.
  • Tool Development: Build and update analytical tools to measure elasticity and return on investment.
  • Financial Reporting: Create and update reports related to financial performance, fund flow forecasts, and financial health of both suppliers and customers.
  • Pricing Models: Develop and maintain pricing models.
  • Transaction Records: Maintain accurate records of all transactions.
  • Month-End Close: Assist with month-end close activities.
  • Budgeting and Forecasting: Prepare monthly, quarterly, and annual budgets and forecasts based on historical trends.
  • Variance Analysis: Analyze variances between actual results and budgeted amounts, providing recommendations for corrective actions.
  • Cash Flow Monitoring: Monitor cash flow requirements and ensure adequate liquidity is available at all times.
  • Collaboration: Work closely with other departments within the company (e.g., Sales) to resolve any issues that may arise during normal business operations.
  • Supplier Call Reports: Support supplier call reports and manage financial operations
  • Commercial Finance: Align with the finance team across 13 states to manage commercial finance activities.
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