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Sr. FP&A Analyst

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Tax Advisors Group

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Location:
United States , Dallas

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

The Sr. FP&A Analyst will be responsible for supporting financial planning, forecasting, and analysis activities that enable data-driven decision making to help achieve the organization’s strategic and financial goals. The role will also be instrumental in strengthening and supporting the company’s growth as it continues to scale. The role varies in scope to include daily, weekly, monthly financial performance, as well as producing monthly forecasts, reports, and annual budgets. The position will work hands-on with large datasets, build scalable models, automate reporting, and help shape the financial foundation of a fast-paced, PE-backed consulting services organization.

Job Responsibility:

  • Own and refine the company’s operating and financial modeling and planning strategy, build scenario-based forecasts, and partner with leadership to update assumptions and support operational decision making
  • In collaboration with leadership, design and deliver monthly KPI dashboards, prepare monthly financial insights, along with analysis of budget versus actuals to support Board and executive reporting
  • Act as a cross-functional thought partner to Sales, Consulting, Client Success, and Operations and help teams and senior leadership translate company goals into capacity, hiring, and spend needs
  • Develop and refine financial models to support scenario planning, headcount forecasting and utilization, and revenue metric tracking
  • Partner closely with Finance, Sales, and Client Success on data and revenue support to include recurring revenue analysis, expansion, churn, and revenue retention, and assist with analysis and pricing impacts
  • Collaborate with business leaders to identify trends and provide financial insights
  • Assist with ad-hoc financial analysis and special strategic projects as needed
  • Support senior leadership initiatives tied to scalability, professionalization, and operational excellence
  • Contribute to continuous improvement in FP&A processes, systems, and reporting tools

Requirements:

  • Bachelor’s degree required
  • Minimum of 3-5+ years of experience in progressive and relevant experience in a dynamic environment, with strong focus on financial modeling, analyzing large data sets, report creation, and providing recommendations
  • Advanced Excel, PowerPoint, and accounting and financial systems skills
  • Strong analytical skills and excellent verbal and written communication skills
  • High level of organizational judgment, discretion, and attention to detail
  • Strong cross-functional communication skills
  • Adaptability and comfortable operating in a dynamic, evolving environment
  • Results-oriented with a high regard for accuracy and quality
  • Excellent project management skills
  • Resourceful with an infinite sense of curiosity to support and drive automation

Nice to have:

  • an advanced degree or relevant certification (e.g., MBA, CFA, CPA) is a plus
  • Experience with BI tools, planning software, dashboard creation and visualization tools a plus
What we offer:
  • Competitive base salary, with incentivized earning potential
  • 401(k) matching plan, Medical/Dental/Vision Plan
  • Paid time off, Winter Break Company Close, Social Events
  • Fitness Center
  • Hybrid Work Schedule

Additional Information:

Job Posted:
January 26, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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