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Financial Analyst

Addison, TX 75001

Employment Type: Direct Hire Industry: IT/Engineering Job Number: 8329 Pay Rate: 60,000

Job Description

Financial Analyst
Location: Addison, TX (Hybrid – 3-4 Days Onsite, 1-2 Days Remote After Training)
Employment Type: Direct Hire
Salary: $55,000 - $65,000 + 5% Bonus
 
About the Role
Wheeler Staffing Partners is seeking a Financial Analyst for our client in Addison, TX. This role offers the opportunity to work in a fast-paced, high-growth environment, supporting financial planning, modeling, and reporting. The ideal candidate is a self-starter with strong analytical skills, financial expertise, and proficiency in SQL and Excel.

This is a hybrid position, requiring full-time onsite training for the first 60 days, then transitioning to 3-4 days onsite and 1-2 days remote, based on business needs.
 
Key Responsibilities
  • Financial Planning & Forecasting – Develop and maintain budgets and forecasts in collaboration with business unit leaders.
  • Operational & Profitability Analysis – Monitor company and service line profitability to drive financial and operational efficiencies.
  • Financial Reporting & Modeling – Prepare, analyze, and distribute financial reports with insights on performance trends.
  • Decision Support & Strategy – Provide financial analysis and ad hoc reporting to support strategic decision-making.
  • Data-Driven Insights – Work with large datasets to create scalable financial reporting solutions and identify key performance indicators.
  • Process Improvement – Develop and refine financial models and reporting structures to improve forecasting accuracy.
  • Cross-Functional Collaboration – Partner with business leaders to create actionable strategies for long-term profitability and growth.

Required Qualifications
  • Bachelor’s degree in Finance, Accounting, Economics, or Business (strong university preference).
  • 1-3 years of experience in financial analysis, budgeting, or related field (internship experience accepted).
  • Proficiency in SQL and Excel (SQL experience may come from coursework or internships).
  • Strong analytical and problem-solving skills with the ability to work with large data sets.
  • Excellent communication skills and ability to present financial insights to senior leadership.
  • High attention to detail, strong organizational skills, and ability to manage multiple projects in a fast-paced environment.

Preferred Qualifications
  • Experience in financial planning and reporting within a corporate environment.
  • TM1 or similar financial planning software experience.
  • Healthcare industry knowledge (not required but a plus).

Why This Role?
  • Hybrid flexibility – 3-4 days onsite, 1-2 days remote after training.
  • Growth-oriented company offering opportunities for career development.
  • Competitive salary with performance-based bonus.
  • Exposure to executive leadership and strategic financial decision-making.

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About Addison, TX

Discover exciting job opportunities around Addison, Texas! Nestled in the vibrant Dallas-Fort Worth metroplex, Addison offers a unique blend of thriving businesses, upscale dining spots like Kenny's Wood Fired Grill, fascinating art galleries, and lively entertainment options like WaterTower Theatre. With its strategic location, diverse industries, and renowned events like Taste Addison and Oktoberfest, this area provides endless growth possibilities for job seekers. Come join us in the heart of Texas and explore career paths that match your ambition and passions. Let's build your future together in Addison!