Embark · 2 weeks ago
Senior Financial Analyst
Dallas, TX
Full-time
Onsite
Mid, Senior Level
4+ years expEmbark is a consulting firm committed to cultivating a workplace where everyone can thrive. The Senior Financial Analyst will support strategic finance, FP&A, M&A initiatives, and daily financial operations, contributing to the organization’s financial strategy and reporting functions.
Management Consulting
Responsibilities
Prepare, analyze, and present financial reports and dashboards to support executive leadership and operational teams
Conduct financial planning and analysis (FP&A) activities, including forecasting, variance analysis, and performance tracking against key metrics
Develop and maintain detailed financial models, including those for debt compliance, scenario planning, and cash flow forecasting
Perform ad-hoc sponsor and investor financial analyses to support funding, investment, and transaction-related activities
Build and maintain strong relationships with department heads and executive sponsors to facilitate budget compilation, review, and variance analysis
Partner with cross-functional leaders to provide insights and recommendations that improve financial performance and resource allocation
Lead and support the near-term implementation of an Enterprise Performance Management (EPM) system to enhance financial reporting, forecasting, and analytics capabilities
Identify and drive opportunities to streamline financial processes, strengthen internal controls, and improve data accuracy and visibility
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or Business Administration required
4–6 years of progressive experience in FP&A, or corporate finance
Proven track record in budget preparation, forecasting, and variance analysis across multiple departments or business units
Experience supporting executive-level reporting and developing presentations for leadership teams and board reviews
Exposure to mid-to-large enterprise environments with cross-functional collaboration between Finance, Accounting, and Operations
Demonstrated ability to improve processes, automate reporting, and implement financial systems or tools
Skilled in leveraging Workday for financial data extraction, department budget setup and financial reporting
Expert-level Excel (pivot tables, Power Query, advanced formulas, macros), and strong skills in PowerPoint for executive presentations
Strong financial modeling, trend analysis, and scenario planning skills
Exceptional attention to detail combined with the ability to distill complexity into concise insights
Effective communicator with the ability to translate financial data into business strategy
Demonstrated collaboration and influencing skills across finance and operational leadership
Continuous improvement mindset—driven to enhance reporting accuracy, timeliness, and automation
Preferred
Master's degree in Finance or MBA
Professional certifications (CPA, CMA, or CFA)
Proficiency in Artificial Intelligence tools, demonstrating incorporation into prior workflows to drive efficiency, scalability and accuracy
Power BI: Advanced data visualization capabilities to build dashboards and financial performance reports that tell a clear story
Alteryx: Proficiency in using Alteryx for data blending, workflow automation, and streamlining financial data processes
Benefits
Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
$150 monthly stipend for holistic development
Access to CPE credits, learning platforms, coaching, and professional development
Up to 3% 401(k) matching and financial advisory services
Monthly social events within your market, charitable matching, and great people!
Company
Embark
Embark is a financial advisory consulting firm that helps clients solve their complex financial problems with forward-thinking solutions.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Parthenon Capital Partners
2025-09-04Private Equity
Leadership Team
L. Felice Gorordo
CEO & Board Member
Recent News
2025-05-02
Company data provided by crunchbase