Senior Financial Analyst

Join to apply for the
Senior Financial Analyst
role at
BARBRI SQE Prep .BARBRI, Inc
is seeking an experienced
Senior Financial Analyst
to join the Financial Planning and Analysis team. Reporting to the Director, FPandA, this role will be heavily involved in all accounting and finance processes including month end close, budget, and forecast. This individual will also provide relevant, accurate and timely reporting to internal and external stakeholders. The Senior Financial Analyst will collaborate with business partners across the enterprise to understand their business and provide analytical decision support. Key to the success of this position will be the ability to deliver reporting and financial analysis which will make sense of data and provide key insights and recommendations.Dallas area – hybrid with 2 days in the office.
Overview
Role: Senior Financial Analyst
Location: Dallas area (hybrid with 2 days in the office)
Department: Financial Planning and Analysis
Primary Duties and Responsibilities
Support all aspects of the forecast and budgeting process
Own preliminary consolidated and product-level revenue reporting as part of the monthly close cycle
Manage the data load process and ensure system tie-out between the GL and Adaptive for actuals, forecast and budget
Using Adaptive, manage the monthly operational reporting process
Partner with individual business units to provide financial support and analysis
Perform ad-hoc analysis as required to support business needs
Develop and maintain financial models as needed to support business operations
Assist with the development of consolidated KPI dashboard and other reporting needs for the organization
Update reporting and presentations for management on a weekly and monthly basis
Communicate and present results of analysis with recommended courses of action
Proactively develop analysis that provides additional insight and support to management and department heads
Perform other duties as assigned
Required Minimum Education and/or Experience
Bachelor’s degree in Finance, Accounting, or related field; MBA a bonus
Minimum 4-8 years of experience in FPandA, corporate finance or related financial analysis roles
Hands-on experience with Adaptive Insights strongly preferred; NetSuite experience a plus
Advanced Excel skills, with experience in PowerPoint and Word
Required Knowledge, Skills and Abilities
Strong financial acumen with demonstrated analytical ability
Experience in reporting and analysis including financial modeling and dashboard reporting
Strong communication and collaboration skills with a track record of partnering across functional teams
Attention to detail and accuracy with ability to meet deadlines
Curiosity and creativity to analyze the business and assess opportunities and risks
Ability to thrive in a dynamic, fast-paced environment with a continuous improvement mindset
Desire to grow, learn new skills and expand abilities
Dependable and supportive of colleagues
Perks and Benefits
Competitive benefits: health, dental, vision, life insurance, and 401(k) with company contribution
Work-life harmony: generous paid time off including vacation and sick days
Wellness programs: fitness facility access, gym discounts, wellness initiatives
Continuous learning opportunities: access to educational resources and training
Flexible work arrangements: flexible hours and remote work options
Growth opportunities: mentorship, performance evaluations, and ongoing coaching
Employee assistance program: confidential counseling and support services
Barbri is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are committed to creating an inclusive environment where all employees feel valued and empowered to contribute their perspectives and talents.
Qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Join us in our mission to empower individuals through education and technology.
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