Lead Financial Analyst

Who we are

Founded in 2005 by an advisor who left a large brokerage to go independent. We know our clients well, often three generations of the same family. Most staff have been with the firm for more than eight years.

We are adding a Lead Financial Analyst to our operations team. Joining the operations team in San Antonio, reporting to the FP&A Manager. You can work from home anywhere in the US. We have no office requirement. Normal working hours, Monday to Friday. Day-to-day communication is in Slack and Google Meet.

Responsibilities

• Reconcile forecast data with accounting after close.
• Answer ad hoc questions from the CFO with quick-turn analysis.
• Develop dashboards in Power BI or Tableau for leadership.
• Model pricing changes, capital projects and new business cases.

Qualifications

• 8-10 years of FP&A, corporate finance or public accounting experience.
• Working knowledge of accounting and how the three statements connect.
• Experience building budgets and forecasts.
• Strong attention to detail in large models.

Benefits

• Health insurance.
• 401(k) with a 100% match up to 5%.
• Paid sick leave.
• Annual bonus.
• Professional development budget.

No recruitment agencies, please.

Most hires start within two to three weeks of an offer.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at San Antonio Financial LLC.