Financial Analyst

Overview

This role supports corporate finance, accounting, and compliance reporting for a technology business operating under US GAAP, SOX controls, and SEC reporting requirements.

Based in Dallas, TX, with a remote work arrangement, the Financial Analyst converts financial data into accurate forecasts, management reporting, and audit-ready analysis. You will partner with accounting, FP&A, legal, and operational teams to identify variance drivers, strengthen controls, and support timely decision-making.

Responsibilities

• Prepare monthly and quarterly variance analysis across revenue, operating expenses, headcount, cash flow, and balance sheet accounts
• Build and maintain financial models, forecasts, and management reporting packages using Excel, Google Sheets, and planning or BI tools
• Reconcile financial data between the general ledger, subledgers, billing systems, and reporting platforms; investigate and resolve discrepancies
• Support SOX control activities by maintaining documentation, preparing evidence, tracking remediation items, and coordinating with internal and external auditors
• Assist with SEC reporting schedules, footnote support, quarterly close deliverables, and data requests from accounting and legal teams
• Develop recurring dashboards and analysis using SQL, Tableau, Power BI, or similar tools to improve visibility into financial performance
• Document accounting and reporting processes, identify control gaps, and recommend improvements to increase accuracy and close efficiency

Requirements

• 1–3 years of experience in financial analysis, corporate accounting, audit, FP&A, or a related role
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline
• Working knowledge of US GAAP, financial statement analysis, reconciliations, and month-end or quarter-end close processes
• Advanced Excel and/or Google Sheets skills, including pivot tables, lookups, financial modeling, and data validation
• Familiarity with ERP and financial systems such as NetSuite, SAP, Oracle, Workday, or similar platforms
• Strong attention to detail and written communication skills, with the ability to manage confidential data and recurring deadlines

Preferred Qualifications

• Experience with SOX testing, SEC reporting, SQL, Tableau or Power BI, public-company accounting, or progress toward CPA certification

Location

Dallas, TX (remote work arrangement)