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Senior Financial Analyst (IB/PE Background)

Full Time

Website SOLSTICE CONSULTING GROUP

Solstice Consulting Group is seeking a Senior Financial Analyst for our EPC client based in Dallas, Texas. Role is in the office located in Northeast Dallas with up to 20% domestic travel as necessary. This role is hands-on with no direct reports presently and reports directly to the CFO.




Bachelors Degree and 2+ years experience in an IB, PE, Big 4 Advisory or top tier Consulting firm required; MBA a plus



Base salary of $130k – $160k DOE plus 20% bonus opportunity and excellent benefits



The Senior Financial Analyst is responsible for supporting financial planning, forecasting, and analysis activities that enable corporate decision-making. This role assists in budgeting, forecasting, management reporting, M&A and financial analysis to help achieve the corporate strategic and financial goals.


Role Responsibilities:



  • Develop and maintain financial models used for budgeting and forecasting, including dashboards that support operational decision-making.

  • Assist in the development and management of the annual budget and capital expenditure planning.

  • Provide support in financial planning and offer insights and recommendations.

  • Prepare monthly and quarterly management reports, including variance analysis and forecasts.

  • Collaborate with business leaders to identify trends and provide financial insights.

  • Conduct financial analyses for strategic initiatives and capital investments.

  • Ensure financial planning and reporting align with accounting standards, company policies, and compliance requirements.

  • Contribute to continuous improvement in FP&A processes, systems, and reporting tools.


Requirements:



  • Bachelors degree in Finance, Economics, or a related field required; MBA preferred

  • Experience in financial analysis, financial modeling, budgeting, planning, and management reporting.

  • 2+ years experience working for an IB, PE Firm or Advisory / Consulting firm required

  • Experience working with the EPC, Construction or Engineering sectors a plus

  • Advanced Excel and Power BI skills required

  • Strong analytical and strategic conceptual thinking skills.

  • Excellent verbal and written communication skills, with the ability to explain financial concepts to senior management.

Full-Time

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