Financial Analyst
The Financial Analyst at Confidential Client is an entry-level role responsible for supporting enterprise-wide financial analysis, including forecasting, budgeting, and variance analysis. The position involves creating and improving financial models, performing key financial analyses, and supporting acquisition diligence, all while aligning with the company's values and collaborating across departments in a fast-paced office environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
This is an entry-level Financial Analyst role supporting enterprise-wide financial planning, forecasting, and analysis for a Confidential Client in the Accounting & Finance industry. You will work under close supervision and learn to build models, produce variance analyses, and deliver ad-hoc financial insights that support operational and strategic decisions.
- Build, maintain, and improve forecasting and budgeting financial models used for scenario planning.
- Perform variance analysis of actual results versus forecasts and recommend improvements to forecasting methodology.
- Prepare debt covenant projections and related analyses for finance management.
- Perform ad-hoc analyses such as return on investment, accretion/dilution, market comparables, and discounted cash flow.
- Support monthly, quarterly, and annual forecasting and budgeting cycles.
- Create models for capital planning and financing structure analysis.
- Assist in diligence for potential acquisition targets.
- Adhere to safety and company policies and perform other duties as assigned.
Knowledge, Skills & Abilities
- Strong research, problem-solving, and analytical skills.
- Ability to work independently and collaboratively in a fast-paced environment with frequent interruptions.
- Excellent organizational, planning, multi-tasking, and time-management skills; deadline-oriented.
- Strong oral and written communication skills; presentation skills are a plus.
- Interpersonal skills to establish working relationships across departments and levels.
- Familiarity with acquisition valuation methods (discounted cash flow, industry comps, IRR) is a plus.
- Intermediate Excel and financial modeling knowledge; eagerness to learn additional technical skills.
Requirements
- Bachelor’s degree in finance or accounting required; master’s degree preferred.
- Up to three years of relevant experience preferred (entry-level).
- No supervisory responsibilities.
- Minimal travel required, if any.
Compensation & Location
- Estimated salary: $79,988 per year (estimated).
- Location: China Grove, TX — employed by Confidential Client; work location and onsite requirements determined by the client.
Physical & Work Environment
- This role is primarily performed in a professional office environment.
- Involves extended periods in a stationary position; occasional standing, walking, stooping.
- Occasionally moves materials or equipment up to 25 lbs.
- Frequent communication with others; routine use of standard office equipment (computers, phones, copiers).
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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