Financial Planning & Strategy Associate/Sr Associate

Dallas, TX



  • Develop and clearly communicate business, financial and strategic analyses and recommendations across the business
  • Evaluate existing business and strategize around new lines of business alongside senior leadership
  • Oversee core financial planning activities including budgeting, forecasting, planning, and other management deliverables
  • Build strong relationships and interact extensively with executive leadership and accounting staff
  • Create and analyze financial plans and forecasts, clearly presenting key issues and trends, and conduct in depth business performance and risk/opportunity analyses




  • Must possess exceptional initiative, sound judgment, and project management capabilities and have a demonstrated track record of performance.
  • Candidates may possess an investment banking / private-equity background looking to pursue a path inside a corporate financial planning and strategy team or be a corporate development / strategy professional at a comparable sophisticated organization.
  • An undergraduate degree is required, with a strong preference for individuals with investment banking / private equity or corporate finance experience.
  • Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management, Board or other outside partners
  • Deep knowledge and practical experience in modeling, forecasting and analysis
  • Ability and desire to translate complex financial concepts to individuals at all levels including finance and non-finance professionals and managers





Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 1/7/2020
Salary $115,000- $150,000 + Bonus

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