Lead Financial Analyst

Lead Financial Analyst, Richardson, TX

Halff has an exciting opportunity for an experienced Lead Financial Analyst to join our Finance team in Richardson, TX. This role is a key member of the Financial Planning & Analysis (FP&A) function, providing strategic financial insight, planning support, and decision-making guidance across the organization.

The Lead Financial Analyst will play a critical role in budgeting, forecasting, financial modeling, reporting, profitability analysis, and process improvement initiatives. This position requires a strong analytical mindset, exceptional communication skills, and the ability to collaborate with leaders across the business to drive financial performance and support informed decision-making.

This is an excellent opportunity for a finance professional seeking long-term career growth with a company that values professional development, leadership, and employee ownership.

What you will do:

• Communicate financial and operational insights through clear analysis, effective storytelling, dashboards, and executive-level presentations.
• Lead budgeting, forecasting, and financial planning activities while maintaining and enhancing the firm's budgeting and planning tools.
• Perform month-end, quarterly, and annual financial analysis, including variance analysis and performance reporting against budgets and forecasts.
• Build, maintain, and enhance financial models to evaluate business scenarios, support strategic initiatives, and develop long-term forecasts.
• Analyze costs, trends, and profitability drivers while identifying opportunities for operational efficiencies and cost optimization.
• Support revenue recognition processes and evaluate the reasonableness of key financial assumptions and reporting components.
• Prepare and present financial reports, performance metrics, and recommendations to senior leadership.
• Develop and automate reports, dashboards, and analytical tools using Excel, Power BI, SQL, and related technologies.
• Partner with accounting to ensure accurate financial reporting and compliance with company policies and accounting standards.
• Evaluate the financial impact of proposed projects, investments, and business initiatives, providing guidance to operational and non-finance teams.
• Collaborate with project managers, business unit leaders, and operational teams to understand financial drivers and support business performance.
• Drive continuous improvement initiatives that enhance the scalability, accuracy, and efficiency of financial reporting and analysis processes.
• Support additional FP&A initiatives including stock analysis, annual surveys, and special projects.

What you will need:

• Expert-level Microsoft Excel skills, including financial modeling, advanced formulas, and VBA/macros.
• Strong knowledge of financial planning, budgeting, forecasting, and financial analysis.
• Understanding of U.S. GAAP, accounting principles, and financial reporting requirements.
• Experience creating dashboards, reports, and analytical tools to support decision-making.
• Strong analytical and problem-solving skills with the ability to interpret complex financial data and identify meaningful trends.
• Ability to evaluate financial performance, identify risks and opportunities, and develop actionable recommendations.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Ability to effectively present financial information and recommendations to both financial and non-financial audiences.
• Strong attention to detail, organizational skills, and the ability to manage multiple priorities and deadlines.
• Experience collaborating across departments and building effective partnerships with stakeholders at all levels.
• Familiarity with databases, data structures, and querying information.
• Innovative mindset with a passion for continuous improvement, automation, and process optimization.
• Experience with Deltek, UKG, Power BI, Tableau, or similar business intelligence and ERP platforms is a plus.

Education & Experience:

• Bachelor's or Master's degree in Finance, Accounting, or a related field.
• 15+ years of progressive experience in Financial Planning & Analysis, corporate finance, or a related discipline.
• Experience supporting professional services organizations is preferred.
• Experience with mergers and acquisitions (M&A), including financial analysis and integration support, is a plus.
• CPA designation is a plus but not required.

• Medical, dental, prescription and life insurance
• Long-term and short-term disability insurance
• Paid time off (PTO) and 8 company paid holidays (and Veteran's Day for our veterans)
• Traditional and Roth 401(k) plans
• Employee Stock Ownership Plan (ESOP)
• Health Savings Account (HSA)
• 529 College Savings Plan
• Flexible spending accounts (FSA)
• Employee Assistance Plan
• Click here for a more comprehensive list of Halff's benefits