Financial Analyst/Manager
Robert Half Finance & Accounting
Description
We are looking for a meticulous and strategic Financial Analyst/Manager to join our team in Lewisville, Texas. This role is pivotal in driving financial planning and analysis, while supporting executive decision-making through insightful forecasting and modeling. The ideal candidate will have a strong background in finance, advanced analytical skills, and the ability to thrive in a fast-paced environment.
Key Responsibilities:
Own and maintain all short-term and long-term financial forecasts, including rolling forecasts and 1-, 3-, and 5-year long-range financial planning (LRF).
Develop and deliver executive-level presentations, translating complex financial data into clear, actionable insights for senior leadership.
Maintain and enhance the existing 3-statement model in Excel; focus will be on adjustments and scenario modeling (not full rebuilds).
Expertise with cash flow, liquidity, and leverage forecasting to inform capital strategy.
Serve as a key point of contact for private equity sponsors and internal executives, including after-hours responsiveness when needed.
Provide support and mentorship to one direct report and collaborate with two additional team members on ad hoc forecasting and reporting needs.
Requirements
+ Bachelor’s degree in Accounting, Finance, or a related field.
+ Minimum of 5 years of experience in financial analysis, forecasting, or related roles.
+ 5+ years of experience in Finance roles with a heavy focus on forecasting, financial modeling, and executive presentation experience.
+ Proven expertise in 3-statement modeling in Excel, including scenario planning; macro-building is a plus.
+ Strong business acumen with the ability to make forecasting assumptions using incomplete or ambiguous data.
+ Demonstrated ability to create and present materials for CFOs, board members, and other C-suite executives.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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