Financial Analyst at XL Funding LLC

Addison, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Mar, 26

Salary

0.0

Posted On

10 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Budgeting, Forecasting, Financial Modeling, Performance Analysis, Analytical Skills, Problem-Solving, Attention to Detail, Communication Skills, Collaboration, Excel, ERP Tools, Financial Reporting, KPI Analysis, Resource Allocation, Ad-Hoc Analysis

Industry

Financial Services

Description

Description About Us Axle Funding is a growing Floorplan company, based in the Dallas area. We’re looking for an FP&A Analyst to strengthen our financial planning and analysis capabilities and support data-driven decision making across the organization. Role Overview As an FP&A Analyst, you will be a key partner in our accounting department and company growth. You’ll support budgeting, forecasting, financial modeling, and performance analysis. Your work will help shape strategy, highlight opportunities, and ensure we allocate resources effectively. Key Responsibilities Own parts of the budgeting and forecasting process: collect inputs, challenge assumptions, consolidate and validate financial plans. Analyze business performance (revenue, margins, operating expenses, KPIs) and provide actionable insights and recommendations directly to the Executive team and private equity partners. Improve and document FP&A processes, tools, and templates to increase accuracy, speed, and transparency. Help accounting with reconciliations and monthly financial journal entries. Support ad-hoc analysis for senior management. Requirements What We Offer Competitive salary and performance-based bonus. Health insurance / 401k / other benefits. Opportunities for professional development and growth within the Finance/Accounting organization. A collaborative culture where your insights have a real impact on company decisions. Qualifications Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field; a master’s degree or professional qualification (e.g., CFA, ACCA, CPA, CIMA) is a plus. 3-5 years of experience in FP&A, corporate finance, auditing, transaction advisory, or similar analytical finance roles. Solid understanding of financial statements and key performance metrics. Strong Excel skills (pivot tables, advanced formulas; experience with financial modeling). Experience with ERP and/or financial reporting tools (e.g., SAP, Oracle, NetSuite, Anaplan, Adaptive, Power BI, Tableau) is a plus. Excellent analytical and problem-solving skills, with attention to detail and the ability to summarize complex topics clearly. Strong communication skills and the ability to collaborate with non-finance stakeholders. Comfortable working in a fast-paced, changing environment and managing multiple priorities.

Responsibilities

The FP&A Analyst will manage budgeting and forecasting processes, analyze business performance, and provide insights to the Executive team. Additionally, the role involves improving FP&A processes and supporting ad-hoc analysis for senior management.