Senior Financial Analyst at Westwood Professional Services, Inc.

Plano, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Apr, 26

Salary

0.0

Posted On

23 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Modeling, Budgeting, Forecasting, Financial Analysis, Management Reporting, Analytical Skills, Communication Skills, Attention to Detail, Strategic Thinking, ERP Systems, BI Tools, Planning Software, Compliance, Continuous Improvement, Trend Analysis, Capital Expenditure Planning

Industry

Engineering Services

Description

Description The Senior Financial Analyst is responsible for supporting financial planning, forecasting, and analysis activities that enable data-driven decision-making. This role assists in budgeting, forecasting, management reporting, and financial analysis to help achieve the organization’s strategic and financial goals. Requirements • Develop and maintain financial models used for budgeting and forecasting, including dashboards that support operational decision-making. • Assist in the development and management of the annual budget and capital expenditure planning. • Provide support in financial planning and offer insights and recommendations. • Prepare monthly and quarterly management reports, including variance analysis and forecasts. • Collaborate with business leaders to identify trends and provide financial insights. • Conduct financial analyses for strategic initiatives and capital investments. • Ensure financial planning and reporting align with accounting standards, company policies, and compliance requirements. • Contribute to continuous improvement in FP&A processes, systems, and reporting tools. Required Experience: • Bachelor’s degree in Finance, Economics, or a related field. • 3+ years of experience in budgeting, financial planning, analysis, and management reporting. • Proficient in budgeting, financial modeling, forecasting, and business analytics. • Excellent attention to detail with a focus on accuracy. • Advanced Excel and financial systems skills (experience with ERP, BI tools, and planning software a plus). • Strong analytical and strategic conceptual thinking skills. • Excellent verbal and written communication skills, with the ability to explain financial concepts to business leaders. • Familiarity with industry best practices related to financial planning. About Westwood Professional Services, Inc. (Westwood) At Westwood, our purpose is to create a better world for people through our work. We transform the energy grid, design resilient infrastructure, and develop communities that will flourish today and for future generations. With over 50 years of experience and a legacy of innovation, we stand at the forefront of our industry, dedicated to understanding the unique needs of the markets we serve. Our approach revolves around people. We are committed to building a culture that attracts, retains, and develops high performers. Our team values relationships, innovation, dedication, initiative, and growth. We believe fostering a collaborative “One Team” mentality yields superior outcomes in everything we do. We customize our technical capabilities and geographic reach to meet our clients where they are and help them realize their vision. We are partners in our clients’ success, driving to provide solutions that make a lasting difference. Safety, sustainability, and operational excellence are not just facets of our work; they are intrinsic to our identity, guiding every decision we make. We are deeply invested in the communities we serve. Through our projects and giving-back initiatives, we enrich the lives of those we serve, engage others within our industry, and create a lasting impact on communities around the world. To us, success transcends the completion of projects; it is reflected in the lives we have positively impacted by our work. Join us in creating a better world. In 2024, Zweig Group ranked Westwood nationally at #13 and #40, respectively, on its Hot Firms and Best Firms to Work for lists. Zweig also awarded Westwood one national 1st place award for Marketing Excellence. Westwood was recently recognized as #83 in the ENR Top 500 Firms in 2024. The firm consistently ranks on the industry's top 25 lists and receives recognition for its involvement in award-winning projects nationwide. Westwood provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We believe that diverse backgrounds strengthen our business. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Responsibilities

The Senior Financial Analyst supports financial planning, forecasting, and analysis activities to enable data-driven decision-making. This role includes budgeting, management reporting, and conducting financial analyses for strategic initiatives.