Analyst
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$80,000-$100,000/year
Job Description
Analyst Job DescriptionOverviewWe’re looking for a dynamic and detail-oriented Analyst to join our team! Our firm is experiencing rapid growth, creating numerous opportunities for career advancement. This role supports our clients by gathering, interpreting, and analyzing data to provide actionable insights and assisting with strategic decision making. If you have strong analytical skills, a keen eye for detail, and enjoy collaborating with a team, we’d love to hear from you! This is a fantastic opportunity to make a meaningful impact while advancing your career in a flexible and supportive environment.Duties
- Improve, standardize, and maintain monthly financial packets.
- Manage reforecasts and actual vs. budget reporting.
- Proforma Modeling
- Review financial packets and report back to Controller and/or Staff Accountants on any discrepancies or material variances.
- Present completed financial packets to Controller and assigned CFO of client for final review and presentation of financials to client.
- Create and update weekly cashflow forecasts to monitor a client’s cash position.
- Data analysis and preparation for Quality of Earnings Reports and Business Valuations.
- Perform Ad Hoc reporting/forecasting as requested.
Minimum Qualifications
- 3+ years’ experience as an Analyst.
- Advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUPs, and financial modeling.
- High attention to detail with strong analytical and problem-solving capabilities.
- Excellent organizational and project management skills; able to prioritize tasks effectively in high-pressure environments.
- Clear and concise communication skills.
Preferred Qualifications
- Experience with accounting software such as QuickBooks, Xero, or Sage.
- Strong experience with cash flow analysis, forecasting, and variance analysis.
- Deep understanding of GAAP, financial reporting standards, and regulatory compliance.
- Familiarity with financial reporting and analysis programs such as Fathom.
Education
- Bachelor’s degree in Data Science, Statistics, Business, or related fields.
Join our team as an Analyst, where you can apply your expertise while advancing your career in a collaborative and supportive environment!Job Type: Full-timePay: $80k - $100kBenefits:
- Dental insurance
- Health insurance
- Life insurance
- Short-term disability insurance
- Unlimited paid time off
- Vision insurance
Schedule:
- 8-hour shift
- Monday to Friday
Supplemental Pay:
- Bonus opportunities
- Performance bonus
- Yearly bonus
Ability to Commute:
- Frisco, TX 75034 (Required)
Ability to Relocate:
- Frisco, TX 75034: Relocate before starting work (Required)
Work Location: In person
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FAQs About Analyst Jobs at M&G Financial
What is the work location for this position at M&G Financial?
This job at M&G Financial is located in Frisco, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at M&G Financial?
Candidates can expect a pay range of $80,000 and $100,000 per year.
What employment applies to this position at M&G Financial?
M&G Financial lists this role as a Full-time position.
What experience level is required for this role at M&G Financial?
M&G Financial is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at M&G Financial?
You can apply for this role at M&G Financial either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.