Senior Financial Analyst
$69,900–$95,000 year
On-site · Austin, Texas, United States or Dallas, Texas, United States
Job Summary
Senior Financial Analyst within the Cotality Insurance Solutions Finance team. Responsible for analyzing monthly variances and KPIs, executing quarterly forecasting and annual budgeting, and providing insights into monthly revenue trends. Develop and maintain advanced data visualizations using Power BI, Microsoft Fabric, and Power Query to translate financial data into clear business insights. Build financial models and reporting structures, collaborate across Finance, Sales, Marketing, and Product to ensure timely financial information, and prepare executive-level presentations and ad hoc reports to support strategic decisions.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, or Economics
- Minimum of 5 years of experience in financial planning, budgeting/forecasting
- Strong written and verbal communications skills
- Advanced knowledge of Microsoft Excel, Power Query, Microsoft Fabric and Power BI
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