Senior Financial Analyst
HybridFrisco, Texas, United States
Job Summary
Support budgeting, forecasting, and long-range planning for Customer Care operations while analyzing key cost drivers including labor, staffing, vendor costs, and technology investments. Build and maintain financial models, reports, and dashboards to translate operational call center metrics into financial insights, trends, risks, and opportunities. Prepare management reporting for finance and operations leadership and partner with Customer Care leaders to improve staffing, scheduling, and resource allocation. Support business cases and ROI analysis for AI, automation, and other technology initiatives. This high-visibility role combines finance, data, and business partnership to influence decision-making across Customer Care operations. Some business travel will be required.
Required Qualifications
- 5-7 years of experience in finance, FP&A, business analysis, or a related analytical role
- Bachelor's degree in finance, accounting, economics, business, or a related field
- Understanding of core finance concepts or prior experience supporting finance teams, including budgeting, forecasting, variance analysis, and reporting
- Strong SQL skills, including the ability to join tables, cleanse data, and write and edit queries
- Strong Power BI skills, including dashboard development, data visualization, DAX, and metric calculations
- Advanced Excel skills and strong analytical problem-solving abilities
- Some business travel will be required for the role
- Candidates must be authorized to work in the U.S. without restrictions or requiring sponsorship now or in the future
Desired Qualifications
- Experience supporting customer operations, call centers, or service-based environments is preferred
- Excellent communication skills and the ability to work effectively across finance, operations, and technology teams
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