Sr. Specialist Finance - Trading Services
On-siteWestlake, Texas, United States or Omaha, Nebraska, United States
Job Summary
Support monthly financial reporting, variance analysis, quarterly forecasting, and annual planning across business lines including Futures and Forex. Transform complex financial results and large data sets into clear insights for senior stakeholders by building models to evaluate growth opportunities and developing client-level revenue metrics. Strengthen forecasting processes, identify continuous improvement areas, and provide timely analysis for strategic initiatives and emerging business questions. This role is on-site in the specified location and includes eligibility for bonus or incentive opportunities.
Required Qualifications
- 3+ years of experience in financial planning and analysis, including financial reporting, variance analysis, budgeting, and forecasting
- Bachelor's degree in finance, economics, or a related field
- Demonstrated understanding of financial accounting concepts and generally accepted accounting principles
- Demonstrated ability to analyze large data sets, identify meaningful trends, and translate findings into recommendations that support business decisions
- Advanced Microsoft Excel skills used to organize data, perform financial analysis, and develop financial models
- Ability to communicate complex financial information clearly to business partners and senior stakeholders
- fully intend for the selected candidate for this role to work on site in the specified location(s)
Desired Qualifications
- Experience supporting trading, brokerage, financial services, or other transaction-based businesses
- Experience developing forecasts using client activity, trading metrics, revenue drivers, and business trends
- Experience evaluating growth, profitability, scale, and efficiency opportunities through financial modeling and scenario analysis
- Proficiency with Microsoft PowerPoint to develop clear, decision-oriented presentations for senior stakeholders
- Experience with IBM Planning Analytics, PeopleSoft Financials, and Power BI
- Ability to build collaborative relationships across teams, adapt to changing priorities, and provide sound financial guidance in an evolving business environment
- Experience improving financial reporting, planning, or forecasting processes to create capacity for deeper analysis
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