About this opportunity
The Agency lists this Financial Analyst opportunity in waco, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Analyst
Location: Waco, TX (Relocation assistance may be available for the right candidate.)
In order to make an application, simply read through the following job description and make sure to attach relevant documents.
A respected financial institution is seeking a Financial Analyst to join its finance team and support strategic decision-making through financial reporting, modeling, forecasting, and data analysis. This role offers the opportunity to work closely with executive leadership while contributing to key initiatives that drive organizational performance, operational efficiency, and financial insight.
The Financial Analyst will partner with the CFO, Controller, and senior leadership team to develop and maintain financial models, reporting tools, dashboards, and forecasts. This individual will play a critical role in delivering meaningful analysis, identifying trends, improving reporting processes, and supporting the institution's long-term financial objectives.
Key Responsibilities:
Support the CFO in building, maintaining, and refining financial models, forecasts, and reporting tools
Maintain budgeting and reporting software, including development and enhancement of reports, models, dimensions, tables, and forecasting assumptions
Prepare, analyze, and present timely and accurate monthly financial reports, dashboards, and key performance indicators (KPIs) to senior management
Assist with annual budget preparation and quarterly forecast processes, ensuring accuracy of general ledger inputs, assumptions, and reporting outputs
Review and understand month-end journal entries, balance sheet reconciliations, and general ledger activity to support accurate financial reporting
Develop and maintain recurring and ad hoc financial reports to support management decision-making
Gather, organize, and analyze data from multiple sources to create meaningful reporting and business insights
Perform report writing and analysis within sophisticated budgeting and reporting software platforms
Identify trends, variances, and performance drivers and communicate findings to management
Recommend opportunities to automate reporting, streamline processes, improve efficiency, and strengthen financial data integrity
Assist with special projects, strategic initiatives, and other financial analysis needs as assigned
Required Qualifications:
Bachelor’s degree required, preferably in Accounting, Finance, Data Analytics, or a related field
CPA license preferred
3–7 years of relevant experience in financial analysis, data analytics, budgeting, forecasting, financial modeling, KPI development, and dashboard reporting
Experience with credit analysis, bond accounting and analytics, and Asset/Liability Management (ALM) is beneficial but not required
Strong understanding of financial statements, financial modeling, trend analysis, and forecasting methodologies
Advanced Microsoft Excel skills required
Experience with database management, report writing, data queries, and financial reporting systems
Preferred experience with Cognos, budgeting software, Microsoft Query tools, general ledger systems, and S&P Capital IQ
Strong analytical, critical-thinking, and problem-solving abilities
Exceptional attention to detail and commitment to accuracy
Excellent verbal and written communication skills
Ability to research complex issues and independently develop solutions
Proven ability to manage multiple priorities in a fast-paced environment
Strong team-oriented mindset with a desire for continuous improvement and long-term career growth
This is an outstanding opportunity for a finance professional seeking meaningful exposure to executive leadership, strategic financial planning, and organizational decision-making. The organization offers a collaborative environment, challenging analytical work, and the opportunity to make a measurable impact on the institution's future success. For immediate consideration, please contact Nate Algood directly.
About The Agency Recruiting
The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success.
All career opportunities listed on The Agency Recruiting’s official website and official LinkedIn page are verified and deemed credible. xxzpjkt Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting.
Equal Employment Opportunity Statement
The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.
Worksite address
waco, TX, 76705, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.