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Job description
1 week ago Be among the first 25 applicants
This range is provided by Hoxton Circle. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$80,000.00/yr - $100,000.00/yr
Direct message the job poster from Hoxton Circle
Director - Financial Services & Corporate Clients at Hoxton Circle
Our client is a dynamic organization backed by private equity, committed to innovation, strategic growth, and operational excellence. This role is at the center of strategic financial planning—owning cash flow forecasting, performance reporting, and executive-level analytics—while gaining exposure across departments in a high-visibility role.
Lead the development of short- and long-term cash flow forecasts and liquidity models. Provide treasury reporting and strategic insights to ensure optimal financial planning.
Assist with monthly, quarterly, and annual financial reports. Perform variance analysis and identify trends to support strategic initiatives.
Use Excel, Tableau, and other tools to create detailed financial models, dashboards, and reports that drive business decisions.
Monitor KPIs and support the development of performance metrics to measure financial health and operational efficiency.
Deliver ad hoc financial analysis and decision support for senior leadership, shareholders, and the board.
Partner with Finance, Accounting, and cross-functional teams to gather inputs and deliver accurate, actionable insights.
Requirements:
Bachelor’s degree in Finance, Accounting, or a related field. CPA or CFA is a plus.
Minimum of 2 years of experience in finance, investment banking, consulting, or a similar role.
Strong background in cash forecasting, banking operations, or treasury systems.
Proficiency in advanced Excel modeling (VBA/Macros); Tableau experience is a plus.
Deep understanding of financial reporting, accounting principles, and KPIs.
Exceptional communication skills – ability to simplify complex financial data for senior stakeholders.
Strong interpersonal skills and a team-player mentality.
Self-starter who thrives in a fast-paced, evolving environment with shifting priorities.
Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
Finance, Accounting/Auditing, and Strategy/Planning
Industries
Venture Capital and Private Equity Principals, Manufacturing, and Machinery Manufacturing
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.