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Analyst

M&G Financial

Frisco, TX

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Accounting Software, Analysis Skills, Budget Reporting, Cash Flow Projection, Communication Skills, Customer Support/Service, Data Analysis, Data Science, Detail Oriented, Establish Priorities, Financial Analysis, Financial Control, Financial Modeling, Financial Reporting, Forecasting, Generally Accepted Accounting Principles (GAAP), Head of Finance, Intuit Quickbooks, Life Insurance, Microsoft Excel, Organizational Skills, Pivot Tables, Problem Solving Skills, Project/Program Management, Reconciliation, Regulatory Compliance, Statistics, Team Player, Variance Analysis, Vlookups
LOCATION
Frisco, TX
POSTED
17 days ago
Analyst Job Description

Overview
We’re looking for a dynamic and detail-oriented Analyst to join our team! Our firm is experiencing rapid growth, creating numerous opportunities for career advancement. This role supports our clients by gathering, interpreting, and analyzing data to provide actionable insights and assisting with strategic decision making. If you have strong analytical skills, a keen eye for detail, and enjoy collaborating with a team, we’d love to hear from you! This is a fantastic opportunity to make a meaningful impact while advancing your career in a flexible and supportive environment.

Duties
  • Improve, standardize, and maintain monthly financial packets.
  • Manage reforecasts and actual vs. budget reporting.
  • Proforma Modeling
  • Review financial packets and report back to Controller and/or Staff Accountants on any discrepancies or material variances.
  • Present completed financial packets to Controller and assigned CFO of client for final review and presentation of financials to client.
  • Create and update weekly cashflow forecasts to monitor a client’s cash position.
  • Data analysis and preparation for Quality of Earnings Reports and Business Valuations.
  • Perform Ad Hoc reporting/forecasting as requested.
Minimum Qualifications
  • 3+ years’ experience as an Analyst.
  • Advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUPs, and financial modeling.
  • High attention to detail with strong analytical and problem-solving capabilities.
  • Excellent organizational and project management skills; able to prioritize tasks effectively in high-pressure environments.
  • Clear and concise communication skills.
Preferred Qualifications
  • Experience with accounting software such as QuickBooks, Xero, or Sage.
  • Strong experience with cash flow analysis, forecasting, and variance analysis.
  • Deep understanding of GAAP, financial reporting standards, and regulatory compliance.
  • Familiarity with financial reporting and analysis programs such as Fathom.
Education
  • Bachelor’s degree in Data Science, Statistics, Business, or related fields.
Join our team as an Analyst, where you can apply your expertise while advancing your career in a collaborative and supportive environment!

Job Type:          Full-time
Pay:                    $80k - $100k
Benefits:
  • Dental insurance
  • Health insurance
  • Life insurance
  • Short-term disability insurance
  • Unlimited paid time off
  • Vision insurance
Schedule:
  • 8-hour shift
  • Monday to Friday
Supplemental Pay:
  • Bonus opportunities
  • Performance bonus
  • Yearly bonus
Ability to Commute:
  • Frisco, TX 75034 (Required)
Ability to Relocate:
  • Frisco, TX 75034: Relocate before starting work (Required)
Work Location: In person

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About the Company

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M&G Financial

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