Financial Analyst

  • Location
    Plano, Texas
  • Category
    Accounting & Finance
  • Job reference:
  • Job type
    Direct Hire

Accounting Principals is looking for a Financial Analyst for a client in Plano, TX.

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.


  • Prepare reports based on financial data and evaluate current and previous financial data.
  • Create reports for internal teams and/or external clients
  • Collaborate with team members to collect and analyze data
  • Use graphs, infographics and other methods to visualize data
  • Establish KPIs to measure the effectiveness of business decisions
  • Work with a team of analysts and other associates to process information
  • Analyze pricing data from industry standards, previous sales trends and competitors and report data to decision-makers
  • Identify marketing strategies to increase profits
  • Develop measurement tools to identify changing market trends
  • Identify appropriate sales and clearance prices to increase customer traffic
  • Compare sales trends to previous periods and determine the cause for decrease or increase
  • Leading projects and coordinating with other teams to produce better business outcomes
  • Developing organizational budget with managers
  • Consolidating the organizational budget for review
  • Monitoring spending and keeping the organization within its set budget
  • Defending budget recommendations with data and evidence-based analyses


  • Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
  • Advanced knowledge of Excel
  • Advanced knowledge of Dynamics 365, Navision and Power BI
  • If you are interested in this job or other Accounting and Finance career opportunities from Accounting Principals, please email Maegan Abram at, or visit our website at

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