Maven Financial Partners

Compensation

Full Description

JOB DESCRIPTION The Senior Financial Analyst will work on a team with financial analysts and consultants to deliver specific needs required to support client engagements. DUTIES AND RESPONSIBILITIES • Prepare reports for use during client financial meetings. • Analyze current and past trends of key performance indicators, highlighting issues and causes of unexpected variances. • Identify and propose new ways to improve an organization’s efficiency as well as advise organizations how to be more profitable through reduced costs and increased revenues. • Communicate findings to internal team members and clients. • Attend and participate in client meetings with consultants. • Develop understanding of Maven client industries with a goal of adding value to client engagements. • Division of responsibilities will vary by engagement and service. • Design, build, and maintain standardized financial model templates to be used across client engagements, including forecasting, budgeting, scenario planning, cash flow modeling, and KPI dashboards. • Develop specialized models for internal firm areas including sales demos and marketing deliverables. • Ensure models follow internal standards for clarity and error minimization • Review and refine financial models prepared by other team members to ensure accuracy, consistency, and adherence to firm-wide modeling standards. • Train consultants and analysts on model structure, logic, interpretation, and best practices.Provide ongoing support and coaching to improve modeling capacity across the team. • Create model usage guides, reference documentation, and short instructional training modules. • Partner with the team to identify recurring needs and opportunities to enhance or expand the firm’s suite of financial models and reporting tools. • Collaborate with leadership to shape the firm’s product offering, ensuring templates evolve with industry standards and client expectations. DESIRED SKILLS AND EXPERIENCE • 3+ years experience in an excel modeling capacity. • Bachelor’s degree in Accounting or Finance • Detail oriented and organized. • Excellent Microsoft Excel / Google Sheets skills required. • Strong communication and interpersonal skills and substantial self-initiative to thrive in a fast- paced, collaborative environment. • Strong project and time management skills. ABOUT US Maven Financial Partners provides financial consulting services to small business owners who have a desire to better understand their business and increase their financial awareness. We are passionate about serving businesses and their owners with the finest financial and strategic thinking through deep relationships based on understanding and trust. WE DO THIS BY: • Analyzing current and past trends of key performance indicators, highlighting issues and causes of unexpected variances • Identifying opportunities to increase profitability • Reporting and understanding P&L actuals to budget variances • Forecasting cash flow, providing opportunities to improve • Improving financial performance by evaluating (and implementing) processes to drive efficiencies Job Type: Full-time Pay: From $80,000.00 per year Benefits: • 401(k) • Dental insurance • Health insurance • Paid parental leave • Paid time off Work Location: Hybrid remote in Richardson, TX 75080