Financial Analyst

Financial AnalystLocation: Waco, TX (Relocation assistance may be available for the right candidate.)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 toolsMaintain budgeting and reporting software, including development and enhancement of reports, models, dimensions, tables, and forecasting assumptionsPrepare, analyze, and present timely and accurate monthly financial reports, dashboards, and key performance indicators (KPIs) to senior managementAssist with annual budget preparation and quarterly forecast processes, ensuring accuracy of general ledger inputs, assumptions, and reporting outputsReview and understand month-end journal entries, balance sheet reconciliations, and general ledger activity to support accurate financial reportingDevelop and maintain recurring and ad hoc financial reports to support management decision-makingGather, organize, and analyze data from multiple sources to create meaningful reporting and business insightsPerform report writing and analysis within sophisticated budgeting and reporting software platformsIdentify trends, variances, and performance drivers and communicate findings to managementRecommend opportunities to automate reporting, streamline processes, improve efficiency, and strengthen financial data integrityAssist with special projects, strategic initiatives, and other financial analysis needs as assignedRequired Qualifications:Bachelor’s degree required, preferably in Accounting, Finance, Data Analytics, or a related fieldCPA license preferred3–7 years of relevant experience in financial analysis, data analytics, budgeting, forecasting, financial modeling, KPI development, and dashboard reportingExperience with credit analysis, bond accounting and analytics, and Asset/Liability Management (ALM) is beneficial but not requiredStrong understanding of financial statements, financial modeling, trend analysis, and forecasting methodologiesAdvanced Microsoft Excel skills requiredExperience with database management, report writing, data queries, and financial reporting systemsPreferred experience with Cognos, budgeting software, Microsoft Query tools, general ledger systems, and S&P Capital IQStrong analytical, critical-thinking, and problem-solving abilitiesExceptional attention to detail and commitment to accuracyExcellent verbal and written communication skillsAbility to research complex issues and independently develop solutionsProven ability to manage multiple priorities in a fast-paced environmentStrong team-oriented mindset with a desire for continuous improvement and long-term career growthThis 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 RecruitingThe 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. Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting.Equal Employment Opportunity StatementThe 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.