Financial Analyst III

The Financial Analyst III role supports clients by gathering and analyzing financial information and performing quantitative analyses that influence investment programs, with clear communication of findings to stakeholders. This onsite position is based in Plano, TX, and structured as a contract engagement.

Position Overview

The primary responsibilities involve collecting and evaluating financial data, conducting quantitative analyses related to client investment programs, and presenting insights to clients in a clear, actionable manner.

Responsibilities

• Analyze and assess marketing programs, developing recommendations based on product growth plans, profit and ROI/KPI analyses, historical data, and strategic initiatives
• Collaborate with cross-functional teams to plan marketing and promotion spend, validating ROI and alignment with company goals
• Improve MDF management across the organization, including data housing, communication, and variance management
• Consolidate bottom-up MDF forecasts for monthly target planning and annual management planning by account and category
• Evaluate historical marketing performance to identify opportunities for optimization and innovation
• Prepare and present data-driven insights on marketing programs to internal stakeholders
• Manage and publish MDF reporting on daily, bi-weekly, and monthly cadences, including budget status, forecast accuracy, financial metrics by category, and channel spend analysis
• Analyze strategic initiative programs using profit and ROI analyses and provide recommendations to leadership

Requirements

• Bachelor’s degree in Marketing, Finance, Business, Accounting, or related field
• 5-7 years of financial and/or accounting experience
• Strong business analytics, financial acumen, and budget management know-how
• Proven self-starter with the ability to aggregate and consolidate data from disparate sources
• Experience with managing and tracking budgets
• Experience developing financial and operational analyses and presenting findings to management
• Solid financial and general accounting knowledge
• Strong Excel and PowerPoint skills, with familiarity of SAP or other ERP systems

Technologies

• Excel
• PowerPoint
• SAP
• ERP systems

Client Highlight

The client is a Top 20 Fortune Global 500 company in the consumer electronics and technology sector, a globally recognized leader in smartphones, televisions, home appliances, and semiconductors, with a wide international footprint.

Location

Plano, TX 75023 (onsite)

Compensation

$50 per hour USD

Schedule

• On-site
• Monday through Friday, 40 hours per week

Contract Term

1 year long contract with a high likelihood of extension or conversion to full-time employment