Financial Planning Analyst in Dallas, Texas at Lockstep Technology Group

About Lockstep

At Lockstep, we believe great technology isn’t just about infrastructure—it’s about impact. We partner with organizations to deliver innovative, secure, and scalable IT solutions that empower their success. From network security to cloud infrastructure, we take the complexity out of IT so our clients can focus on what they do best. We’re a team that values action and collaboration. We take ownership, put customers first, work as one team, and never stop learning. If you’re looking for a place where your work truly makes a difference, Lockstep is the place to be.

What We Offer

• Competitive compensation
• Medical, dental, and vision insurance
• 401(k) Plan
• Short-term/long-term disability and life insurance
• Flexible PTO
• 8 company-paid holidays and 1 floating holiday
• Employee Assistance Program (EAP)
  

What you'll own

• Evaluate previous budgets and expenditures to develop and implement future budgets
• Work with Business Unit heads to build their annual budgets and quarterly forecasts
• Monitor real-time financial performance and provide detailed analysis and commentary on cost center results
• Escalate any financial issues to management
• Set and track key performance indicators (KPIs) and objectives
• Put together monthly financial statements, board reports and management reports such as variance reports, cash flow reports and debt covenant calculations
• Review historical financials and create pro-forma 5-year financials
• Utilize BI tools to deliver meaningful insights into business performance and present in dashboard format where appropriate
• Prepare business cases to support new investment, strategic and other business decisions
• Review operations and recommend new productivity or cost-saving initiatives
• Review existing processes and procedures to develop recommendations for improvement efforts
• Communicating results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation, and streamlining operations

What we're looking for

• Significant analytical skill set, including the utilization of BI and reporting tools
• Able to solve complex problems
• Works independently using project management skills.
• Excellent communication skills with ability to build relationships
• Advanced computer software skills, including writing macros in Excel, using Power Query and Power BI
• A bachelor’s degree in business, economics, finance, accounting, or a related major
• Minimum of 5 years of relevant analytical experience
• Professional qualification such as CPA or CFA preferred

What to expect

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this job.

Prolonged sitting at a desk and using a computer; must be able to lift at least 15 pounds and be able to work in an office with other employees.

Travel: Less than 5%

Equal Opportunity Employer

Lockstep Technology Group is proud to be an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.