Entry-Level Financial Analyst

Position Overview

Our client, a leading financial institution, is seeking a driven and analytical Entry-Level Financial Analyst to join their team in Dallas, Texas. In this role, you will support senior analysts and managers across various financial activities including data collection, financial modeling, report preparation, budgeting, and forecasting. This is an excellent opportunity for a recent graduate to gain foundational experience in finance with mentorship and a structured growth path.

Key Responsibilities

• Assist in collecting and organizing financial data from various sources.
• Support the development of basic financial models and analysis.
• Prepare routine financial reports and presentations.
• Help with data entry and verification for budgeting and forecasting cycles.
• Perform basic variance analysis.
• Conduct market research on industry trends and competitor performance.
• Learn and utilize financial software and systems.
• Collaborate with team members on assigned tasks and projects.
• Assist in maintaining financial databases and records.
• Gain understanding of key financial metrics and performance indicators.
• Participate in team meetings and training sessions.
• Ensure accuracy and attention to detail in all work.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.
• 0-1 year of professional experience (internships in finance or accounting are a plus).
• Solid understanding of basic accounting principles and financial concepts.
• Proficiency in Microsoft Excel (e.g., formulas, basic functions).
• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Good written and verbal communication skills.
• Ability to work effectively in a team environment.
• Eagerness to learn and take initiative.
• Familiarity with financial software is a plus.

Benefits & Perks

• Competitive entry-level salary
• Comprehensive benefits package including health insurance
• Retirement savings plans
• Paid time off
• Opportunities for professional development