Financial Strategy Associate

Location Dallas
Date Posted April 25, 2019
Job ID 9820
Employment Type Direct Hire

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Job Description:

We are assisting our North Dallas client with a search for a Financial Strategy Associate.  This highly visible position will be a key partner to the supply and operations team, with a strong focus on valuation of strategic initiatives.


  • Develop robust business models, complex financial analysis, and valuation assessments.
  • Evaluate risks and opportunities.
  • Make recommendations to finance leadership based on in-depth knowledge of the analytics and financial acumen.
  • Pro-actively identify opportunities for optimization and performance improvement.
  • Develop key process indicators to track results to inform key decision-makers and continually improve process outcomes.
  • Summarize findings in concise and meaningful ways, including use of data visualization tools.
  • Provide input into budget and forecast process.


  • Bachelor’s degree in finance, accounting or economics.
  • 5+ years of professional finance experience OR MBA required.
  • Strong business acumen with an ability to anticipate impact of decisions & initiatives.
  • Financial modeling experience.
  • Strong communication and presentation skills.
  • Lean/Six Sigma experience preferred.
  • Experience with Tableau and working with large sets of data.

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