Senior Financial Analyst
| Req Number: | 0M5MJW |
| Location: | Southlake, TX |
| Posted: | 8/26/2026 |
| Category: | Industrial : Diversified Manufacturing |
| Job Type: | Permanent |
Korn Ferry is partnering with our client on their search for a Senior Financial Analyst.
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Company Overview:
• Growing, private equity-backed distributor and remanufacturer of aftermarket diesel engine components and related products
• The company supports customers across commercial trucking, construction, agriculture, marine, transportation, and other industrial markets
• Its product portfolio includes fuel injection systems, turbochargers, engine components, filtration products, and other mission-critical diesel parts
• The business generates approximately $300M in annual revenue and continues to expand through both organic growth and strategic acquisitions
• The company operates with a lean, entrepreneurial culture and offers strong exposure to senior leadership as it continues building out its finance and FP&A capabilities
Role Summary:
• Title: Senior Financial Analyst
• Reports To: FP&A Manager
• Location: Southlake, TX
• Work Arrangement: Onsite
• Team Scope: Work closely with Finance, Accounting, department leaders, and operational teams to analyze performance, understand business drivers, and improve financial decision-making across multiple business units and branch locations
• Primary Focus: Deliver financial analysis, forecasting, management reporting, and strategic insights while serving as a key finance partner to operational and leadership teams across the organization
Key Responsibilities:
• Support the annual budgeting process and quarterly forecasting cycles while partnering with department managers to develop accurate financial plans
• Develop and maintain financial models supporting strategic planning, capital investments, pricing decisions, and profitability analysis
• Prepare monthly, quarterly, and annual financial reporting packages and provide variance analysis against budget, forecast, and prior-year performance
• Analyze financial performance across individual business units and branch locations to identify trends, risks, and opportunities
• Monitor and report on key financial and operating metrics including gross margin, operating expenses, EBITDA, and working capital
• Translate financial results and complex data into clear, actionable recommendations for senior leadership
• Partner with operational leaders to better understand business drivers, costs, trends, and opportunities to improve financial performance
• Support month-end and year-end close processes by working closely with Accounting to ensure accurate financial results and appropriate accruals
• Assist with annual financial audits and support compliance with GAAP and internal financial policies
• Develop dashboards, financial reporting tools, and analytical resources that improve visibility into business performance
• Drive improvements to financial reporting processes, tools, and data quality
• Perform ad hoc financial analysis and support strategic projects as business needs arise
Ideal Candidate Profile:
• Bachelor’s degree in Finance, Accounting, Economics, or related field required
• MBA or CPA preferred
• 5+ years of progressive financial analysis, FP&A, or corporate finance experience
• Strong experience with budgeting, forecasting, management reporting, and variance analysis
• Strong understanding of GAAP and the three primary financial statements, including the income statement, balance sheet, and cash flow statement
• Advanced Excel skills including pivot tables, complex formulas, and financial modeling
• Experience with Power BI, SQL, Tableau, or similar reporting and analytics tools preferred
• ERP system experience required; Microsoft Business Central or Epicor Prelude experience is a plus
• Experience within distribution, automotive, diesel, transportation, or another operationally intensive industry is a plus
• Strong analytical and critical-thinking skills with the ability to identify the underlying drivers behind financial performance
• Excellent communication skills with the ability to explain financial information clearly to both finance and non-finance stakeholders
• Highly organized and detail-oriented with the ability to manage multiple priorities and deadlines
• Self-starter who is intellectually curious, takes ownership, and enjoys partnering directly with the business
Compensation & Benefits:
• Base Compensation: Market competitive and commensurate with experience
• Annual Bonus Opportunity
• Benefits Package: Comprehensive medical, dental, vision, and standard corporate benefits
• Opportunity to join a growing, private equity-backed organization with approximately $300M in annual revenue
Selling Points
• Highly visible financial analysis role with meaningful exposure to operational and senior leadership teams
• Broad ownership across budgeting, forecasting, financial modeling, management reporting, and strategic analysis
• Opportunity to analyze individual branch and business unit performance rather than operating solely at the consolidated corporate level
• Strong business partnering component with the ability to influence decisions through financial insights and recommendations
• Exposure to key business metrics including revenue, gross margin, EBITDA, operating expenses, and working capital
• Opportunity to build financial models supporting pricing, profitability, capital investments, and other strategic business decisions
• Join a growing private equity-backed company where finance is continuing to build more sophisticated reporting, forecasting, and analytical capabilities
• Excellent fit for a hands-on, analytical finance professional who wants broader business exposure, increased ownership, and the opportunity to make a measurable impact
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Korn Ferry shall provide equal employment opportunity to all qualified candidates, and will refer candidates without regard to race, color, religion, national origin, sex, age, disability, veteran status or any other legally protected basis. Artificial Intelligence tools may be used in connection with the recruitment process for this position.
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