Financial Analyst Jobs in Southlake, TX
A Financial Analyst in the banking industry is responsible for examining financial data, analyzing trends, preparing reports, and making recommendations based on their findings. They provide guidance to businesses and individuals making investment decisions and are responsible for financial forecasting and modeling. The Financial Analyst contributes to the bank's financial planning efforts and helps to manage and mitigate risks. They are expected to understand and explain complex financial concepts and provide insights to both colleagues and clients.
Important skills for a Financial Analyst include strong analytical and problem-solving skills, excellent numerical proficiency, good communication skills, and knowledge of financial software and databases. They should have a strong understanding of financial markets and banking regulations. Relevant certifications such as Certified Financial Analyst (CFA), Certified Management Accountant (CMA) or Certified Public Accountant (CPA) are highly valued. Prior to becoming a Financial Analyst, a person might have roles such as Finance Intern, Junior Financial Analyst, or Financial Advisor.
Financial Planning Analyst Data Analytics
- Grapevine, TX (4 miles from Southlake, TX)
- 2 days ago
- Grapevine, TX (4 miles from Southlake, TX)
- 2 days ago
StevenDougla s is exclusively engaged on an exceptional Senior Financial Analyst with a focus in Data Analytics search with a fantastic company in Dallas, Texas....
- Dallas, TX (23 miles from Southlake, TX)
- 6 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 6 days ago
**Job Description:** At Regions, the Regions Affordable Housing (RAH) Financial Analyst develops complex financial models, financial planning systems, and procedures designed to protect assets and enhance...
Internal Audit-PS Transaction Banking, Analyst, Dallas
- Dallas, TX (23 miles from Southlake, TX)
- 6 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 6 days ago
banking or consumer lending product (e.g., open-end and closed-end credit) environment 4-year degree in a finance, accounting, or quantitative discipline, and ideally a graduate degree in a related...
IT Portfolio Analyst - R01548582
- Dallas, TX (23 miles from Southlake, TX)
- 6 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 6 days ago
About Brillio: Brillio is one of the fastest growing digital technology service providers and a partner of choice for many Fortune 1000 companies seeking to turn disruption into a competitive...
- Dallas, TX (23 miles from Southlake, TX)
- 7 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 7 days ago
About Communities Foundation of Texas The mission of Communities Foundation of Texas (CFT) is to improve the lives of all people in our community by investing in their health, wealth, living, and...
Investment Analyst or Associate
- Dallas, TX (23 miles from Southlake, TX)
- 7 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 7 days ago
Investment Analyst or Associate Investment Analyst or Associate Dallas, Texas Preston Hollow Community Capital (PHCC) is seeking a highly motivated, entry-to-junior level analyst/associate to join...
- Richardson, TX (23 miles from Southlake, TX)
- 9 days ago
- Richardson, TX (23 miles from Southlake, TX)
- 9 days ago
EEOC DISCLAIMER International Leadership of Texas provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex,...
VP, Data Analytics Lead Analyst (Financial regulatory reporting)
- Irving, TX (15 miles from Southlake, TX)
- 11 days ago
- Irving, TX (15 miles from Southlake, TX)
- 11 days ago
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Our core activities are safeguarding assets, lending...
- Dallas, TX (23 miles from Southlake, TX)
- 14 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 14 days ago
Qualifications: Bachelor's degree in Finance, Economics, Business Administration, or a related field. 1-2 years of relevant experience in credit analysis, investment banking, or a related financial...
- Lewisville, TX (5 miles from Southlake, TX)
- 15 days ago
- Lewisville, TX (5 miles from Southlake, TX)
- 15 days ago
Reporting to the VP of Corporate Financial Planning & Analysis, the Senior Financial Analyst is responsible for financial analysis and modeling, preparation of consolidated financial plans/budgets,...
- Richardson, TX (23 miles from Southlake, TX)
- 17 days ago
- Richardson, TX (23 miles from Southlake, TX)
- 17 days ago
If so, CBRE is seeking a dynamic Sr Financial Analyst to join their Advisory FP&A team at their corporate headquarters located in Dallas, Texas....
Summer 2026 Koch Real Estate Investment Analyst Internship
- Dallas, TX (23 miles from Southlake, TX)
- 18 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 18 days ago
Summer 2026 Koch Real Estate Investment Analyst Internship - 170462 Location Dallas, Texas Company Koch Investment Companies Career Field Accounting & Finance Job Number 170462 Your Job Koch Inc....
VP, Data Analytics Lead Analyst (Financial regulatory reporting) C13
- Irving, TX (15 miles from Southlake, TX)
- 19 days ago
- Irving, TX (15 miles from Southlake, TX)
- 19 days ago
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Our core activities are safeguarding assets, lending...
Financial Analyst - Power & Utilities, Dallas
- Dallas, TX (23 miles from Southlake, TX)
- 19 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 19 days ago
Analysts are typically members of deal teams comprising at least one Managing Director, Vice President, Associate and Financial Analyst....
- North Richland Hills, TX (12 miles from Southlake, TX)
- 20 days ago
- North Richland Hills, TX (12 miles from Southlake, TX)
- 20 days ago
Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the...
Demographic Data for Southlake, TX
Moving to Southlake, TX? Find some basic demographic data about Southlake, TX below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Southlake, TX
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Southlake, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Asset Management
- Presentation
- Investment Analysis
- Flexibility
- Implementation
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Budget Preparation
- Fixed Income
- Equity Research
- Asset Allocation
- Financial Forecasting
- Bloomberg Terminal
- FactSet
- Commercial Banking
- Cash Forecasting
- Private Banking
- Treasury
- Financial Services
- Wealth Management
- Capital Markets
- Valuation
- Variance Analysis
- Investment Banking
- Financial Statements
- Financial Planning and Analysis
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Finance
- Strategy Development
- Analytical Skills
- Accounting
- Decision Making
- Written Communication
- Prioritizing
- Auditing
- Documentation
- Collaboration
- Data Analysis
- Budgeting
- Bachelor's Degree
- Reporting
- Regulations
- Microsoft PowerPoint
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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