Business Analyst

Position: Business Analyst (entry-level)

Location: Dallas-Fort Worth area

Reports To: Associate and/or CEO

Company: Southlake Financial Holdings

Overview:

Southlake Financial Holdings is seeking a motivated and detail-oriented Business Analyst to join our dynamic team. This role requires a self-starter with a passion for business operations and portfolio management as well as mergers and acquisitions (M&A). The successful candidate will have a strong background in financial analysis and Excel skills and have exceptional presentation abilities.

Key responsibilities:

• Financial Analysis: Conduct detailed financial analyses for the Group’s current portfolio and assist in their business operations. This includes assisting in due diligence, and financial modeling.
• Business Process Optimization: Lead ongoing reviews of business processes to identify areas for improvement. Further, the role will be key in developing and implementing optimization strategies to enhance operational efficiency. The business analyst will also have the opportunity to collaborate directly with the CEOs and COOs of our portfolio companies to support strategic decision-making.
• Requirements Analysis: Cooperate with stakeholders to gather and document business requirements. Ensure that all requirements are well understood and met in the development of business solutions.
• Documentation: Create comprehensive documentation of business processes, financial analyses, and project plans. Maintain accurate records for reference and compliance purposes.
• Collaboration: Work closely with other business analysts, Associate(s), and the CEO of the Group.
• Presentations: Prepare and deliver clear, concise presentations to communicate findings and recommendations to senior management and stakeholders.
• Market Research: Conduct market research and analysis to support investment decisions and strategic planning.

Qualifications:

• Education: Bachelor’s degree in business, finance, economics, or a related field.
• Experience: Previous experience in financial analysis, business analysis, or a related field is preferred but not mandatory.

Skills:

• Proficiency in Microsoft Excel, including knowledge of functions and data analysis tools.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to create and deliver high-quality presentations.
• Strong attention to detail and organizational skills.

Attributes:

• Self-starter with a strong work ethic.
• Motivated to pursue a career in business operations and portfolio management.
• Ability to work independently and as part of a team.
• Flexible and adaptable to changing priorities and deadlines.

Benefits:

• Competitive salary.
• Opportunities for professional development and career advancement.
• Collaborative and supportive work environment.
• Comprehensive benefits package, including health insurance.

Application process:

Interested candidates should submit their resume and a cover letter via the LinkedIn application.