NextStep Recruiting is partnering exclusively with a well-established financial services client in Dallas to find a Financal Predictive Analysis Lead. This hybrid role (4 days onsite, 1 remote) supports a recently formed department focused on predicting financial risk and optimizing processes before audits occur. The ideal candidate blends financial acumen with technical understanding to lead cross-functional initiatives that enhance reporting, strengthen internal controls, and drive data-driven decision-making across all lines of business.

Key Responsibilities:

• Lead optimization and efficiency efforts across financial reporting and operational processes
• Collaborate with business partners to improve forecasting, compliance, and audit readiness
• Support the rollout and ongoing use of Oracle Advanced Financial Controls (training available)
• Analyze trends and metrics to identify risk, enhance internal controls, and increase data integrity
• Work with SQL, Power BI, and Excel reporting to support predictive financial analysis
• Partner closely with IT and business stakeholders to test, troubleshoot, and implement system improvements

Qualifications:

• Bachelor's degree in Accounting, Finance, Mathematics, Computer Science, Data Science, or related field
• 5+ years of experience in financial analysis, modeling, forecasting, or finance systems
• Background in banking or financial services required
• Strong communication and collaboration skills — must be comfortable interfacing with business leaders
• Experience with SQL, Power BI, and Excel reporting; ability to write code is a plus but not required
• Experience with Oracle or similar financial systems preferred

This is a hands-on, project-driven role with high visibility and impact across the enterprise. We’re looking for someone who is technically savvy, naturally curious, and passionate about optimization.

NextStep Recruiting provides equal employment opportunities (EEO) to all employees and applicants regardless of race, color, or applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities.