Financial Planning & Analysis Senior Analyst / Associate

The Role

This is a full-time role based in Dallas. As a Senior Analyst / Associate on the Financial Planning & Analysis Team you will focus primarily on working in an FP&A capacity with the Sixth Street leadership group to develop the annual firmwide budget (and quarterly updates) as well as KPI's / financial analytics for the business.

The position will also be involved in working closely with segment / business unit partners for ad hoc forecasting and financial analysis projects. The position will work closely with the existing FP&A and Firm Accounting teams, Human Capital Management, the partner group, as well as other groups within the firm, to carry out these responsibilities.

This person will serve as an integral part of strengthening Sixth Street's financial and strategic capabilities, thereby improving business performance.

Core Responsibilities

• Oversee core financial planning activities including budgeting, forecasting, planning, and other management deliverables
• Develop and maintain financial models and forecasts incorporating relevant terms and business assumptions
• Develop and clearly communicate business, financial and strategic analyses and recommendations across the business
• Identify key drivers, emerging trends, risks and opportunities of budget to actual results, conveying findings into actionable insights
• Leverage AI and technology to automate planning models and reporting workflows
• Assist team with technology implementations, including Anaplan for firm budgeting processes and scenarios, and workflow uplifts
• Build strong relationships and interact extensively with executive leadership
• Ad hoc analysis on key business initiatives and growth planning as projects arise

What We Value

• Outstanding analytical, strategic and problem-solving skills
• Ability to work in an unstructured, entrepreneurial environment
• Confident, articulate and inspiring individual who brings a high level of intellectual rigor and innovation
• Detail-oriented, responsible and proactive
• Will work independently and with initiative
• Exhibits sound judgment
• Outstanding communication and interpersonal skills
• Strong relationship management, partnership and collaboration skills
• Candidate must be self-motivated, with a strong work ethic and willing to work in a team environment across business units and functions

Preferred

The Financial Planning & Strategy professional must possess exceptional initiative, sound judgment, project management capabilities and have a demonstrated track record of performance. Candidates may be FP&A professionals at a comparable sophisticated organization or from an investment banking / private-equity background looking to pursue a path inside a corporate financial planning and analysis team.

An undergraduate degree is required, with a strong preference for individuals with investment banking or corporate finance / FP&A experience.

The ideal candidate will also meet the following requirements

• Keen analytic, organization and problem-solving skills which allows for strategic data interpretation versus simple reporting
• Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management, Board or other outside partners
• Deep knowledge and practical experience in modeling, forecasting and analysis
• Ability and desire to translate complex financial concepts to individuals at all levels including finance and non-finance professionals and managers
• Strong time management and multi-tasking skills to manage multiple priorities and meet deadlines
• Expert or in-depth working knowledge of Excel and PowerPoint is required
• Proficiency with AI tools or Python is strongly desired