Financial Analyst - board reporting (Fort Worth, TX)

Summit Union Legal Group is looking for a Financial Analyst. The job centres on board reporting for client files, and it would suit someone who likes steady, practical work. We are a close group and share the work. What you will do • Prepare board and lender packs with clear charts. • Automate recurring reports so they take hours, not days. • Build and update budgets and rolling forecasts with department leads. • Explain monthly variances in plain language for managers. • Support pricing and investment decisions with careful analysis. What we are looking for • Two to five years in financial analysis or a similar role. • Comfort presenting numbers to people who are not finance specialists. • Advanced Excel skills; SQL or BI experience helps. Nice to have • A relevant degree or certification. • Experience with trust accounts. Working arrangement • Part-time, about 24 hours a week, afternoons. • On site in Fort Worth. • We will tell you what to expect at each step of the hiring process.