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Financial Planning Analyst

Houston, TX

Employment Type: Direct Category: Financial Analysis Job Number: 18908 Work Model: #LI-Hybrid Internal Reference: #LI-TM1

Job Description

FINANCIAL ANALYST
HYBRID
SOUTH HOUSTON
FP&A Analyst Opportunity – Drive Financial Planning in a Dynamic Environment

Summary

We are working with a growing organization that’s seeking a finance professional to fill a wide-ranging FP&A role with exposure to strategic planning, treasury management, dashboard reporting, and enterprise-wide financial modeling. This is a newly created position resulting from growth – domestically and internationally.

This is a hands-on position where you’ll contribute to both day-to-day reporting and long-term planning efforts. You’ll work closely with internal stakeholders across departments, gaining a holistic view of how the business operates while building models and tools that help guide its financial decisions.

What You’ll Be Doing
  • Build and maintain financial models for budgeting, forecasting, cash flow, and strategic planning across the organization.
  • Lead or support treasury-related activities including liquidity tracking, debt management, and bank communications.
  • Create and maintain Tableau dashboards and reports for leadership, aligned with financial systems and operational data.
  • Manage the budgeting process and coordinate forecast updates, working with cross-functional teams to gather and validate inputs.
  • Prepare financial reporting packages (monthly, quarterly, annual) that summarize key performance metrics and highlight variances.
  • Work within financial systems to consolidate performance data and support scenario modeling, risk assessments, and strategic planning.
  • Maintain and enhance reporting infrastructure and templates to improve automation, accuracy, and usability.
You’re a Great Fit If You Have:
  • BBA in accounting or finance. An MBA or master’s degree is a plus.
  • Experience working in FP&A, financial analysis, or similar roles—ideally 2+ years.
  • Strong Excel skills with experience building financial models and using advanced functions.
  • A solid grasp of financial statements and planning processes.
  • Comfort with financial systems (e.g., NetSuite, Oracle, SAP, or Adaptive Insights) and data visualization tools like Tableau.
  • Strong report writing skills.
  • A history of preparing reports and dashboards that clearly communicate financial insights.
  • A collaborative mindset and the ability to manage multiple priorities with attention to detail.
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