FINANCIAL (FP&A) ANALYST
South Houston
ABOUT THE ROLE
Our Client is seeking a Financial (FP&A) Analyst who enjoys transforming complex financial and operational data into meaningful business insights. This role offers direct exposure to executive management and Finance leadership while supporting budgeting, forecasting, KPI reporting, variance analysis, compliance reporting, and executive-level financial presentations.
This is an excellent opportunity for an FP&A professional with strong Excel and financial modeling capabilities who wants their analysis to help influence business decisions within a complex organization.
RESPONSIBILITIES
Manage and complete monthly, quarterly, and annual operating reports within established deadlines, including monthly financial performance decks, budget presentations, and ad hoc reports requested by ownership
Prepare quarterly compliance reports required by financial institutions
Develop concise variance analyses and supporting commentary that identify and explain differences among actual results, forecasts, and budgets
Evaluate complex financial and operational data and provide management with accurate, timely insights and recommendations to support decision-making
Partner with Finance leadership to establish key performance indicators and produce recurring reports that track KPI performance
Communicate KPI results, financial trends, and key findings to Finance leadership and senior management
Prepare monthly financial operating presentations, budget materials, and customized ad hoc reports requested by ownership
Apply financial and operational data analysis techniques to develop accurate and timely recommendations that support management decisions
Perform additional duties and responsibilities as assigned
QUALIFICATIONS
Bachelor’s degree in accounting, finance, or economics
2+ years of FP&A experience within a complex business environment
Strong Excel-based financial modeling and forecasting capabilities
Advanced proficiency in Microsoft Excel and PowerPoint
Experience with business process management
Demonstrated knowledge of preparing monthly financial operating presentations, budget materials, and customized ad hoc reports
Understanding of quarterly compliance reporting requirements established by financial institutions
Ability to produce clear variance analyses and written explanations of the factors driving differences between actual performance, forecasts, and budgets
Strong knowledge of financial and operational data analysis techniques
Excellent interpersonal skills with an emphasis on teamwork and cross-functional collaboration
Strong attention to detail and ability to consistently meet established deadlines
Excellent verbal and written communication skills with the ability to present financial information clearly to Finance leadership and senior management
PREFERRED QUALIFICATIONS
Previous experience in the manufacturing industry
