Analyst, FP&A & Investor Relations

Richard, Wayne & Roberts; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Richard, Wayne & Roberts in Houston is seeking an FP&A / Investor Relations Analyst or Senior Analyst. This high-visibility position blends traditional FP&A with exposure to Investor Relations, Corporate Development, M&A, and strategic finance.

The role supports budgeting and forecasting, executive and investor reporting, financial modeling, KPI analysis, and acquisition activity, including a major ERP transformation.

Qualifications

• 2–5 years of experience in corporate finance, FP&A, investment banking, valuations, investor relations, or a similar analytical role.

Responsibilities

• Support budgeting and forecasting processes.
• Prepare executive and investor reports.
• Build financial models to evaluate business cases and scenarios.
• Analyze KPIs and provide actionable insights for leadership.
• Assist with acquisition activity and ERP transformation initiatives.

Skills

Financial modeling

Budgeting & forecasting

KPI analysis

Investor relations exposure

M&A exposure

Tools

ERP systems

Advanced Excel

Job description

Our client is a large, publicly traded services company in Houston in need of an FP&A / Investor Relations Analyst or Senior Analyst. This is a high-visibility role combining traditional FP&A with exposure to Investor Relations, Corporate Development, M&A, and strategic finance. The position will support budgeting and forecasting, executive and investor reporting, financial modeling, KPI analysis, acquisition activity, and a major ERP transformation. It reports directly to the VP of FP&A & Investor Relations and offers regular exposure to senior leadership and cross-functional decision-makers. The ideal candidate will have 2–5 years of experience in corporate finance, FP&A, investment banking, valuations, investor relations, transaction advisory, or a similar analytical role. This is an excellent opportunity for an early-career finance professional who wants to build a broad skill set beyond traditional FP&A and gain exposure to both the operational and capital-markets sides of a public company.