Corporate Finance Analyst

Adroit Partners; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

Adroit Partners is seeking a skilled FP&A professional to lead monthly and quarterly forecast consolidation, performance analytics, and regional business planning. You will analyze P&L and cash variances, work with ERP systems, and deliver executive-ready insights to improve financial outcomes.

The role emphasizes cross-functional collaboration, detailed financial modeling, and proactive guidance to leadership, with a focus on accurate forecasts and strategic decision support.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3–5 years of FP&A experience.
• Advanced Excel and PowerPoint; ERP experience with OneStream/Hyperion/Oracle.

Responsibilities

• Lead consolidation, review, and analysis of monthly forecasts and quarter-end close cycles.
• Provide comprehensive forecast reporting from multiple business units in a decentralized structure.
• Produce timely financial analysis highlighting trends, risks, and opportunities.
• Present insights and recommendations to senior leadership and cross-functional partners.

Skills

Forecasting

Financial analysis

Variance analysis

Communication

Education

Bachelor's degree in Finance

MBA preferred

Tools

OneStream

Hyperion

Oracle ERP

Excel add-ins (Smartview/Quickview)

Job description

Job Description

Job Description

Job description:

About This Role

The successful candidate will be a key player in the organization’s financial planning and analysis functions. They will be responsible for consolidating monthly and quarterly forecasts and conducting the associated review and analytics. Additionally, they will review the annual business plan for their assigned regions and perform customer and competitor analysis.

What You'll Do

• As part of the FP&A team, lead the consolidation, review, and analysis of monthly forecasts, with a critical focus on quarter-end close cycles
• Deliver comprehensive forecast reporting by analyzing input from a high volume of business units in a decentralized structure
• Navigate multiple data points within the ERP system to extract, manipulate, and interpret large data sets for actionable insights
• Identify and investigate significant variances in P&L and cash forecasts by reviewing reports and engaging directly with the operating units.
• Produce accurate, timely financial analysis that highlights performance trends, risks, and opportunities
• Partner with business leaders across departments to provide actionable insights and recommendations to drive financial performance.
• Monitor key performance indicators (KPIs), financial metrics, and industry trends to ensure financial health and alignment with the company's goals.
• Deliver ad hoc financial analysis and decision support to senior leadership as needed.
• Review and analyze the annual business plan for the assigned regions, evaluating key assumptions, growth drivers, and margin targets, and reconciling the plan to in-year forecasts and actual results.
• Prepare presentations on the assigned regions including key customers and competitors.
• Support Treasury and other groups as needed.

What You'll Bring

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred
• 3–5 years of progressive experience in Financial Planning & Analysis (FP&A)
• Advanced proficiency in Microsoft Excel and PowerPoint; experience with ERP systems such as OneStream, Hyperion, or Oracle. In addition, experience with Excel Add-ins such as Smartview or Quickview will be beneficial
• Proficiency in analyzing financial data and providing actionable insights
• Exceptional attention to detail and commitment to accuracy in financial reporting and performance analysis
• Strong analytical and problem-solving skills
• Excellent communication and presentation skills

Key Competencies

• Strategic and forward-thinking mindset with the ability to diagnose business challenges and develop data-driven solutions
• Thrives in dynamic, fast-paced environments while effectively managing competing priorities and tight deadlines
• Deep analytical and problem-solving capabilities, with a track record of successful financial modeling and forecasting
• Outstanding communication and presentation skills, capable of conveying insights to stakeholders at all levels
• Proven ability to build strong cross-functional relationships and collaborate with all levels of leadership
• Highly self-directed and accountable, with a commitment to independent analysis, meticulous attention to detail, and ownership of end-to-end deliverables
• Practical fluency with AI tools, using AI assistants (such as Microsoft Copilot or Claude) to accelerate data gathering, analysis, drafting, and reporting, and actively identifying opportunities to automate repetitive work
• Sound judgment in applying AI, including validating outputs against source data, recognizing the limits of the tools, and handling confidential financial information in accordance with company policy

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person