Financial Analyst

WeldFit; Houston (TX); On-site; USD 85,000 - 115,000; Full time

Job summary

WeldFit in Houston, TX seeks a highly analytical Financial Analyst to support financial planning, reporting, and analysis across service and manufacturing operations. This role will help leadership make data-driven decisions in a fast-paced environment and requires advanced Excel skills and the ability to translate complex financial data for non-finance stakeholders.

The ideal candidate has 4+ years of financial analysis experience in services or manufacturing, prior hands-on manufacturing

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related analytical field.
• MBA preferred.

Responsibilities

• Develop, maintain, and enhance financial models to support forecasting, budgeting, and strategic planning.
• Prepare and deliver timely and accurate financial reports, presentations, and dashboards for leadership.
• Analyze revenue, COGS, margins, and service profitability.
• Partner cross-functionally with operations, manufacturing, and leadership for actionable insights.
• Build advanced financial modeling and presentations.
• Support monthly, quarterly, and annual close processes.
• Identify trends, risks, and opportunities through detailed financial analysis.
• Assist with budgeting and forecasting cycles, including variance analysis and performance tracking.
• Drive process improvements and automation in reporting and data management.
• Ensure data integrity across financial systems and reporting tools.
• Prepare executive summaries and presentations.

Skills

Advanced Excel

Financial modeling

Data visualization

Communication skills

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Admin or related analytical field

MBA preferred

Tools

Excel

PowerPoint

Job description

We are seeking a highly analytical and detail-oriented Financial Analyst to support our rapidly growing organization across both service and manufacturing operations. This role will play a critical part in financial planning, reporting, and analysis, helping leadership make informed, data-driven decisions while working in a face-paced environment.

The ideal candidate thrives in a dynamic environment, possesses advanced Excel skills, and can effectively communicate complex financial data to both finance and non-finance stakeholders.

Essential Duties and Responsibilities

• Develop, maintain, and enhance financial models to support forecasting, budgeting, and strategic planning.
• Prepare and deliver timely and accurate financial reports, presentations, and dashboards for leadership.
• Analyze operational and financial performance, including revenue, cost of goods sold (COGS), margins, and service profitability.
• Partner cross-functionally with operations, manufacturing, and leadership teams to provide actionable insights.
• Building advanced Financial Modeling and Presentations.
• Support monthly, quarterly, and annual financial close processes.
• Identify trends, risks, and opportunities through detailed financial analysis.
• Assist with budgeting and forecasting cycles, including variance analysis and performance tracking.
• Drive process improvements and automation in reporting and data management.
• Ensure data integrity and accuracy across financial systems and reporting tools.
• Prepare presentations and summaries for executive leadership.
• Create standard and ad-hoc reports, tools, and dashboards.

Education and Experience Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related analytical field.
• Previous Private Equity experience is a MUST (2-5 years)
• Minimum 4 years of financial analysis experience in services and/or manufacturing.
• Prior hands-on manufacturing experience.
• Advanced proficiency in Microsoft Excel including pivot tables, complex formulas, and financial modeling.
• Strong quantitative and analytical competency.
• Proven track record of consistent data accuracy.
• Excellent written and verbal communication skills.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• MBA preferred.

Required Skills and Competencies

• Ability to present data in a clear and concise visual manner.
• Ability to maintain accurate data at all times is essential.
• Excellent communication and presentation skills with executive-level management.
• Strong knowledge of forecasting and modeling in Excel.
• Excellent PowerPoint presentation skills.
• Ability to take initiative as well as work independently.
• Results-oriented problem solver with a hands-on mentality.
• Proficient in Excel, financial modeling, PowerPoint, and data visualization.
• Excellent analytical skills and basic accounting knowledge.
• Highly motivated, organized, and able to multitask independently.
• Enjoys new challenges and demonstrates strong business acumen.
• Self-starter who values accuracy and efficiency.
• Comfortable in a high-growth, evolving environment.
• Well organized and deadline driven.
• Ability to streamline functions and passion to learn and grow.

We are an equal opportunity employer and are committed to fostering an inclusive workplace. We do not discriminate against any employee or applicant based on race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other legally protected status.