Financial Analyst

carriageservices; Houston (TX); Hybrid; USD 67,500 - 82,500; Full time

Job summary

Carriage Services is seeking a detail-oriented Financial Analyst to support financial planning, analysis, and strategic growth in Houston. The role focuses on data-driven insights for operational efficiency, pricing strategies, and long-term planning.

The position is full-time in office 4 days a week with one day from home, located at 3040 Post Oak Blvd., Houston, TX. A Bachelor's degree in finance or related field and 2–3 years of experience are preferred.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 2–3 years of financial analysis experience; healthcare, hospitality, or deathcare a plus.
• Strong Excel and financial modeling; ERP systems experience and financial reporting software.
• Power Query/Power BI experience is a plus; OneStream mandatory.

Responsibilities

• Analyze financial performance across service lines (funerals, cemeteries, pre-need contracts, merchandise).
• Monitor KPIs such as case volume, market share, revenue, and profit margin.
• Support budgeting, variance analysis, and controllable expenses.
• Assist with analysis of capital investments (e.g., cemetery developments).
• Present findings to Directors or Regional leadership as needed.
• Contribute to training workshops for field leadership.
• Participate in annual budgeting for field businesses.

Skills

Financial analysis

Data interpretation

Advanced Excel

Power BI

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

ERP systems

Power BI

Power Query

Job description

At Carriage Services, we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you\'ll join a dynamic community dedicated to setting new standards in the Funeral and Cemetery profession. Join us on this exciting journey as we continue to shape the future of our industry. Carriage Services is an equal opportunity employer.

We are seeking a detail-oriented Financial Analyst to support the financial planning, analysis, and strategic growth of Carriage. The Financial Analyst will be integral in providing data-driven insights that support operational efficiency, pricing strategies, and long-term planning.

Compensation: $75,000+ (Depends on Experience)

Job Type: Full time (In office 4 days +1 day from home)

Location: 3040 Post Oak Blvd. Houston Tx (Galleria Area) Must be located in Houston, TX prior to consideration

Key Responsibilities

• Analyze financial performance across multiple service lines (e.g., funerals, cemeteries, pre-need contracts, merchandise).
• Monitor and track key performance indicators (e.g. case volume, market share, average revenue, profit margin).
• Assist with business specific analysis regarding operating and financial performance, variance analysis, and controllable expenses.
• Monitor industry and demographic trends affecting service demand.
• Assist in analysis of the financial impact of capital investments (e.g., cemetery developments).
• Conduct financial reviews with Directors or Regional leadership as needed
• Perform training workshops for field leadership as needed.
• Assist in annual budgeting for field businesses.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 2–3 years of financial analysis experience; experience in healthcare, hospitality, or deathcare a plus.
• Strong Excel and financial modeling skills; experience with ERP systems and financial reporting software.
• Experience with Power Query/Power BI is a plus and OneStream Mandatory.
• Excellent analytical and critical thinking skills.
• Strong written and verbal communication skills.