Financial Analyst

Arsenault; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services company in Houston seeks a Financial Planning & Analysis (FP&A) Analyst. This role involves managing budgeting and forecasting, preparing financial reports, and analyzing business performance. Candidates should possess a Bachelor's degree, preferably with 3–5 years of experience in financial analysis within hospitality or similar environments. Strong analytical and interpersonal skills are essential for success in this collaborative role, alongside expertise in Excel and PowerPoint.

Qualifications

• 3–5 years post-college experience in hospitality or financial analysis.
• Strong analytical skills with the ability to reconcile data.
• Excellent communication abilities, both oral and written.

Responsibilities

• Manage forecasting, budgeting, and planning processes.
• Prepare financial reports and conduct performance analysis.
• Support strategic direction through detailed data analysis.

Skills

Analytical problem-solving

Interpersonal skills

Communication proficiency

Detail-oriented

Team management

Excel proficiency

PowerPoint skills

Ability to manage pressure

Trustworthy with confidential information

Organizational skills

Education

Bachelor's degree in an analytical field

MBA or CFA

Tools

Excel

PowerPoint

One Stream

Job description

The Financial Planning & Analysis (FP&A) Analyst will provide forecasting, budgeting, reporting, and ad‑hoc analysis to the Finance department of Arsenault. This includes consolidation, reporting and analysis, along with cross‑department research and communication of variances and key business drivers and expenses. On a monthly and quarterly basis, the FP&A Analyst will complete a wide range of analyses for the Executive and Ownership teams.

Job Description

Responsibilities

• Responsible for managing the forecasting, budgeting, and long‑term planning processes for the Corporate and Managed Hotel Division, sending out communications to business partners regarding major updates, generating high level summaries and explaining key variances.
• Understand the details / drivers behind key P&L lines (fees, reimbursed expenses, gross margin, etc.) and make adjustments to reflect updated information.
• Support the monthly forecasting and annual budgeting process for the income statement and balance sheet. Work closely with business partners to solicit inputs and analyze results. Identify business drivers for variances, including changes in trends and/or company plans.
• Prepare weekly, monthly, and quarterly financial reports including analysis of business performance and balance sheet data. Provide ongoing analytical support to influence strategic direction, guide Ownership activities, and inform senior management and Board level discussion.
• Perform quarterly analysis on same store contribution that provides insight on performance and identifies root causes of drivers of profitability.
• Provide technical and social support to the team
• Support other functions within the Shared Services Center as needed
• Technical:
• Strong understanding of financial reporting and planning
• Analytical problem‑solving capabilities
• Interpersonal and consultative skills
• Oral and written communication proficiency
• Understanding of Databases and Networks
• Basic knowledge of Generally Accepted Accounting Principles (GAAP)
• Strong understanding of financial reporting and planning
• Behavioral (Leadership)
• Ability to manage performance within a team
• Able to motivate individuals in a positive way to perform to the best of their ability
• Comfortable managing the administrative aspect of leadership along with daily work activities
• Behavioral (Do the Right Thing)
• Treat each other with respect
• Commit to the team
• Be authentic and real
• Communicate openly, honestly, and clearly
• Behavioral (Go Beyond)
• Hold yourself and others accountable
• Continuously improve
• Dig deeper and find ways to succeed

Additional Job Description

A candidate for this position must possess the following applicable knowledge, skills and abilities and be able to demonstrate and provide applicable examples to support his/her competency.

• Bachelors degree required with demonstrated superior college performance (preferably in an analytical field). MBA or CFA is a plus
• Prefer 3–5 years post‑college experience (within a hospitality company or within a financial analysis and planning group)
• Strong analytical ability must be able to synthesize data, be able to error check and reconcile own work and be able to design analysis to answer specific questions
• A detail‑oriented approach must pay close attention to the details and have the drive to get things right
• Strong Excel and PowerPoint skills, as well as ability to learn multiple new back‑end software applications. One Stream experience is a plus.
• Ability to cope with pressure and changing priorities
• Trustworthy with confidential financial information
• Excellent oral and written communication
• Ability to multi‑task, work under pressure and meet deadlines required
• Must thrive in a teamwork setting and have excellent organizational skills