Financial Analyst

FlexTek; Houston (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

FlexTek seeks a highly analytical Financial Analyst to join our corporate team in a hybrid role blending financial analysis and executive support. You will drive budgeting, forecasting, reporting, and process improvements while partnering with senior leadership.

This position offers exposure across Finance, Operations, and Executive Leadership within a fast-paced, multi-location organization. Strong Excel and ERP experience are required, along with excellent communication and organizational

Qualifications

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• Bachelor's degree in Finance, Accounting, Business, or a related field preferred.
• 2–4 years of experience in financial analysis, accounting, corporate finance, or a related role.
• Strong understanding of financial statements and accounting principles.
• Advanced Microsoft Excel skills, including PivotTables, Power Query, XLOOKUP, INDEX/MATCH, and complex formulas.
• Experience with ERP systems (Viewpoint Vista or similar preferred).
• Excellent analytical, organizational, and problem‑solving skills.
• Strong written and verbal communication abilities.
• Ability to balance financial analysis with executive support responsibilities in a fast‑paced environment.

Responsibilities

• Prepare monthly, quarterly, and annual financial reports with variance analysis and KPIs.
• Support budgeting and ongoing financial forecasting.
• Analyze results, identify trends, and provide actionable insights for decisions.
• Assist with month-end and year-end close activities.
• Prepare ad hoc analyses, executive reports, and presentations.
• Support external audits with schedules and documentation.
• Ensure reporting complies with policies and standards.
• Identify opportunities to automate reporting and improve data analysis.
• Develop reporting tools and maintain ERP data accuracy.
• Partner with Finance and Operations to enhance reporting and efficiency.
• Coordinate executive calendars, meetings, and materials.
• Prepare board/leadership meeting packets and communications.
• Draft, edit, and format reports and presentations.
• Handle confidential information with discretion.

Skills

Advanced Excel

Budgeting & Forecasting

Financial Analysis

Executive Collaboration

Education

Bachelor's degree in Finance, Accounting, Business

Tools

Viewpoint Vista

Job description

We're seeking a highly analytical and adaptable Financial Analyst to join our growing corporate team. This unique hybrid role combines financial analysis and reporting with executive-level administrative support, making it ideal for someone who enjoys both working with financial data and partnering closely with senior leadership.

You’ll play a key role in budgeting, forecasting, financial reporting, and process improvement while also supporting executive operations through meeting coordination, communication management, and administrative organization. This is an excellent opportunity to gain broad exposure across Finance, Operations, and Executive Leadership within a fast-paced, multi-location organization.

Key Responsibilities

• Prepare monthly, quarterly, and annual financial reports, including variance analysis and key performance metrics.
• Support the annual budgeting process and ongoing financial forecasting.
• Analyze financial results, identify trends, and provide actionable insights to support business decisions.
• Assist with month-end and year-end close activities.
• Prepare ad hoc financial analyses, executive reports, and presentations.
• Support external audits by preparing schedules and required documentation.
• Ensure financial reporting complies with company policies and accounting standards.

Process Improvement & Reporting

• Identify opportunities to improve financial reporting through automation and enhanced data analysis.
• Develop and maintain reporting tools using advanced Excel and ERP systems.
• Partner with Finance and Operations to improve reporting accuracy and operational efficiency.

Executive & Administrative Support

• Coordinate executive calendars, schedule meetings, and manage competing priorities.
• Organize board and leadership meetings, including preparing agendas, presentations, and meeting materials.
• Draft, edit, and format reports, presentations, and executive correspondence.
• Screen emails and communications, acting as a liaison between executives and internal stakeholders.
• Handle confidential financial and business information with professionalism and discretion.
• Provide administrative support to executive leadership on strategic initiatives and special projects.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or a related field preferred.
• 2–4 years of experience in financial analysis, accounting, corporate finance, or a related role.
• Strong understanding of financial statements and accounting principles.
• Advanced Microsoft Excel skills, including PivotTables, Power Query, XLOOKUP, INDEX/MATCH, and complex formulas.
• Experience with ERP systems (Viewpoint Vista or similar preferred).
• Excellent analytical, organizational, and problem‑solving skills.
• Strong written and verbal communication abilities.
• High level of professionalism with the ability to manage confidential information.
• Ability to balance financial analysis with executive support responsibilities in a fast‑paced environment.

What We’re Looking For

• A proactive professional who enjoys wearing multiple hats.
• Strong business acumen with a continuous improvement mindset.
• Highly organized with exceptional attention to detail.
• Tech‑savvy and comfortable leveraging technology to improve efficiency.
• Professional communicator who can confidently interact with executive leadership.
• Adaptable, resourceful, and capable of managing multiple priorities with a positive attitude.

Why Join Us?

• High‑visibility role with direct exposure to executive leadership.
• Opportunity to influence financial reporting, business operations, and strategic initiatives.
• Diverse responsibilities that provide both analytical and executive‑level experience.
• Collaborative, growth‑oriented environment with opportunities for professional development.