Financial Analyst

Confidential; Houston (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

Confidential in Houston seeks a Financial Analyst to support financial planning, reporting, and analysis across services and manufacturing. The role requires communicating complex data to both finance and non-finance stakeholders and advancing automation in reporting.

Ideal candidates will have 4+ years of financial analysis, advanced Excel skills, and the ability to translate numbers into clear business insights for leadership. MBA with M&A exposure is a plus.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or a related analytical field.
• MBA, and M&A experience is a plus.
• 4+ years’ financial analysis experience in services and or manufacturing.
• Advanced proficiency in Microsoft Excel (e.g., pivot tables, complex formulas, financial modeling).
• Prior Manufacturing hands on working experience.

Responsibilities

• Develop, maintain, and enhance financial models to support forecasting, budgeting, and strategic planning
• Prepare and deliver timely, accurate financial reports, presentations, and dashboards for leadership
• Analyze operational and financial performance, including revenue, COGS, margins, and service profitability
• Partner cross-functionally with operations, manufacturing, and leadership teams to provide actionable insights
• Support monthly, quarterly, and annual financial close processes
• Identify trends, risks, and opportunities through deep 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

Skills

Excel

Financial modeling

Forecasting

Data visualization

Cross-functional communication

Education

Bachelor's degree in Finance, Accounting, Economics

MBA (M&A experience)

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.

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

Responsibilities

• Develop, maintain, and enhance financial models to support forecasting, budgeting, and strategic planning
• Prepare and deliver timely, 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
• Support monthly, quarterly, and annual financial close processes
• Identify trends, risks, and opportunities through deep 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

Qualifications

• Bachelor’s business degree in Finance, Accounting, Economics or a related analytical field
• MBA, and M&A experience is a plus
• 4+ years’ financial analysis experience in services and or manufacturing
• Advanced proficiency in Microsoft Excel (e.g., pivot tables, complex formulas, financial modeling)
• Prior Manufacturing hands on working experience
• Strong quantitative and analytical competency
• Proven track record of consistent data accuracy
• Excellent written and verbal communication skills
• Ability to translate complex financial information into clear insights for diverse audiences
• Strong attention to detail and organizational skills
• Proven ability to manage multiple priorities in a fast-paced environment

Required Skills

• Ability to present data in a clear/concise visual manner
• Excellent communication and presentation skills, comfortable interacting with executive level management
• Strong knowledge of forecasting/modeling in Excel
• Results-oriented, problem solver, energetic, and dynamic individual with hands-on mentality
• Proficient with Microsoft Excel, financial modeling, PowerPoint and Data visualization
• Excellent analytical skills (previous modeling skills). Basic accounting knowledge necessary.
• Highly motivated, organized individuals who can multitask and work independently
• Enjoys new challenges, has good business acumen, and adapts accordingly
• Self-starter who values getting the job done quickly and accurately
• Comfortable in a high-growth, evolving environment
• Well Organized, creates schedule to get work done when due
• Ability to streamline functions and passion to learn and grow