Financial Analyst

Mayatax; Houston (TX); On-site; USD 65,000 - 80,000; Full time

Job summary

A Houston-based Accounting & Tax firm is seeking an FP&A Analyst to drive data-driven decision-making. The role involves developing financial models, delivering actionable insights, and collaborating with cross-functional teams. Ideal candidates hold a relevant Bachelor's degree, possess financial analysis experience, and are effective communicators. This is a full-time position with opportunities for professional growth.

Qualifications

• 0 - 3 years' financial analysis and modeling experience in a CPA firm is highly preferred.
• Strong communication skills and experience of working with multi-country and multicultural teams are needed.
• Experience with financial reporting automations and CRM Tools.

Responsibilities

• Develop and maintain financial models, forecasts, and dashboards.
• Collaborate with global teams on budgets and KPI's.
• Deliver actionable insights on revenue, expenses and profits.
• Support ERP and reporting integrations.
• Partner with Tax teams using CRM Systems.
• Identify opportunities through trend and risk analysis.
• Analyze financial data for profit enhancement.
• Communicate financial insights to management.

Skills

Financial modeling and analysis

Experience with ERP and CRM systems

Education

Bachelor's degree in Accounting, Economics, or Finance

CPA or MBA

Tools

Quickbooks

Abacum

CanopyTax

Job description

Base pay range

$65,000.00/yr - $80,000.00/yr

About the Company:

Mayatx is a Houston-based Accounting & Tax firm, supporting businesses and individuals through bookkeeping, payroll and Tax advisory services. We are expanding our team with a talented FP&A Analyst to strengthen our financial insights and operational capabilities.

About the Role:

FP&A Analyst will work closely with leadership and cross-functional teams across countries to drive data-driven decision making. The incumbent will build financial models, manage forecasts and collaborate with Accounting, tax and other operations leaders to enhance business performance.

Responsibilities

• Develop and maintain financial models, forecasts, and dashboards.
• Collaborate with global teams to align on budgets, KPI's, and variance analysis.
• Deliver actionable insights on revenue, expenses and profits.
• Support ERP and reporting integrations, using Quickbooks, and Abacum.
• Partner with Tax and other client service teams using CRM Systems like CanopyTax.
• Identify opportunities by trend analysis and also perform risk analysis for the business, by doing market intelligence, to support strategic planning.
• Analyze current and past financial data and performance to make recommendations on profit enhancement.
• Consistently analyze financial information based on both routine and ad-hoc reports.
• Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators.
• Communicate financial insights suggesting business issues to management.

Qualifications

• Bachelor's degree in Accounting, Economics, or Finance (CPA or MBA are preferred).
• 0 - 3 years' financial analysis and modeling experience in a CPA firm is highly preferred.
• Strong communication and experience of working with multi-country and multicultural teams are needed.
• Experience with financial reporting automations and CRM Tools (e.g. CanopyTax).

Required Skills

• Financial modeling and analysis.
• Experience with ERP and CRM systems.

Preferred Skills

• Experience in a CPA firm.
• Familiarity with Quickbooks and Abacum.
• Experience with financial reporting automations.

Seniority level

Associate

Employment type

Full-time

Job function

Finance and Sales

Staffing and Recruiting

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