Financial Analyst

Soni; Houston (TX); On-site; USD 90,000 - 105,000; Full time

Job summary

Soni in Houston is seeking a detail‑oriented Financial Analyst to support finance and commercial operations, focusing on accounts receivable, invoicing, cash flow forecasting, and financial analysis within a lean team.

You will collaborate with finance and commercial leadership to drive accurate reporting, process improvements, and efficient transaction processing, leveraging Excel, Dynamics, and BI tools. A Bachelor's degree and 3–5+ years of relevant experience are required.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field is required.
• 3–5+ years of experience in financial analysis, accounts receivable, accounting, or related finance function.
• Experience with AR, collections, cash flow forecasting, credit analysis, or financial documentation.
• Strong Excel skills including financial modeling, reconciliations, and data analysis.
• Ability to review and troubleshoot spreadsheet formulas, financial calculations, and discrepancies.

Responsibilities

• Manage accounts receivable activities, including customer invoicing, AR aging, account reconciliations, and collections support.
• Prepare, review, and validate invoice calculations and financial documentation for accuracy.
• Coordinate Letters of Credit (LOCs) ensuring documentation is complete, accurate, and compliant.
• Support cash flow forecasting, credit analysis, and related financial reporting.
• Reconcile system accounts and investigate discrepancies in financial data, calculations, and balances.
• Analyze financial information and support reporting, analytics, and process improvement initiatives.
• Collaborate with finance and commercial teams to facilitate accurate and timely transaction processing.
• Identify opportunities to improve reporting processes, analytical capabilities, and operational efficiency.

Skills

Excel

Financial modeling

Reconciliations

Data analysis

Power BI

Tableau

Microsoft Dynamics

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field

Tools

Microsoft Dynamics

Power BI

Tableau

Job description

Soni's client, a growing global commodity trading company in Houston, TX, is seeking a detail-oriented Financial Analyst to support finance and commercial operations, with a focus on accounts receivable, customer invoicing, cash flow forecasting, financial documentation, and financial analysis. This role offers the opportunity to work closely with finance and commercial leadership within a lean team, supporting high-value transactions and contributing to reporting and process improvements.

Key Responsibilities of the Financial Analyst:

• Manage accounts receivable activities, including customer invoicing, AR aging, account reconciliations, and collections support.
• Prepare, review, and validate invoice calculations and financial documentation to ensure accuracy.
• Coordinate Letters of Credit (LOCs), ensuring required documentation is complete, accurate, and compliant with established requirements.
• Support cash flow forecasting, credit analysis, and related financial reporting.
• Reconcile system accounts and investigate discrepancies in financial data, calculations, and account balances.
• Analyze financial information and support reporting, analytics, and process improvement initiatives.
• Collaborate with finance and commercial teams to facilitate accurate and timely transaction processing.
• Identify opportunities to improve reporting processes, analytical capabilities, and operational efficiency.

Qualifications of the Financial Analyst:

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
• 3–5+ years of experience in financial analysis, accounts receivable, accounting, or a related finance function.
• Experience with accounts receivable, collections, cash flow forecasting, credit analysis, or financial documentation.
• Strong Microsoft Excel skills, including financial modeling, reconciliations, and data analysis.
• Ability to review and troubleshoot spreadsheet formulas, financial calculations, and discrepancies.
• Exceptional attention to detail and accuracy.
• Ability to work independently and manage competing priorities within a lean finance team.
• Experience with Letters of Credit (LOCs) or other trade finance documentation preferred.
• Industry experience in commodity trading, oil and gas, energy, logistics, supply chain finance, or international trade preferred.
• Experience with Microsoft Dynamics, Power BI, or Tableau preferred.
• Familiarity with AI tools and automation to improve reporting and processes is a plus.

This position is ideal for an analytical and detail-oriented finance professional who enjoys working with complex financial data, supporting high-value transactions, and improving financial reporting and processes within a growing global organization.

Compensation: $90,000 to $105,000 annually + bonus

Compensation is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications