Financial Analyst

Jobtailor; The Woodlands (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Jobtailor in The Woodlands, TX, seeks a financial analyst to assist with forecasting, budgeting, and financial reporting. The role supports variance analysis, data extraction, and KPI tracking across departments to enable data-driven decisions.

You will maintain financial models, generate reports, and contribute to business cases and cost analyses using Power BI/Tableau and ERP systems.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 1-3 years of relevant experience in financial analysis or accounting.
• Proficiency in Microsoft Excel, including pivot tables, basic formulas, and data manipulation.
• Familiarity with financial systems or ERP tools.
• Detail-oriented with a commitment to data accuracy and timely follow-through.
• Strong organizational skills and ability to manage multiple tasks with limited supervision.
• Clear written and verbal communication skills.

Responsibilities

• Assist in preparing monthly forecasts, annual budgets, and financial reporting packages.
• Support budget-versus-actual variance analysis and summarize key findings.
• Help maintain financial models for forecasting and scenario planning under senior finance staff guidance.
• Prepare recurring reports and data extracts from financial systems.
• Gather and analyze revenue, cost, and margin performance data for business partners.
• Contribute to financial reviews of operational activities and track KPIs and trends.
• Assist in tracking cost-saving initiatives, capital projects, and pricing changes.
• Pull data from multiple sources to support business cases and reporting needs.
• Develop and maintain simple dashboards, spreadsheets, and financial tools.
• Perform reconciliations and validate data accuracy in reports and models.
• Support enhancements to financial processes, documentation, and templates.
• Collaborate with departments to gather information for finance deliverables.
• Help maintain and troubleshoot data inputs within ERP or financial planning systems.

Skills

Financial Analysis

Budgeting

Forecasting

Excel Proficiency

ERP Systems Familiarity

Education

Bachelor's degree (Finance/Accounting/Economics)

Tools

Power BI

Tableau

Oracle

NetSuite

SAP

Job description

• Assist in preparing monthly forecasts, annual budgets, and financial reporting packages
• Support budget-versus-actual variance analysis and summarize key findings
• Help maintain financial models for forecasting and scenario planning under senior finance staff guidance
• Prepare recurring reports and data extracts from financial systems
• Gather and analyze revenue, cost, and margin performance data for business partners
• Contribute to financial reviews of operational activities and track KPIs and trends
• Assist in tracking cost-saving initiatives, capital projects, and pricing changes
• Pull data from multiple sources to support business cases and reporting needs
• Develop and maintain simple dashboards, spreadsheets, and financial tools
• Perform reconciliations and validate data accuracy in reports and models
• Support enhancements to financial processes, documentation, and templates
• Collaborate with departments to gather information for finance deliverables
• Help maintain and troubleshoot data inputs within ERP or financial planning systems

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 1-3 years of relevant experience in financial analysis or accounting
• Proficiency in Microsoft Excel, including pivot tables, basic formulas, and data manipulation
• Familiarity with financial systems or ERP tools
• Detail-oriented with a commitment to data accuracy and timely follow-through
• Strong organizational skills and ability to manage multiple tasks with limited supervision
• Clear written and verbal communication skills
• Preferred: experience in transportation, logistics, or supply chain industry
• Preferred: exposure to budgeting, forecasting, and KPI tracking
• Preferred: familiarity with BI tools such as Power BI, Tableau, or similar
• Preferred: experience using or supporting ERP platforms such as Oracle, NetSuite, or SAP

Core Competencies

Demonstrates expertise in financial analysis, budgeting, and forecasting, with a strong focus on data accuracy and reporting. Proficient in utilizing financial systems and tools to support business decision-making and performance tracking.

Highest-signal resume keywords

• Financial Analysis
• Budgeting
• Forecasting
• Microsoft Excel Proficiency
• ERP Systems Familiarity

Hard Skills

• Financial Reporting
• Variance Analysis
• Data Validation
• KPI Tracking
• Financial Modeling
• Data Extraction
• Reconciliation
• Scenario Planning
• Cost Analysis
• Dashboard Development

Soft Skills

• Detail-Oriented
• Organizational Skills
• Clear Communication

Industry Keywords

• Transportation
• Logistics
• Supply Chain

Tools & Technologies

• Microsoft Excel
• Power BI
• Tableau
• Oracle
• NetSuite
• SAP