Financial Analyst: Forecasting & Analytics (On-Site)

Allegiance Crane & Equipment, LLC; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Allegiance Crane & Equipment, LLC is seeking a Financial Analyst to join our corporate team in the Clear Lake area of Houston. This on-site role reports to the Director of Finance and offers a strong benefits package and a competitive compensation range.

Responsibilities include forecasting, reporting, and metrics tracking, plus developing financial models and variance analysis to guide cost controls and performance improvements. Collaboration with accounting and leadership is essential.

Qualifications

• BS degree in Finance, Accounting, Economics, or related field.
• CPA or CFA or MBA is a plus.
• 0-3+ years of business finance or other relevant experience.
• Advanced knowledge of Excel is a must.
• Excellent presentation skills to enable internal client education on accounting principles.

Responsibilities

• Perform financial forecasting, reporting, and operational metrics and tracking.
• Analyze financial data and create financial models for decision support.
• Report on financial performance and prepare for regular leadership reviews.
• Analyze past results, perform variance analysis, identify trends and make recommendations for improvements including cost control, Sales team KPI.
• Work closely with accounting team to ensure accurate financial reporting.
• Evaluate financial performance by comparing actual results with plans and forecasts.
• Guide the cost analysis process by establishing and enforcing policies and procedures.
• Provide analysis of trends and forecasts and recommend actions for optimization.
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools and Excel dashboards.

Skills

Quantitative analysis

Analytical skills

Interpersonal communication

Problem solving

Excel proficiency

Education

BS degree in Finance, Accounting, Economics, or related field

CPA or CFA or MBA

Tools

Microsoft Dynamics SL

FCC NexGen

Job description

Allegiance Crane & Equipment, LLC is seeking a Financial Analyst to join our corporate team in the Clear Lake area of Houston. This on-site role reports to the Director of Finance and offers a strong benefits package and a competitive compensation range.

Responsibilities include forecasting, reporting, and metrics tracking, plus developing financial models and variance analysis to guide cost controls and performance improvements. Collaboration with accounting and leadership is essential.