Financial Planning & Analysis Corporate Development Analyst

Systematic Business Consulting; Houston (TX); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Direct access to executive leadership

High visibility and impact in role

Opportunity to build reporting frameworks

Job summary

A high-growth financial consulting firm in Houston seeks a Financial Planning & Analysis Corporate Development Analyst to enhance financial reporting and deliver critical analysis. The role offers direct access to the CEO, COO, and CFO, involving budgeting, forecasting, and financial modeling in a fast-paced environment. Candidates should have 3+ years of relevant experience and a strong educational background. This position provides significant exposure to M&A activities and a path for accelerated growth in the heavy equipment industry.

Qualifications

• 3+ years of FP&A, investment banking, private equity, corporate development, or consulting experience.
• Experience in the heavy equipment dealership or rental industry is highly preferred.

Responsibilities

• Build and enhance financial reporting, dashboards, and KPIs.
• Deliver monthly, quarterly, and board-level financial analysis.
• Analyze trends, variances, forecasts, and performance drivers.
• Develop ROI and capital investment business cases.
• Lead budgeting, forecasting, and integrated financial models.
• Partner cross-functionally with executive leadership and operations.

Skills

Financial modeling

Advanced Excel skills

Variance analysis

Forecasting

Scenario planning

Confident communication

Self-starter

Education

BS in Accounting, Economics, Finance, or Business Administration

Job description

Financial Planning & Analysis Corporate Development Analyst

Base pay: $130,000 – $150,000 per year. Bonus: Annual bonus. On‑site position – located in NE Houston.

The Opportunity

Join a high‑growth, private equity‑backed company in a hands‑on FP&A and Corporate Development role with direct exposure to the CEO, COO, and CFO. You’ll own core financial reporting, support M&A execution, and build the financial infrastructure as the business scales.

What You’ll Do

• Build and enhance financial reporting, dashboards, and KPIs.
• Deliver monthly, quarterly, and board‑level financial analysis.
• Analyze trends, variances, forecasts, and performance drivers.
• Develop ROI and capital investment business cases.
• Lead budgeting, forecasting, and integrated financial models.
• Partner cross‑functionally with executive leadership and operations.

What We’re Looking For

• 3+ years of FP&A, investment banking, private equity, corporate development, or consulting experience.
• BS in Accounting, Economics, Finance, or Business Administration is highly preferred.
• Experience in the heavy equipment dealership or rental industry is highly preferred.
• Strong financial modeling and advanced Excel skills.
• Experience with variance analysis, forecasting, and scenario planning.
• Confident communicator comfortable with senior leadership.
• Self‑starter who thrives in fast‑paced, high‑growth environments.
• PE‑backed or capital‑intensive business experience preferred.

Why This Role Stands Out

• Direct access to CEO, COO, CFO.
• Heavy exposure to live M&A and strategic execution.
• Opportunity to build reporting frameworks from the ground up.
• High‑visibility, high‑impact role with accelerated growth path.
• Stable, in‑demand industry (heavy equipment & rental).

Seniority Level: Mid‑Senior Level

Employment Type: Full‑time

Job Function: Finance and Analyst

Industries: Equipment Rental Services