Financial Planning Analyst

Creative Financial Staffing (CFS); Cypress (TX); On-site; USD 100,000 - 105,000; Full time

Job summary

Join a leading residential services company as a Financial Planning Analyst in Cypress, Texas. You'll play a pivotal role in supporting budgeting and forecasting efforts while collaborating with various teams to drive strategic insights. This is an excellent opportunity for career growth within a dynamic finance organization.

Qualifications

• 2-4 years of FP&A or corporate finance experience required.
• Advanced Excel skills necessary.
• Ability to simplify complex data for non-financial audiences.

Responsibilities

• Support the annual budget and rolling forecasts.
• Build and maintain financial models.
• Prepare dashboards and financial reports for leadership.

Skills

Excel

Financial Modeling

Communication

Variance Analysis

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

SQL

Power BI

Job description

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Creative Financial Staffing (CFS) provided pay range

This range is provided by Creative Financial Staffing (CFS). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $105,000.00/yr

Direct message the job poster from Creative Financial Staffing (CFS)

• Stable, growing residential services company with strong market demand
• High visibility role with direct exposure to senior leadership
• Opportunity to drive insights and support key business decisions
• Collaborative, team-oriented culture with a focus on innovation
• Career growth potential within a scaling finance organization
  
  
• Forecasting & Budgeting: Support the annual budget and rolling forecasts across departments
• Financial Modeling: Build and maintain models to analyze business performance and strategic initiatives
• Variance Analysis: Monitor and explain variances between actuals, forecasts, and budgets
• Cross-functional Partnering: Collaborate with operations and service teams to understand business drivers
• Reporting: Prepare dashboards and financial reports for executive leadership and stakeholders
  
  

Salary: $100k w/ bonus

Why This Opportunity Stands Out

• Stable, growing residential services company with strong market demand
• High visibility role with direct exposure to senior leadership
• Opportunity to drive insights and support key business decisions
• Collaborative, team-oriented culture with a focus on innovation
• Career growth potential within a scaling finance organization
  
  

Financial Planning Analyst Key Responsibilities

• Forecasting & Budgeting: Support the annual budget and rolling forecasts across departments
• Financial Modeling: Build and maintain models to analyze business performance and strategic initiatives
• Variance Analysis: Monitor and explain variances between actuals, forecasts, and budgets
• Cross-functional Partnering: Collaborate with operations and service teams to understand business drivers
• Reporting: Prepare dashboards and financial reports for executive leadership and stakeholders
  
  

Financial Planning Analyst Qualifications

• Bachelor’s degree in Finance, Accounting, or related field; 2–4 years of FP&A or corporate finance experience
• Advanced Excel skills required; SQL and Power BI experience a strong plus
• Excellent communication skills and the ability to simplify complex data for non-financial audiences
  
  

#INJUN2025 #ZRCFS

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting

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