Financial Planning Analyst

Search Services; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Search Services in Houston, TX is seeking a Financial (FP&A) Analyst to transform complex financial data into actionable insights. You'll support budgeting, forecasting, KPI reporting, variance analysis, and executive-level finance presentations.

The ideal candidate has strong Excel modeling skills and experience with financial reporting in a complex organization, with direct exposure to Finance leadership.

Qualifications

• Bachelor's degree in accounting, finance, or economics.
• 2+ years of FP&A experience in a complex environment.
• Strong Excel-based financial modeling and forecasting capabilities.
• Advanced proficiency in Excel and PowerPoint.
• Experience with business process management.
• Ability to produce variance analyses and explanations of differences between actuals, forecasts, and budgets.
• Excellent interpersonal and cross-functional collaboration skills.

Responsibilities

• Prepare monthly, quarterly, and annual operating reports and decks.
• Develop quarterly compliance reports required by financial institutions.
• Create variance analyses and supporting commentary.
• Provide insights to support decision-making and KPI tracking.
• Collaborate with Finance leadership to establish and report KPIs.
• Present KPI results and financial trends to finance leadership and senior management.
• Prepare budget materials and ad hoc reports requested by ownership.
• Apply data analysis techniques to deliver timely recommendations.

Skills

Financial modeling

Forecasting

Excel proficiency

PowerPoint

Analytical thinking

Cross-functional collaboration

Attention to detail

Education

Bachelor's degree in accounting, finance, or economics

Tools

Microsoft Excel

PowerPoint

Business process management

Job description

Our Client is seeking a Financial (FP&A) Analyst who enjoys transforming complex financial and operational data into meaningful business insights. This role offers direct exposure to executive management and Finance leadership while supporting budgeting, forecasting, KPI reporting, variance analysis, compliance reporting, and executive-level financial presentations.

This is an excellent opportunity for an FP&A professional with strong Excel and financial modeling capabilities who wants their analysis to help influence business decisions within a complex organization.

RESPONSIBILITIES

• Manage and complete monthly, quarterly, and annual operating reports within established deadlines, including monthly financial performance decks, budget presentations, and ad hoc reports requested by ownership
• Prepare quarterly compliance reports required by financial institutions
• Develop concise variance analyses and supporting commentary that identify and explain differences among actual results, forecasts, and budgets
• Evaluate complex financial and operational data and provide management with accurate, timely insights and recommendations to support decision-making
• Partner with Finance leadership to establish key performance indicators and produce recurring reports that track KPI performance
• Communicate KPI results, financial trends, and key findings to Finance leadership and senior management
• Prepare monthly financial operating presentations, budget materials, and customized ad hoc reports requested by ownership
• Apply financial and operational data analysis techniques to develop accurate and timely recommendations that support management decisions
• Perform additional duties and responsibilities as assigned

QUALIFICATIONS

• Bachelor’s degree in accounting, finance, or economics
• 2+ years of FP&A experience within a complex business environment
• Strong Excel-based financial modeling and forecasting capabilities
• Advanced proficiency in Microsoft Excel and PowerPoint
• Experience with business process management
• Demonstrated knowledge of preparing monthly financial operating presentations, budget materials, and customized ad hoc reports
• Understanding of quarterly compliance reporting requirements established by financial institutions
• Ability to produce clear variance analyses and written explanations of the factors driving differences between actual performance, forecasts, and budgets
• Strong knowledge of financial and operational data analysis techniques
• Excellent interpersonal skills with an emphasis on teamwork and cross-functional collaboration
• Strong attention to detail and ability to consistently meet established deadlines
• Excellent verbal and written communication skills with the ability to present financial information clearly to Finance leadership and senior management

PREFERRED QUALIFICATIONS

• Previous experience in the manufacturing industry