Financial Planning Analyst

Emerge; Houston (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

Join a dynamic technology firm with a mission to enhance public safety through innovative solutions. As a Financial Analyst, you will play a pivotal role in financial planning and analysis, working closely with senior management and contributing to high-priority projects. This position offers the opportunity to develop financial models, manage budgets, and prepare insightful reports that drive strategic decisions. With a strong emphasis on collaboration and communication, you'll be part of a team dedicated to making a difference in the student transportation space. If you're looking for a rewarding career in finance with exposure to the C-Suite, this role is for you.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Paid Time Off

Company Paid Holidays

Qualifications

• 2+ years of experience in finance or accounting roles.
• Strong proficiency in Microsoft Excel and data modeling.

Responsibilities

• Assist in creating and maintaining KPI reports.
• Support annual and quarterly planning and forecasting process.

Skills

Microsoft Excel

Financial Modeling

Data Analysis

Communication Skills

Analytical Skills

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Tools

NetSuite

Planful

ThinkCell

LucidChart

Job description

Direct message the job poster from Emerge

Exceptional leader with banking, credit, risk and result focus.

We are hiring for a technology company with a public safety mission. Through relentless innovation and discovery, they are strengthening trust, safety and transparency across the student transportation space and making the trip to and from school safer for students.

Reporting directly to the VP of FP&A, we are looking for a Financial Analyst to join our client's team — an exciting opportunity to contribute to a growing company and take on a highly visible role within our Finance organization. As an Analyst, you will play a key part in financial planning, analysis, and reporting, while also having the opportunity to own high-priority analytical deliverables across the finance function. This role with give you regular exposure to the C-Suite.

Essential Job Functions:

• Assist in creating and maintaining consolidated metrics and KPI reports, utilizing various data sources and systems to identify trends and analyze the underlying causes of variance from goals.
• Develop and manage detailed financial models.
• Support the annual and quarterly planning and forecasting process by:
• Managing budgets, forecasts, and reporting tools to deliver accurate and timely financial plans.
• Preparing monthly and quarterly management reports, including analysis of segment growth and profitability.
• Provide senior management with timely, accurate information.
• Assist in the preparation of materials for stakeholder meetings.
• Analyze qualitative and quantitative data, drawing actionable insights and conclusions.
• Contribute to ad-hoc projects as needed.

Qualifications:

• Bachelor's degree in Finance, Accounting, or a related field.
• At least 2 years of experience in a finance or accounting role.
• Exposure to financial systems, planning, and reporting a plus.
• High proficiency in Microsoft Excel (Sumifs, Pivot Tables, Macros, V-Lookups, Arrays, Index/match), PowerPoint, and data modeling.
• Experience with presentation tools such as (ThinkCell or LucidChart) would be highly preferred.
• Experience with ERP (NetSuite) or EPM (Planful) systems and an understanding of database structures is a plus
• Strong analytical skills with the ability to interpret complex data, Build Three Statement Models, DCF Valuations, Scenario Modeling, Data Sorting and derive actionable insights.
• Skilled at working with large datasets, identifying key information, and summarizing insights.
• Quick to learn and capable of working independently to meet tight deadlines while managing competing priorities.
• Strong communicator, consistently keeping stakeholders informed on progress, open items, and any obstacles or opportunities.
• Self-motivated with the ability to take initiative, own processes, and ensure high-quality work output.
• A strong work ethic and a positive, solution-oriented attitude.
• Comfortable asking questions and respectfully challenging ideas when backed by data or analysis.
• Highly organized with exceptional attention to detail.
• In office 5 days per week in the Galleria and Tanglewood area.
• Applicants must be currently authorized to work in the United States on a full-time, permanent basis, no C2C.
• Pay is $40.00/hour
• Full benefits including Health, Dental, Vision, 401(k), PTO and Company Paid Holidays.

Emerge seeks, in all its operations, to employ individuals for available positions based on their qualifications, working knowledge, and competency. Emerge has a continuing commitment to ensure that fair and equal employment opportunities are extended to all qualified persons without regard to race, color, religion, sex, gender, sexual orientation, national origin, ethnicity, alienage, citizenship or immigration status, age, mental or physical disability, medical condition, pregnancy, military/veteran status, predisposing genetic characteristics, familial status, marital status, domestic violence victim status, or based on their relationship or association with members of a protected class or any other protected classification, in accordance with applicable federal, state and local laws. Emerge is committed to diversity in its most inclusive sense.

By completing an application with us, you seek to join a team of hardworking professionals dedicated to consistently deliver outstanding service to our customers and contribute to the financial success of the organization, its clients and its employees. Equal access to programs, services and employment is available to all qualified persons. Those applicants requiring accommodation to complete the application and/or interview process should contact our Emerge Recruitment Office.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Contract

Job function

• Job function

  Information Technology

• Industries

  IT Services and IT Consulting

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Inferred from the description for this job

Medical insurance

Vision insurance

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