Financial Planning Analyst

HomeTown Services; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services company in Houston is seeking an FP&A Analyst responsible for financial reporting, budgeting, and variance analysis. This role involves collaborating across the organization to drive informed decision-making. The ideal candidate has a Bachelor's degree in a related field, 2-5 years of experience in FP&A, and advanced skills in Excel and financial tools. Join a team dedicated to accurate reporting and strategic financial insights.

Qualifications

• 2-5 years of experience in FP&A, Corporate Development, Investment Banking, or similar.
• Working knowledge of GAAP.
• Experience in developing efficient and scalable processes.

Responsibilities

• Manage monthly, quarterly, and annual FP&A processes.
• Innovate reports/metrics for timely distribution.
• Collaborate to automate processes and standardize data.
• Support M&A team with analysis for acquisition targets.
• Assist with ad hoc analysis to inform decisions.

Skills

Advanced Excel

PowerPoint

Project management

Education

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

Master’s or MBA preferred

Tools

SQL

Alteryx

PowerBi

Pigment

Job description

The FP&A Analyst is responsible for partnering with all aspects of the business and owning areas such as reporting, budgeting, and variance analysis. This position is the main source of analysis for driving informed decision-making across the organization and will need to ensure accuracy in reporting and cross-departmental alignment.

Essential Functions & Responsibilities:

• Play an integral role in the management of the monthly, quarterly, and annual FP&A processes. Including reporting financials and attributable drivers to the executive team, board of directors, and banking institutions.
• Own and innovate current reports/metrics to ensure accurate and timely distribution. Evaluating historical trends to draw insights into drivers of performance to aid the executive team.
• Collaborate with other members of the FP&A team to further automate processes and standardize data. Integrating historically manual processes into systems. Participate in all aspects of the budgeting process, including owning the model and driving insights through iterative discussions.
• Support the M&A team with necessary analysis when evaluating acquisition targets. Creating standardized financials and identifying potential opportunities/areas of concern.
• Assist departments across the organization with ad hoc analysis when applicable to help inform decisions.

Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 2-5 years of experience in FP&A, Corporate Development, Investment Banking, or a similar role.
• Advanced Excel/PowerPoint capabilities.
• Working knowledge of GAAP.

Preferred Skills and Experience:

• Proficiency in SQL, Alteryx, PowerBi, and/or Pigment.
• Master’s or MBA preferred.
• Project management experience and ability to work cross-functionally.
• Exposure to developing efficient and scalable processes.