Financial Planning Analyst

Xriwater; Houston (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

An established industry player is seeking a Financial Analyst to support financial planning and analysis. This key role involves budgeting, forecasting, and collaborating with various departments to ensure data-driven decision-making. The ideal candidate will possess strong analytical skills and a deep understanding of financial modeling, with a focus on providing actionable insights to enhance business performance. Join a dynamic team where your expertise will influence strategic financial decisions and drive the company's success.

Qualifications

• 7+ years’ experience in corporate finance and analysis.
• Expert knowledge of Microsoft Excel for financial reporting.

Responsibilities

• Prepare annual plans and financial forecasts for management.
• Analyze project budgets and provide actionable recommendations.

Skills

Quantitative Analysis

Financial Modeling

Microsoft Excel

Communication Skills

Analytical Skills

Time Management

Education

Bachelor’s degree in Finance

Master’s degree in Finance

Tools

Microsoft Excel

Job description

FLSA Classification: Exempt
Pay Type: Salary

Business Unit: Finance

Education requirements: Bachelor’s degree in finance, Accounting, Economics, or a related field; Masters preferred

Location: Houston, TX

Travel Requirements: Less than 5%

Job Summary

The Financial Analyst plays a critical role in supporting financial planning, pricing analysis, and business decision-making processes. This position is responsible for budgeting, forecasting, monitoring and analyzing KPI’s, conducting ad hoc analysis and preparing presentations for management. The ideal candidate will collaborate with multiple departments, including Sales, Accounting, and Operations, to ensure accurate financial analysis and data-driven decision-making.

The essential duties and responsibilities include, but are not limited to:

• Preparation of annual plans, forecasting, and analytics on a monthly, quarterly and ad hoc basis.
• Develop and maintain financial models and forecasts to support strategic planning and operational decisions.
• Analyze project budgets and expenses, identifying cost-saving opportunities and providing actionable recommendations to leadership.
• Prepare and present financial reports, including variance analysis and return on investment (ROI) evaluations.
• Collaborate with cross-functional teams to monitor financial performance and establish key performance indicators (KPIs).
• Assist in assessing business opportunities, partnerships, and investments to ensure financial alignment with company objectives.
• Support contract analysis and negotiations to maintain financial feasibility.

Qualifications

• Bachelor’s degree in finance, Accounting, Economics, or a related field; Masters preferred
• 7+ years’ experience in corporate setting, with reporting development, financial planning and analysis, business analytics and financial modeling
• Must be able to perform quantitative analysis using appropriate analytical tools, require expert knowledge of Microsoft Excel to develop and troubleshoot reports. (XLOOKUP, VLOOPUP, macros, SUMIFs, Index, Match and complex formulas)
• Must be able to work as a team in a collaborative manner
• Must be analytical, have a high level of attention to detail and excellent organizational skills
• Excellent problem-solving, communication skills, and time-management skills

Affirmative Action/EEO Statement

• XRI is an equal opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

9 Greenway Plaza, Suite 3112
Houston, TX 77046