Financial Planning Analyst

Nexus Water Group; Sugar Land (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Health benefits

401(k) with matching contribution

Education allowance

Life insurance

Employee Assistance Program

Job summary

Nexus Water Group is seeking a Financial Planning & Analysis professional to support quarterly Board reporting, overhead budgeting, and long-range planning. The role collaborates with accounting and analysis teams to ensure accurate, data-driven insights for executive leadership.

Responsibilities include preparing leadership dashboards, financial update slides, and tracking key initiatives, while building payroll and headcount models and coordinating budget guidance from corporate.

Qualifications

• 2+ years of experience in financial planning and analysis, corporate finance, financial analysis, accounting, or related field.
• Experience using financial data to develop forecasts, analyze performance, identify trends, or support business decisions.
• Advanced proficiency with Microsoft Excel and experience working with large or complex datasets.

Responsibilities

• Coordinate quarterly Board of Directors materials preparation, building the shell from prior materials and setting the governance calendar.
• Prepare Corporate FP&A content for Board materials, leadership dashboard, and key initiatives tracker.
• Manage monthly internal management presentations, confirm agendas, and coordinate with corporate departments.
• Prepare monthly and quarterly shareholder reporting and maintain monthly operating metrics reporting.

Skills

Advanced Excel

Financial modeling

Data analysis

Cross-functional collaboration

Education

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

Tools

SAP

Adaptive Planning

Job description

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Nexus Water Group is a leading regulated water and wastewater utility serving more than 1.3 million people across 12 U.S. states and 2 Canadian provinces.

“Nexus” means connection. Through the essential water and wastewater services we deliver, we have a very personal connection to the people, businesses, and communities we serve. This is why our operations are locally led and managed. Every day, over 1,200 professionals deliver vital, safe, and reliable service through over 670 water systems and 360 wastewater systems.

What We Offer

• Paid Time Off: Start with 3 weeks of paid time off annually, plus 11 company-paid holidays.
• Health and Wellness Benefits:Beginning on the first day of the month after your start date, you’ll have access to health, dental, prescription, and vision benefits to help you stay well.
• 401(k) Program with Matching Contribution:We offer a 100% match on contributions up to 4% of your salary, plus an additional non-elective employer contribution.
• Grow With Us:Professional development opportunities through training, professional certifications, and an education allowance.
• Additional Benefits:Other great benefits include company-provided life insurance and an Employee Assistance Program, just to name a few.
• Employee Resource Groups (ERGs):Voluntary employee groups that form based on shared characteristics or backgrounds and are sponsored by the organization.

Work Location

This role is primarily based at our office in Sugar Land, TX. Occasional local travel may be required between company offices, facilities, or other business locations.

What You'll Do

This role will be responsible for:

Board, Shareholder, and Executive Reporting

• Coordinate preparation of the quarterly Board of Directors presentation, including building the shell from prior materials, setting the deliverable calendar, following up on deliverables, and confirming governance calendar items are addressed.
• Prepare Corporate FP&A content for Board materials, including the leadership dashboard, financial update slides, and the key initiatives appendix tracker.
• Manage monthly internal management presentations, including confirming agendas and coordinating with various corporate departments.
• Prepare monthly and quarterly shareholder reporting.
• Maintain monthly operating metrics reporting, including call center, safety, and compliance metrics.
• Reconcile and cross-reference all financial materials to ensure consistency of data and formatting across Board, management, and shareholder reporting.

Overhead Budget, Long-Range Plan, and Forecasting

• Support the annual corporate overhead budget and five-year long-range plan, including the overhead presentation template and bridges by executive leadership area.
• Serve as the primary point of contact for all budgeting, forecasting, and financial planning inquiries for assigned groups.
• Build and maintain payroll and headcount models for assigned functions.
• Coordinate with business unit FP&A teams regarding budget guidance from corporate.
• Identify and quantify corporate risks and opportunities for inclusion in budget and forecast materials.

Cost Allocation and Direct Charges

• Prepare direct charges by business unit and analyze vendor cost structures, including reconciling contract terms to actual billing.

Systems, Data, and Accounting Partnership

• Collaborate with the Accounting team to review monthly results, ensure expenses are accurately coded against the budget, and coordinate necessary reclasses or corrections for precise management reporting.
• Support ERP and planning-system transitions, including account mapping and troubleshooting between SAP and Adaptive Planning.
• Track costs and forecast-versus-budget performance for major technology programs.
• Partner with Accounting on capitalized labor, corporate office capital allocation, and the treatment of transaction-related costs.

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

What You'll Bring

Required Experience

• 2+ years of experience in financial planning and analysis, corporate finance, financial analysis, accounting, or a related field.
• Experience working with financial data to develop forecasts, analyze performance, identify trends, or support business decisions.
• Advanced proficiency with Microsoft Excel and experience working with large or complex datasets.

Required Education

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.

Knowledge, Skills, and Abilities

• Understanding of financial planning, budgeting, forecasting, financial statements, and management reporting.
• Strong financial modeling skills and the ability to connect financial results with operational business drivers.
• Strong analytical and problem-solving skills, with the ability to interpret financial information and draw meaningful conclusions.
• Ability to develop accurate financial projections and assess the impact of changing assumptions and business conditions.
• Ability to communicate financial information clearly to both financial and non-financial audiences.
• Strong attention to detail and the ability to manage multiple priorities and planning deadlines.
• Ability to collaborate effectively across teams and build productive relationships with business partners.
• Strong PowerPoint skills and the ability to prepare polished, accurate materials for Board, shareholder, and executive audiences.
• Proven ability to coordinate deliverables across many contributors, including senior leaders, and hold them to firm deadlines.

Nice to Have

• Experience with enterprise financial systems, financial planning platforms, reporting tools, or business intelligence applications.
• Experience working in a utility, infrastructure, or other capital-intensive business environment.
• Experience using SAP and Adaptive Planning (including OfficeConnect) for financial planning, reporting, or related finance activities.
• Experience with corporate cost allocation, shared-services chargeback, or direct-charge models.
• MBA in Finance, Accounting, or a related quantitative field from an accredited institution.

Work Environment and Conditions

Work is primarily performed in an office environment under normal indoor conditions with minimal exposure to hazards. The role requires prolonged periods of sitting and working on a computer, including sustained screen use, along with regular participation in meetings and use of standard office communication tools.

The position also requires occasional standing and walking. Occasional local travel may be required between company offices, facilities, or other business locations.

About Our Company

We are a proud Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any characteristic or condition protected by Federal, state, or local law.

We are an E-Verify participating employer.