Financial Planning and Analysis Specialist

Mayatax; Houston (TX); On-site; USD 60,000 - 70,000; Full time

Job summary

A Houston-based Accounting & Tax firm is expanding its team with an FP&A Specialist. The ideal candidate has a bachelor's degree in Accounting, Economics, or Finance, with 0-3 years of financial analysis experience. Responsibilities include developing financial models, collaborating with teams across countries, and delivering insights on financial performance. The position requires strong communication skills and familiarity with ERP and CRM systems like Quickbooks and CanopyTax. Employment type is full-time.

Qualifications

• 0 - 3 years' financial analysis and modeling experience in a CPA firm is highly preferred.
• Strong communication and experience working with multi‑country and multicultural teams.
• Experience with financial reporting automations and CRM Tools.

Responsibilities

• Develop and maintain financial models, forecasts, and dashboards.
• Collaborate with global teams to align on budgets, KPI's, and variance analysis.
• Deliver actionable insights on revenue, expenses and profits.
• Support ERP and reporting integrations.
• Partner with Tax and other client service teams using CRM Systems.
• Identify opportunities by trend analysis and perform risk analysis.
• Analyze current and past financial data and performance.
• Consistently analyze financial information based on routine and ad‑hoc reports.
• Interpret financial data to recognize changing trends and patterns.
• Communicate financial insights suggesting business issues to management.

Skills

Financial modeling and analysis

Experience with ERP and CRM systems

Education

Bachelor's degree in Accounting, Economics, or Finance (CPA or MBA preferred)

Tools

Quickbooks

Abacum

CanopyTax

Job description

Financial Planning and Analysis Specialist

This range is provided by Mayatax. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range: $60,000.00/yr - $70,000.00/yr

About the Company: Mayatx is a Houston-based Accounting & Tax firm, supporting businesses and individuals through bookkeeping, payroll and Tax advisory services. We are expanding our team with a talented FP&A Specialist to strengthen our financial insights and operational capabilities.

About the Role: FP&A Specialist will work closely with leadership and cross-functional teams across countries to drive data‑driven decision making. The incumbent will build financial models, manage forecasts and collaborate with Accounting, tax and other operations leaders to enhance business performance.

Responsibilities:

• Develop and maintain financial models, forecasts, and dashboards.
• Collaborate with global teams to align on budgets, KPI's, and variance analysis.
• Deliver actionable insights on revenue, expenses and profits.
• Support ERP and reporting integrations, using Quickbooks and Abacum.
• Partner with Tax and other client service teams using CRM Systems like CanopyTax.
• Identify opportunities by trend analysis and perform risk analysis for the business, using market intelligence, to support strategic planning.
• Analyze current and past financial data and performance to make recommendations on profit enhancement.
• Consistently analyze financial information based on both routine and ad‑hoc reports.
• Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators.
• Communicate financial insights suggesting business issues to management.

Qualifications:

• Bachelor's degree in Accounting, Economics, or Finance (CPA or MBA preferred).
• 0 - 3 years' financial analysis and modeling experience in a CPA firm is highly preferred.
• Strong communication and experience working with multi‑country and multicultural teams.
• Experience with financial reporting automations and CRM Tools (e.g., CanopyTax).

Required Skills:

• Financial modeling and analysis.
• Experience with ERP and CRM systems.

Preferred Skills:

• Experience in a CPA firm.
• Familiarity with Quickbooks and Abacum.
• Experience with financial reporting automations.

Seniority level: Associate

Employment type: Full‑time

Job function: Finance and Sales