Financial Planning and Analysis Specialist

Jereh North America Group; Houston (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Jereh North America Group is seeking a Senior Financial Planning & Analysis Analyst to support budgeting, forecasting, management reporting, and performance analysis across our energy and industrial organization.

This role will work with Finance and business leaders to translate operational and financial data into clear insights, develop financial models, and deliver executive-level reporting to guide strategy and resource allocation.

Qualifications

• Experience in financial planning and analysis, corporate finance, or a related discipline.
• Budgeting and forecasting experience.
• Variance analysis experience explaining business performance.
• Developing or maintaining financial models.
• Strong understanding of income statements, balance sheets, and cash flow statements.
• Advanced Excel skills for complex financial models.
• Experience with large financial datasets and turning data into insights.
• Ability to present financial information to senior leadership.
• Ability to work across multiple priorities and planning cycles.
• Must be able to work full-time onsite in Houston, TX.

Responsibilities

• Develop annual budgets and long-range financial plans.
• Prepare forecasts for revenue, operating expenses, profitability, cash flow, and key drivers.
• Analyze actual performance against budget, forecast, and prior results.
• Identify and explain significant variances.
• Develop financial models supporting planning, investments, and scenario analysis.
• Prepare monthly, quarterly, and annual management reporting packages.
• Develop financial presentations, dashboards, and executive-level reporting.
• Collaborate with Accounting and other Finance functions to ensure data accuracy.
• Work with leaders to understand drivers and incorporate operational assumptions into forecasts.
• Analyze revenue, margins, OPEX, capex, working capital, and other KPIs.
• Translate results into practical insights and recommendations for management.
• Support month-end and quarter-end performance reviews with analysis.
• Assist with cash-flow planning and financial outlook development.
• Perform scenario, sensitivity, trend, and what-if analyses.
• Support KPI development and monitoring.
• Identify risks and opportunities affecting forecasts or performance.
• Improve forecasting models and reporting processes, templates, and tools.
• Support automation and BI usage in financial data visualization.
• Prepare ad hoc analyses for Finance and leadership.
• Maintain models and reporting tools with accuracy and integrity.
• Support strategic planning and other Finance initiatives as required.

Skills

Analytical skills

Communication

Attention to detail

Cross-functional collaboration

Problem solving

Education

Bachelor's degree in Finance/Accounting/Economics/Business Administration

Advanced degree, CPA/CMA/CFA (Preferred)

Tools

Microsoft Excel

Power BI

ERP systems

Job description

Jereh Group is a global provider of integrated energy system solutions serving the oil, natural gas, data center and power, and new energy markets. The organization combines equipment manufacturing, engineering, technology, and integrated energy capabilities to support customers across complex industrial and energy applications.

About the Role

The strongest financial analysis does more than explain what happened. It helps the business understand what is changing, what is driving performance, and what decisions should come next.

Jereh North American Group is seeking a Senior Financial Planning & Analysis Analyst to support financial planning, forecasting, management reporting, and business performance analysis across a growing energy and industrial organization.

This position will work across Finance and business leadership to convert operational and financial data into clear analysis that supports planning and decision-making. The Senior FP&A Analyst will play an important role in budgeting, forecasting, variance analysis, financial modeling, performance reporting, and development of financial insights for management.

The role is well suited for a finance professional who is comfortable working beyond historical reporting and wants direct involvement in understanding business performance, challenging assumptions, evaluating financial outcomes, and helping leadership make informed decisions.

Key Responsibilities

• Support the development and coordination of annual budgets, periodic forecasts, and long-range financial plans.
• Prepare financial forecasts for revenue, operating expenses, profitability, cash flow, and other key business drivers.
• Analyze actual financial performance against budget, forecast, and prior-period results.
• Identify and explain significant financial and operational variances.
• Develop financial models supporting business planning, investment decisions, scenario analysis, and management decision-making.
• Prepare recurring monthly, quarterly, and annual management reporting packages.
• Develop clear financial presentations, dashboards, schedules, and executive-level reporting.
• Partner with Accounting and other Finance functions to ensure financial information used in planning and reporting is accurate and consistent.
• Work with operating and functional leaders to understand business drivers and incorporate operational assumptions into forecasts.
• Analyze revenue, margins, operating expenses, capital expenditures, working capital, and other financial performance indicators.
• Translate financial results into practical insights and recommendations for management.
• Support month-end and quarter-end performance reviews through analysis of actual results and business drivers.
• Assist with cash-flow planning and financial outlook development.
• Perform scenario, sensitivity, trend, and what-if analyses to evaluate potential business outcomes.
• Support development and monitoring of financial and operational KPIs.
• Identify risks and opportunities affecting current forecasts or business performance.
• Improve forecasting models, financial reporting processes, templates, and analytical tools.
• Support process automation and increased use of financial data visualization and business intelligence tools.
• Prepare ad hoc financial analysis requested by Finance and executive leadership.
• Maintain financial models and reporting tools with a high degree of accuracy and data integrity.
• Support strategic planning and other Finance initiatives as business requirements evolve.

Required Qualifications

• Professional experience in financial planning and analysis, corporate finance, financial reporting, accounting, or a closely related financial discipline.
• Direct experience with budgeting and forecasting.
• Experience performing financial variance analysis and explaining business performance.
• Experience developing or maintaining financial models.
• Strong understanding of income statements, balance sheets, cash-flow statements, and the relationships between financial statements.
• Advanced Microsoft Excel skills, including the ability to build and analyze complex financial models.
• Experience working with large financial datasets and converting data into useful business analysis.
• Ability to prepare management-level financial reporting and presentations.
• Ability to communicate financial information clearly to both Finance and non-Finance stakeholders.
• Strong analytical capability and attention to financial accuracy.
• Ability to work across multiple priorities, reporting deadlines, and planning cycles.
• Ability to work full-time onsite in Houston, Texas.

Preferred Qualifications

• Five or more years of progressively responsible FP&A, corporate finance, accounting, or financial analysis experience.
• Experience in energy, oil and gas, power generation, manufacturing, industrial equipment, engineering, construction, or another capital-intensive industry.
• Experience supporting business units with significant revenue, operating expense, inventory, capital expenditure, or project-based financial activity.
• Experience with Power BI or another business intelligence/data visualization platform.
• Experience with ERP and enterprise financial reporting systems.
• Experience developing dashboards and automated reporting tools.
• Experience presenting financial analysis to senior leadership.
• Experience supporting long-range strategic planning.
• Experience in a multinational or rapidly growing organization.

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related discipline.

Advanced degree, CPA, CMA, or CFA ( Preferred)