FP&A Analyst

PK Companies Group; The Woodlands (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

PK Companies Group, LLC, The Woodlands, TX, is seeking an FP&A Analyst to partner with finance leadership on budgeting, forecasting, reporting, and strategic decision-making in a growing PE-backed company. This role offers visibility to the CFO and board, with opportunities to drive operational and financial performance through advanced modeling and automation.

You will build integrated financial models, support board and sponsor reporting, and lead monthly forecasts while exploring BI tools and

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• 2–3 years FP&A, investment banking, private equity, transaction advisory or corporate finance.
• Ability to build an integrated three-statement model from scratch.
• Advanced Excel: lookups, dynamic arrays, scenario toggles, clean and auditable model structure.
• Strong PowerPoint skills and experience producing executive or board-level materials.
• Solid understanding of GAAP financial statements and how operating drivers flow to cash.
• Hands‑on use of automation or AI tools in your current work, and curiosity about doing more.
• Clear written and verbal communication; comfortable presenting numbers to senior leaders.
• Able to manage several deadlines at once in a fast‑moving, sponsor‑driven environment.

Responsibilities

• Build and maintain the company's integrated three-statement model (P&L, balance sheet, cash flow), linking operating drivers to cash and debt.
• Model scenarios and sensitivities for leadership and the sponsor, including pricing, volume, headcount, capex and working capital.
• Track debt covenants, leverage and liquidity, and support lender reporting.
• Support M&A and value-creation work: acquisition models, synergy tracking and integration of acquired businesses into the plan.

Skills

Financial modeling

Advanced Excel

PowerPoint

GAAP knowledge

Automation/AI tools

Executive communication

Deadline management

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Power BI

Tableau

Adaptive

Anaplan

Pigment

SQL

Python

Power Query

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

FP&A Analyst

Finance Full Time Professional The Woodlands, TX, US

14 days ago Requisition ID: 1327

Job Title: FP&A Analyst

Location: On-site (not remote) office in The Woodlands, Texas

Reports To: Director of Finance

Travel: minimal / none

Position Summary

The FP&A Analyst will partner closely with the Director of Ops Finance, CFO, and business leaders to support financial planning, forecasting, reporting, and strategic decision-making across the organization. This role provides significant visibility to senior leadership, direct exposure to board and private equity reporting, and the opportunity to help drive operational and financial performance in a growing, PE-backed company.

The ideal candidate combines strong financial modeling and analytical skills with a proactive, business-minded approach. This individual will play a key role in budgeting, forecasting, board reporting, performance analysis, and finance process improvement, while helping modernize the finance function through automation, business intelligence tools, and emerging AI technologies.

Key Responsibilities

• Build and maintain the company's integrated three-statement model (P&L, balance sheet, cash flow), linking operating drivers to cash and debt.
• Model scenarios and sensitivities for leadership and the sponsor, including pricing, volume, headcount, capex and working capital.
• Track debt covenants, leverage and liquidity, and support lender reporting.
• Support M&A and value-creation work: acquisition models, synergy tracking and integration of acquired businesses into the plan.

Board and Sponsor Reporting

• Prepare monthly and quarterly board decks and PE sponsor reporting packages.
• Turn results into a clear story: KPIs, variance to budget and prior year, EBITDA bridges and cash flow.
• Respond quickly to ad hoc requests from the board, sponsor and lenders.

Budgeting and Forecasting

• Own the monthly forecast process and lead parts of the annual budget and long-range plan.
• Partner with business unit leaders to build driver-based forecasts and explain variances.
• Analyze performance by business unit, customer and product to find margin and cash improvement opportunities.

Technology, Automation and AI

• Automate recurring reporting and reduce manual spreadsheet work.
• Build and improve dashboards in BI tools (e.g. Power BI, Tableau) for self-serve reporting.
• Use AI tools (e.g. LLM assistants, Copilot) to speed up analysis, commentary drafting and data preparation, with appropriate review controls.
• Help evaluate and implement FP&A systems (e.g. Adaptive, Anaplan, Pigment) and support ERP and data integration projects.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics or a related field.
• 2–3 years of experience in FP&A, investment banking, private equity, transaction advisory or corporate finance.
• Demonstrated ability to build an integrated three-statement model from scratch.
• Advanced Excel: lookups, dynamic arrays, scenario toggles, clean and auditable model structure.
• Strong PowerPoint skills and experience producing executive or board-level materials.
• Solid understanding of GAAP financial statements and how operating drivers flow to cash.
• Hands‑on use of automation or AI tools in your current work, and curiosity about doing more.
• Clear written and verbal communication; comfortable presenting numbers to senior leaders.
• Able to manage several deadlines at once in a fast‑moving, sponsor‑driven environment.

Preferred Qualifications

• Experience in a PE‑backed or sponsor‑owned company, or on the deal side.
• CPA, CFA (or progress toward) or an MBA.
• Experience with BI tools (Power BI, Tableau) and FP&A platforms (Adaptive, Anaplan, Pigment or similar).
• Working knowledge of SQL, Python or Power Query for data work.
• Exposure to ERP systems (NetSuite, SAP, Oracle, Dynamics) and to system migration or consolidation projects.
• Experience with acquisition integration or multi‑entity consolidation.

Why Join

• Visibility:your work goes directly to the CFO, the board and our PE partners.
• Ownership:you will own the model and core reporting, not just update someone else's file.
• Growth:a sponsor‑backed growth plan means exposure to M&A, value creation and capital structure decisions early in your career.
• Build the future of finance:a mandate to automate and apply AI, with leadership support to try new tools.
• Compensation:competitive base salary based on experience and qualification.

Company Overview

PK Companies Group, LLC, founded in 1997 and headquartered in The Woodlands, Texas and Wichita, Kansas, specializes in industrial specialty services across various sectors, including oil, gas, petrochemical, aerospace, commercial, and manufacturing industries. The company operates through three main divisions:

• PK Safety: Offers on‑site safety services, including medical services, safety attendants, field safety representatives, rescue services, safety training, and safety equipment rental.
• PK Technology: Provides inspection services utilizing proprietary intelligent software designed to deliver real‑time data and comprehensive insights, aiding clients in making informed, data‑driven decisions.
• PK Industrial: Provider of industrial specialty services, focusing on passive fireproofing systems, industrial coatings, tank linings, scaffolding, and insulation.

Why You'll Love Working at PK

• We are leaders – Leadership is not limited to our management team. It's something everyone at PK embraces and embodies.
• We are operators – We believe the only way to predict the future is to build it. Creating solutions to lead our company and our industry is what we do on every project, every day.
• We are learners – Everyone here is continually learning on the job, no matter if we've been in a role for one year or one minute. We are committed to learning and implementing what is best for our customers, merchants, and us.
• We are one team – The magic of PK is our people, together making our inspiring goals attainable and driving us to greater heights.

PK Companies Group, LLC is an equal opportunity employer, and we welcome candidates from all backgrounds to apply.

All hiring decisions are based on the qualifications of each candidate compared to other candidates and business needs.

We thank all applicants for their interest in our company, but only those selected for an interview will be contacted.

This employer participates in E-Verify and will provide the federal government with your form I-9 information to confirm that you are authorized to work in the US. Employers can only use E-Verify once you have accepted a job offer and completed the form I-9.