FP&A Analyst - Forecasting

Emerge; Houston (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

Join a forward-thinking technology company dedicated to enhancing public safety through innovation. As an FP&A Analyst, you will play a crucial role in financial planning and analysis, contributing to the company's mission of making student transportation safer. This position offers the opportunity to work closely with senior management, providing valuable insights and reports that drive strategic decisions. With a strong emphasis on analytical skills and financial modeling, you will thrive in a dynamic environment where your contributions directly impact the organization's success. If you're passionate about finance and eager to make a difference, this role is for you.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Paid Time Off

Company Paid Holidays

Qualifications

• 2+ years of experience in finance or accounting roles.
• Strong proficiency in Microsoft Excel for financial modeling.

Responsibilities

• Assist in creating and maintaining KPI reports and financial models.
• Prepare monthly and quarterly management reports for senior management.

Skills

Microsoft Excel

Financial Analysis

Data Modeling

Communication Skills

Analytical Skills

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Tools

NetSuite

Planful

ThinkCell

LucidChart

Job description

Join to apply for the FP&A Analyst - Forecasting role at Emerge.

We are hiring for a technology company with a public safety mission. Through relentless innovation and discovery, they are strengthening trust, safety, and transparency across the student transportation space, making trips to and from school safer for students.

Reporting directly to the VP of FP&A, we are looking for a Financial Analyst to join our client's team — an exciting opportunity to contribute to a growing company and take on a highly visible role within our Finance organization. As an Analyst, you will play a key part in financial planning, analysis, and reporting, with opportunities to own high-priority analytical deliverables across the finance function. This role provides regular exposure to the C-Suite.

Essential Job Functions:

1. Assist in creating and maintaining consolidated metrics and KPI reports, utilizing various data sources and systems to identify trends and analyze the underlying causes of variance from goals.
2. Develop and manage detailed financial models.
3. Support the annual and quarterly planning and forecasting process by managing budgets, forecasts, and reporting tools to deliver accurate and timely financial plans.
4. Prepare monthly and quarterly management reports, including analysis of segment growth and profitability.
5. Provide senior management with timely, accurate information.
6. Assist in the preparation of materials for stakeholder meetings.
7. Analyze qualitative and quantitative data, drawing actionable insights and conclusions.
8. Contribute to ad-hoc projects as needed.

Qualifications:

1. Bachelor's degree in Finance, Accounting, or a related field.
2. At least 2 years of experience in a finance or accounting role.
3. Exposure to financial systems, planning, and reporting is a plus.
4. High proficiency in Microsoft Excel (Sumifs, Pivot Tables, Macros, V-Lookups, Arrays, Index/match), PowerPoint, and data modeling.
5. Experience with presentation tools such as ThinkCell or LucidChart is highly preferred.
6. Experience with ERP (NetSuite) or EPM (Planful) systems and understanding of database structures is a plus.
7. Strong analytical skills with the ability to interpret complex data, build three-statement models, perform DCF valuations, scenario modeling, and derive actionable insights.
8. Skilled at working with large datasets, identifying key information, and summarizing insights.
9. Quick learner, capable of working independently to meet tight deadlines while managing competing priorities.
10. Strong communicator, keeping stakeholders informed on progress, open items, and obstacles or opportunities.
11. Self-motivated, able to take initiative, own processes, and ensure high-quality work output.
12. A strong work ethic and a positive, solution-oriented attitude.
13. Comfortable asking questions and respectfully challenging ideas backed by data or analysis.
14. Highly organized with exceptional attention to detail.

Work Environment:

1. In-office 5 days per week in the Galleria and Tanglewood area.
2. Applicants must be authorized to work in the United States on a full-time, permanent basis; no C2C.
3. Pay is $40.00/hour.
4. Full benefits including Health, Dental, Vision, 401(k), PTO, and Company Paid Holidays.

Emerge is committed to diversity and equal employment opportunities for all qualified persons, regardless of race, color, religion, sex, gender, sexual orientation, national origin, ethnicity, citizenship, age, disability, or other protected classes, in accordance with applicable laws.