FP&A Analyst (Open to Recent Graduates)

Colvin Resources Group; Fort Worth, Arlington, Dallas (TX, TX, TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k) plan

Paid time off (PTO)

Job summary

A prominent financial services firm in Texas is seeking a Financial Planning & Analysis Analyst. This entry-level position supports critical budgeting and forecasting processes, conducts variance analysis, and builds financial models. Ideal candidates will have a Bachelor's degree in Accounting or Finance and strong analytical skills. The firm offers a comprehensive benefits package and significant opportunities for growth within a dynamic, high-growth environment.

Qualifications

• 1-2 years of FP&A Analyst experience in an Enterprise-level organization.
• Bachelor's degree in Accounting, Finance, or related field is required.
• Experience with large datasets and financial systems is preferred.

Responsibilities

• Support budgeting and forecasting processes driving organizational strategy.
• Conduct detailed variance analysis to identify trends, risks, and opportunities.
• Build and maintain financial models for executive decision-making.

Skills

Advanced Excel proficiency

Analytical skills

Problem-solving abilities

Excellent communication skills

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Excel

Anaplan

NetSuite

Job description

Overview

This position is with Colvin Resources Group and/or a client company. Base pay range is from $70,000.00/yr to $95,000.00/yr. Actual pay will be based on skills and experience.

Position

Financial Planning & Analysis Analyst (Open to Recent Graduates)

Launch Your FP&A Career with the World's Largest Marina Owner & Operator

Ready to begin your FP&A career in a dynamic, high-growth environment? Join our client, a private equity portfolio company and the world's largest owner and operator of marinas with both domestic and international properties. This fast-growing organization operates hundreds of marinas across diverse markets and is in a period of significant expansion and scaling. This position reports directly to the FP&A Manager and offers exposure to the EVP of Finance, Regional Vice Presidents, and cross-functional teams.

What Youll Do

• Support critical budgeting and forecasting processes that drive organizational strategy and expansion initiatives across hundreds of marina locations
• Conduct detailed variance analysis to identify trends, risks, and opportunities across multiple business units and regional operations
• Build and maintain financial models that support executive decision-making and strategic planning
• Prepare executive-level reports and presentations that translate complex financial data into clear insights for regional vice presidents and department heads
• Collaborate with regional leadership and field finance teams to analyze performance metrics and support data-driven business strategies
• Assist in month-end and quarter-end close processes with focus on accuracy and timeliness
• Support cross-functional teams with ad-hoc financial analysis and insights to assist in decision-making and strategic initiatives
• Contribute to continuous improvement of financial forecasting models and budgeting processes to increase efficiency and accuracy
• Work closely with the FP&A Manager to develop and scale the FP&A department as the business grows
• Help transform current FP&A functions into a more mature, standardized operation

What Were Looking For

Experience Requirements

• 1-2 years of FP&A Analyst experience in an Enterprise-level organization
• OR 1-2 years of public accounting experience with strong desire to transition into FP&A
• OR recent graduates with relevant internship experience and demonstrated analytical capabilities
• Experience working in or with enterprise-level businesses in private equity or public company environments with established standardized processes and procedures (ideal)
• Experience in private equity-backed or multi-site/multi-location operations (preferred)
• Exposure to financial reporting, budgeting, forecasting, and variance analysis processes
• Bachelor's degree in Accounting, Finance, or a related field
• CPA, CFA, or advanced degree (MBA, Master\'s in Finance) highly desirable

Technical Skills

• Advanced Excel proficiency: pivot tables, VLOOKUP/XLOOKUP, financial modeling, and advanced formulas
• Exposure to or interest in learning FP&A platforms (Anaplan, Adaptive Insights, Workday Adaptive Planning, or similar software)
• Experience with large data sets and financial systems (ERP, CRM); NetSuite knowledge a plus
• PowerPoint/presentation software for executive reporting
• Comfortable working in a somewhat manual operation with multiple systems, utilizing Excel for analysis while helping to build more automated solutions

What Makes You Stand Out

• Strong analytical, organizational, and problem-solving abilities with keen attention to detail
• Excellent communication skills with ability to explain financial concepts to non-financial stakeholders
• Ability to work under pressure, manage multiple priorities, and meet tight deadlines in a fast-paced, high-growth environment
• Detail-oriented with strong commitment to accuracy and continuous improvement
• Entrepreneurial mindset with ability to help build and scale financial processes from the ground level
• Proactive, curious approach with eagerness to engage in a growing, fast-paced, industry-leading company
• Team player who thrives in collaborative environments and is committed to continuous learning and professional development
• Familiarity with the marina industry (a plus)

Why Join Our Client

• Ground Floor Opportunity: Be a critical ground-level team member helping to transform and mature the FP&A function during a period of significant scaling
• Industry Leadership: Work for the world's largest marina owner and operator serving a vibrant boating community across domestic and international properties
• Career Growth: Report directly to the FP&A Manager with clear advancement opportunities as the department and company scale
• High-Impact Role: Your contributions will directly shape the evolution of financial processes and systems
• Learning Environment: Gain exposure to sophisticated financial processes across hundreds of locations and learn from highly experienced professionals in the marine industry
• Professional Development: Access to professional education and training opportunities
• Comprehensive Benefits: Healthcare benefits, 401(k) plan, paid time off (PTO)
• Dynamic Culture: Fast-paced, entrepreneurial environment in an exciting period of expansion

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance

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