FP&A Analyst: Strategic Planning & Board Insights

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

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