FP&A Associate

EnSiteUSA; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary and annual BON

Medical, dental and vision coverage; 1

Paid time off and company holidays

Job summary

EnSiteUSA in Houston is seeking an FP&A Associate to own monthly reporting for the CEO, CFO, Board, and sponsor. You will manage forecasts, model scenarios, and analyze project profitability across service lines while interfacing with executives and the financial sponsor.

Two to five years in finance with strong Excel and PowerPoint, GAAP knowledge, and clear writing/presentation skills will help you succeed. This build role offers rapid advancement into senior finance leadership.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or a related field.
• Two to five years of FP&A or related finance experience.
• Advanced in Excel: three-statement models, scenario analysis, large datasets; strong PowerPoint for board materials.
• Working knowledge of GAAP and financial statement analysis.
• Clear writer and presenter; comfortable with senior executives and investors.
• Self-directed with ability to build processes and reporting where little exists today.
• Team-oriented and adaptable with willingness to take on additional priorities.

Responsibilities

• Own monthly financial reporting package for CEO, CFO, Board and sponsor with variance analysis.
• Maintain rolling forecast and annual budget; run scenarios on headcount, utilization, pricing, backlog and capex.
• Build project- and client-level profitability analysis; track gross margin by division.
• Monitor backlog, bookings, utilization, DSO and working capital monthly.
• Prepare monthly borrowing base report and quarterly covenant calculations with CFO.
• Prepare sponsor-ready and board-ready materials including monthly reviews and decks.
• Serve as finance contact for sponsor on data requests and portfolio reporting.
• Support acquisition diligence: data room review, earnings quality, financial modeling.
• Support post-acquisition integration: align KPIs and chart of accounts, track synergies.
• Lead special CFO/CEO projects: pricing reviews, cost reductions, vendor/software rationalization.
• Improve month-end close and reporting cycle time; build templates and methodologies.
• Stand up dashboards and self-service reporting from ERP and payroll data.
• Perform other miscellaneous tasks as requested by manager.

Skills

Advanced Excel

Strong PowerPoint

Clear writer and presenter

GAAP knowledge

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Deltek ERP

Power BI

ADP

Claude/ChatGPT (AI tools)

Job description

The Role

The company is hiring an FP&A Associate to work directly with the Chief Financial Officer. This is its first dedicated FP&A seat.

You will own the monthly reporting that the leadership team, the Board and the financial sponsor use to run the business, maintain forecasts, and take on the analysis that sits between accounting and strategy: project profitability, backlog, pricing, M&A and integration. You will interface regularly with the financial sponsor on reporting and data requests and will be a part of strategy meetings.

This is a build role for someone two to five years into a finance career who wants outsized responsibility early and a clear path into a senior finance leadership position.

Key Responsibilities

Reporting and Analysis

• Own the monthly financial reporting package for the CEO, CFO, Board and financial sponsor: income statement, balance sheet, cash flow and KPIs, with variance analysis against budget and prior year and written commentary.
• Maintain the rolling forecast and annual budget model. Run scenarios on headcount, utilization, pricing, backlog conversion and capital spending.
• Build project-level and client-level profitability analysis across the engineering, survey and inspection service lines. Track gross margin by division and flag trends before they reach the P&L.
• Monitor backlog, bookings, utilization, days sales outstanding and working capital, and report on them monthly.

Lender and Sponsor Reporting

• Prepare the monthly borrowing base report and the quarterly covenant compliance calculations under the company's credit facility, working with the CFO.
• Prepare sponsor-ready and board-ready materials, including monthly business reviews, quarterly board decks and ad hoc analyses.
• Serve as a day-to-day finance point of contact for the financial sponsor on data requests, portfolio reporting and valuation support.

M&A and Integration

• Support acquisition diligence: data room review, quality of earnings support, financial modeling and synergy analysis.
• Support post-acquisition integration: consolidation of reporting, alignment of KPIs and chart of accounts, and tracking of synergy realization against plan.

Special Projects and Process

• Lead special projects for the CFO and CEO: pricing reviews, cost reduction initiatives, fleet and equipment capital decisions, vendor and software rationalization, and other efficiency work.
• Improve the month-end close and reporting cycle time. Build repeatable templates and document methodologies so the function scales.
• Help stand up dashboards and self-service reporting from the company's ERP and payroll data.
• Perform other miscellaneous tasks as requested, directed or assigned by manager.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics or a related field.
• Two to five years of experience in FP&A, investment banking, private equity, transaction advisory, public accounting or a private equity portfolio company finance role.
• Advanced in Excel: three-statement models, scenario analysis and comfort with large datasets. Strong PowerPoint for board and sponsor materials.
• Working knowledge of GAAP and financial statement analysis.
• Clear writer and presenter. Comfortable working directly with senior executives and investors.
• Self-directed. Able to build process and reporting where little exists today, and to manage multiple deliverables against firm deadlines.
• Team-oriented and adaptable. Willing to take on responsibilities beyond the core role to support the team and business priorities.

Preferred

• Experience in a professional services or project-based business (percentage-of-completion or utilization-based revenue).
• Exposure to lender reporting, borrowing base calculations or covenant compliance.
• M&A diligence or integration experience.
• Familiarity with project-based ERP systems (Deltek or similar), ADP, Power BI or similar tools.
• Hands-on use of AI tools (Claude, ChatGPT, Copilot or similar) in a professional setting.
• CPA, or progress toward CPA or CFA.

Compensation and Benefits

• Competitive base salary and annual performance bonus.
• Medical, dental and vision coverage, company-paid life and disability insurance, HSA with employer contribution, and 401(k) plan.
• Paid time off and company holidays