Senior Financial Analyst

iWorkforce Solutions; Houston (TX); Hybrid; USD 95,000 - 115,000; Full time

Benefits offered by this job

5% incentive bonus

Job summary

iWorkforce Solutions is seeking an experienced Senior Financial Analyst to join our finance team in Houston. The role focuses on FP&A, budgeting, forecasting, financial modeling and reporting to support performance and strategic decisions.

The ideal candidate has 5+ years in financial analysis, advanced Excel skills, and hands-on experience building and automating models with Power Query; SQL and analytics tools are a plus. This role offers a hybrid schedule (onsite 3 days, remote 2) in Houston.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• Minimum of 5 years in financial analysis, FP&A, or similar.
• Strong FP&A, budgeting, forecasting, and financial reporting knowledge.
• Advanced Excel with complex formulas and modeling.
• Hands-on experience building automations using Power Query.
• Experience writing SQL queries.

Responsibilities

• Prepare and analyze monthly financial statements, budgets, forecasts, and variances.
• Develop rolling forecasts and annual budgets across business units.
• Analyze P&L, revenue trends, margins, and cost variances.
• Build and automate financial models using Power Query and Excel.
• Develop reporting processes and KPIs to support management decisions.
• Translate data into actionable insights for leaders.
• Support revenue recognition using percentage-of-completion (POC).
• Assist audits and ensure SOX compliance and internal controls.

Skills

Financial analysis

FP&A

Budgeting

Forecasting

Financial reporting

Analytical skills

Communication

Organization

Education

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

Tools

Power Query

Excel

SQL

Power BI

Job description

We are seeking an experienced Senior Financial Analyst to join our finance team. This role will focus on financial planning and analysis (FP&A), budgeting, forecasting, financial modeling, and reporting to support business performance and strategic decision-making.

The ideal candidate has a strong background in financial analysis and accounting, advanced Excel skills, and hands-on experience building and automating financial models using Power Query. Experience writing SQL queries and working with data analytics tools is also important.

This is an excellent opportunity for a finance professional who enjoys solving complex problems, improving financial processes, and translating data into actionable business insights.

Salary: $95,000–$115,000 per year
Job Type: Full-Time | Direct Hire
Schedule: Monday–Friday, 8:00 AM–5:00 PM
Work Arrangement: Hybrid (3 days onsite, 2 days remote)
Location: Houston, TX
Bonus: 5% incentive bonus
Travel: Not required

Key Responsibilities

• Prepare and analyze monthly financial statements, budgets, forecasts, and actual-to-forecast variances.

• Develop rolling forecasts and annual budgets across multiple business units and locations.

• Analyze profit and loss (P&L) statements, revenue trends, gross margins, operating margins, and cost variances.

• Build, automate, analyze, and troubleshoot financial models using Power Query and advanced Excel.

• Develop financial reporting processes and key performance indicators (KPIs) to support management decisions.

• Translate financial data into meaningful insights and recommendations for business leaders.

• Support accurate revenue recognition using the percentage-of-completion (POC) method.

• Identify and implement process improvements to increase reporting accuracy and efficiency.

• Assist with internal and external audits and ensure compliance with internal controls, SOX requirements, and company policies.

• Support special projects and other financial analysis initiatives as needed.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.

• Minimum of 5 years of relevant professional experience in financial analysis, FP&A, or a similar role.

• Strong understanding of FP&A principles, budgeting, forecasting, financial reporting, and accounting practices.

• Advanced Microsoft Excel skills, including complex formulas, pivot tables, and financial modeling.

• Hands-on experience building and troubleshooting financial models and automated reporting processes using Power Query.

• Ability to write SQL queries and work with financial datasets.

• Working knowledge of U.S. GAAP.

• Experience analyzing P&L results and presenting financial insights.

• Strong analytical, problem-solving, communication, and organizational skills.

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Preferred Qualifications

• Experience with SQL, Snowflake, Sigma, Alteryx, Power BI, or Tableau.

• Familiarity with Hyperion Financial Management and/or Oracle.

• CMA, CPA, or MBA.

• Experience supporting complex financial operations across multiple business units or locations.

What We're Looking For

We are looking for a proactive, analytical professional who can build financial models from the ground up, automate manual processes, and improve existing reporting systems. The ideal candidate combines strong technical skills with sound financial judgment and the ability to turn complex data into actionable business recommendations.

Interview Process

• First-round interview via Microsoft Teams.

• Subsequent interviews conducted in person.

Please note that there is a background check and a drug screening for the position.