Senior Financial Analyst

AppleOne Employment Services; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

AppleOne Employment Services is seeking an experienced Senior Financial Analyst to join our FP&A team in Houston, TX. You will develop financial models, automate reporting, and deliver insights to support strategic decisions.

The ideal candidate has at least 5 years in FP&A, strong Excel/Power Query and SQL skills, and a proven track record in budgeting, forecasting, and P&L analysis across multiple business units.

Qualifications

• Bachelor's degree in accounting or related field.
• Minimum 5 years of relevant professional experience in Financial Planning & Analysis, financial reporting, or related finance functions.
• Strong understanding of FP&A principles, P&L management, budgeting, forecasting, and financial statement analysis.
• Hands-on Power Query experience is essential, including independently building, modifying, and troubleshooting financial models and automated workflows.
• Proficiency in SQL, including the ability to write queries for financial data analysis.
• Advanced Microsoft Excel skills, including complex formulas, pivot tables, and financial modeling.
• Experience analyzing complex financial operations across multiple business units or locations.
• Solid understanding of accounting principles and US GAAP.
• Ability to translate complex financial data into meaningful business insights and communicate findings to leadership.
• Strong analytical, problem-solving, and communication skills.
• Ability to manage competing priorities and deliver accurate results under tight deadlines.

Responsibilities

• Develop and maintain financial models, automated reporting processes, and KPI dashboards to support business operations and management.
• Prepare and analyze annual budgets, rolling forecasts, and financial performance across multiple business lines and locations.
• Conduct monthly P&L analysis, including actual-to-forecast variances, trend analysis, gross margin, and operating margin reviews.
• Build, optimize, and troubleshoot financial models using Power Query and advanced Excel.
• Utilize SQL and business intelligence tools to extract, transform, and analyze complex financial datasets.
• Identify opportunities to automate financial reporting, streamline processes, and improve data accuracy.
• Present financial results, business trends, and actionable recommendations to management.
• Coordinate revenue recognition activities, including percentage-of-completion (POC) accounting.
• Support internal and external audits and maintain compliance with SOX requirements and internal controls.
• Collaborate with finance, accounting, and operations teams on strategic initiatives and special projects.

Skills

FP&A

Financial modeling

Data automation

Business intelligence

KPI dashboards

P&L analysis

Budgeting

Forecasting

Advanced Excel

SQL

US GAAP

Communication

Leadership

Education

Bachelor's degree in accounting or related field

Tools

Power Query

Power BI

SQL

Oracle

Hyperion

Job description

We are seeking an experienced Senior Financial Analyst to join the Finance Planning & Analysis (FP&A) team of a well-established global organization in Houston, TX.

This position is ideal for a finance professional who combines strong FP&A expertise with hands‑on financial modeling, data automation, and business intelligence capabilities. The successful candidate will play a key role in financial planning, forecasting, profitability analysis, and developing automated reporting solutions that support strategic business decisions.

Key Responsibilities

• Develop and maintain financial models, automated reporting processes, and KPI dashboards to support business operations and management.
• Prepare and analyze annual budgets, rolling forecasts, and financial performance across multiple business lines and locations.
• Conduct monthly P&L analysis, including actual-to-forecast variances, trend analysis, gross margin, and operating margin reviews.
• Build, optimize, and troubleshoot financial models using Power Query and advanced Excel.
• Utilize SQL and business intelligence tools to extract, transform, and analyze complex financial datasets.
• Identify opportunities to automate financial reporting, streamline processes, and improve data accuracy.
• Present financial results, business trends, and actionable recommendations to management.
• Coordinate revenue recognition activities, including percentage-of-completion (POC) accounting.
• Support internal and external audits and maintain compliance with SOX requirements and internal controls.
• Collaborate with finance, accounting, and operations teams on strategic initiatives and special projects.

Required Qualifications

• Bachelor's degree in accounting or a related field.
• Minimum 5 years of relevant professional experience in Financial Planning & Analysis, financial reporting, or related finance functions.
• Strong understanding of FP&A principles, P&L management, budgeting, forecasting, and financial statement analysis.
• Hands-on Power Query experience is essential, including independently building, modifying, and troubleshooting financial models and automated workflows.
• Proficiency in SQL, including the ability to write queries for financial data analysis.
• Advanced Microsoft Excel skills, including complex formulas, pivot tables, and financial modeling.
• Experience analyzing complex financial operations across multiple business units or locations.
• Solid understanding of accounting principles and US GAAP.
• Ability to translate complex financial data into meaningful business insights and communicate findings to leadership.
• Strong analytical, problem-solving, and communication skills.
• Ability to manage competing priorities and deliver accurate results under tight deadlines.

Preferred Qualifications

• Experience with business intelligence and automation tools.
• Experience with Oracle or Hyperion Financial Management.
• Exposure to manufacturing, industrial, energy, or other complex operational environments.
• MBA, CPA, or CMA certification is a plus, but not required.
• Demonstrated experience improving financial processes through automation and data-driven solutions.

Interview Process

• First Round: Virtual interview via Microsoft Teams.
• Subsequent Rounds: In-person interviews.