Senior Financial Analyst

Integrity Trade Services, LLC

Houston (TX)

Hybrid

USD 104,000 - 127,000

Full time

47 hours ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401k
PTO

Job summary

Integrity Trade Services, LLC in Houston, TX is seeking a Sr. Financial Analyst to perform accurate analysis of divisional financial statements, budgets, forecasts, and performance reporting. The role involves collaborating with management to drive financial insights and strategic initiatives.

This hybrid position requires 5+ years of FP&A or accounting experience, advanced Excel, Power Query, SQL, and familiarity with Snowflake/Sigma/Alteryx. CPA/MBA/CMA preferred.

Qualifications

  • Bachelor’s degree in Accounting or related field required.
  • 5+ years of FP&A, financial analysis, or accounting experience.
  • Strong Excel skills; advanced modeling and data analysis ability.
  • Experience with budgeting, forecasting, and P&L analysis.
  • Knowledge of US GAAP and internal controls (SOX) preferred.

Responsibilities

  • Analyze divisional financial statements and compare to budget/estimates.
  • Prepare rolling forecasts, annual budgets, and performance reports.
  • Develop KPIs reporting for operations and management.
  • Manage revenue recognition processes and POC coordination.
  • Build and automate financial models and reporting using SQL, Power Query, and BI tools.
  • Support audits and ensure internal controls compliance.

Skills

Advanced Excel
Financial modeling
Interpersonal communication
Analytical mindset
FP&A experience

Education

Bachelor’s degree in Accounting or related field
CPA / CMA / MBA preferred

Tools

Power Query
SQL
Snowflake
Sigma
Alteryx
Power BI / Tableau
Hyperion/Oracle

Job description

Sr. Financial Analyst- Up to $115,000K annually DOE!

5% ICP Bonus!

This position is a direct hire opportunity!

Integrity Trade Services is hiring a Sr. Financial Analyst for our manufacturing client to start immediately up to $115K annually DOE! Receive comprehensive benefits through our client upon hire!

Responsibilities:

The Sr. Financial Analyst will be responsible for the accurate and timely analysis of divisional financial statements and their comparison to budget and estimates. May also handle monthly performance reporting, forecasting requirements, and special projects.

  • Develop systems and processes to report KPIs to operations and management in support of business strategies.
  • Analyze and prepare rolling forecasts and annual budgets across multiple lines of business and locations.
  • Perform monthly financial analysis, including actual-to-forecast and trend variance analysis, gross margin review of third-party and intercompany sales, and operating margin review.
  • Coordinate and oversee accurate revenue recognition through percentage-of-completion (POC).
  • Identify and implement process improvements across finance and operations.
  • Assist with internal and external annual audits.
  • Ensure the integrity of internal controls and compliance with SOX requirements, company policies, and procedures.
  • Build, analyze, and troubleshoot financial models; automate and improve reporting processes using tools such as Power Query, SQL, Snowflake, Sigma, and/or Alteryx.
  • Analyze and present P&L results and strategic financial insights to management.
  • Handle monthly performance reporting, forecasting requirements, and special projects as assigned.

Location: Houston, TX

Hybrid Schedule: 3 days in the office, 2 days WFH

NO TRAVEL REQUIRED.

Qualifications:
  • Bachelor’s degree in Accounting or a related field (required).
  • Minimum 5+ years of relevant financial analysis, FP&A, or accounting experience.
  • At least 2 years in prior roles, demonstrating stability and consistent tenure.
  • Strong understanding of FP&A principles, terminology, and strategic financial analysis.
  • Solid knowledge of accounting principles and US GAAP.
  • Experience analyzing and presenting P&L results and complex financial operations.
  • Proven ability to manage a broad business scope and work effectively under pressure to meet deadlines.
  • Advanced Microsoft Excel skills, including formulas, pivot tables, and financial modeling.
  • Strong hands-on experience building financial models with Power Query (top technical priority).
  • Ability to write SQL code; experience with Snowflake, Sigma, and Alteryx strongly preferred.
  • Business intelligence competency with tools such as Alteryx, Power BI, or Tableau.
  • Strong interpersonal and communication skills.
  • Hyperion Financial Management and/or Oracle experience preferred.
  • CMA, MBA, or CPA preferred.
  • Health
  • Vision
  • PTO
  • 401k
Why choose Integrity Trade Services?

At ITS, we offer our employees a competitive salary paid weekly and a comprehensive benefits package, including medical, dental, and vision insurance.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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