Senior Financial Analyst

Newpark; Katy (TX); On-site; USD 85,000 - 115,000; Full time

Job summary

A financial services company in Katy, Texas is seeking a Senior Financial Planning & Analysis (FP&A) Analyst. This role involves shaping financial strategies through analysis, forecasting, and presentation to leadership. Candidates should have over 5 years of relevant experience and strong skills in budgeting and variance analysis. The position offers an opportunity to work within a dynamic, global team and contribute significantly to business performance.

Qualifications

• 5+ years of experience in Financial Planning & Analysis or related finance roles.
• Strong proficiency in income statement and balance sheet analysis.
• Proven expertise in budgeting, forecasting, and variance analysis.

Responsibilities

• Lead comprehensive budgeting and forecasting efforts.
• Prepare financial presentations for the Board of Directors.
• Conduct thorough analysis of income statements and balance sheets.

Skills

Budgeting

Forecasting

Variance analysis

Analytical skills

Presentation skills

Communication

Collaboration

Education

Bachelor’s degree in Finance & Accounting, Economics or related field

Tools

Oracle

Hyperion (HFM)

Power BI

Job description

About the Role

Job Title: Senior Financial Planning & Analysis (FP&A) Analyst

Job Summary

We are seeking an experienced Senior Financial Planning & Analysis (FP&A) Analyst to join our team in Katy, Texas. In this high-impact role, you will be a key player in shaping our company's financial strategies through in-depth analysis, forecasting, and actionable insights. This is a unique opportunity to work closely with executive leadership in a dynamic, growing and global organization and contribute directly to business growth and performance.

Essential Job Functions

• Lead comprehensive budgeting and forecasting efforts aligned with strategic initiatives.
• Perform detailed variance analysis to highlight trends, risks, and opportunities for improvement.
• Prepare financial presentations for the Board of Directors and executive leadership.
• Conduct thorough analysis of income statements and balance sheets to support operational decision-making.
• Collaborate with cross-functional teams to ensure financial goals and performance targets are aligned.
• Leverage Power BI to enhance and streamline financial reporting and data analysis.
• Execute ad hoc financial analyses to support urgent and high-priority business decisions.
• Monitor and evaluate key performance indicators (KPIs) to track and ensure achievement of financial objectives.
• Identify and implement best practices in financial planning and analysis to improve efficiency and accuracy.

Qualifications

• Bachelor’s degree in Finance & Accounting, Economics or other business-related field
• 5+ years of experience in Financial Planning & Analysis or related finance roles. Experience working in a multinational company is a plus.
• Proven expertise in budgeting, forecasting, and variance analysis.
• Strong proficiency in income statement and balance sheet analysis, preferably for a mid-size to large multi-national organization.
• Hands-on experience with ad hoc financial modeling to support strategic decision-making.
• Experience with Oracle, Hyperion (HFM), SmartView or similar ERP financial systems.
• Experience with Power BI for producing dashboards and reporting is a plus.
• Exceptional analytical and problem-solving skills with strong attention to detail.
• Excellent presentation and communication skills with the ability to convey complex financial information to non-financial stakeholders.
• Demonstrated ability to collaborate effectively with cross-functional teams in a fast-paced environment.

Equal Opportunity

Newpark is an Equal Opportunity Employer, including Veterans and Disabled.

We’re committed to attracting and retaining the best people and fostering an environment of openness and trust—empowering each of us to contribute to our full potential in meeting our customers’ needs. We accomplish more when people from diverse backgrounds and with different talents and ideas work together in an environment where everyone can contribute and make full use of their talents.

This means that we comply with all local, state and federal employment laws and regulations in all countries in which we do business.