Senior Financial Analyst

Octagon Consulting, LLC; Webster (TX); On-site; USD 125,000 - 130,000; Full time

Job summary

Octagon Consulting, LLC in Houston seeks a Senior Financial Analyst to drive financial planning, reporting, and performance analysis for an industrial operations context. You will build SQL-based reports, analyze manufacturing data, prepare forecasts and budgets, and present insights to leadership to improve operational efficiency.

The role requires independent work, strong SQL capabilities, advanced Excel, and collaboration with accounting and operations teams.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• Demonstrated experience independently building and developing SQL reports.
• Strong experience in financial analysis, financial reporting, and data interpretation.
• Proven ability to analyze trends, identify variances, and draw conclusions from large datasets.
• Experience working with manufacturing, industrial, or operational financial data.
• Advanced Microsoft Excel skills, including complex formulas, data analysis, and reporting.
• Strong analytical, problem-solving, and communication skills.
• Ability to work independently, manage competing priorities, and meet deadlines.

Responsibilities

• Develop, build, and maintain SQL-based reports to support financial and operational reporting needs.
• Analyze financial and manufacturing data to identify trends, variances, performance patterns, and opportunities for improvement.
• Prepare financial reports, forecasts, budgets, and variance analyses for management review.
• Evaluate operational performance metrics and translate complex data into meaningful business insights.
• Partner with accounting, operations, and leadership teams to understand business performance and support strategic decisions.
• Identify inconsistencies, investigate data discrepancies, and improve reporting accuracy.
• Develop and maintain dashboards, reporting tools, and financial models to monitor key performance indicators.
• Present findings and recommendations to management to support financial planning and operational efficiency.

Skills

Financial analysis

Data interpretation

Excel advanced

Analytical thinking

Communication skills

Education

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

Tools

SQL reporting

ERP systems

BI platforms

Job description

Location: Space Center Area – Houston, TX

Compensation: $125,000–$130,000 annually

Employment Type: Full-Time

Position Overview

We are seeking an experienced Senior Financial Analyst to support financial planning, reporting, and business performance analysis for an established industrial operations company in the Houston area. This individual will play a key role in analyzing financial and operational data, identifying trends, developing reporting tools, and providing actionable insights to support business decisions.

The ideal candidate will have strong financial analysis experience, a background working with manufacturing or industrial data, and advanced SQL reporting capabilities. The ability to independently build SQL reports is an absolute requirement for this position.

Key Responsibilities

• Develop, build, and maintain SQL-based reports to support financial and operational reporting needs.
• Analyze financial and manufacturing data to identify trends, variances, performance patterns, and opportunities for improvement.
• Prepare financial reports, forecasts, budgets, and variance analyses for management review.
• Evaluate operational performance metrics and translate complex data into meaningful business insights.
• Partner with accounting, operations, and leadership teams to understand business performance and support strategic decisions.
• Identify inconsistencies, investigate data discrepancies, and improve reporting accuracy.
• Develop and maintain dashboards, reporting tools, and financial models to monitor key performance indicators.
• Present findings and recommendations to management to support financial planning and operational efficiency.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Demonstrated experience independently building and developing SQL reports. This is a non-negotiable requirement.
• Strong experience in financial analysis, financial reporting, and data interpretation.
• Proven ability to analyze trends, identify variances, and draw conclusions from large datasets.
• Experience working with manufacturing, industrial, or operational financial data.
• Advanced Microsoft Excel skills, including complex formulas, data analysis, and reporting.
• Strong analytical, problem-solving, and communication skills.
• Ability to work independently, manage competing priorities, and meet deadlines.

Preferred Qualifications

• Experience supporting manufacturing, terminal operations, logistics, or other industrial environments.
• Experience with financial planning and analysis (FP&A), budgeting, and forecasting.
• Familiarity with ERP systems and business intelligence/reporting platforms.
• Experience developing dashboards and automating recurring financial reports.