Senior Financial Analyst - Financial Planning & Analysis

Tyvan LLC; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Tyvan LLC in Houston is seeking a Senior Financial Analyst in FP&A to partner with business leaders for budgeting, forecasting, and long-range planning. You will build models and deliver insights that drive strategic decisions.

You will perform variance analysis, report KPIs, and collaborate with operations, sales, and accounting. Expect automation of data processes with Power Query and Power BI, and the preparation of executive dashboards.

Qualifications

• Degree in finance or accounting with relevant FP&A experience.
• Strong proficiency in Excel and financial systems.
• Experience with Power BI and data visualization.
• Excellent communication of financial insights.

Responsibilities

• Lead annual budgeting, quarterly forecasting, and long-range planning.
• Develop and maintain complex financial models.
• Perform monthly variance analysis with explanations.
• Partner with cross-functional teams to evaluate performance and identify risks.
• Prepare and present financial reports, dashboards, and executive summaries.
• Analyze KPIs to track performance and support decisions.
• Support capital planning, cost optimization, and investment analysis.
• Drive process improvements and automation in reporting and forecasting.
• Ensure accuracy of financial data across systems.
• Assist with ad hoc analysis and special projects.
• Utilize Power Query and Power BI to automate data tasks.

Skills

Forecasting

Budgeting

Financial modeling

Variance analysis

Data visualization

Education

Bachelor's degree in Finance

Tools

Power BI

Power Query

Excel

Financial systems

Job description

Senior Financial Analyst - Financial Planning & AnalysisThe Senior Financial Analyst – FP&A role supports financial planning, forecasting, and analysis while partnering with business leaders to provide insights that drive decision-making. Key responsibilities include budgeting, forecasting, financial modeling, variance analysis, and preparing reports for leadership. The role also focuses on improving processes, analyzing performance metrics, and supporting strategic initiatives.Candidates typically have a finance-related degree, several years of FP&A or financial analysis experience, strong Excel and financial systems skills, and the ability to communicate financial insights effectively.Lead the annual budgeting, quarterly forecasting, and long-range financial planning processesDevelop, maintain, and enhance complex financial models to support strategic initiatives and business decisionsPerform monthly variance analysis (actual vs. budget/forecast) and provide insightful explanations and recommendationsPartner with cross-functional teams (operations, sales, accounting, etc.) to evaluate performance and identify risks and opportunitiesPrepare and present financial reports, dashboards, and executive-level summariesAnalyze key performance indicators (KPIs) to track business performance and support data-driven decision-makingSupport capital planning, cost optimization initiatives, and investment analysisDrive process improvements and automation to increase efficiency in financial reporting and forecastingEnsure accuracy and integrity of financial data across systems and reportsAssist with ad hoc financial analysis and special projects as neededUtilize Power Query and Power BI to automate data extraction, transformation, and visualization.Work Location: In person