Senior Financial Analyst, FP&A

Confidential Jobs; Houston (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Matching 401(k) plan

Vacation and sick days

Flexible spending accounts/HSA

Job summary

A financial services company is seeking a Senior Financial Analyst in Houston, Texas. The role involves supporting the Finance team through accurate financial analysis, reporting, and forecasting to optimize business decisions. Candidates should have a Bachelor's degree and 3–6 years in FP&A or related roles, along with strong analytical and Excel skills. Benefits include a competitive salary, 401(k) matching, and flexible spending accounts. Immediate contribution to financial systems and performance reporting is expected.

Qualifications

• 3–6 years of experience in FP&A, accounting, or related financial roles.
• Strong analytical and problem-solving skills.
• Experience in the equipment rental, construction, or industrial sectors is a plus.
• Experience with ERP or BI tools (Power BI, Tableau) is preferred.
• Excellent communication skills with attention to detail and organization.
• Team-oriented with desire to learn and grow within finance.

Responsibilities

• Assist in preparing annual budgets and forecasts.
• Analyze monthly financial results and prepare variance reports.
• Develop and maintain financial models for planning.
• Support KPI tracking and performance reporting.
• Partner with departments to gather data and understand key business drivers.
• Assist with capital expenditure analysis and ROI evaluations.
• Contribute to improving financial systems, tools, and reporting processes.
• Help prepare presentations and materials for executive reviews.

Skills

Financial analysis

Proficiency in Excel

Analytical problem-solving

Team-oriented

Communication skills

Education

Bachelor's degree in Finance, Accounting, Economics, or Business Administration

Tools

Power BI

Tableau

ERP systems

Excel

Job description

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The Senior Financial Analyst, FP&A supports the Finance team by providing accurate financial analysis, reporting, and forecasting to help guide business decisions. This role partners across departments to deliver insights that improve profitability, efficiency, and overall company performance.

Essential Functions

• Assist in preparing annual budgets, quarterly forecasts, and long-term financial projections.
• Analyze monthly financial results and prepare variance reports with clear insights and recommendations.
• Develop and maintain financial models for planning and scenario analysis.
• Support KPI tracking and performance reporting to management.
• Partner with departments to gather data and understand key business drivers.
• Assist with capital expenditure analysis and ROI evaluations.
• Contribute to improving financial systems, tools, and reporting processes.
• Help prepare presentations and materials for executive reviews.

Educational Requirements / Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or Business Administration required.
• 3–6 years of experience in FP&A, accounting, or related financial roles.
• Strong analytical and problem-solving skills with proficiency in Excel and financial modeling.
• Experience with ERP or BI tools (Power BI, Tableau) preferred.
• Excellent communication skills with attention to detail and organization.
• Team-oriented with a strong desire to learn and grow within the finance function.
• Experience in the equipment rental, construction, or industrial sectors is a plus.

Pay and Benefits

• Competitive salary pay.
• Matching 401(k) plan after 90 days of employment.
• Vacation, company holidays, and sick days.
• Flexible spending accounts/HSA.