Senior Financial Analyst – Manufacturing

Primary Services; Houston (TX); Presencial; USD 80.000 - 110.000; Jornada completa

Descripción de la vacante

Primary Services is seeking a Senior Financial Analyst to strengthen financial reporting, data analysis, and business operations. The role emphasizes developing analytical models, reporting tools, and process improvements to enhance accuracy, efficiency, and decision support.

You will organize financial information, identify trends and variances, and prepare accurate reports for business planning. The position requires advanced Excel skills, ERP data handling, and collaboration with stakeholders

Formación

• 5+ years of experience in financial analysis, business analysis, accounting, or related analytical functions.
• Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred.
• Advanced Microsoft Excel proficiency, including pivot tables, complex formulas, Power Query, and financial modeling.
• Experience extracting, analyzing, and reconciling data from ERP systems.
• Experience preparing financial reports, performing variance analysis, and managing large datasets.
• Knowledge of budgeting, forecasting, and financial reporting processes.
• Experience developing automated reports or improving spreadsheet-based workflows.
• Experience with financial reporting tools, data analysis, or business intelligence applications preferred.

Responsabilidades

• Extract, organize, and analyze financial and operational data from ERP systems and other internal sources.
• Develop and maintain Excel-based financial models, analytical reports, and reporting templates.
• Prepare recurring financial reports, performance summaries, and supporting analysis.
• Analyze large datasets using advanced Excel formulas, pivot tables, and Power Query.
• Identify opportunities to streamline reporting processes and automate repetitive tasks.
• Perform variance analysis and investigate discrepancies in financial and operational results.
• Support budgeting, forecasting, and financial planning activities.
• Consolidate and reconcile information from multiple data sources to ensure reporting accuracy.
• Maintain financial tracking tools and improve existing analytical processes.
• Collaborate with internal stakeholders to gather information and validate financial data.
• Prepare financial analysis and supporting documentation for business review.

Conocimientos

Advanced Excel

Financial Modeling

ERP Data Analysis

Variance Analysis

Power Query

Budgeting & Forecasting

Data Reconciliation

Reporting Tools

Educación

Finance/Accounting/Business Admin

Herramientas

Power BI

Descripción del empleo

Advance your career with an established organization that offers the opportunity to work with complex financial data, improve reporting processes, and support key business initiatives. Apply advanced Excel skills, financial modeling, and analytical expertise to improve reporting accuracy, efficiency, and business performance.

The Senior Financial Analyst will support financial reporting, data analysis, and business operations by developing analytical models, reporting tools, and process improvements. This position focuses on organizing and interpreting financial information, identifying trends and variances, and preparing accurate reports to support business planning and decision‑making. The role offers an opportunity to apply technical expertise while contributing to ongoing improvements in financial processes and reporting capabilities.

Responsibilities

• Extract, organize, and analyze financial and operational data from ERP systems and other internal sources.
• Develop and maintain Excel-based financial models, analytical reports, and reporting templates.
• Prepare recurring financial reports, performance summaries, and supporting analysis.
• Analyze large datasets using advanced Excel formulas, pivot tables, and Power Query.
• Identify opportunities to streamline reporting processes and automate repetitive tasks.
• Perform variance analysis and investigate discrepancies in financial and operational results.
• Support budgeting, forecasting, and financial planning activities.
• Consolidate and reconcile information from multiple data sources to ensure reporting accuracy.
• Maintain financial tracking tools and improve existing analytical processes.
• Collaborate with internal stakeholders to gather information and validate financial data.
• Prepare financial analysis and supporting documentation for business review.

Qualifications

• 5+ years of experience in financial analysis, business analysis, accounting, or related analytical functions.
• Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred.
• Advanced Microsoft Excel proficiency, including pivot tables, complex formulas, Power Query, and financial modeling.
• Experience extracting, analyzing, and reconciling data from ERP systems.
• Experience preparing financial reports, performing variance analysis, and managing large datasets.
• Knowledge of budgeting, forecasting, and financial reporting processes.
• Experience developing automated reports or improving spreadsheet-based workflows.
• Experience with financial reporting tools, data analysis, or business intelligence applications preferred.