Senior Financial Planning & Analysis Analyst

Jereh North America Group; Houston (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

American Jereh International Corporation (AJIC) seeks a Senior FP&A Analyst to provide forward‑looking financial analysis, forecasting, and management reporting across a growing energy and industrial organization. This role partners with US and China leadership to translate data into actionable insights and strategic guidance.

The Senior FP&A Analyst will own models, scenarios, KPI development, and management reporting while supporting cross‑border planning and coordination in Mandarin Chinese

Qualifications

• 5+ years of progressively responsible FP&A experience or related finance role.
• Professional fluency in Mandarin Chinese and English is required.
• Ability to communicate financial information to US- and China-based stakeholders.
• Experience with budgeting and forecasting, variance analysis, and financial modeling.
• Strong understanding of income statements, balance sheets, and cash flow statements.
• Advanced Excel skills and experience with large datasets.

Responsibilities

• Develop and maintain annual budgets, forecasts, and long-range financial plans.
• Prepare forecasts for revenue, operating expenses, profitability, cash flow, capex, and other drivers.
• Analyze actual performance vs budget/forecast and explain variances.
• Develop and maintain financial models for planning, scenarios, and decision-making.
• Prepare monthly, quarterly, and annual management reporting packages.
• Create executive-level presentations, dashboards, and schedules.
• Collaborate with Accounting and other Finance functions to ensure data accuracy.
• Engage with US- and China-based leadership to incorporate business drivers into forecasts.
• Communicate financial findings in Mandarin and English for cross-border coordination.
• Lead month-end and quarter-end performance reviews and cash-flow forecasting.
• Provide ad hoc analyses and develop BI dashboards to improve decision making.
• Maintain accuracy and integrity of financial models and reporting tools.

Skills

Advanced Microsoft Excel

Budgeting

Forecasting

Financial modeling

Variance analysis

Power BI

Data analysis

Stakeholder communication

Attention to detail

Multitasking

Education

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

Tools

Power BI

ERP systems

Job description

About the Role

American Jereh International Corporation (AJIC) supports Jereh's expanding energy and industrial business across oil and natural gas, data center and power, and new energy markets. The organization operates across equipment, engineering, technology, and integrated energy applications serving complex industrial and energy requirements.

The strongest financial analysis does more than explain what happened. It helps the business understand what is changing, what is driving performance, and what decisions should come next.

American Jereh International Corporation (AJIC) is seeking a Senior Financial Planning & Analysis Analyst to provide forward-looking financial analysis, forecasting, management reporting, and business performance insights across a growing energy and industrial organization.

This position will partner with Finance and business leadership to translate financial and operational data into actionable analysis that supports planning, resource allocation, performance management, and executive decision-making.

The Senior FP&A Analyst will have direct responsibility for financial models, forecasts, variance analysis, management reporting, KPI development, scenario analysis, and other financial tools used to evaluate business performance and future outcomes.

The position will also work with China-based Finance, leadership, and cross-functional stakeholders. Professional fluency in both Mandarin Chinese and English is required to support ongoing financial communication, planning, reporting, and coordination across the organization.

This role is well suited for an experienced finance professional who is comfortable moving beyond historical reporting to understand business drivers, challenge assumptions, identify risks and opportunities, and provide leadership with clear financial insight.

Key Responsibilities

• Develop and maintain annual budgets, periodic forecasts, and long-range financial plans.
• Prepare financial forecasts covering revenue, operating expenses, profitability, cash flow, capital expenditures, and other key business drivers.
• Analyze actual financial performance against budget, forecast, prior periods, and established operating targets.
• Identify, investigate, and clearly explain significant financial and operational variances.
• Develop and maintain financial models supporting business planning, investment decisions, scenario analysis, sensitivity analysis, and management decision-making.
• Prepare recurring monthly, quarterly, and annual management reporting packages.
• Develop executive-level financial presentations, dashboards, schedules, and performance reporting.
• Partner with Accounting and other Finance functions to ensure information used in planning, forecasting, and reporting is accurate and consistent.
• Work directly with operating and functional leaders to understand business drivers and incorporate operational assumptions into financial forecasts.
• Collaborate with China-based Finance and leadership teams on financial planning, reporting, analysis, and related business requirements.
• Communicate financial information effectively in both Mandarin Chinese and English as required for cross-border collaboration.
• Analyze revenue, margins, operating expenses, capital expenditures, working capital, cash flow, and other key financial performance indicators.
• Translate financial and operational results into clear insights, risks, opportunities, and recommendations for management.
• Lead financial analysis supporting month-end and quarter-end business performance reviews.
• Develop and maintain cash-flow forecasts and financial outlooks.
• Perform scenario, sensitivity, trend, and what-if analyses to evaluate potential business outcomes.
• Develop, monitor, and analyze financial and operational KPIs.
• Identify emerging risks and opportunities that may affect current forecasts, profitability, cash flow, or business performance.
• Improve forecasting models, financial reporting processes, planning templates, and analytical tools.
• Support automation of financial reporting and increased utilization of business intelligence and data visualization tools.
• Prepare ad hoc financial analysis for Finance, business, and executive leadership.
• Maintain financial models and reporting tools with a high degree of accuracy, consistency, and data integrity.
• Support long-range strategic planning and other Finance initiatives as business requirements evolve.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related discipline.
• Five or more years of progressively responsible experience in financial planning and analysis, corporate finance, business finance, financial analysis, or a closely related discipline.
• Professional fluency in Mandarin Chinese and English is required.
• Ability to communicate financial information, business results, and analytical findings effectively with both U.S.-based and China-based stakeholders.
• Direct hands‑on experience with budgeting and forecasting.
• Experience performing financial variance analysis and explaining the underlying business drivers behind financial results.
• Experience developing, maintaining, and analyzing financial models.
• Strong understanding of income statements, balance sheets, cash‑flow statements, and the relationships between the three financial statements.
• Advanced Microsoft Excel skills, including the ability to build and analyze complex financial models.
• Experience working with large financial datasets and converting financial and operational information into meaningful business analysis.
• Experience preparing management‑level financial reporting and presentations.
• Ability to communicate financial findings clearly to both Finance and non‑Finance stakeholders.
• Strong analytical capability with a high degree of financial accuracy and attention to detail.
• Ability to manage multiple priorities, reporting deadlines, forecasting cycles, and ad hoc analytical requests.
• Ability to work effectively across Finance, Accounting, Operations, Sales, Engineering, Supply Chain, and other business functions.
• Ability to work full‑time onsite in the Greater Houston area.

Preferred Qualifications

• Experience in energy, oil and gas, power generation, manufacturing, industrial equipment, engineering, construction, or another capital‑intensive industry.
• Experience supporting business units with significant revenue, operating expense, inventory, capital expenditure, project‑based, or equipment‑related financial activity.
• Experience with Power BI or another business intelligence and data visualization platform.
• Experience with ERP systems and enterprise financial reporting platforms.
• Experience developing dashboards, automated reports, or standardized financial planning tools.
• Experience presenting financial analysis and recommendations to senior or executive leadership.
• Experience supporting long‑range strategic planning, investment analysis, or business‑case development.
• Experience working within a multinational, multi‑entity, or rapidly growing organization.
• CPA, CMA, CFA, MBA, or another relevant advanced degree or professional certification.

What This Role Will Influence

The Senior FP&A Analyst will have visibility across financial and operational performance and will contribute directly to forecasting, planning, performance management, and business decisions across AJIC.

The role will also serve as an important financial connection between U.S.-based operations and China-based stakeholders, requiring the ability to move comfortably between detailed financial analysis, operational business discussions, and bilingual cross‑border communication.