Senior Financial Planning Analyst

Confidential Company in Houston, TX; Houston (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Confidential Company in Houston, TX is seeking a Senior Financial Analyst to partner with leadership across functions, turn data into actionable insights, and drive financial planning, forecasting and analysis for long-term growth.

The role requires collaboration with operations, supply chain and business leaders, delivering monthly reporting, variance analyses, and strategic initiatives, while shaping budgeting and long-range plans in a fast-paced environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5-10 years of Financial Planning & Analysis, Corporate Finance, or Financial Analyst experience.
• Strong understanding of budgeting, forecasting, financial modeling, and variance analysis.
• Advanced Microsoft Excel skills; experience with ERP systems and Power BI or similar reporting tools is a plus.
• Ability to communicate financial information clearly to both finance and non-finance stakeholders.
• Strong analytical, organizational, and problem-solving skills.
• Self-motivated professional who thrives in a collaborative, fast-paced environment.

Responsibilities

• Lead the monthly forecasting, annual budgeting, and long-range planning processes.
• Analyze financial results, identify key trends, and provide variance analysis with actionable recommendations.
• Prepare and present monthly financial reporting packages for senior leadership.
• Partner closely with operational, supply chain, and business leaders to improve financial performance and drive strategic initiatives.
• Drive strategic planning, transforming complex operational data into forward-looking corporate strategies.
• Manage cost and asset tracking by performing detailed inventory analysis, cost variance analysis, and Purchase Price Variance (PPV) tracking.
• Track and evaluate KPIs, margins, and operational metrics to enhance business visibility.
• Support cash flow forecasting and working capital initiatives.
• Assist with month-end close activities and ensure financial reporting accuracy.
• Analyze capital investments, operational initiatives, and business opportunities through financial modeling.
• Develop and improve financial models, dashboards, and reporting tools.
• Participate in special projects and process improvement initiatives across the global finance organization.

Skills

Financial analysis

Forecasting

Budgeting

Power BI

Excel

ERP systems

Stakeholder communication

Education

Bachelor's degree

Tools

Power BI

ERP systems

Excel

Job description

We are a large and highly profitable global organization with over 50 years in our industry that combines long-term stability with continuous innovation.

We are hiring a Senior Financial Analyst who enjoys collaborating across departments, turning data into actionable insights, and helping leadership make strategic business decisions. This role will serve as a key business partner to leadership teams across our organization by providing financial planning, forecasting and analysis that supports our continuous excellence and long-term growth.

This is an exciting opportunity to join a growing finance team where you will partner directly with business leaders, influence key decisions, and help drive overall performance across the organization.

Responsibilities

• Lead the monthly forecasting, annual budgeting, and long-range planning processes.
• Analyze financial results, identify key trends, and provide variance analysis with actionable recommendations.
• Prepare and present monthly financial reporting packages for senior leadership.
• Partner closely with operational, supply chain, and business leaders to improve financial performance and drive strategic initiatives.
• Drive strategic planning, transforming complex operational data into forward-looking corporate strategies.
• Manage cost and asset tracking by performing detailed inventory analysis, cost variance analysis, and Purchase Price Variance (PPV) tracking.
• Track and evaluate KPIs, margins, and operational metrics to enhance business visibility.
• Support cash flow forecasting and working capital initiatives.
• Assist with month-end close activities and ensure financial reporting accuracy.
• Analyze capital investments, operational initiatives, and business opportunities through financial modeling.
• Develop and improve financial models, dashboards, and reporting tools.
• Participate in special projects and process improvement initiatives across the global finance organization.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5-10 years of Financial Planning & Analysis, Corporate Finance, or Financial Analyst experience.
• Strong understanding of budgeting, forecasting, financial modeling, and variance analysis.
• Advanced Microsoft Excel skills; experience with ERP systems and Power BI or similar reporting tools is a plus.
• Ability to communicate financial information clearly to both finance and non-finance stakeholders.
• Strong analytical, organizational, and problem-solving skills.
• Self-motivated professional who thrives in a collaborative, fast-paced environment.