Senior Financial Planning Analyst

Confidential Global Company; Pearland (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Confidential Global Company is seeking a Senior Financial Analyst to drive corporate FP&A and performance. You will partner with executive leadership to optimize spending, identify cost-saving opportunities, and support strategic, data-driven decisions across the global footprint.

In this high-visibility role, you will oversee monthly/quarterly reporting, forecast and budget development, and variance analysis.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field required.
• At least 4+ years of progressive experience in corporate financial analysis, or corporate FP&A.
• Advanced Excel skills (complex corporate financial modeling) are required. Experience with ERP systems (SAP, Oracle) and BI tools (Power BI or Tableau) is highly desired.
• Strong background in corporate budgeting, forecasting, operational planning, and variance tracking.
• Exceptional analytical, problem-solving, and presentation skills, with the ability to communicate complex financial data effectively to non-finance corporate leaders and executives.
• A self-starter capable of navigating a complex global corporate matrix, managing multiple priorities, and driving projects to completion under tight deadlines.

Responsibilities

• Conduct monthly and quarterly financial reporting across global revenues, overhead, margins, labor, and capital expenses.
• Develop forecasts, annual budgets, and long-range financial plans.
• Analyze performance results against budgets, forecasts, and historical metrics to explain key business drivers.
• Build complex financial models, interactive executive dashboards, and reporting tools utilizing ERP systems, BI software, and Excel.
• Partner with cross-functional leaders to identify trends, manage departmental budgets, and support strategic initiatives.
• Deliver ad hoc financial analysis and present findings directly to leadership and executive teams in a clear, business-focused manner.
• Support the optimization of enterprise-wide financial reporting processes and business intelligence tools.

Skills

Advanced Excel

ERP systems

BI tools

Budgeting

Forecasting

Financial modeling

Variance analysis

Presentation skills

Strategic partnering

Education

Bachelor's degree

Tools

SAP

Oracle

Power BI

Tableau

Job description

We are a leading global organization recognized worldwide for our operational excellence and long-term stability. By continuously investing in our people, technology, and infrastructure, corporate headquarters empowers teams to make a measurable impact and drive meaningful growth across our entire global footprint.

Why Join Us?

• Stability & Culture: Work within a financially secure global enterprise that maintains a collaborative, supportive corporate culture.
• High Visibility: Partner directly with corporate executive leadership and headquarters teams to influence company-wide performance and strategic decisions.
• Broad Ownership: Lead financial planning, corporate consolidation, budgeting, and forecasting for major segments rather than supporting a narrow, localized function.
• Cross-Functional Exposure: Collaborate closely with executive leadership, global operations, corporate treasury, supply chain, and commercial teams.
• Total Rewards: Enjoy competitive compensation, an annual performance bonus, comprehensive corporate benefits, and clear pathways for long-term career advancement.

Position Overview

We are seeking a Senior Financial Analyst to drive financial planning and performance for our company. Going beyond traditional analysis, you will serve as a strategic financial partner to executive leadership, helping optimize corporate spending, identify cost-saving opportunities, and support high-level, data-driven decision-making.

This role blends corporate FP&A, cost analysis, executive KPI management, variance analysis, and business partnering, making it an exceptional opportunity for a finance professional ready to step into a highly visible corporate role.

Key Responsibilities

• Conduct monthly and quarterly financial reporting across global revenues, overhead, margins, labor, and capital expenses.
• Develop forecasts, annual budgets, and long-range financial plans.
• Analyze performance results against budgets, forecasts, and historical metrics to explain key business drivers.
• Build complex financial models, interactive executive dashboards, and reporting tools utilizing ERP systems, BI software, and Excel.
• Partner with cross-functional leaders to identify trends, manage departmental budgets, and support strategic initiatives.
• Deliver ad hoc financial analysis and present findings directly to leadership and executive teams in a clear, business-focused manner.
• Support the optimization of enterprise-wide financial reporting processes and business intelligence tools.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• At least 4+ years of progressive experience in corporate financial analysis, or corporate FP&A.
• Advanced Excel skills (complex corporate financial modeling) are required. Experience with enterprise ERP systems (e.g., SAP, Oracle) and BI tools (such as Power BI or Tableau) is highly desired.
• Strong background in corporate budgeting, forecasting, operational planning, and variance tracking.
• Exceptional analytical, problem-solving, and presentation skills, with the ability to communicate complex financial data effectively to non-finance corporate leaders and executives.
• A self-starter capable of navigating a complex global corporate matrix, managing multiple priorities, and driving projects to completion under tight deadlines.