Senior FP&A Analyst: Portfolio Performance & Strategy

Spruce Finance Inc; Houston (TX); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Competitive benefits

High-energy culture

Job summary

Spruce Finance Inc, headquartered in Denver, CO, is seeking a Sr. Financial Planning & Analysis Analyst located in Houston, TX. This role plays a pivotal part in driving financial planning, forecasting, and strategic analysis for the organization.

The ideal candidate will have 3+ years of experience in FP&A and possess strong analytical skills with the ability to manage complex data sets. Competitive benefits and a collaborative work culture are offered.

Qualifications

• 3+ years of experience in FP&A, corporate finance, accounting, or related roles.
• Strong experience in financial planning, forecasting, and performance analysis.
• Advanced analytical skills with experience in large, complex data sets.

Responsibilities

• Analyze financial and operational performance across various portfolios.
• Support forecast cycles and refine key forecasting models.
• Own monthly operational and financial performance analysis.
• Ensure accurate reporting to external counterparties.
• Lead initiatives to improve financial processes and reporting automation.
• Provide strategic insights with business leaders.
• Collaborate during monthly and quarterly close processes.

Skills

Financial planning

Performance analysis

Analytical skills

Education

Bachelor’s degree in finance, Accounting, Economics, or related field

MBA or other advanced degree preferred

Job description

Spruce Finance Inc, headquartered in Denver, CO, is seeking a Sr. Financial Planning & Analysis Analyst located in Houston, TX. This role plays a pivotal part in driving financial planning, forecasting, and strategic analysis for the organization.

The ideal candidate will have 3+ years of experience in FP&A and possess strong analytical skills with the ability to manage complex data sets. Competitive benefits and a collaborative work culture are offered.