Senior FP&A Analyst: Strategic Forecasting & Insights

Newpark; Katy (TX); On-site; USD 85,000 - 115,000; Full time

Job summary

A financial services company in Katy, Texas is seeking a Senior Financial Planning & Analysis (FP&A) Analyst. This role involves shaping financial strategies through analysis, forecasting, and presentation to leadership. Candidates should have over 5 years of relevant experience and strong skills in budgeting and variance analysis. The position offers an opportunity to work within a dynamic, global team and contribute significantly to business performance.

Qualifications

• 5+ years of experience in Financial Planning & Analysis or related finance roles.
• Strong proficiency in income statement and balance sheet analysis.
• Proven expertise in budgeting, forecasting, and variance analysis.

Responsibilities

• Lead comprehensive budgeting and forecasting efforts.
• Prepare financial presentations for the Board of Directors.
• Conduct thorough analysis of income statements and balance sheets.

Skills

Budgeting

Forecasting

Variance analysis

Analytical skills

Presentation skills

Communication

Collaboration

Education

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

Tools

Oracle

Hyperion (HFM)

Power BI

Job description

A financial services company in Katy, Texas is seeking a Senior Financial Planning & Analysis (FP&A) Analyst. This role involves shaping financial strategies through analysis, forecasting, and presentation to leadership. Candidates should have over 5 years of relevant experience and strong skills in budgeting and variance analysis. The position offers an opportunity to work within a dynamic, global team and contribute significantly to business performance.