Senior FP&A & Finance Transformation Analyst

Forum Energy Technologies; Houston (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

Forum Energy Technologies in Houston seeks a Senior FP&A & Finance Transformation Analyst to deliver accurate planning, forecasting, and executive reporting while leading automation initiatives.

This role partners with Finance leadership, Accounting, Shared Services, Operations, IT, and executive stakeholders to improve financial visibility, reporting effectiveness, system utilization, data integrity, and operational efficiency.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, Information Systems, Business Analytics required.
• MBA/CPA/CMA/PMP or equivalent professional designation preferred.
• 5–8+ years in FP&A, corporate finance, or finance transformation with executive reporting experience.

Responsibilities

• Support annual budgeting, quarterly forecasting, and long-range planning with analysis and reporting.
• Prepare monthly/quarterly/annual reporting packages for executives and boards.
• Analyze revenue, gross margin, cash flow, and key drivers to identify risks and opportunities.
• Lead process improvement initiatives focused on automation and standardized reporting.
• Collaborate with IT and finance to deploy dashboards and financial reports using OneStream/Power BI.

Skills

Cross-functional collaboration

Executive reporting

Process improvement mindset

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, Information Systems, Business Analytics

MBA, CPA, CMA, PMP, or other relevant professional designation

Tools

OneStream

Power BI

Excel

ERP data systems

Job description

Summary

The Senior FP&A & Finance Transformation Analyst is responsible for delivering accurate, timely, and actionable financial planning, forecasting, analysis, and executive reporting while driving finance transformation, process improvement, and reporting automation initiatives. This role partners with Finance leadership, Accounting, Shared Services, Operations, IT, and executive stakeholders to improve financial visibility, reporting effectiveness, system utilization, data integrity, and operational efficiency. The ideal candidate brings a strong foundation in financial planning and analysis, executive reporting, project leadership, financial systems, and continuous improvement, with the ability to independently lead cross‑functional initiatives from concept through implementation.

Key Responsibilities

• Support annual budgeting, quarterly forecasting, and long-range planning processes, including consolidation, analysis, financial modeling, scenario analysis, performance metrics, and preparation of management presentations and reporting packages.


• Prepare accurate monthly, quarterly, annual, and ad hoc financial reporting packages for executive leadership and support Board reporting requirements, strategic initiatives, and time‑sensitive analyses as needed.


• Analyze revenue, gross margin, operating expenses, EBITDA, cash flow, working capital, trends, variances, and key business drivers to identify risks, opportunities, performance trends, and actionable business insights.


• Validate data accuracy, investigate reporting anomalies, and ensure the integrity, consistency, completeness, and governance of financial information, reporting definitions, financial models, and executive reporting.


• Lead Finance and Accounting process improvement initiatives focused on automation, standardization, control enhancement, data quality, operating efficiency, reduced manual effort, and scalable reporting processes.


• Translate business and Finance leadership objectives into project plans with defined scope, milestones, timelines, risks, responsibilities, success measures, and stakeholder accountability.


• Manage projects from current‑state assessment and requirements gathering through solution design, testing, implementation, training, change management, adoption, and post‑implementation support.


• Facilitate cross‑functional meetings and stakeholder engagement to drive alignment, accountability, issue resolution, momentum, and successful project execution.


• Develop and maintain process maps, standard operating procedures, business requirements, testing documentation, training materials, project documentation, and other materials needed to support implementation and ongoing process ownership.


• Measure, track, and communicate project outcomes, adoption levels, efficiency gains, performance improvements, and realized business benefits.


• Partner with the OneStream System Administrator, IT, and other technology resources to develop, enhance, maintain, troubleshoot, and deploy financial reports, dashboards, workflows, automation solutions, and system enhancements.


• Serve as a backup resource for selected OneStream administration activities and assist with reporting maintenance, metadata updates, governance, upgrades, validation, deployment, user support, training, and ongoing enhancement of financial system capabilities.


• Develop and maintain standardized reporting tools, dashboards, KPIs, templates, and reporting solutions using OneStream, Power BI, Excel, ERP data, and other reporting platforms.


• Act as a liaison between Finance stakeholders and technology teams for reporting, automation, financial systems, process improvement, system implementations, acquisitions, integrations, and other strategic initiatives.


• Collaborate effectively with Accounting, Shared Services, Operations, Corporate Finance, IT, executive leadership, and other stakeholders to support business objectives and promote a culture of continuous improvement.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, Information Systems, Business Analytics, or a related field; MBA, CPA, CMA, PMP, or other relevant professional designation preferred.


• 5–8+ years of progressive experience in FP&A, corporate finance, finance transformation, business analysis, or related Finance functions, including executive‑level reporting, budgeting, forecasting, financial analysis, and financial modeling.


• Demonstrated experience independently leading cross‑functional projects or Finance and Accounting process improvement initiatives, including managing priorities, driving work to completion, and influencing stakeholders without direct authority.


• Strong understanding of financial statements, forecasting methodologies, variance analysis, cash flow, working capital, financial performance metrics, and the ability to identify when results or reporting do not look reasonable.


• Advanced Microsoft Excel skills, including complex financial modeling, data analysis, reporting automation, and preparation of high‑visibility executive deliverables with exceptional attention to detail and accuracy.


• Experience working with enterprise financial reporting systems, business intelligence tools, ERP data, financial data structures, reporting governance, and data validation; OneStream, Business Central, Power BI, or similar platforms preferred.


• Excellent written, verbal, and presentation communication skills, including the ability to explain financial information clearly to varied audiences and build alignment across Finance, operations, IT, and leadership stakeholders.


• Proactive, solutions‑oriented, and continuous improvement mindset, with public company experience preferred.

About FET

FET (Forum Energy Technologies, Inc.) is a global company, serving the crude oil, natural gas, and renewable energy industries. FET is headquartered in Houston, TX with quality manufacturing, efficient distribution, and service facilities conveniently located to support the major energy‑producing regions of the world. Forum’s products and services range from the underwater reservoir to the refinery, from the sea floor to the above ground transportation line. We pride ourselves on giving you a comprehensive offering of solutions to maximize your operations and improve your bottom line. Our customers are our partners and we work with them to solve their ever‑changing challenges.

FET is an Equal Opportunity Employer. FET does not discriminate on the basis of race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected under federal, state, or local law. All employment decisions and practices at FET are subject to the foregoing non‑discrimination provisions and are based solely on merit, competence, performance, and business needs at the time.

FET participates in E‑Verify and will provide the federal government with your Form I‑9 information to confirm that you are authorized to work in the U.S. FET participa en E‑Verify y proporcionará al gobierno federal la información de su Formulario I‑9 para confirmar que usted está autorizado para trabajar en los EE.UU..

As part of our hiring process, we may use technology, including AI‑enabled tools, to help review and assess applications based on job‑related criteria. All hiring decisions are made by our recruitment team and hiring managers.