Senior FP&A & Finance Transformation Lead

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

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.