Senior FPA Analyst

Elevate Human Capital; Houston (TX); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

ICP Bonus 10%

Job summary

Elevate Human Capital in the Houston area seeks a Senior FP&A Analyst to partner with operations and leadership, driving budgeting, forecasting, financial analysis, and management reporting.

You will develop financial models, analyze margins and expenses, and support pricing decisions while presenting monthly reviews and KPI packages. Strong SOX controls and cross-functional collaboration are essential.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• College transcript must be submitted with the resume.
• U.S. work authorization w/o sponsorship required.
• Hybrid schedule: 3 days onsite, 2 days remote.
• ICP Bonus: 10%.
• Professional certifications (CPA/CMA/MBA) a plus.

Responsibilities

• Serve as FP&A partner for assigned operations units.
• Lead monthly close analyses (actual vs budget/forecast).
• Prepare budgets, forecasts, and long-range plans.
• Develop financial models and scenarios for strategic initiatives.
• Analyze revenue, margins, expenses, and working capital trends.
• Identify risks, cost-saving opportunities, and financial improvements.
• Present monthly business reviews and KPI packages to leadership.
• Support pricing decisions and capital expenditure evaluations.
• Improve reporting processes and forecasting accuracy.
• Ensure revenue recognition compliance and SOX controls.

Skills

Financial analysis

Forecasting

Budgeting

Variance analysis

Management reporting

Excel advanced

SOX/compliance

Communication

Education

Bachelor's degree in Accounting or Finance

CPA/MBA/CMA preferred

Tools

Oracle EPM

Oracle SmartView

ERP systems

Job description

EHC is looking for a Senior FP&A Analyst for a Client in the Houston Area

• Job Type: Direct Hire
• Status: Full-Time
• Start Date: 09/14/2026
• Schedule: Day Shift

Requirements

• Bachelor's degree in Accounting or Finance required
• College transcript must be submitted with the resume
• No sponsorship available; candidates must be authorized to work in the United States without current or future sponsorship
• Hybrid schedule available: 3 days onsite and 2 days remote (consistent weekly schedule required)
• Flexible work hours: either 7:00 AM to 4:00 PM or 8:00 AM to 5:00 PM
• Incentive Compensation Plan (ICP) Bonus: 10%

Position Overview

This position was created as part of a finance organization restructuring and offers an opportunity to play a key role in financial planning and operational decision support. The Senior FP&A Analyst will serve as a strategic business partner to operations and leadership teams, driving budgeting, forecasting, financial analysis, management reporting, and business performance initiatives.

The ideal candidate is highly analytical, results-driven, and proactive, with the ability to translate financial data into actionable business insights. This position collaborates closely with operations, accounting, sales, and finance teams to support strategic and operational decision-making.

Key Responsibilities

• Serve as the primary FP&A business partner for assigned operational business units.
• Lead monthly financial close analysis, including actual-to-budget, actual-to-forecast, and year-over-year variance reporting.
• Prepare, coordinate, and maintain annual budgets, quarterly forecasts, and long-range financial plans.
• Develop financial models, business cases, and scenario analyses to support strategic initiatives and operational decisions.
• Analyze revenue, gross margins, operating expenses, working capital, and profitability trends, providing recommendations to leadership.
• Partner with operational leaders to identify risks, opportunities, and cost-saving initiatives that improve financial performance.
• Prepare and present monthly business reviews, KPI reporting packages, and executive-level financial presentations.
• Support pricing decisions, capital expenditure evaluations, and investment analyses through detailed financial modeling.
• Drive continuous improvement efforts by enhancing reporting processes, forecasting accuracy, and financial planning tools.
• Ensure accurate revenue recognition and compliance with applicable accounting policies and internal controls.
• Support internal and external audits and maintain compliance with SOX requirements.
• Collaborate with Accounting, Operations, Sales, and Corporate Finance teams to ensure accurate reporting and effective planning.
• Participate in strategic initiatives, special projects, and ad hoc financial analyses as needed.

Preferred Qualifications & Experience

• Bachelor's degree in Finance, Accounting, or a related discipline.
• Minimum of 5 years of progressive FP&A, corporate finance, or financial analysis experience.
• Strong expertise in budgeting, forecasting, financial modeling, variance analysis, and management reporting.
• Advanced Microsoft Excel skills, including formulas, pivot tables, VLOOKUPs, and financial modeling techniques.
• Experience analyzing historical financial data to develop accurate forecasts and business recommendations.
• Proven ability to partner effectively with operational teams and influence decision-making.
• Excellent written and verbal communication skills, with the ability to present complex financial information to non-financial audiences.
• Strong analytical, organizational, and problem-solving capabilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Working knowledge of U.S. GAAP.
• Experience with Oracle EPM, SmartView, or similar planning and forecasting platforms preferred.
• Experience with Oracle, Oracle Cloud, or other ERP systems preferred.
• Professional certifications or advanced degrees such as CMA, CPA, or MBA are a plus.

Additional Information

• Candidates should demonstrate stable employment history and a track record of professional growth.
• Training period is expected to range from 3 to 6 months, depending on experience and onboarding progress.
• Interview process includes a virtual first-round interview followed by an onsite interview and skills assessment.