Sr. Financial Forecasting Analyst

Tundra Technical Solutions; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial solutions provider based in Houston is seeking an experienced financial analyst to support operations leadership with detailed financial analysis and decision-making. The ideal candidate will analyze financial statements, oversee budgeting, support forecasting processes, and collaborate between accounting and operations. A minimum of 3 years of FP&A or accounting experience is required. Proficiency in Excel and familiarity with financial platforms like Hyperion is beneficial. The role may involve travel between the US and Canada.

Qualifications

• Experience in financial analysis and decision making.
• Ability to coordinate financial forecasts and planning processes.
• Skills in developing financial models for CAPEX and M&A.

Responsibilities

• Assist in financial analysis and decision making for facility health.
• Analyze and report financial statements consistently across locations.
• Support review during the close process and provide root cause analysis.

Skills

Strong Excel Skills

Strong analytical skills

Excellent communication and organization skills

Understanding of accounting theory

Experience identifying trends from data

Education

Minimum of 3 years FP&A or Accounting experience

Bachelor's degree in Finance or Accounting (preferred)

Tools

Hyperion

Smartview

JDE or similar accounting system

Job description

- Partner with Regional operations leadership to assist in financial analysis and decision making in support of the financial health of the facility

- Provide analysis of the financial Statements including:

- Analyze and report financial results consistently across all locations, including revenues, margin analysis, operating profit, capital expenditures, and balance sheet activities

- Breakeven points & cost basis

- Update and report Working Capital

- Support review during close process, including monthly flash reporting

- Provide analysis of root cause issues and solutions

- Provide analysis of P&L impact on restructures, organic expansion, and acquisitions

- Provide financial Models for CAPEX, M&A, divestitures and organic expansion

- Monitor the inventory health / Monday reports and work with the business to fix transactions

- Coordinate and run the forecasts, mid-year and annual financial planning process

- Provide implementation support and follow through on new procedures and processes

- Manage and continually measure a process for ensuring the accuracy of financial data.

- Manage and report accounting controls for businesses in country

- Assist in monitoring and controlling processes in our collection efforts

- Assist in Global Business unit Finance projects and reporting exercises where needed

- Serve as liaison between operations and accounting/gl teams providing clarification, research and support

- Support US and Canada Inventory Cycle Count processes

- Review balance sheet and P&L accounts and provide detailed variance explanations and resolve potential errors

- Prepare ad-hoc data analysis and reports for management as needed

- Travel between US and Canada required

REQUIRED EDUCATION & EXPERIENCE:

- Minimum of 3 years FP&A or Accounting experience or equivalent preferred

TECHNICAL COMPETENCIES:

- Strong Excel Skills

- Strong skills and knowledge of accounting theory and application of financial principles

- Experience with Hyperion & Smartview is beneficial

- Strong experience with JDE or similar accounting system

- Business Intelligence Experience

JOB SPECIFIC COMPETENCIES:

- Excellent communication and organization skills.

- Must be detail oriented with strong analytical skills

- Skilled in identifying trends and drawing conclusions from large amounts of data

- Pro-active operating style requiring high energy level and tolerance to tight deadlines

- Ability to work in a team setting to meet deadlines and goals alongside Business partners