Sr FP&A Analyst

Evolve HR Solutions; Spring (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Evolve HR Solutions in Spring, TX is seeking a Senior FP&A Analyst to partner with executives and drive visibility into planning and performance. You will translate financial results into actionable business guidance and influence strategic decisions.

The role emphasizes building models, supporting planning, and delivering executive reporting to improve EBITDA and operating efficiency, with exposure to CEO/CFO and cross-functional leaders.

Qualifications

• 3-5 years of FP&A, corporate finance, or related analytical finance role.
• Strong financial modeling and advanced Excel skills.
• Experience working with large datasets and ERP/BI tools is preferred.
• Ability to translate financial data into concise story and practical recommendations.
• Strong attention to detail, sound judgment, and accuracy.
• Ability to manage multiple priorities in a fast-moving environment.
• Confidence communicating with senior leaders and across functions.
• Bachelor's degree in Finance, Accounting, Economics, or related field.

Responsibilities

• Build and maintain financial models that support budgeting, forecasting, scenario planning, and long-term decision-making.
• Analyze monthly results against budget, forecast, and prior periods, identifying the business drivers behind performance.
• Deliver clear insights into revenue trends, margin performance, expense management, and operating efficiency.
• Partner with business leaders to evaluate initiatives, challenge assumptions, and connect operational plans to financial outcomes.
• Support the annual planning process and rolling forecasts across departments.
• Prepare executive-level reporting and presentations that make complex financial information easy to understand and act upon.
• Monitor key performance indicators and provide actionable recommendations to improve results.
• Support financial due diligence for growth initiatives, acquisitions, and other strategic opportunities.
• Strengthen reporting consistency, data integrity, and confidence in the organization's financial information.

Skills

FP&A

Financial Modeling

Advanced Excel

ERP/BI tools

Data Analysis

Stakeholder Communication

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Job description

Senior FP&A Analyst - Role located in Spring, TX. Only Local Candidates will be reviewed

This is an opportunity to become a trusted financial partner inside a growth-focused insurance organization. You will work closely with business leaders and senior executives to improve visibility, strengthen planning, and translate performance data into clear actions.

The Senior FP&A Analyst will have meaningful exposure to the CEO, CFO, and operating leaders while influencing forecasts, resource decisions, margin improvement, and growth initiatives. The right person will enjoy moving beyond reporting what happened to explaining why it happened—and what the business should do next.

What You Will Own

• Build and maintain financial models that support budgeting, forecasting, scenario planning, and long-term decision-making.
• Analyze monthly results against budget, forecast, and prior periods, identifying the business drivers behind performance.
• Deliver clear insights into revenue trends, margin performance, expense management, and operating efficiency.
• Partner with business leaders to evaluate initiatives, challenge assumptions, and connect operational plans to financial outcomes.
• Support the annual planning process and rolling forecasts across departments.
• Prepare executive-level reporting and presentations that make complex financial information easy to understand and act upon.
• Monitor key performance indicators and provide actionable recommendations to improve results.
• Support financial due diligence for growth initiatives, acquisitions, and other strategic opportunities.
• Strengthen reporting consistency, data integrity, and confidence in the organization's financial information.

How Success Will Be Measured

• Improved forecast accuracy across revenue, margin, and expenses.
• Timely, accurate, and decision-ready reporting and analysis.
• Identification of cost-saving, margin-improvement, and revenue-optimization opportunities.
• Financial insights that materially improve business decisions.
• Meaningful contribution to EBITDA growth and stronger operating performance.

What You Bring

• 3-5 years of experience in FP&A, corporate finance, or a related analytical finance role; experience operating at a senior analyst level is preferred.
• Strong financial modeling and analytical capabilities, including advanced Excel skills.
• Experience working with large datasets and financial systems; exposure to ERP and business intelligence tools is preferred.
• The ability to translate financial data into a concise story and practical recommendations.
• Strong attention to detail, sound judgment, and a high commitment to accuracy.
• The ability to manage multiple priorities and produce high-quality work in a fast-moving environment.
• Confidence communicating with senior leaders and partnering across functions.
• A bachelor's degree in Finance, Accounting, Economics, or a related field.

Why This Role Is Unique

This role offers executive visibility, broad business exposure, and the chance to help leaders make better decisions as the organization grows.

If you enjoy finding the story behind the numbers and want your analysis to influence real business decisions, we would like to hear from you.