Strategic Financial Analyst: Forecasting & Insights

Paycom - ATS; Houston (TX); On-site; USD 75,000 - 105,000; Full time

Job summary

WeldFit is seeking a highly analytical Financial Analyst to support financial planning, reporting, and analysis across service and manufacturing operations in Houston. You will build and maintain financial models, forecast and budget, and prepare timely dashboards for leadership.

The ideal candidate has advanced Excel skills, strong quantitative ability, and clear communication to translate complex financial data into actionable insights for both finance and non-finance stakeholders.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related analytical field (MBA, and M&A experience is a plus).
• 4+ years' financial analysis experience in services and/or manufacturing.
• Advanced proficiency in Microsoft Excel (e.g., pivot tables, complex formulas, financial modeling).
• Prior Manufacturing hands on working experience.
• Strong quantitative and analytical competency.
• Proven track record of consistent data accuracy.
• Excellent written and verbal communication skills.
• Ability to translate complex financial information into clear insights for diverse audiences.
• Strong attention to detail and organizational skills.
• Proven ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Develop, maintain, and enhance financial models to support forecasting, budgeting, and strategic planning
• Prepare and deliver timely, accurate financial reports, presentations, and dashboards for leadership
• Analyze operational and financial performance, including revenue, COGS, margins, and service profitability
• Partner cross-functionally with operations, manufacturing, and leadership teams to provide actionable insights
• Support monthly, quarterly, and annual financial close processes
• Identify trends, risks, and opportunities through deep financial analysis
• Assist with budgeting and forecasting cycles, including variance analysis and performance tracking
• Drive process improvements and automation in reporting and data management
• Ensure data integrity and accuracy across financial systems and reporting tools
• Prepare presentations and summaries for executive leadership
• Create standard and ad-hoc reports, tools and dashboards

Skills

Advanced Excel

Financial analysis

Data visualization

PowerPoint

Communication

Attention to detail

Multi-tasking

Forecasting

Education

Bachelor's degree in Finance/Accounting/Economics or related analytical field

MBA

M&A experience

Tools

Microsoft Excel

PowerPoint

Job description

WeldFit is seeking a highly analytical Financial Analyst to support financial planning, reporting, and analysis across service and manufacturing operations in Houston. You will build and maintain financial models, forecast and budget, and prepare timely dashboards for leadership.

The ideal candidate has advanced Excel skills, strong quantitative ability, and clear communication to translate complex financial data into actionable insights for both finance and non-finance stakeholders.