Strategic Financial Analyst: Turn Data into Decisions

Heath; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Heath is seeking a Business Analyst to combine strong analytical thinking with business and financial acumen. You’ll work across business, finance, IT, and project teams to turn data into insights that support better decisions and drive process improvements.

This role involves financial planning, forecasting, budgeting, KPI reporting, and partnering with stakeholders to translate ideas into practical solutions. A local candidate in the Houston area is preferred for interviews and on-site work.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• 2+ years of experience in business analysis, FP&A, financial analysis, or a similar analytical role.
• Strong proficiency in Microsoft Excel.
• Experience with data visualization tools such as Power BI or Tableau.
• Strong analytical and problem-solving skills.
• Ability to communicate complex information clearly to both technical and non-technical audiences.
• Strong attention to detail and commitment to data accuracy.
• Ability to manage multiple priorities and meet deadlines in a dynamic environment.
• Experience working collaboratively with both business and finance teams.
• Working knowledge of GAAP, financial reporting, and corporate finance principles.

Responsibilities

• Partner with business and finance teams to understand operational and financial needs.
• Lead and participate in requirements-gathering discussions and translate business needs into clear, actionable requirements.
• Analyze business processes and financial data to identify trends, inefficiencies, risks, and cost-saving opportunities.
• Conduct gap analyses and impact assessments to evaluate proposed changes and initiatives.
• Look for opportunities to improve processes, reporting, efficiency, and business performance.
• Assist with financial modeling, budgeting, forecasting, and variance analysis.
• Support monthly, quarterly, and annual planning and reporting cycles.
• Help develop business models and workflows that support organizational initiatives.
• Monitor KPIs and business metrics and provide insights into performance and trends.
• Support banking covenant requirements and investment reporting.
• Prepare ad-hoc financial and operational analyses to support leadership decision-making.
• Develop reports, dashboards, presentations, and other tools that make complex information easier to understand.
• Translate analytical findings into clear recommendations for business leaders and stakeholders.
• Collaborate with IT, Accounting, Finance, and Project Management to translate requirements into practical solutions.
• Help ensure that business solutions align with organizational, operational, and financial objectives.
• Support projects and initiatives that improve how the organization operates.

Skills

Analytical thinking

Financial acumen

Communication

Attention to detail

Multitasking

GAAP knowledge

Cross-functional collaboration

Education

Bachelor’s degree in Finance/Accounting/Business Administration

Tools

Microsoft Excel

Power BI

Tableau

Job description

Heath is seeking a Business Analyst to combine strong analytical thinking with business and financial acumen. You’ll work across business, finance, IT, and project teams to turn data into insights that support better decisions and drive process improvements.

This role involves financial planning, forecasting, budgeting, KPI reporting, and partnering with stakeholders to translate ideas into practical solutions. A local candidate in the Houston area is preferred for interviews and on-site work.