Strategic FP&A Analyst: Drive Budgets & Insights

Search Services; Houston (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Search Services in South Houston is seeking a Financial (FP&A) Analyst who turns complex financial and operational data into actionable insights, with direct exposure to executive finance leadership.

You will support budgeting, forecasting, KPI reporting, variance analysis, and compliance reporting, delivering concise presentations to ownership and senior management; this role demands advanced Excel skills and strong financial modeling to influence decisions in a complex organization.

Qualifications

• Bachelor’s degree in accounting, finance, or economics.
• 2+ years of FP&A experience within a complex business environment.
• Strong Excel-based financial modeling and forecasting capabilities.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with business process management.
• Demonstrated knowledge of preparing monthly financial operating presentations, budget materials, and customized ad hoc reports.
• Understanding of quarterly compliance reporting requirements established by financial institutions.
• Ability to produce clear variance analyses and written explanations of the factors driving differences between actual performance, forecasts, and budgets.
• Strong knowledge of financial and operational data analysis techniques.
• Excellent interpersonal skills with an emphasis on teamwork and cross‑functional collaboration.
• Strong attention to detail and ability to consistently meet established deadlines.
• Excellent verbal and written communication skills with the ability to present financial information clearly to Finance leadership and senior management.

Responsibilities

• Manage monthly, quarterly, and annual operating reports within deadlines, including monthly financial performance decks, budget presentations, and ad hoc reports for ownership.
• Prepare quarterly compliance reports required by financial institutions.
• Develop concise variance analyses and commentary that explain differences among actual results, forecasts, and budgets.
• Evaluate complex financial data and provide management with timely insights and recommendations.
• Partner with Finance leadership to establish KPIs and produce recurring KPI reports.
• Communicate KPI results and financial trends to Finance leadership and senior management.
• Prepare monthly financial operating presentations, budget materials, and customized ad hoc reports for ownership.
• Apply financial and operational data analysis techniques to develop timely recommendations for management decisions.
• Perform additional duties and responsibilities as assigned.

Skills

Excel

Financial modeling

Forecasting

Variance analysis

PowerPoint

Reporting

Cross-functional collaboration

Education

Bachelor’s degree in accounting/finance/economics

Tools

Microsoft Excel

PowerPoint

Job description

Search Services in South Houston is seeking a Financial (FP&A) Analyst who turns complex financial and operational data into actionable insights, with direct exposure to executive finance leadership.

You will support budgeting, forecasting, KPI reporting, variance analysis, and compliance reporting, delivering concise presentations to ownership and senior management; this role demands advanced Excel skills and strong financial modeling to influence decisions in a complex organization.