Treasury & FP&A Analyst: Strategic Budgeting & Forecasting

Navigate Search; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Navigate Search is seeking a Treasury & FP&A Analyst to join its finance team in Houston. The role offers ownership of budgeting, forecasting, treasury reporting, and financial analysis, partnering with senior leadership to drive strategic decisions.

Candidates should have 4–6 years in FP&A or related finance roles, strong Excel, and cash/treasury experience. This position emphasizes analytics, dashboards, and cross-functional collaboration.

Qualifications

• Bachelor’s degree in Finance, Accounting or a related field.
• 4–6 years of FP&A, corporate finance or related analytical experience.
• Strong data analytics and trend recognition capabilities.
• Cash/treasury experience is preferred.
• Advanced Excel skills including macros and Power Query.
• Experience with budgeting, forecasting, reporting and variance analysis.
• Excellent analytical, organizational and communication skills.

Responsibilities

• Assist with budgeting and forecasting processes.
• Prepare financial models, management reports and variance analyses.
• Analyze financial performance and key metrics to support strategy.
• Support month-end reporting and financial planning activities.
• Develop dashboards and reporting tools for visibility.
• Support cash flow reporting and treasury activities.
• Assist audit requests with schedules and docs.
• Partner with leaders across departments to provide insights.
• Identify opportunities to improve reporting and processes.

Skills

Financial Modeling

Forecasting

Data Analytics

Cash/Treasury

Excel Macros

Power Query

Variance Analysis

Budgeting

Education

Bachelor's degree in Finance/Accounting

Tools

Power Query

Job description

Navigate Search is seeking a Treasury & FP&A Analyst to join its finance team in Houston. The role offers ownership of budgeting, forecasting, treasury reporting, and financial analysis, partnering with senior leadership to drive strategic decisions.

Candidates should have 4–6 years in FP&A or related finance roles, strong Excel, and cash/treasury experience. This position emphasizes analytics, dashboards, and cross-functional collaboration.