Financial Planning Analyst

Manage and complete monthly, quarterly, and annual operating reports within established deadlines, including monthly financial performance decks, budget presentations, and ad hoc reports requested by ownership. This role offers direct exposure to executive management and Finance leadership while supporting budgeting, forecasting, KPI reporting, variance analysis, compliance reporting, and executive-level financial presentations.

FINANCIAL (FP&A) ANALYST

South Houston

ABOUT THE ROLE

Our Client is seeking a Financial (FP&A) Analyst who enjoys transforming complex financial and operational data into meaningful business insights. This role offers direct exposure to executive management and Finance leadership while supporting budgeting, forecasting, KPI reporting, variance analysis, compliance reporting, and executive-level financial presentations.

This is an excellent opportunity for an FP&A professional with strong Excel and financial modeling capabilities who wants their analysis to help influence business decisions within a complex organization.

RESPONSIBILITIES

Manage and complete monthly, quarterly, and annual operating reports within established deadlines, including monthly financial performance decks, budget presentations, and ad hoc reports requested by ownership

Prepare quarterly compliance reports required by financial institutions

Develop concise variance analyses and supporting commentary that identify and explain differences among actual results, forecasts, and budgets

Evaluate complex financial and operational data and provide management with accurate, timely insights and recommendations to support decision-making

Partner with Finance leadership to establish key performance indicators and produce recurring reports that track KPI performance

Communicate KPI results, financial trends, and key findings to Finance leadership and senior management

Prepare monthly financial operating presentations, budget materials, and customized ad hoc reports requested by ownership

Apply financial and operational data analysis techniques to develop accurate and timely recommendations that support management decisions

Perform additional duties and responsibilities as assigned

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

PREFERRED QUALIFICATIONS

Previous experience in the manufacturing industry