Job Description

Senior FP&A Analyst

Houston, TX

Experience level: Mid-senior

Experience required: 5 Years

Education level: Bachelor's degree

Job function: Finance

Industry: Oil & Energy

Total position: 1

Relocation assistance: No

Visa sponsorship eligibility: No

Position Summary:

• Our client is seeking a highly analytical, strategic, and business-minded Senior FP&A Analyst to join their growing Finance team. This individual will serve as a key financial partner to operational and functional leaders throughout the organization, providing financial insights that drive business performance and strategic decision-making.
• The ideal candidate will bring strong experience in financial planning and analysis, budgeting, forecasting, financial modeling, and executive reporting. This position offers the opportunity to work cross-functionally with leadership teams and play a critical role in supporting the company's financial and operational objectives.

Key Responsibilities:

• Serve as the primary FP&A business partner to operational and departmental leaders across the organization.
• Lead monthly financial analysis, including actual-to-budget, actual-to-forecast, and year-over-year variance reporting.
• Prepare, coordinate, and maintain annual budgets, quarterly forecasts, and long-term financial plans.
• Develop and maintain complex financial models, forecasting tools, and scenario analyses to support strategic initiatives.
• Analyze revenue, gross margin, operating expenses, profitability, and working capital trends while providing actionable recommendations to leadership.
• Partner with operations teams to identify business risks, growth opportunities, and cost-saving initiatives.
• Prepare and present monthly business reviews, KPI dashboards, executive presentations, and management reporting packages.
• Support pricing strategies, capital investment evaluations, and other business decisions through financial analysis and business case development.
• Drive continuous process improvements related to financial reporting, planning methodologies, and systems utilization.
• Ensure accurate revenue recognition and compliance with accounting policies, internal controls, and financial reporting requirements.
• Support internal and external audits while maintaining adherence to SOX compliance standards.
• Collaborate closely with Accounting, Operations, Sales, and Corporate Finance teams to align financial results, forecasts, and business objectives.
• Participate in special projects, strategic initiatives, and ad hoc financial analyses as needed

Required:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 5 years of progressive FP&A, Corporate Finance, or Financial Analysis experience.
• Advanced Microsoft Excel skills, including:
• Complex formulas and functions
• Pivot tables
• Financial modeling
• Forecasting and scenario analysis
• Strong understanding of budgeting, forecasting, variance analysis, and management reporting.
• Experience presenting financial results and recommendations to senior leadership.
• Excellent analytical, organizational, problem-solving, and communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Preferred:

• MBA, CPA, and/or CMA designation.
• Experience with Oracle EPM or other enterprise planning and forecasting systems.
• Experience supporting manufacturing, distribution, industrial, or multi-site operations.
• Knowledge of SOX compliance, internal controls, and revenue recognition principles.

Desired Skills & Competencies:

• Strategic thinker with strong business acumen.
• Highly analytical with exceptional attention to detail.
• Ability to influence and partner with stakeholders at multiple levels of the organization.
• Self-motivated, proactive, and results-oriented.
• Strong presentation and executive communication skills.
• Ability to translate complex financial data into clear business insights.

Why Join?

• This is an excellent opportunity for a finance professional who enjoys partnering with business leaders, influencing key decisions, and helping drive organizational success through financial analysis and strategic planning. The Senior FP&A Analyst will have significant visibility across the organization and the opportunity to make a meaningful impact on business performance and growth.

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