Financial Planning Analyst – Houston TX

Position Overview

The Financial Reporting and Analysis (FP&A) Analyst will play a pivotal role in supporting the strategic and operational objectives of the company. This position is responsible for leading financial modeling efforts, developing comprehensive business cases, assisting with financial reporting, and supporting mergers and acquisition (M&A) activities including post-acquisition integration.

Key Responsibilities

• Develop and maintain robust financial models to support budgeting, forecasting, and scenario analysis for business units and corporate initiatives.
• Prepare business cases for new projects, investments, and operational improvements, including detailed financial analysis, risk assessment, and return on investment calculations.
• Support M&A activities by conducting financial due diligence, modeling target company performance, and assisting in valuation processes.
• Work closely with cross-functional teams to facilitate the integration of acquired companies, ensuring alignment of financial reporting, systems, and processes.
• Monitor and analyze key performance indicators, providing actionable insights to senior leadership and recommending strategies for improvement.
• Aid in the preparation and analysis of monthly, quarterly, and annual financial reporting, including variance analysis and management reporting.
• Cook up the annual budgeting and forecasting process, including reforecasts as considered necessary.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (Master’s degree or CPA/CFA preferred).
• Minimum of 5 years’ experience in financial reporting and analysis, ideally within the oil and gas or energy sector.
• Proven expertise in financial modeling, business case development, and M&A support.
• Strong understanding of accounting principles, financial regulations, and industry-specific compliance standards.
• Excellent analytical, problem-solving, and communication skills.
• Advanced proficiency in NetSuite, PowerBI, Microsoft Excel and financial software tools.
• Ability to work collaboratively in a fast-paced, dynamic environment.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical Setting

Office

Experience

• GAAP: 7 years (Required)

License/Certification

• CPA (Required)

Work Location

Hybrid remote in Houston, TX 77229

Desired Skills

• Technical Problem-Solving and Mechanical/Electrical Aptitude is required of the candidate
• Attitude to face all challenges presented
• Ability to apply critical thinking and technical knowledge to develop solutions for customer problems
• Experience with ISO based Quality System
• Experience with API/ASME codes
• Experience with automation and industrial control systems
• Strong computer and administration skills
• Strong organizational and communications skills
• Familiarity with P&ID’s, build instructions and CAD principles (Solidworks skills preferred)
• Strong shop skills (cutting, welding, fitting, assembly, troubleshooting)