Financial Planning and Analysis Analyst

About the Role

The Financial Planning and Analysis (FP&A) Analyst will support the FP&A and Corporate Finance team by assisting with financial planning, reporting, and analysis across the organization. This role is ideal for a recent graduate or early-career professional seeking to build a foundation in FP&A and Corporate Finance.

Responsibilities

• Assist in monthly forecasting, annual budgeting, and long-term planning workstreams under the guidance of senior FP&A and Corporate Finance team members.
• Help maintain up-to-date financial forecasts to support business planning and performance analysis.
• Collect, organize, and validate financial and operational data from accounting teams and business units to ensure accuracy and consistency.
• Support monthly closing processes, ensuring compliance with financial regulations and company policies.
• Assist in preparing weekly and monthly cash flow forecasts for accurate liquidity planning.
• Help prepare the monthly reporting package, including financial performance analysis versus budget and forecast.
• Monitor key performance indicators (KPIs), investigate variances, and contribute to financial performance insights for management.
• Support senior team members in preparing presentations for the Board and Management, including budget approval, variance analysis, and forecast updates.
• Collaborate on improving financial processes through tools, systems, automation, and standardization.
• Provide ad hoc financial analysis and support special projects under the guidance of senior team members.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 0-2 years of relevant experience, including internships or academic work.
• Proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint.
• Analytical skills with attention to detail and a willingness to learn.
• Ability to communicate financial information clearly to finance and operational leaders.
• Strong interpersonal skills, with the ability to work in fast-paced environments and collaborate with diverse stakeholders.
• Capability to work independently and as part of a cross-functional team, adapting to changing priorities.
• Willingness to travel as needed.
• Fluency in English, with strong speaking, reading, writing, and comprehension skills.
• US work authorization (no visa sponsorship available).
• Successful completion of a pre-employment drug screen and background check.

Desired Qualifications

• Internship or academic experience in FP&A, accounting, or financial analysis.
• Exposure to ERP systems, Business Intelligence (BI) tools, or financial planning software.
• Interest in FP&A, Corporate Finance, budgeting, and forecasting.

Work Location: 6401 North Eldridge Pkwy, Houston, TX 77041

Reports To: Corporate Finance Manager