Jobs · Finance · Texas

Financial Planning and Analysis (FP&A) - Associate Director

Riveron · Houston, TX · 4 wk ago
HybridFinance$148k–$224k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes description of company and role. We need headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real specific content. Let's parse content: - About Riveron: description of company, values, culture. Could be "About the role"? Actually "About Riveron" is about company. The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can use "About the role" heading for description of role? But we have "About Riveron" which is about company. Might still fit under "About the role"? Probably better to use "About the role" for role description (Who You Are, What You'll Do). However we have separate sections for Requirements, Qualifications, Skills. The posting includes "Who You Are" (education, experience, skills). That could be Requirements/Qualifications/Skills. "What You'll Do" is Responsibilities. We also have "About Riveron" which could be placed under "About the role"? Might be considered company overview; but we could still put under "About the role" as it's about the role's context. Or we could omit if not specific? The instruction: include a section ONLY when the posting has real, specific content for it. There is content about Riveron, so we can include a section maybe "About the role" containing that. We need to avoid boilerplate: remove EEO, fraud alert, AI tools, etc. Also remove application instructions (Applications for this evergreen opportunity will be accepted through Dec 31, 2026.) That's application instruction? It's a deadline; maybe considered application instruction; we should remove. Also remove "Want to stay connected..." etc. Also remove social media links. Also remove "Full time roles are eligible for a full range of benefits..." that's benefits info, we keep. Also "Contract roles are not eligible for benefits." keep? It's about benefits. Also "Compensation Range: $148K - $224K" is Pay. We need to preserve all substantive information. So we need to include: - About Riveron (company description, values, culture, flexibility, progressive benefits, meaningful work, etc.) - Responsibilities: "What You'll Do" bullet list: Execute project plans and deliver solutions across the following FP&A domains: Performance visibility – deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution, and visualization dashboards; Financial planning – assist clients with developing forecasting and budgeting processes, implementing planning technologies, and developing long-range models; Interim FP&A – support clients in an interim FP&A leadership capacity; Decision support – provide clients with point-specific FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design. - Requirements/Qualifications/Skills: "Who You Are" includes: Bachelor’s in business or related field (Master’s preferred); Minimum of 7+ years relevant experience, preferably mix of consulting/investment banking and corporate/business unit FP&A; Mastery of financial modeling, specifically creating integrated, driver-based 3 statement models and 13-week cash forecast models; Experience within one or more of the following technologies: Corporate Performance Improvement (Adaptive Planning, Anaplan, NetSuite Planning & Budgeting, OneStream, Oracle FCCS, SAP BPC, or similar), Data Visualization & Analysis (Tableau, PowerBI, Alteryx); Mastery of Microsoft Office Products, advanced Excel and PowerPoint skills; Advanced knowledge of accounting and finance, specifically the relationships between financial statements; Passion for developing and maintaining client relationships; Get the job done and have fun doing it; Communicate skillfully with a variety of audiences and can create compelling stories from data; Thrive in an ever-changing, dynamic work environment; Readily identify problems and instinctively look for solutions; Enjoy participating in internal and external company initiatives such as community service, training, recruiting, and firm events; Ability and desire to travel as required based on client location; Willing and able to travel as needed to meet client and business needs, as travel is an expected part of this role. We could split into Requirements (education, experience), Qualifications (technical skills), Skills (soft skills). But we can also combine. The instruction: prefer a few substantive sections over many thin ones. So maybe we have sections: About the role, Responsibilities, Requirements (combining education, experience, technical), Skills (soft skills and travel), Benefits, Pay. We need to avoid placeholder text like "commensurate with experience". Not present. We must not repeat job title as heading. No job title given explicitly; ignore. We must not put Job ID/requisition numbers as headings. We must output only HTML fragment, no /, no markdown. Let's craft:

About the role

Riveron helps public and private organizations improve business performance, align the enterprise operating model for growth, and achieve strategic objectives. Riveron brings functional leadership, subject matter expertise, and proprietary tools to align business performance with growth and strategic objectives. We target your core operational and financial performance drivers to improve profitability, increase spend effectiveness, and improve overall working capital. Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Services Optimization, Operations & Supply Chain, Program & Change Management, and Profit Enhancement. At Riveron, we partner with clients—from global multinationals to high-growth private entities—to solve complex finance challenges, guided by our DELTA values: Drive, Excellence, Leadership, Teamwork, and Accountability. Our entrepreneurial culture thrives on collaboration, diverse perspectives, and delivering exceptional outcomes. We are committed to fostering growth, both for our clients and our people, through mentorship, integrity, and a client-centric approach. This inclusive environment offers flexibility, progressive benefits, and meaningful opportunities for impactful work that supports well-being in and out of the office.

Responsibilities

  • Execute project plans and deliver solutions across the following FP&A domains:
    • Performance visibility – deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution, and visualization dashboards
    • Financial planning – assist clients with developing forecasting and budgeting processes, implementing planning technologies, and developing long-range models
    • Interim FP&A – support clients in an interim FP&A leadership capacity
    • Decision support – provide clients with point-specific FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design
But nested ul may be okay. Could flatten: each responsibility as li with subtext. Simpler: each bullet as li with description. Let's do:

Responsibilities

  • Execute project plans and deliver solutions across the following FP&A domains:
    • Performance visibility – deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution, and visualization dashboards
    • Financial planning – assist clients with developing forecasting and budgeting processes, implementing planning technologies, and developing long-range models
    • Interim FP&A – support clients in an interim FP&A leadership capacity
    • Decision support – provide clients with point-specific FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design
But nested ul inside li may be unconventional but okay. Could instead make each as separate li with the description. Simplify: list each domain as li.

Responsibilities

  • Performance visibility – deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution, and visualization dashboards
  • Financial planning – assist clients with developing forecasting and budgeting processes, implementing planning technologies, and developing long-range models
  • Interim FP&A – support clients in an interim FP&A leadership capacity
  • Decision support – provide clients with point-specific FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design
But we lost the introductory sentence "Execute project plans and deliver solutions across the following FP&A domains:" Could incorporate as a preceding p. Let's do:

Responsibilities

Execute project plans and deliver solutions across the following FP&A domains:

  • Performance visibility – deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution, and visualization dashboards
  • Financial planning – assist clients with developing forecasting and budgeting processes, implementing planning technologies, and developing long-range models
  • Interim FP&A – support clients in an interim FP&A leadership capacity
  • Decision support – provide clients with point-specific FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design
Now Requirements section: include education, experience, technical expertise.

Requirements

  • Bachelor’s in business or related field of study (Master’s is preferred)
  • Minimum of 7+ years of relevant experience, preferably a mix of consulting/investment banking roles and corporate or business unit FP&A roles
  • Mastery of financial modeling, specifically creating integrated, driver-based 3 statement models and 13-week cash forecast models
  • Experience within one or more of the following technologies: Corporate Performance Improvement (Adaptive Planning, Anaplan, NetSuite Planning & Budgeting, OneStream, Oracle FCCS, SAP BPC, or similar), Data Visualization & Analysis (Tableau, PowerBI, Alteryx)
  • Mastery of Microsoft Office Products, advanced Excel and PowerPoint skills
  • Advanced knowledge of accounting and finance, specifically the relationships between financial statements
Skills section: soft skills, travel, client relationship, etc.

Skills

  • Passion for developing and maintaining client relationships
  • Get the job done and have fun doing it
  • Communicate skillfully with a variety of audiences and can create compelling stories from data
  • Thrive in an ever-changing, dynamic work environment
  • Readily identify problems and instinctively look for solutions
  • Enjoy participating in internal and external company initiatives such as community service, training, recruiting, and firm events
  • Ability and desire to travel as required based on client location
  • Willing and able to travel as needed to meet client and business needs, as travel is an expected part of this role
Benefits: we have "Full time roles are eligible for a full range of benefits including medical, dental, and vision insurance, 401(k) with company match, and PTO. A complete description of all available benefits can be found at Riveron's Benefits page at https://riveron.com/riveron-life/. Contract roles are not eligible for benefits." We should keep that but maybe summarize: medical, dental, vision insurance, 401(k) with company match, PTO. Also note contract roles not eligible. We'll put in

Benefits

with p. Pay: Compensation Range: $148K - $224K. Schedule: Not mentioned; we should not create Schedule section. Now ensure we removed boilerplate: removed EEO, fraud alert, AI tools, social media, application deadline, "Want to stay connected...", "Check Us Out On Social Media", etc. Also removed "Applications for this evergreen opportunity will be accepted through Dec

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