Senior FP&A Analyst

Title: Senior FP&A Analyst
Location: Houston, TX 77042 (Hybrid)

Employment: Full-Time

Position Summary

We are seeking a highly analytical, strategic, and business-minded Senior FP&A Analyst to join the Finance team. This individual will serve as a key financial business partner to operational and functional leaders, providing financial insights that support business performance and strategic decision-making.

The ideal candidate will have strong experience in financial planning and analysis, budgeting, forecasting, financial modeling, and executive reporting. This role offers the opportunity to collaborate cross-functionally with leadership teams and contribute to the organization'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, 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 business decisions through financial analysis and business case development.
• Drive continuous improvements in 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 compliance with SOX standards.
• Collaborate 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 Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 5 years of progressive experience in FP&A, Corporate Finance, or Financial Analysis.
• 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 Qualifications

• 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 and Competencies

• Strategic thinking and strong business acumen.
• High analytical ability and exceptional attention to detail.
• Ability to influence and partner with stakeholders at multiple organizational levels.
• Self-motivated, proactive, and results-oriented approach.
• Strong presentation and executive communication skills.
• Ability to translate complex financial data into clear, actionable business insights.