Financial Analyst-Level 2 - Experienced (6 - 10 Years)

Financial Analyst-Level 2 - Experienced (6 - 10 Years)Job#: Job Description:Financial Analyst-Level 2 - Experienced (6 - 10 Years)Location: Houston, Texas (Onsite)Role OverviewThe Finance & Business Planning Analyst will support corporate finance activities including headcount planning, G&A budgeting, capital planning, invoice management, forecasting, and executive reporting. This role will partner across Finance, Accounting, Operations, HR, and business leaders to maintain financial models, coordinate budget submissions, prepare management reporting, and support strategic planning initiatives. The ideal candidate has strong Excel and financial modeling skills, attention to detail, and the ability to work independently in a fast-paced environment.Key ResponsibilitiesMaintain headcount planning files, workforce forecasts, and track organizational changes.Maintain G&A budgets and forecasts across multiple departments and consolidate submissions.Support the development and maintenance of capital expenditure forecasts and track project spend.Review vendor invoices for accuracy, track approvals, and coordinate with stakeholders.Prepare PowerPoint presentations, management reports, and build Excel-based financial models.Conduct ad hoc financial analyses, scenario modeling, and assist with strategic projects.Conduct complex financial impact analyses on company initiatives and develop financial models.Evaluate the financial integrity and competitive positioning of resource allocation plans.Required QualificationsEducation: Bachelor's degree in Finance, Accounting, Economics, Business, or a related field is required.Experience: 5-10 years of experience in financial modeling and strategic planning.Technical Skills:Advanced Microsoft Excel (Pivot Tables, XLOOKUP/VLOOKUP, SUMIFS)Financial modeling and data analysisPowerPoint presentation developmentFinancial planning and forecasting experienceBudgeting and variance analysisPreferred QualificationsMBA, CPA, or other relevant graduate degree.Experience with SAP, Oracle, Hyperion, or similar planning tools.Fieldglass experience.Workforce planning and capital project accounting exposure.Experience with Power BI or other reporting tools.FP&A experience and experience supporting executive leadership.Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at (emailprotected) or . Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.