Financial Planning & Analysis Analyst

Financial Planning & Analysis Analyst

Job Category: Finance Requisition Number: FINAN002510

Job Title: FP&A Analyst

Location: Houston, TX | In-Office

Reports To: FP&A Manager

About the Role

We are looking for an entry-level FP&A Analyst to join our growing finance team. This role is ideal for recent graduates, early-career professionals, or individuals transitioning from another function into FP&A who want to develop a strong foundation in financial planning, reporting, and analysis within an EPC (Engineering, Procurement, and Construction) environment.

The FP&A Analyst will be responsible for supporting budgeting, forecasting, variance analysis, and financial reporting while working closely with project teams, department heads, and senior finance leaders. This role provides an excellent opportunity to develop technical financial skills, business acumen, and cross-functional collaboration experience while gaining exposure to large-scale capital projects and strategic financial decision-making. Internal candidates looking to transition into FP&A are highly encouraged to apply.

Key Responsibilities

1. Financial Planning & Forecasting Support

· Assist in the monthly, quarterly, and annual budgeting and forecasting processes.

· Update financial models and reports with actual vs. forecasted data, ensuring accuracy.

· Support long-term financial planning and scenario analysis to assess business impacts.

2. Project Performance & Cost Tracking

· Work with project teams to track project costs, schedules, and financial impacts.

· Assist in work-in-progress (WIP) tracking to help monitor project financial performance.

· Conduct basic variance analysis, identifying trends and potential cost risks.

3. Data Analysis & Reporting

· Create and maintain financial reports and dashboards to monitor key performance indicators (KPIs).

· Use Excel, Power BI, and Tableau to develop visual financial insights for leadership.

· Ensure that all reports are clear, concise, and well-structured for decision-making.

4. Cross-Functional Collaboration

· Work closely with project managers, finance, and operations to align project and departmental financials.

· Support treasury, accounting, and other teams in analyzing financial data and trends.

· Communicate findings in a professional, easy-to-understand format for non-finance stakeholders.

5. Process Improvement & Financial Systems

· Assist in identifying opportunities for process automation and data standardization.

· Support system integrations and enhancements in ERP and BI tools.

· Help document best practices to improve forecasting, budgeting, and reporting accuracy.

Key Competencies & Skills Required

o Financial Analysis & Reporting – Strong foundation in financial modeling, variance analysis, and reporting

o Excel & Data Visualization – Advanced proficiency in Excel, Power BI, and Tableau.

o Attention to Detail – Ability to identify trends, errors, and opportunities in financial data.

o Technology & Financial Systems – Exposure to ERP systems (SAP, Oracle), SQL, or BI tools is a plus.

o Cross-Functional Communication – Strong ability to collaborate across departments and present financial insights clearly.

o Analytical & Problem-Solving Skills – Ability to break down complex financial information into actionable insights.

o Adaptability & Willingness to Learn – Open to new challenges and eager to develop FP&A expertise.

Experience & Qualifications

Education:

· Bachelor's degree in Finance, Accounting, Economics, Business, Engineering or a related field.

· 2-4 years of experience in finance, accounting, data analysis, or a related field.

· Advanced proficiency in Microsoft PowerPoint and Excel proficiency (complex financial formulas, data analysis)

· Internship or academic project experience in financial modeling, forecasting, or business analysis is a plus.

· Strong work ethic and works well in team environment

Technical Skills:

· Advanced Excel proficiency (complex financial formulas, data analysis).

· Exposure to Power BI, Tableau, SQL, or Vista Viewpoint is a plus.

· Understanding of basic GAAP financial principles and corporate finance concepts.

Preferred Industry Experience:

· Experience or coursework related to EPC, construction, capital projects, or infrastructure finance is beneficial but not required.

Important Interview Policy:

To ensure a focused conversation and protect the privacy of both our candidates and team members, the use of AI note-takers, recording devices, or real-time transcription software is strictly prohibited during this interview. If an unauthorized bot joins the meeting, our team will ask for it to be removed before beginning the interview. Thank you for your cooperation!

Signal Energy is an Equal Opportunity Employer and uses E-Verify.