Financial Planning and Analysis Specialist

Financial Planning and Analysis Specialist This range is provided by Mayatax. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range : $60,000.00/yr - $70,000.00/yr About the Company : Mayatx is a Houston-based Accounting & Tax firm, supporting businesses and individuals through bookkeeping, payroll and Tax advisory services. We are expanding our team with a talented FP&A Specialist to strengthen our financial insights and operational capabilities. About the Role : FP&A Specialist will work closely with leadership and cross-functional teams across countries to drive data‑driven decision making. The incumbent will build financial models, manage forecasts and collaborate with Accounting, tax and other operations leaders to enhance business performance. Responsibilities : Develop and maintain financial models, forecasts, and dashboards. Collaborate with global teams to align on budgets, KPI's, and variance analysis. Deliver actionable insights on revenue, expenses and profits. Support ERP and reporting integrations, using Quickbooks and Abacum. Partner with Tax and other client service teams using CRM Systems like CanopyTax. Identify opportunities by trend analysis and perform risk analysis for the business, using market intelligence, to support strategic planning. Analyze current and past financial data and performance to make recommendations on profit enhancement. Consistently analyze financial information based on both routine and ad‑hoc reports. Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators. Communicate financial insights suggesting business issues to management. Qualifications : Bachelor's degree in Accounting, Economics, or Finance (CPA or MBA preferred). 0 - 3 years' financial analysis and modeling experience in a CPA firm is highly preferred. Strong communication and experience working with multi‑country and multicultural teams. Experience with financial reporting automations and CRM Tools (e.g., CanopyTax). Required Skills : Financial modeling and analysis. Experience with ERP and CRM systems. Preferred Skills : Experience in a CPA firm. Familiarity with Quickbooks and Abacum. Experience with financial reporting automations. Seniority level : Associate Employment type : Full‑time Job function : Finance and Sales #J-18808-Ljbffr Mayatax