Financial Analyst

Description:

Financial Analyst

Targeted Start Date: ASAP

Location: Houston, Texas metro area as this is a hybrid position and is on-site 2 days a week at 2103 Citywest Blvd., Houston, TX 77042

Immediate Supervisor: Director of Finance

Travel Requirements: None

Direct Reports: None
Relocation: No relocation provided

Position Type: Full-time, salary exempt, experience required
Compensation Range: $85,000 to $95,000 base salary

Additional Compensation Plan -Yes, an annual discretionary bonus plan up to 5%

About PCS

PCS Software, Inc. is an AI-driven transportation management platform leader fielding disruptive innovation for mid-to-large sized enterprise shippers, carriers, and brokers in the United States and Canada.

Cloud-based, API-integrated, PCS Software automates the entire transportation logistics operation via a single, comprehensive solution. Accessible via the web or the companion mobile app, the PCS platform delivers powerful functionality to manage rate and route optimization, mode selection, dispatch/tendering, carrier and fleet management, safety and compliance, freight yard management, settlement/accounting and more.

Job Description

We are looking for a detail-oriented and analytically driven Financial Analyst to join our Finance team. Reporting to the Director of Finance, this role sits at the intersection of financial reporting, planning, and business partnering. You will own core deliverables that go directly to leadership and our board, while also supporting the broader FP&A function across budgeting, forecasting, and operational analysis. This role requires strong attention to detail, the ability to manage competing deadlines, and a genuine interest in translating financial data into actionable business insights.

Responsibilities Include:

Reporting and Variance Analysis

• Own the monthly budget-to-actual variance analysis across revenue, gross margin, and operating expenses — identifying key drivers and summarizing findings in a clear, executive-ready format
• Investigate and explain variances versus budget, prior year, and forecast; coordinate with department leads to gather context and validate assumptions
• Prepare and present monthly financial reporting packages including P&L by department, forecast vs. budget, and prior year comparisons
• Maintain and continuously improve reporting templates to ensure consistency and efficiency month over month
• Board and Executive Reporting
• Lead the preparation of the monthly and quarterly operations deck delivered to the Board of Directors and third-party stakeholders (e.g., private equity owners, banking partners)
• Translate financial data into concise narratives and visuals that communicate business performance, trends, and risks clearly to executive and non-finance audiences
• Develop the weekly Flash Report delivered to the internal leadership team and Board of Directors
• Support the preparation of PowerPoint decks for private equity owners, banking partners, and board of directors as part of the annual budget and strategic planning cycle

FP&A and Financial Modeling

• Support the company's monthly and quarterly forecast and outlook process, including consolidating inputs from department leads and flagging risks and opportunities
• Build, update, and maintain financial models — including P&L, balance sheet, and cash flow — ensuring alignment with business projections
• Develop hypothetical scenarios on sales and SG&A changes against plan to support leadership decision-making
• Support the annual budget process, ensuring sync with the strategic planning process
• Develop models and analysis that facilitate data-driven decision making across the business

Business Partnering and Operational Support

• Develop and maintain KPI dashboards and reporting tools that give leadership timely, actionable visibility into business performance
• Perform ongoing margin and pricing analysis, creating summaries and dashboards that identify drivers and obstacles to profitability
• Assist with pricing analysis for executive review, including revenue, margin, and cash impacts of pricing adjustments
• Own the opportunity and quote process in Salesforce, ensuring all necessary information is accurate and complete for billing and revenue recognition purposes; serve as the primary point of contact for sales teams on quoting accuracy and process adherence
• Partner with department leads to manage revenue, margin, and operating expense revisions through the forecast cycle
• Alert the Director of Finance and CFO to emerging trends in financial performance that may require immediate attention
• Assist with due diligence requests related to banking, private equity, or M&A activity as needed
• Work alongside IT, sales, and business leadership to identify opportunities to automate processes and increase operational efficiency

Leadership Responsibilities

• Build credibility throughout the organization and with the executive team as an effective developer of solutions to business challenges.
• Develop strong partnerships with all members of the management team.
• Prepare and present monthly financial budgeting reports including monthly profit and loss by department, forecast versus budget and prior year(s).

Employee Benefits Include:

• Medical, Dental, and Vision benefits effective 1st day of the month following start date
• Fidelity 401K with a 4% Company Match and Day 1 vesting
• 6 Paid Holidays Annually
• Unlimited PTO
• Employee referral bonus program ($2,500 per accepted hire that you refer as an employee)

EEO Statement
PCS Software, Inc. is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran's status, or any other protected characteristic.

Why Join PCS?

PCS Software, Inc. rewards your challenging work with excellent opportunities for career growth and personal development. If you want to be the newest member of a vibrant group of energized technology leaders in an innovative and entrepreneurial environment, then apply online today to start building solutions that customers will love to use and join a company that truly rewards your challenging work and values your talented contributions.

Work Authorization

PCS Software, Inc. will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

This job description provides many examples of the types of responsibilities required but is not intended to be a comprehensive list. The incumbent will complete other job responsibilities as needed which are not specifically described in this document.

We thank all respondents for their interest in PCS Software, Inc. However, only those selected for an interview will be contacted.

No calls or agencies please.

Requirements:

Success Criteria, Key Attributes, and Personal Characteristics

• 2–3 years of experience in FP&A, corporate finance, or a related analytical role
• Strong Excel and financial modeling skills; experience with SaaS metrics (ARR, MRR, churn, NRR) is a plus
• Experience building or contributing to board-level or executive reporting packages
• Comfortable working cross-functionally and translating operational data into financial insights
• High attention to detail with the ability to manage multiple deliverables against tight deadlines
• Experience with Salesforce or BI tools (e.g., Power BI, Tableau) is a plus

Education

A bachelor’s degree in Finance or Accounting and/or MBA preferred.