Financial and Planning Analyst Manager

Financial and Planning Analyst Manager

We are searching for an experienced Financial and Planning Analyst Manager at our Executive Office Building facility.

Primary Duties and Responsibilities:

Are you ready to think about the future and dream big? At Port Houston, we're seeking individuals who are eager to tackle the most significant challenges of their careers. For over a century, we've been driven by vision and scale, delivering impactful initiatives that shape Houston and the region. Our sustainability and success hinge on attracting, retaining, and nurturing exceptional talent.

When you join Port Houston, you're embarking on a journey towards a fulfilling career path. Take the first step in the right direction—are you READY?

Position Summary:

We are seeking a highly analytical and strategic Manager of Financial Planning & Business Performance Analytics to lead our financial analysis, modeling, and forecasting initiatives. This role focuses primarily on advanced financial modeling, business case development, forecasting, and comprehensive cost and contract sales analysis. The role will serve as a key business partner to business and financial leadership, providing uplifted data-driven insights that drive strategic decision-making and optimize financial performance.

Responsibilities/Duties:

Financial Modeling & Analysis

• Develop, maintain, and enhance sophisticated financial models to support strategic initiatives, revenue contracts, investments and operational decisions
• Create comprehensive three-statement models, DCF analyses, and scenario-based planning models
• Build driver-based models that focus on key business levers and value drivers
• Perform sensitivity analysis and stress testing to evaluate potential risks and opportunities
• Design and implement Monte Carlo or other simulations for complex decision-making scenarios
• Manage monthly, quarterly, and year-end forecasts; identify variances and recommend corrective actions.

Business Case Development

• Lead the development of compelling business cases for new contracts, market expansion, capital expenditure, and strategic initiatives
• Conduct thorough financial analysis including NPV, IRR, payback period, and ROI calculations
• Collaborate with cross-functional teams to gather assumptions, validate market data, and assess competitive positioning
• Present business case recommendations to business, finance and executive leadership
• Create executive-level presentations that clearly communicate financial implications and strategic recommendations
• Perform sensitivity, scenario, and break-even analysis for investment decisions

Cost & Contract Analysis

• Conduct comprehensive cost analysis including fixed vs. variable cost structures, unit economics, and profitability analysis
• Analyze contract terms, pricing structures, and revenue recognition implications
• Develop and maintain sophisticated pricing models and profitability analysis by customer, product line, and business segment
• Evaluate contract renewals, renegotiations, and new customer acquisition economics
• Perform detailed analysis of sales performance, including pipeline analysis, and customer lifetime value
• Support commercial and operations teams with pricing optimization and deal structuring analysis

Performance Management & Reporting

• Create and maintain executive dashboards and KPI reporting frameworks
• Develop monthly, quarterly, and annual management reporting packages
• Conduct deep-dive analysis on business performance trends and key metrics
• Provide strategic recommendations based on financial analysis and market trends

Process Improvement & Leadership

• Lead continuous improvement initiatives to enhance FP&A processes, systems, and reporting capabilities
• Mentor team members and foster professional development
• Drive automation and efficiency improvements using advanced Excel, SQL, and Workday Adaptive Planning financial planning software
• Collaborate with IT and Finance Systems teams to implement new technologies and tools
• Act in accordance with Port Houston core values (respect, excellence, accountability, diligence, and you)
• Perform other duties as assigned

Education/Experience:

• Bachelor’s degree in finance, accounting, economics, or related quantitative field required
• MBA, CFA or equivalent advanced certification strongly preferred. If not currently a CFA, expectation to achieve Level 1 CFA certification within 1 year of hire.
• Minimum 7 plus years of progressive experience in financial planning and analysis, corporate finance, or management consulting
• At least 3-5 years of people management experience preferred
• Experience in business case development, financial modeling, and strategic planning required

Knowledge, Skills and Abilities:

• Expert-level proficiency in financial modeling and Excel (advanced formulas, pivot tables, VBA, Power Query)
• Strong knowledge of financial planning software (e.g., Anaplan, Adaptive Insights, Hyperion, SAP BPC, Workday Adaptive Planning)
• Proficiency in data analysis tools (VBA, SQL, Tableau, Power BI) required
• Advanced understanding of accounting principles (GAAP/IFRS) and financial statement analysis is preferred
• Experience with ERP systems (Workday, Oracle, SAP, NetSuite) preferred

Key Competencies Required:

• Strong data storytelling skills and the ability to distill complex information into clear, actionable insights for both finance and non-finance audiences
• Effective collaboration across departments to understand business drivers, gather relevant data and ensure alignment of planning processes.
• Openness to technology adoption, adaptability and a growth mindset to thrive in dynamic data-driven environments
• Ability to connect financial outcomes to business strategies and translate insights into meaningful recommendations for stakeholders.

Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate, but due to open office environment noise level may occasionally be high. To apply, please go to porthouston.com/careers. Only applications submitted through the Port Houston Careers website will be acknowledged. Port Houston is an equal opportunity employer and participates in the E-Verify program supervised by the U.S. Government.

Thank you for choosing Port Houston in your career search.

Disclaimer:

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

<<MINIMUM QUALIFICATIONS>>

Exempt

Annual Salary

0.00 - 0.00

Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.