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human resources business partner

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accountant ii, investments & other business support Jobs in Houston

associate / analyst, middle office Jobs in Houston

associate / analyst, middle office

business strategy analyst

Olin Corporation

<div><div>Title: Business &amp; Strategy Analyst 
Location: Houston, TX 
 
Salary: $100,000 - $150,000 
Schedule: Hybrid schedule available of up to 2 days remote per week 
Focus: The Business &amp; Strategy Analyst will serve as a key member of the Business Analytics &amp; Strategy Team, responsible for supporting corporate analytical and strategic initiatives. The ideal candidate will have a strong strategic background and mindset coupled with extensive experience in business and financial analytics. 
Business &amp; Strategy Analyst Essential Responsibilities:<ul><li>
Maintain and improve Olin market intelligence dashboard using Power BI.</li><li>
Conduct complex business and strategic analyses; synthesize results into actionable business insights.</li><li>
Report key findings and analyses to all levels of management at an appropriate level of detail in a clear, concise manner.</li><li>
Utilize analytical tools (Microsoft Excel, Power BI, etc.) to efficiently analyze large data sets and extract impactful trends and market intelligence.</li><li>
Prepare and deliver effective strategic and analytical presentations.</li><li>
Lead and/or participate in the development of new strategic and analytical initiatives and ad hoc requests, as required.</li><li>
Support the development of medium- and long-term strategic plans.</li><li>
Develop and present on key industry market studies.</li><li>
Analyze market trends and develop an internal view of impacts and actionable responses.</li></ul> 
Business &amp; Strategy Analyst Requirements:<ul><li>
Bachelor's Degree*; Engineering, Finance or Business disciplines preferred</li><li>
Minimum of 5 years of relevant analytical and strategic experience; chemical or petrochemical industry experience preferred</li><li>
Understanding of chemical value chains</li><li>
Proven business analysis and modelling skills; Advanced experience with analytics and visualization tools (e.g. Power BI) preferred</li><li>
Strong knowledge of Microsoft Excel and other Microsoft Office Products</li><li>
Demonstrated critical thinking and analytical skills</li><li>
Excellent communication skills</li><li>
Ability to quickly learn the organizational structure and work collaboratively within the team, cross-functional groups, and other business stakeholders.</li></ul> 
Strong Careers Grow Here 
As a global leader in both chemical manufacturing and ammunition, Olin empowers over 8,000 individuals to make an impact both at work and in our surrounding communities. View a snapshot of our comprehensive benefits package.<ul><li> 
Degree must be from a school that is accredited by an accrediting agency recognized by the Secretary of Education of the U.S. Department of Education or equivalent program from an international university.
</li></ul>Olin does not provide any form of sponsorship. We will only employ those who are legally authorized to work in the United States. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J or TN or who need sponsorship now or in the future, are not eligible for hire.
Olin 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 status, protected veteran status, or any other characteristic protected by law.</div></div>

Business & Strategy Analyst

Sparc technology services inc

<div><div><div>Job Title: Organizational Change Management (OCM) Analyst</div>
<div>Location: Houston, TX</div>
<div>Onsite Requirement: Hybrid &ndash; 4 days onsite/1 day remote( Monday &ndash; Thursday)</div>
<div>Duration: 9 Months; potential for extension</div>
<div></div>
<div>Job Summary:</div>
<ul><li>IT Department is seeking a tactical and strategic Organizational Change Management (OCM) Analyst to help implement the organizational change management strategy and tools to support change initiatives and activities within an IT organization.</li>
<li>This role will focus on driving and managing organizational change within IT projects and operations. The successful candidate will play a key role in the company&rsquo;s agility transformation and continuous improvement, managing end-to-end organizational change management methodology, tools, and activities.</li>
<li>The individual will be instrumental in driving and managing the following activities with key stakeholders: Stakeholder Analysis, Leadership Alignment, Communication and Engagement Planning and Execution, Change Impact Analysis, Training Needs Analysis and Development, and Change Measurement.</li>
</ul>
<div></div><div>Education:</div>
<ul><li>Bachelor&rsquo;s degree in organizational development, Information Technology, Business Management, or related field. Master&rsquo;s Degree or relevant certifications (e.g., Certified Agile Coach, Scrum Master or Product Owner, PMI-ACP, Change Management, PROSCI, ADDIE/SAM, PMP) is a plus.</li></ul>
<div></div>
<div>Experience:</div>
<ul><li>A minimum of 2-4 years&rsquo; experience in IT change management, 2-3 years of which are focused on IT initiatives.</li>
<li>Experience managing large-scale IT change initiatives and activities and working in complex, matrixed organizations.</li>
<li>Proven experience leading change in large-scale adoption across multiple teams or departments.</li>
<li>Experience in working with frameworks such as Scrum, Kanban, SAFe, or Lean.</li>
</ul>
<div></div><div>Skills:</div>
<ul><li>Strong understanding of change methodologies and principles, with the ability to guide teams through adoption.</li>
<li>Strong understanding of the end-to-end change management process and tools from Stakeholder Analysis, Leadership Alignment, Communication and Engagement Planning and Execution, Change Impact Analysis, Training Needs Analysis and Development, and Change Measurement.</li>
<li>Excellent written and verbal communication and interpersonal skills with the ability to influence and engage stakeholders at all levels.</li>
<li>Excellent project management and problem-solving skills and practices, with ability to manage one&rsquo;s work and a portfolio of projects.</li>
<li>Ability to create professional presentations in PowerPoint, create spreadsheets in Excel, and create documents in Word.</li>
<li>Ability to assess and mitigate risks associated with change.</li>
<li>Demonstrate ability to apply agile principles + change principles to effectively manage scope.</li>
<li>Perform all aspects of work with a high degree of effectiveness, efficiency, and accuracy.</li>
<li>Promote a culture of agility adaptability, continuous learning, and empowerment, enabling teams to thrive in a rapidly changing environment.</li>
</ul>
<div></div><div>Years of Experience: 2-4 required (Manager prefers maximum of 10 years experience) (Candidates should have 2-4 years of professional experience. The manager is open to more, but would prefer under 10 years, as this is a level II role.)</div>
<div>Required: Operational change management experience, strong communication and presentation skills</div>
<div>Preferred: Prosci certification, Training experience, IT experience, Utility industry experience</div>
</div>
Flexible work from home options available.</div>

Organizational Change Management (OCM) Analyst

smartbridge, LLC

<div>Power BI Architect (Houston or Dallas, TX | Hybrid)
 
Location: Houston or Dallas, TX (Hybrid; some in-office travel required) 
Work authorization: Unable to provide Visa Sponsorship or Transfer at this time 
Compensation: Salary range depends on experience, education, and certifications (target range: $120K&ndash;$140K)
All the benefits and perks you need:<ul><li>
100% Paid Healthcare Insurance</li><li>
Bonuses paid for learning &ndash; Certification Program</li><li>
Start accruing Paid Days Off from Day One</li><li>
Career Development</li><li>
Fitness Reimbursement</li><li>
Matching 401K Retirement Plan</li><li>
Mentoring Program</li><li>
Team Events</li><li>
And more&hellip;</li></ul>
About Smartbridge 
At Smartbridge, we simplify business transformation, applying thought leadership and innovation to create digitally connected enterprises. From strategy to implementation, we bring our clients&rsquo; digital agenda to life. One of the keys to our success is finding and hiring exemplary employees. We believe that each member of our team contributes directly to Smartbridge&rsquo;s growth and success, and we take pride in celebrating with our employees as they continue to grow and succeed in their careers.
Job Summary 
We are seeking a Power BI Architect with advanced expertise in designing, developing, and deploying enterprise BI solutions using Power BI and the Microsoft Azure data ecosystem. This role will lead Power BI architecture decisions, establish standards and governance, optimize performance, and partner closely with stakeholders and BI teams to deliver scalable, secure analytics solutions.
Responsibilities<ul><li>
Design end-to-end Power BI architecture including workspaces, datasets/semantic models, deployment pipelines, report distribution, governance, and security.</li><li>
Define and implement enterprise BI strategy, standards, and scalable architectural frameworks.</li><li>
Build and optimize semantic models and strong data models (star/snowflake), including performance tuning and best practices.</li><li>
Optimize dataset refresh, query performance, and model efficiency for large and complex data sources.</li><li>
Implement governance and security frameworks including RLS, workspace architecture, and access controls.</li><li>
Support and guide BI teams with technical leadership, mentorship, and architectural direction.</li><li>
Partner with business and technical stakeholders to translate requirements into clear, scalable solutions.</li><li>
Design and support ETL/ELT integration patterns and connectivity for large, complex data sources.</li><li>
Contribute to enterprise deployment practices including CI/CD, Git integration, and automation.</li><li>
Leverage Power BI REST APIs and deployment tooling to support scalable rollout and operations.</li><li>
Travel to the office and/or client sites as required (~25%).</li></ul>
Requirements<ul><li>
5+ years of experience in BI / analytics / data roles with strong Power BI focus.</li><li>
Required certifications:<ul><li>
PL-300 (Power BI Data Analyst Associate)</li><li>
DP-600 (Fabric Analytics Engineer)</li></ul></li><li>
Advanced expertise with Power BI Desktop, Power BI Service, datasets, and deployment pipelines.</li><li>
Strong data modeling skills (semantic models, star/snowflake schemas, performance optimization).</li><li>
Proficiency in SQL and experience with one or more: Azure SQL, Synapse, Databricks, SQL Server.</li><li>
Knowledge of Azure data ecosystem tools such as Data Factory, Data Lake, and Synapse Analytics.</li><li>
Strong understanding of ETL/ELT processes and integrating large, complex data sources.</li><li>
Experience with enterprise deployment, CI/CD pipelines, Git integration, and Power BI REST APIs.</li><li>
Strong stakeholder communication and leadership skills to collaborate, influence, and guide BI teams.</li><li>
Bachelor&rsquo;s degree in business, engineering, or a related field (or equivalent experience).</li></ul>
Preferred Qualifications<ul><li>
Experience in Power BI Premium/Fabric capacity environments.</li><li>
Experience with Fortune 500 clients implementing enterprise BI solutions.</li><li>
Experience reporting against SAP/SAP BW or other major ERPs.</li></ul>
If you are a motivated professional with a passion for delivering exceptional BI solutions, we encourage you to apply and join our innovative team at Smartbridge. 

dlCS2rlkuZ</div>

Power BI Architect Consultant

Scotiabank

<div>Requisition ID: 249668 
 
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 
Funding Analyst, Funding Operations - Mortgage Capital Markets Operations - Houston, TX 
Global Banking and Markets
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100years. Scotiabank&rsquo;s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking &amp; Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! 
Purpose
As the Funding Analyst for Mortgage Capital Markets Operations, the role contributes to the overall success of the Global Banking and Markets Mortgage Capital Markets business by providing operational support of the business and ensuring plans and initiatives are executed / delivered in support of the business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. 
The job is responsible for:<ul><li>Manage day-to-day funding and paydown of loans against credit facility, including reconciling all client DDA funding and operating accounts intraday and at end of day</li><li>Track status of underlying loan collateral via reporting provided by collateral custodians</li><li>Provide clear, concise communication with clients and internal business partners&hellip; includes use of phones, email and internal chat messaging</li><li>Work to clear exceptions in funding and collateral exceptions (work with Risk to request extensions due to loan aging)</li><li>Escalate funding wires with AML / Sanctions and resolve client issues, as needed</li><li>Release interest in loans funded and paid off facility going to Fannie Mae, Freddie Mac and Ginnie Mae</li><li>Work with front office Banking and Risk teams to manage client relationship and ensure issues are escalated and information is properly documented and distributed to stakeholders</li></ul> 
What You&rsquo;ll Do<ul><li>Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.</li><li>Develop a robust understanding of supported mortgage products and address internal inquiries in a timely &amp; professional fashion, providing prompt resolutions &amp; further troubleshooting issues as needed.</li><li>Identify, create and/or maintain operational controls to mitigate risk and drive efficiencies in all processes.</li><li>Clearly interpret support team with any ad-hoc work as needed, including but not limited to regulatory requests or special projects.</li><li>Understand how the Bank&rsquo;s risk appetite and risk culture should be considered in day-to-day activities and decisions.</li><li>Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank&rsquo;s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.</li><li>Champions a high performance environment and contributes to an inclusive work environment.</li><li>Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviors; communicating vison/values/business strategy; and, managing succession and development planning for the team.</li></ul> 
What You'll Bring
College degree or prior work experience required. 
Interested?
If your experience is closely related but doesn&rsquo;t align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank!
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture. 
What's in it for you?
Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Location(s): United States: Texas: Houston 
Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. 
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Note: All postings in me@Scotiabank will remain live for a minimum of 5 days. 
#GBM 
Location(s): United States : Texas : Houston 
 
Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
 
 
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.</div>

Funding Analyst, Funding Operations - Mortgage Capital Markets Operations

Astrocare Home Healthcare

About Us:Astrocare seeks a Business Analyst to execute our recently developed AI tools and support our significant growth and align with our Core Values. Opportunity for upward mobility for those that seek additional challenge. Astrocare Home Healthcare specializes in long term care for the disabled and elderly. Our goal is to help consumers or clients obtain the greatest independence possible within the community. We do this by working with each consumer to understand their unique needs, sharing our knowledge of the services available and respectfully providing all possible services. If interested send resume to dean@astrocarehealth.comPosition Overview:As a Business Analyst, you'll provide essential support by managing invoicing data, ensuring accuracy in client billing and nurse payroll through meticulous review processes and effective communication with internal teams and clients. If interested send resume to dean@astrocarehealth.comKey Responsibilities:<ul><li>Use recently developed AI tools to review and process invoices and timesheets</li><li>Communicate with clients or therapist</li><li>Address business issues with office staff</li><li>Review authorizations and discrepancies with schedule</li><li>Escalate conflicts, grievances, incidents to the Business Director</li><li>Cross-train across various departments of our growing organization</li><li>Evaluate business processes, anticipating requirements, and uncovering areas of improvement</li></ul>Preferred Qualifications:<ul><li>Preferred 1 YOE in payroll, A/P or business analyst</li><li>Strong computer/technical skills</li><li>Excellent organizational skills</li><li>Proficient in Excel</li><li>Strong attention to detail and analytical skills</li><li>Ability to communicate effectively with team and upper management</li><li>Work independently and meet deadlines</li><li>Prefer Spanish speaking</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Employment Details:<ul><li>Position Type: Full-time</li><li>Salary: $50k-$65k </li><li>Schedule: Monday - Friday 8:00am to 5:00pm</li></ul>Benefits<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location<ul><li>In-Office</li></ul>Job Type: Full-timePay: $50,000.00 - $65,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Microsoft Excel: 2 years (Required)</li></ul>Ability to Commute:<ul><li>Houston, TX 77032 (Required)</li></ul>Work Location: In person

Business Analyst/AI Execution

Crestmont Private Wealth

<div><div><div>In office, non remote, non hybrid - Team Oriented CFA Professional for Investment Analysis</div>
</div><div><h3 class="jobSectionHeader">About Crestmont Private Wealth
</h3><div><div>Crestmont Private Wealth is an Equal Opportunity Employer.
</div></div></div><div><h3 class="jobSectionHeader">Description</h3>
<div><div><div>Investment Analyst</div><div>
Location: Houston, TX (Full-time, in-office; no remote work) Requirement: CFA&reg; Charterholder (Mandatory)</div><div></div><div> 
Company Overview</div><div>
Crestmont Private Wealth LLC is an Equal Opportunity Employer that prioritizes helping clients achieve financial goals through a mission-driven approach. We foster a &quot;Family Culture&quot; that values teamwork and mentoring, operating under the core values of Service, Care, Trust, and Teamwork. We believe a healthy corporate culture leads to better employee performance and meaningful work that provides a sense of purpose.</div><div></div><div> 
Job Summary</div><div>
The Investment Analyst is responsible for turning complex financial data into actionable insights to support institutional investment strategies and asset allocation. Reporting to the Chief Investment Officer, this individual ensures all capital deployment is based on research-backed, risk-aligned analysis while serving as a technical expert during client meetings and internal investment committee reviews.</div><div></div><div> 
Essential Duties and Responsibilities</div><ul><li>
Portfolio Management: Ensure managed assets are invested according to client financial objectives and investment policy statements; manage firm investment performance composites.</li><li>
Research &amp; Due Diligence: Conduct thorough due diligence on various investment vehicles, including equities, fixed income, currency, and alternatives to meet diverse client needs.</li><li>
Financial Modeling: Develop and maintain sophisticated models to forecast investment returns, cash flows, and risk exposure using tools like Excel, Bloomberg, Factset, Ycharts and Capital IQ.</li><li>
Market Analysis: Monitor macroeconomic indicators, sector-specific fundamentals, and earnings announcements to provide buy/hold/sell guidance for client portfolios.</li><li>
Content Creation: Partner with the Marketing team to produce digestible investment commentary, market insights, and quarterly webinars to educate and inspire clients.</li><li>
Reporting: Prepare periodic performance reports and maintain internal databases for pricing, benchmarks, and historical returns.</li><li>
Relationship Support: Attend select client meetings to complement the advisor team by providing a deep technical perspective on market expectations and strategy.</li><li>
Compliance &amp; Policy: Ensure all investment evaluations align with organizational policy and track regulatory changes affecting investment reporting.</li></ul><div>
Minimum Qualifications</div><ul><li>
Education: Bachelor&rsquo;s degree in Finance, Economics, or a related field.</li><li>
Certification: CFA&reg; Charterholder required.</li><li>
Experience: 3&ndash;5 years of experience in equity research, asset management, or investment analysis (similar to mid-level industry standards).</li><li>
Licensing: Must have or be on track to secure Series 65 certification within the first six months of employment or exemption with CFA.</li><li>
Technical Skills: Proficiency in EMoney, Schwab Alliance, and Orion Eclipse is highly preferred, alongside advanced expertise in the Microsoft Office Suite.</li></ul><div>
Desired Character Traits</div><ul><li>
Detail-Oriented: You &quot;sweat the small stuff&quot; and take pride in the accuracy of your financial modeling.</li><li>
Translator: You possess the ability to take complex investment concepts and make them easy for clients to understand.</li><li>
Collaborative: You enjoy partnering with others in pursuit of a larger goal and value the success of the team over personal accolades.</li></ul><div>
Compensation &amp; Benefits</div><ul><li>
Salary: Competitive base salary commensurate with the CFA Charterholder requirement and experience (market benchmarks for similar analyst roles range from $90,000 to $130,000+).</li><li>
Retirement &amp; Health: Access to comprehensive voluntary benefits, including health insurance, dental, and vision coverage.</li><li>
Enrollment Window: New hires typically have a 60-day window to select benefits, with coverage starting the first of the month following enrollment.</li><li>
Professional Growth: Firm-wide stipends for continuing education and support for maintaining professional certifications.</li></ul> 
<div></div>
</div></div></div><div><h4 class="jobSectionHeader">Salary</h4>
$75,000 - $125,000 per year</div></div>

Investment Analyst (CFA Charter holder required)

Signal Energy Constructors

<div>Job Description &ndash; FP&amp;A Analyst (Entry-Level, 1-2 Years of Experience) 


Job Title: FP&amp;A Analyst (Entry-Level)

Location: Houston, TX | In-Office

Reports To: FP&amp;A Manager 


About the Role

We are looking for an entry-level FP&amp;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&amp;A who want to develop a strong foundation in financial planning, reporting, and analysis within an EPC (Engineering, Procurement, and Construction) environment.

The FP&amp;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&amp;A are highly encouraged to apply. 


Key Responsibilities 


1. Financial Planning &amp; Forecasting Support
<ul><li>Assist in the monthly, quarterly, and annual budgeting and forecasting processes.</li></ul>
<ul><li>Update financial models and reports with actual vs. forecasted data, ensuring accuracy.</li></ul>
<ul><li>Support long-term financial planning and scenario analysis to assess business impacts.</li></ul> 


2. Project Performance &amp; Cost Tracking
<ul><li>Work with project teams to track project costs, schedules, and financial impacts.</li></ul>
<ul><li>Assist in work-in-progress (WIP) tracking to help monitor project financial performance.</li></ul>
<ul><li>Conduct basic variance analysis, identifying trends and potential cost risks.</li></ul> 


3. Data Analysis &amp; Reporting
<ul><li>Create and maintain financial reports and dashboards to monitor key performance indicators (KPIs).</li></ul>
<ul><li>Use Excel, Power BI, and Tableau to develop visual financial insights for leadership.</li></ul>
<ul><li>Ensure that all reports are clear, concise, and well-structured for decision-making.</li></ul> 


4. Cross-Functional Collaboration
<ul><li>Work closely with project managers, finance, and operations to align project and departmental financials.</li></ul>
<ul><li>Support treasury, accounting, and other teams in analyzing financial data and trends.</li></ul>
<ul><li>Communicate findings in a professional, easy-to-understand format for non-finance stakeholders.</li></ul> 


5. Process Improvement &amp; Financial Systems
<ul><li>Assist in identifying opportunities for process automation and data standardization.</li></ul>
<ul><li>Support system integrations and enhancements in ERP and BI tools.</li></ul>
<ul><li>Help document best practices to improve forecasting, budgeting, and reporting accuracy.</li></ul> 


Key Competencies &amp; Skills Required

o Financial Analysis &amp; Reporting &ndash; Strong foundation in financial modeling, variance analysis, and reporting

o Excel &amp; Data Visualization &ndash; Advanced proficiency in Excel, Power BI, and Tableau.

o Attention to Detail &ndash; Ability to identify trends, errors, and opportunities in financial data.

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

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

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

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


Experience &amp; Qualifications 


Education:
<ul><li>Bachelor&rsquo;s degree in Finance, Accounting, Economics, Business, Engineering or a related field.</li></ul> 


Experience (Preferred but Not Required):
<ul><li>1-2 years of experience in finance, accounting, data analysis, or a related field.</li></ul>
<ul><li>Open to candidates transitioning from operations, accounting, or other functions into FP&amp;A.</li></ul>
<ul><li>Internship or academic project experience in financial modeling, forecasting, or business analysis is a plus.</li></ul> 


Technical Skills:
<ul><li>Advanced Excel proficiency (complex financial formulas, data analysis).</li></ul>
<ul><li>Exposure to Power BI, Tableau, SQL, or Vista Viewpoint is a plus.</li></ul>
<ul><li>Understanding of basic GAAP financial principles and corporate finance concepts.</li></ul> 


Preferred Industry Experience:
<ul><li>Experience or coursework related to EPC, construction, capital projects, or infrastructure finance is beneficial but not required.</li></ul></div>

Financial Planning & Analysis Analyst

Explore 421+ Business strategy analyst in Houston this March. Find roles across top companies and apply now to boost your career.