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business finance specialist Jobs in Houston

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commercial fp&a liaison - asset finance Jobs in Houston

commercial fp&a liaison - asset finance

consulting partner - strategic finance/fp&a Jobs in Houston

commercial fp a liaison asset finance

Huntington Bank

<div><h1 class="jobSectionHeader">Description</h1>
Commercial Banking Financial Planning &amp; Analysis (FP&amp;A) has a crucial role as a strategic partner to Commercial Banking leaders, business management and senior stakeholders across Corporate Finance by providing quality analysis and reporting that generate insights into business trends and economics. The Asset Finance Group (AF) represents about 40% of the Commercial Bank and provides lending solutions underwritten to the specific needs of our clients, including equipment leasing, lender financing, warehouse lending and inventory financing.
The Finance Segment/Region Liaison will be responsible for driving AF-wide deliverables across earnings, revenue / expense/ balance sheet resource analyses and competitor reporting, as well as coordination of projects to support AF covering all businesses and functions. This role will report to the CFO of Asset Finance.
Job Description<ul><li>Lead monthly general ledger pre-close process</li><li>Research and document variances</li><li>Partner with Corporate Accounting to ensure appropriate G/L entries are prepared and posted</li><li>Prepare written variance analysis and present verbally to stakeholders</li><li>Lead financial forecasting and budgeting process</li><li>Manage the annual budgeting and monthly/weekly forecasting process</li><li>Develop and maintain financial reporting &amp; analysis tools</li><li>Lead personnel planning including coordination with Human Resources liaison to ensure forecast aligns with hiring plans</li><li>Manage business performance reporting and communications</li><li>Prepare and deliver regular and ad-hoc reports with written commentary and analysis on business performance</li><li>Ensure consistent delivery of data and information that supports written and verbal reporting</li><li>Develop materials for business communications</li><li>Govern financial reporting hierarchies</li><li>Partner with Strategy, Investor Relations, Finance and Business functions on various reporting and analytical needs for financial data</li><li>Drive relevant analysis to aid Business Unit Leaders in strategic decision making</li><li>Identify and analyze profitability drivers and work with CFO to create recommendations to Head of AF and other stakeholders</li><li>Support merger and acquisition (M&amp;A) and other ad-hoc growth initiatives through financial analytics</li></ul>
Basic Qualifications:<ul><li>Bachelor&rsquo;s degree in a quantitative field (Finance, Economics, Math, Accounting, etc.)</li><li>Minimum 5+ years of experience in financial support roles</li></ul>
Preferred Qualifications:<ul><li>Knowledge of Commercial Banking</li><li>Finance experience in the financial services industry</li><li>Proficiency in Excel, Essbase / Smart View, SAS desired</li><li>Able to multi-task effectively, be a self-starter, and be able to handle stress with composure and professionalism</li><li>Strong written and verbal communication skills with the ability to interface with many levels of management</li><li>Strong analytical and critical thinking skills with an understanding of the concept of materiality (i.e., knows when information is relevant)</li><li>Ability to proactively manage issues and assignments and move work forward with limited direction</li><li>Capable of managing changing priorities with ease and pois</li></ul> 
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$70000-$140000 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</div>

Commercial FP&A Liaison - Asset Finance

Fervo Energy

<div>Description:

Fervo is working to build the most cost-effective, repeatable geothermal power plants in the world. Delivering on this mission requires disciplined execution not only in the field, but across financing, project development, and capital allocation. As Fervo scales, strong financial planning, forecasting, and analytical rigor are essential to enabling growth while ensuring efficient deployment of capital.
The FP&amp;A Associate will serve as a key contributor to Fervo&rsquo;s financial planning and analysis function, supporting both project-level and corporate financial processes. This role requires strong analytical capabilities, attention to detail, and the ability to synthesize complex financial information into clear, actionable insights for a range of stakeholders.
Success in this position means providing high-quality financial visibility across the organization &mdash; ensuring budgets and forecasts are accurate, variances are well understood, and leadership has the information needed to make timely, data-driven decisions. The FP&amp;A Associate will play a critical role in strengthening financial discipline, improving reporting infrastructure, and enabling efficient capital deployment as the company scales.
COVER LETTER SUBMISSION HIGHLY ENCOURAGED!
Requirements:

Responsibilities
Financial Planning &amp; Forecasting<ul><li>
Build and maintain project- and corporate-level budgets, forecasts, and financial models to support strategic decision-making</li><li>
Evaluate the financial impact of changes in project scope, including incremental work and design modifications</li><li>
Forecast capital expenditures, operating expenses, and other key financial metrics</li><li>
Support long-range planning and scenario analysis to inform capital allocation decisions</li></ul>
Business Partnership<ul><li>
Partner with engineering, drilling, and project development teams to develop and communicate project budgets and forecasts</li><li>
Collaborate with cross-functional stakeholders to understand cost drivers and operational performance</li><li>
Translate financial concepts into actionable insights for non-financial teams to support decision-making</li></ul>
Reporting &amp; Insights<ul><li>
Support the preparation of monthly executive financial review materials, including KPIs and performance dashboards</li><li>
Monitor project and corporate financial performance, ensuring accurate tracking and reporting of capital expenditures</li><li>
Conduct variance analyses on forecasts and budgets, identifying drivers of current and projected deviations</li><li>
Develop and refine dashboards and reporting tools to improve visibility into financial performance</li></ul>
Strategic &amp; Ad Hoc Analysis<ul><li>
Perform ad hoc financial analyses and translate insights into clear, concise presentations for stakeholders</li><li>
Support strategic initiatives through financial modeling and investment analysis</li><li>
Contribute to continuous improvement of FP&amp;A tools, processes, and reporting capabilities</li><li>
Assist in evaluating new opportunities and initiatives through financial diligence and analysis</li></ul>
 Qualifications
Required<ul><li>
Bachelor&rsquo;s degree required; finance, accounting, economics, or related field preferred. Master&rsquo;s degree a plus</li><li>
2&ndash;4 years of experience in a relevant finance role (e.g., transaction advisory, Big 4 audit, or similar). CPA a plus</li><li>
Strong financial acumen, including knowledge of budgeting, forecasting, and accounting principles</li><li>
Demonstrated experience building financial models, tools, and reports to support planning and analysis</li><li>
Ability to organize, manipulate, and analyze large datasets, with strong attention to detail</li><li>
Experience analyzing and forecasting capital expenditures, operating expenses, and revenue</li><li>
Advanced proficiency in Microsoft Excel and PowerPoint; experience with FP&amp;A and data visualization tools (e.g., Power BI, Vena) preferred</li><li>
Ability to work independently, exercise sound judgment, and manage multiple priorities in a fast-paced environment</li><li>
Strong interpersonal, communication, and organizational skills</li></ul>
Preferred<ul><li>
Experience in project-based or capital-intensive industries (e.g., energy, infrastructure, oil &amp; gas, or construction)</li><li>
Familiarity with project finance concepts, including capital allocation, cost tracking, and investment analysis</li><li>
Experience supporting executive-level reporting, including board materials or investor-facing presentations</li><li>
Exposure to ERP systems and FP&amp;A platforms (e.g., NetSuite, Vena, Adaptive Planning) and building scalable reporting processes</li><li>
Demonstrated track record of improving financial models, processes, or reporting infrastructure in a high-growth environment</li></ul></div>

FP&A Associate

Baker Tilly

<div><h1 class="jobSectionHeader">Overview</h1>
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world&rsquo;s leading financial centers &ndash; New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (&quot;search firm&quot;) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.<h1 class="jobSectionHeader">
Job Description:</h1> 
As a Data Analytics Senior Associate, you will be a critical team member of the firm's Data and Analytics team. This role is a specialized role focused on supporting FP&amp;A with insights, management reports, and analysis for decision-making processes. You will also be responsible for firm-level reports utilizing financial data and metrics. You will work closely with the Data Solutions, Data Operations, Finance, and Data Analytics team to develop business critical analysis and reporting to enable data driven decisions.
Responsibilities<ul><li>
Develop and maintain data models, reports, and dashboards for FP&amp;A function and firm overall with a focus on reporting forecasting data, budgeting and planning data, and trends, and providing insights for leaders.</li><li>
Own end-to-end forecasting, budgeting, and planning reporting to support FP&amp;A function.</li><li>
Translate business needs into analytics/reporting requirements to support FP&amp;A decisions and workflows.</li><li>
Support overall firm initiatives from an FP&amp;A perspective.</li><li>
Proactively analyze and mine data lakehouse to identify additional insights, data quality concerns, and opportunities for additional data modeling.</li><li>
Support users with ad hoc training, troubleshooting, etc. related to FP&amp;A data and reporting.</li></ul>
Qualifications<ul><li>
Bachelor&rsquo;s degree required; emphasis in in data analytics, data science, computer science, management information systems, finance, statistics or related field.</li><li>
3-5 years of experience performing data analytics in a financial setting (financial statement analysis or development, forecast analysis, trending analytics, understands key finance metrics, chart of accounts, etc.) with strong focus in Financial Planning and Analysis</li><li>
Experience and strong understanding of forecasting, budgeting, variance analysis, and financial modeling.</li><li>
Hands on practical experience and proficiency utilizing Microsoft Power BI, Azure Databricks, Databricks SQL and SQL Server.</li><li>
Experience with consumer-level and industry-level data.</li><li>
Ability to synthesize complex data into clear, actionable insights for senior leadership consumption.</li><li>
Experience utilizing cloud-based technologies (preferably Azure) and data lakehouse architecture.</li><li>
Experience with professional service industry or CPA and advisory firms preferred.</li><li>
Be an excellent communicator and collaborator, engaging with multiple technical and business stakeholders and leaders and be able to translate business questions and analysis into simple briefings for use by various parties.</li><li>
Ability to work independently in a fast-paced, growth-oriented environment without sacrificing quality.</li></ul>
The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant&rsquo;s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. 
The national pay rate range is $74,200 to $148,230 
In California: pay rate range is $74,500 to $148,230</div>

Data Analytics Senior Associate

Tailored Brands

<div><div>Tailored Brands is a leading specialty retailer of menswear, including suits, formalwear, sportswear, and a broad selection of business casual offerings. Our brands include Men's Wearhouse, Jos. A. Bank, Moores and K&amp;G Fashion Superstore, which offers merchandise for the entire family. We help people love the way they look and feel for their most important moments by delivering personalized products and services through our convenient network of stores and e-commerce sites.</div><div></div><div> 
About the Job</div><div>
We currently have an exciting opportunity for a Sr. FP&amp;A Partner &ndash; Real Estate to join the Tailored Brands Store Financial Planning &amp; Analysis team. In this role you will serve as a senior individual contributor and strategic partner, reporting directly to the VP of FP&amp;A. This position is responsible for leading Real Estate proforma development, driving New Store and Store investment ROI analysis and reporting, and owning expense management across an assigned scope. This individual will work cross-functionally with Real Estate, Store Operations, Construction, Legal, Corporate Finance and Field leaders to elevate and manage the store footprint through pivotal initiatives.</div><div></div><div> 
What You&rsquo;ll Do | Key Accountabilities</div><ul><li>Own the development of Real Estate proformas, including financial modeling for new stores, lease renewals/expirations, remodels, and other capital investment decisions across North America.</li><li>Lead New Store ROI analysis and reporting, tracking performance against underwritten projections and providing actionable insights to senior leadership and key stakeholders.</li><li>Lead Store investment ROI analysis and reporting for refreshes, renovations, and relocations, tracking performance against underwritten projections and surfacing insights to drive investment decisions.</li><li>Serve as the primary owner of expense management within the Tailored Brands Call Center, partnering with stakeholders to monitor, analyze, and report on spend with a focus on accuracy and accountability.</li><li>Partner cross-functionally with Real Estate, Store Operations, Construction, Legal, and Field leaders to build and present investment recommendations and business cases to the VP of FP&amp;A and executive leadership.</li><li>Drive and lead ad-hoc strategic projects including hind sighting, cannibalization analysis, sales forecasting, long range planning, and process improvements; partner with the Real Estate Operations team in support of fleet review initiatives.</li><li>Own the financial planning, reporting, and analysis for the call center, serving as the primary FP&amp;A point of contact for budgeting, forecasting, and performance management.</li></ul><div></div><div> 
What You&rsquo;ll Bring | Skills &amp; Experience</div><ul><li>Bachelor&rsquo;s degree in accounting, Finance, or related field required.</li><li>8+ years of experience in Real Estate Finance, FP&amp;A, or a related field required, preferably with a retail industry background.</li><li>Demonstrated expertise in data analysis and scenario planning, with a strong focus on real estate underwriting.</li><li>Identify opportunities to leverage technology to automate manual processes and reporting.</li><li>Understanding of financial modeling such as IRR, NPV and payback analysis</li><li>Exceptional interpersonal skills and ability to collaborate effectively across teams and departments to gather data and feedback on business initiatives.</li><li>Strong communication skills, capable of creating executive level leadership presentations that effectively communicate company strategies.</li><li>Experience working in a results-driven, solution-oriented, and fast paced environment with multiple competing priorities.</li><li>Proficient use of Microsoft Office programs, including Word, Excel, PowerPoint, and Outlook; Hyperion Essbase experience preferred.</li></ul><div></div><div> 
Please note that you do not need to qualify for all requirements to be considered. We encourage you to apply if you can meet most of the requirements and are comfortable opening a dialog to be considered.</div><div></div><div> 
Work Environment, Physical &amp; Mental Demands</div><ul><li>Ability to sit and work at a computer keyboard for extended periods of time</li><li>Ability to stoop, kneel, bend at the waist, and reach daily</li><li>Able to lift and move up to 25 pounds occasionally</li><li>Must utilize visual acuity, speech and hearing, hand and eye coordination and manual dexterity necessary to operate a computer and office equipment</li><li>Hours regularly 40 hours per week, as work dictates, from a remote office location.</li></ul><div></div><div> 
Benefits</div><div>
This role is eligible for healthcare including medical, dental and vision, retirement savings (401k with a company match), income protection programs such as life, accident and disability insurance, paid time off for sick leave, vacation, bereavement, jury duty, and holidays, wellbeing program, commuter, adoption assistance, education assistance, legal services, and employee merchandise discounts. For more detailed information go Tailoredbrands.com/working-here/people-culture.</div><div></div><div> 
Work-Life Balance</div><div>
We understand the demands of work, school, family, and personal responsibilities. Through our work-life resources and programs we offer services for every stage of life to help you manage the day-to-day needs. We offer programs such as:</div><ul><li>Meeting-Free Fridays (encouraged) | so you can catch up on work and self-development</li><li>Summer Fridays | from Memorial Day to Labor Day so you can enjoy a head start to the weekend</li><li>Holiday Early Departure | close out early the business day before a company observed holiday
</li></ul><div>
</div><div>The starting salary for this position is $92,810&ndash; $145,000. Actual compensation within this range will be determined based on factors such as skills, experience, and qualifications. Over time, and subject to performance, tenure, and evolving responsibilities, total compensation for this role may grow to as much as $193,294. Other compensation may include a 10% Annual Incentive Plan (AIP) bonus paid out according to policy. Base pay information is based on market location and may be subject to prevailing wage laws, if applicable.</div><div></div><div> 
Note: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required and are not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this job.</div></div>

Sr FP&A Partner - Real Estate

<div>We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You&rsquo;ll find an environment that inspires and empowers you to thrive both personally and professionally. There&rsquo;s no one like you and that&rsquo;s why there&rsquo;s nowhere like RSM.<div>
The Consulting Partner role involves leveraging regulatory technical expertise and financial services industry experience to become a trusted advisor to clients. This position requires leading the development of innovative solutions, managing multidisciplinary teams, and driving business growth through effective client relationships and strategic initiatives. Candidates should have extensive professional experience, strong leadership skills, and a proven track record in delivering high-quality managed services.</div><div><div><div><div>
Responsibilities:
<ul><li>This leader will help lead and expand the Strategic Finance and FP&amp;A practice, driving strategic growth, service and technology innovation, and operational excellence.</li><li>
This leader will serve as a trusted advisor to C-suite and Board-level clients, delivering critical insights that shape strategic decision-making, capital allocation, and financial performance improvement.</li><li>
The Owner will ensure the practice continues its rapid growth trajectory, maintains high-quality delivery, and capitalizes on cross-functional opportunities across the firm.</li></ul>
Strategic Leadership:<ul><li>
Develop and execute the go-to-market strategy for Strategic Finance and FP&amp;A, including transaction modeling, M&amp;A support, post-close services, KPI dashboard development, and FP&amp;A function builds.</li><li>
Scale leadership bandwidth to support continued growth and accelerate the hiring of directors and managers.</li><li>
Maintain and enhance high-quality delivery standards for C-level clients.</li><li>
Expand the practice&rsquo;s presence with private equity and public company clients.</li><li>
Collaborate with other RSM service lines to expand cross-functional opportunities.</li><li>
Integrate into RSM&rsquo;s M&amp;A infrastructure, supporting co-sourcing and joint business development.</li></ul>
Client Engagement:<ul><li>
Engage directly with client C-suites and Boards, providing insights that drive enterprise-wide service opportunities.</li><li>
Lead complex engagements, including equity/debt raises, M&amp;A (buy/sell-side), IPOs, and capital markets readiness.</li><li>
Build and maintain strong client relationships, supporting revenue growth and long-term retention.</li></ul>
Practice Management &amp; Growth:<ul><li>
Unlock revenue demand by expanding capacity to take on new, high-value clients.</li><li>
Drive operational scale and efficiency, protecting and expanding margins.</li><li>
Develop and mentor a high-performing, diverse team across multiple geographies.</li></ul>
Talent Development:<ul><li>
Foster a high-performing culture rooted in accountability, innovation, and collaboration across geographies.</li><li>
Expand the depth of the global talent pool</li></ul>
Success Measures:<ul><li>
Revenue Impact: Achieve $5M in net-new revenue within the first 12 months.</li><li>
Practice Integration: Demonstrate integration into RSM&rsquo;s M&amp;A infrastructure and expansion of services with Financial Consulting and across other RSM lines of service.</li><li>
Team Development: Accelerate hiring and development of directors and managers to meet client demand.</li><li>
Operational Excellence: Maintain high-quality delivery and improve efficiency at scale</li></ul>
Qualifications:<ul><li>
Proven experience in FP&amp;A, valuation, M&amp;A (buy/sell-side), and investment banking.</li><li>
Demonstrated ability to lead complex client engagements and drive profitable business growth.</li><li>
Strong leadership, relationship-building, and cross-functional collaboration skills.</li><li>
Experience leading global teams and infrastructure integration (preferred).</li></ul></div></div></div></div>
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life&rsquo;s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.</div>

Consulting Partner - Strategic Finance/FP&A

PCS Software INC

<div>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&amp;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<ul><li>
Own the monthly budget-to-actual variance analysis across revenue, gross margin, and operating expenses &mdash; identifying key drivers and summarizing findings in a clear, executive-ready format</li><li>
Investigate and explain variances versus budget, prior year, and forecast; coordinate with department leads to gather context and validate assumptions</li><li>
Prepare and present monthly financial reporting packages including P&amp;L by department, forecast vs. budget, and prior year comparisons</li><li>
Maintain and continuously improve reporting templates to ensure consistency and efficiency month over month</li><li>
Board and Executive Reporting</li><li>
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)</li><li>
Translate financial data into concise narratives and visuals that communicate business performance, trends, and risks clearly to executive and non-finance audiences</li><li>
Develop the weekly Flash Report delivered to the internal leadership team and Board of Directors</li><li>
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</li></ul>
FP&amp;A and Financial Modeling<ul><li>
Support the company's monthly and quarterly forecast and outlook process, including consolidating inputs from department leads and flagging risks and opportunities</li><li>
Build, update, and maintain financial models &mdash; including P&amp;L, balance sheet, and cash flow &mdash; ensuring alignment with business projections</li><li>
Develop hypothetical scenarios on sales and SG&amp;A changes against plan to support leadership decision-making</li><li>
Support the annual budget process, ensuring sync with the strategic planning process</li><li>
Develop models and analysis that facilitate data-driven decision making across the business</li></ul>
Business Partnering and Operational Support<ul><li>
Develop and maintain KPI dashboards and reporting tools that give leadership timely, actionable visibility into business performance</li><li>
Perform ongoing margin and pricing analysis, creating summaries and dashboards that identify drivers and obstacles to profitability</li><li>
Assist with pricing analysis for executive review, including revenue, margin, and cash impacts of pricing adjustments</li><li>
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</li><li>
Partner with department leads to manage revenue, margin, and operating expense revisions through the forecast cycle</li><li>
Alert the Director of Finance and CFO to emerging trends in financial performance that may require immediate attention</li><li>
Assist with due diligence requests related to banking, private equity, or M&amp;A activity as needed</li><li>
Work alongside IT, sales, and business leadership to identify opportunities to automate processes and increase operational efficiency</li></ul>
Leadership Responsibilities<ul><li>
Build credibility throughout the organization and with the executive team as an effective developer of solutions to business challenges.</li><li>
Develop strong partnerships with all members of the management team.</li><li>
Prepare and present monthly financial budgeting reports including monthly profit and loss by department, forecast versus budget and prior year(s).</li></ul>
Employee Benefits Include:<ul><li>
Medical, Dental, and Vision benefits effective 1st day of the month following start date</li><li>
Fidelity 401K with a 4% Company Match and Day 1 vesting</li><li>
6 Paid Holidays Annually</li><li>
Unlimited PTO</li><li>
Employee referral bonus program ($2,500 per accepted hire that you refer as an employee)</li></ul>
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<ul><li>
2&ndash;3 years of experience in FP&amp;A, corporate finance, or a related analytical role</li><li>
Strong Excel and financial modeling skills; experience with SaaS metrics (ARR, MRR, churn, NRR) is a plus</li><li>
Experience building or contributing to board-level or executive reporting packages</li><li>
Comfortable working cross-functionally and translating operational data into financial insights</li><li>
High attention to detail with the ability to manage multiple deliverables against tight deadlines</li><li>
Experience with Salesforce or BI tools (e.g., Power BI, Tableau) is a plus</li></ul>
Education
A bachelor&rsquo;s degree in Finance or Accounting and/or MBA preferred.</div>

Financial Analyst

Mustang Cat

Building Texas… Powering the World.
 
Since 1952, Mustang has proudly served the construction, oil & gas, power generation, marine, and manufacturing industries as the authorized Caterpillar® dealer for Southeast Texas. Start your career with Mustang Cat - one of America's Greatest Midsize Workplaces of 2025!
 
Mustang Cat is seeking a detail-oriented and analytical Finance Analyst to support our financial lending and post-sales claims functions. This role plays a key part in reducing the credit-to-cash and days-to-claim cycles while ensuring accurate financial analysis, documentation, and reporting across Construction Machinery sales operations.
 
If you enjoy working in a fast-paced environment, collaborating with sales teams and lenders, and applying financial expertise to support equipment sales, this is a great opportunity to grow your career.
 
What You’ll Do as a Finance Analyst: 
Finance & Sales Support
 <ul>
<li>Coordinate finance and post-sales claims activities to support increased sales and rental unit conversions.</li>
<li>Prepare accurate payoff calculations, finance option quotes, and conversion contract details.</li>
<li>Review sales contracts for accuracy and compliance with lending and claim requirements.</li>
<li>Serve as a key liaison between customers, sales teams, lenders, and internal credit teams.</li>
</ul>
Financial Analysis & Lending
 <ul>
<li>Submit complete financial packages to lenders for credit decisions.</li>
<li>Track deal packages from submission through funding completion.</li>
<li>Support pending-funding reporting and help reduce the credit-to-cash cycle.</li>
<li>Assist with payment collections on open prime product receivables.</li>
</ul>
Post-Sales Claims
 <ul>
<li>Submit and manage post-sales and OTO claims through GCSS and PSCS systems.</li>
<li>Select the most advantageous claim programs based on contract review.</li>
<li>Monitor claim status to ensure requested amounts are met or exceeded.</li>
</ul>
Reporting & Performance
 <ul>
<li>Compile and analyze monthly departmental reports.</li>
<li>Meet performance expectations, including timely funding and claim submission targets.</li>
</ul>
What You’ll Need to Succeed as a Finance Analyst: 
Required Qualifications
 <ul>
<li>Strong sense of urgency, organization, and attention to detail.</li>
<li>Professional communication skills with the ability to interact across all levels of the organization.</li>
<li>Ability to work effectively in a high-pressure, deadline-driven environment.</li>
<li>Strong math and analytical skills, including financial modeling and forecasting.</li>
<li>Knowledge of finance and leasing products, policies, and procedures.</li>
<li>Proficiency in Microsoft Office and database systems (CFCS & CFCA).</li>
</ul>
Preferred Qualifications
 <ul>
<li>Bachelor’s degree in Finance, Accounting, Business Administration, Business Management, or Statistics.</li>
<li>Coursework or pursuit of Moody’s Commercial Credit certification.</li>
<li>Experience supporting equipment finance, lending, or sales operations.</li>
</ul>
Top Benefits for Mustang Cat Team Members: 
<ul>
<li>Competitive Pay</li>
<li>Full-Time Benefits: Medical, Dental, Vision</li>
<li>Paid Time Off & Holidays</li>
<li>401(k) with Employer Matching</li>
<li>Company-paid life insurance and long-term disability coverage</li>
<li>On-Site Medical Clinic</li>
<li>Tuition Reimbursement and Professional Development Opportunities</li>
<li>Employee Assistance Program</li>
</ul>
Ready to Apply?
 Apply today and become part of a company that invests in your growth and values your contributions.
 
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Mustang Cat is an Equal Opportunity Employer.

Finance Analyst

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