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financial analyst

Avenue 360 Health and Wellness

<div><p><b>Overview:</b></p>
<p>
The Financial Analyst supports the finance department by providing financial planning, forecasting, and data analysis to enhance decision-making and ensure financial sustainability. This role collaborates with clinical, operational, and administrative teams to ensure accurate financial reporting and compliance with federal, state, and grant requirements
 </p><p><b>Duties and Responsibilities:</b></p>
<ul>
<li>Maintain general ledger by posting, verifying, reconciling transactions, and resolving discrepancies.
</li><li>Conduct monthly and quarterly account reconciliations to ensure accurate reporting.
</li><li>Develop and maintain financial models for budgeting, forecasting, and strategic planning.
</li><li>Analyze financial performance and trends to support operational and strategic decisions.
</li><li>Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders.
</li><li>Assist with grant reporting and compliance, including tracking expenditures and preparing financial documentation.
</li><li>Collaborate with department heads to develop and manage annual budgets.
</li><li>Monitor and assess financial performance, identifying variances and recommending corrective actions.
</li><li>Support audits and ensure compliance with FQHC-specific financial regulations and reporting standards.
</li><li>Provide financial insights to support program development and expansion.
</li><li>Participate in cost analysis and efficiency improvement initiatives.
</li><li>Reconcile monthly accounts to ensure accurate reporting and ledger maintenance.
</li><li>Prepare monthly and annual adjusting entries involving balance sheet accounts and income statement accounts.
</li></ul><ul><li>Review, investigate, and correct errors and inconsistencies in financial entries, documents, and reports.
</li></ul><ul><li>Assist with preparing documents for grant reviews and Medicare cost report by preparing assigned schedules and other requested materials.
</li></ul><ul><li>Assist with the monthly and annual end closes.
</li></ul><ul><li>Assist Executive Vice President of Finance with financial reporting.
</li></ul><ul><li>Other functions as assigned by the Executive Vice President of Finance</li>
</ul>
<p><b>Education, Licensure/Certification:</b>
</p><ul><li>Must have bachelor's degree in accounting or finance from accredited institution</li></ul>
<p><b>
Experience, Skills/Abilities Related Requirements:</b></p>
<ul><li>
2 to 3 years of experience in similar position</li></ul>
<p><b>
Continuing Education and Training Requirements:</b>
</p><ul><li>Participates in trainings required by the agency, funding source(s), and/or as required by licensure if applicable.</li></ul></div>

Financial Analyst

City of Houston, TX

<div><div><div><h2 class="jobSectionHeader"><b>POSITION OVERVIEW</b></h2></div>
<p></p><div><div><b>Applications accepted from: </b>All Persons Interested</div><div><b>
Service Line/Section: </b>Houston Permitting Center/Financial Operations</div><div><b>
Reporting Location: </b>1002 Washington Ave, Houston, TX 77002</div><div><b>
Workdays &amp; Hours: </b>Monday - Friday, 8:00am - 5:00pm<br>
<ul><li><b>Subject to change</b></li></ul></div><div></div><div><b><br>
Overview</b></div><div>
As a Financial Analyst IV, you will serve as a senior financial and performance advisor to the Houston Permitting Center (HPC), supporting a critical service line that ensures operational funding, cost recovery, and performance accountability. This role blends advanced financial analysis, lien oversight, and performance management to help leadership make informed, strategic decisions.</div><p>
A major focus of this position is strengthening lien oversight and cost recovery. You will develop and manage a comprehensive framework to track lien activity, improve collection processes, ensure accurate financial reporting, and forecast lien revenues. Your work will directly support the recovery of operational costs and the financial sustainability of HPC services.</p><p>
In addition, you will partner closely with executive leadership and the Service Line Director to analyze operational and financial performance across the organization. You will help design and implement performance measurement tools, assess trends and variances, and translate complex financial and operational data into clear, actionable insights that drive efficiency and long-term planning.</p><p>
This role is ideal for a strategic, self-directed analyst who is comfortable working independently, collaborating across departments, and serving as a trusted advisor to leadership.</p><div></div><div><b><br>
Essential Duties and Responsibilities (include but are not limited to):</b></div><ul><li><p>
Serve as a senior financial and performance advisor to leadership, supporting strategic and operational decision-making.</p></li><li><p>
Perform and lead analyses of complex financial and operational data, including historical trends, forecasts, and performance variances.</p></li><li><p>
Develop and manage a comprehensive lien oversight and collection framework, including forecasting, reconciliation, reporting, and internal controls.</p></li><li><p>
Ensure accurate booking, reconciliation, and compliance related to lien activity and financial reporting.</p></li><li><p>
Analyze KPIs and operational workflows; identify trends, risks, and opportunities for improvement.</p></li><li><p>
Prepare and present clear, concise reports that explain performance results and recommend strategic actions.</p></li><li><p>
Integrate external data sources (peer municipalities, economic indicators, and industry benchmarks) to enhance performance analysis.</p></li><li><p>
Coordinate and support the preparation of monthly and annual KPI reports and strategic plans.</p></li><li><p>
Facilitate communication and alignment among finance, operations, and cross-departmental partners.</p></li><li><p>
Lead and respond to special and ad hoc analytical requests from executive, senior, and departmental leadership.</p></li><li><p>
Promote a work environment grounded in collaboration, respect, and inclusion.</p></li></ul><div><b>
WORKING CONDITIONS</b><br>
There are occasional minor discomforts from exposure to less-than-optimal temperature and air conditions. The position is physically comfortable: the individual has discretion about walking, standing, etc.</div><div></div><div><b><br>
This is a Houston Public Works position at the Tier </b><b>III</b><b> Level</b><b>.</b></div></div><p></p>
<div><h2 class="jobSectionHeader"><b>MINIMUM REQUIREMENTS</b></h2></div>
<p></p><div><div><b>EDUCATIONAL REQUIREMENTS:</b></div><div>
Requires a Bachelor's degree in Finance, Accounting, Business Administration or a closely related field.</div><div></div><div><b><br>
EXPERIENCE REQUIREMENTS:</b><br>
Four (4) years of professional experience in finance, economics, budget analysis or a closely related field are required.<br>
<br>
</div><br>
<div><b>Substitutions: </b>Experience <b>cannot </b>be substituted for the Bachelor&rsquo;s degree requirement. A Master's degree in Finance, Accounting, Business Administration or a closely related field may be substituted for two years of the above experience requirement.</div><div></div><div><b><br>
LICENSE REQUIREMENTS</b><br>
None</div></div><p></p>
<div><h2 class="jobSectionHeader"><b>PREFERENCES</b></h2></div>
<p></p><div><div>Preference will be given to applicants who have:</div><ul><li>
Excellent interpersonal skills</li><li>
Critical &amp; Strategic thinking abilities</li><li>
Attention to detail</li><li>
Proactive and results-driven mindset</li><li>
Strong analytical abilities</li><li>
Advanced Excel or data analytic software skills</li></ul><div><b><i>
**Preference shall be given to eligible veteran applicants provided such persons possess the qualifications necessary for competent discharge of the duties involved in the position applied for, such persons are among the most qualified candidates for the position, and all other factors in accordance with Executive Order 1-6.**</i></b></div></div><p></p>
<div><h2 class="jobSectionHeader"><b>GENERAL INFORMATION</b></h2></div>
<p></p><div><div><b>SELECTION/SKILLS TESTS REQUIRED</b> None</div><div>
The Department may administer a skill assessment evaluation.</div><div>
</div><div><b>
SAFETY IMPACT POSITION</b> No</div><div>
If yes, this position is subject to random drug testing and if a promotional position, candidate must pass an assignment drug test.</div><div>
</div><div><b>
SALARY INFORMATION</b><br>
Factors used in determining the salary offered include the candidate's qualifications as well as the pay rates of other employees in this classification.</div><div></div><div><b><br>
Pay Grade: 25</b></div><div></div><div><b><br>
APPLICATION PROCEDURES</b></div><div><b>
Only online applications</b> will be accepted for this City of Houston job and must be received by the Human Resources Department during active posting period. <b>Applications must be submitted online at: </b><b>www.houstontx.gov</b><b>.</b><br>
<br>
<b>To view your detailed application status, please log-in to your online profile by visiting: </b>http://agency.governmentjobs.com/houston/default.cfm or call (832-395-2972).</div><div></div><div><br>
If you need special services or accommodations, call (832.395-2972). (TTY 7-1-1)</div><div></div><div><br>
If you need login assistance or technical support call 855-524-5627.</div><div></div><div><br>
Due to the high volume of applications received, the Hiring Department will contact you directly, should you be selected to advance in our recruitment process.</div><div></div><div><br>
All new and rehires must pass a pre-employment drug test and are subject to a physical examination and verification of information provided.</div><div></div><div><b><br>
EOE Equal Opportunity Employer</b><br>
The City of Houston is committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, genetic information, veteran status, gender identity, or pregnancy.</div></div></div></div><p></p>
<br><div><div><div><div><b>Employer</b></div>
<div>City of Houston</div>
</div></div><div><div><div><b>Address</b></div>
<div><p>901 Bagby St<br>
<br>
Houston, Texas, 77002
</p></div></div></div><div><div><div><b>Website</b></div>
<div>https://www.houstontx.gov/</div></div></div></div>

FINANCIAL ANALYST IV

BuzzClan

<div>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <p>
  <strong>
   Financial Analysis &amp; Reporting
  </strong>
 </p>
 <ul>
  <li>
   Create and analyze asset information to support decision-making.
  </li>
  <li>
   Perform variance analysis, comparing actual performance against budgets and forecasts.
  </li>
  <li>
   Review financial material related to asset management and provide strategic recommendations.
  </li>
  <li>
   Generate and oversee various budget and financial reports, producing ad-hoc reports as requested by senior management and leadership.
  </li>
  <li>
   Produce monthly reports for senior management, including key performance metrics, financial results, and detailed variance reporting.
  </li>
 </ul>
 <p>
  <strong>
   EAM System &amp; Data Management
  </strong>
 </p>
 <ul>
  <li>
   Support the EAM rollout by building, monitoring, and performing regular audits on the asset management database software to ensure data integrity.
  </li>
  <li>
   Ensure accuracy of financial and asset data within the system.
  </li>
  <li>
   Develop and document Standard Operating Procedures (SOPs) related to financial data management.
  </li>
 </ul>
 <p>
  <strong>
   Process Improvement &amp; Tool Development
  </strong>
 </p>
 <ul>
  <li>
   Identify and drive process improvements related to financial tracking and reporting.
  </li>
  <li>
   Support the creation of standard and ad-hoc financial reports.
  </li>
  <li>
   Assist in the development and implementation of financial tools, applications, and dashboards to enhance visibility and efficiency.
  </li>
 </ul>
 <p>
  <strong>
   Planning &amp; Administration
  </strong>
 </p>
 <ul>
  <li>
   Aid in the budgeting and planning processes related to asset management.
  </li>
  <li>
   Perform other responsibilities and projects as assigned to support the ETAM team.
  </li>
 </ul>
 <p>
 </p>
</div>


HOUSTON HOUSING AUTHORITY

<div><p><b>GENERAL SUMMARY</b></p><div>
Responsible for designing, developing, and managing effective and efficient processes/systems for the agency's affordable housing portfolio, including Public Housing, Project-Based Assistance/Vouchers, Low Income Housing Tax Credits, Rental Demonstration Programs, and Conventional Housing programs. Catalyzes creating and maintaining various dashboards, statistical analyses, and narratives to provide critical information supporting programmatic, financial, and operational decisions. Essential tasks include monthly financial reviews, database management, financial/data analysis, system design, contract compliance, performance management, workflow and communication tracking, internal audits, and tenant accounting. Reports to the Director of Asset Management.</div><div></div><p><b><br>
PRINCIPAL DUTIES AND RESPONSIBILITIES</b></p><div><ul><li>
Analyze data and synthesize management reports to track operations, measure program effectiveness, and make recommendations to achieve desired outcomes and results.
</li><li>Review monthly financial statements and make recommendation on resolution of issues affecting financial performance.</li><li>
Lead interactions with lenders, stakeholders on all non-performing or Watchlist properties with the ability to read and understand financial statements and improvement strategies that result in outcomes that align with KPIs.
</li><li>Assist in receiving, reviewing and assessing monthly financial reports for all projects owned by the department.</li><li>
Make recommendations on the development, deployment, and ongoing improvement of existing operational protocols, data systems, and software applications, including redesigning workflows and processes.</li><li>
Collect and review data to confirm accuracy in preparing various reports (departmental, agency, and board reports, funders, investors, etc.).</li><li>
Update and monitor execution of timely and accurate billing of agency-approved charges applied to tenant accounts (security deposits, maintenance charges, other fees, etc.).</li><li>
Solicit feedback/facilitates discussions with stakeholders on system enhancements and document/file requirements and ensures that the staff, contractors, and others correctly implement changes.</li><li>
Analyze financial reports, statements, invoices, bids/quotes, and/or budgets prepared by Management Agents to ensure compliance with Management Agreements, Policies, Regulatory requirements, and/or any other governing documents. Statistical/Narrative reports of any findings and corrective actions shall be provided to management.</li><li>
Facilitate training and/or create training resources for internal staff, management agents, and stakeholders regarding changes in business processes, protocols, technical systems, and/or applications.</li><li>
Design file management systems, databases and instructing others on their use. Materials may include applications, financial statements, contracts, correspondences, certifications, planning documents/studies, templates, letters, audits, and reports.</li><li>
Perform contract administration duties by monitoring financial activities (income/expenses/liabilities) to ensure compliance with budget authority, budget limits, procurement, insurance policies, capital funds grants, covenants, investor/partnership limits, grants, audits, other housing providers, etc.</li><li>
Review and monitor tenant charges applied to tenant statements for accuracy and ensure timely distribution of the statements at public housing sites.</li><li>
Assist in coordinating training and professional development sessions to include content and curriculum development and coordination of logistics.</li><li>
Review End of Participation/Move-Out reports confirming Tenant's Final Statement of Charges is complete and accurate to allow accounts to be resolved, timely processing of security deposit refunds correctly, or recording debt owed to the agency.</li><li>
Collaborate with Finance on the processing of debt owed notices and acceptance of payments received from former tenants to resolve outstanding balances.</li><li>
Conduct compliance reviews on tenant accounts in tenant software programs utilized by the agency and/or management agents; to ensure timely and accurate recording of debits, credits, and liabilities. Requires collaboration with Management Agents, Finance, and IT to ensure deficiencies are fully resolved.</li><li>
Track tenant debt owed and frequently prepare uncollected debt reports for management's review and board approval. Requires the completion of board resolutions, recording debt owed to third-party collection services, and reporting to HUD's centralized electronic database.</li><li>
Accept and coordinate with management agent's completion of tenant verification requests from other housing providers.</li><li>
Collaborate with Finance and Management Agents to process and e-distribute tenant rent statements.</li><li>
Review utility usage spreadsheets provided by meter reading contractors to ensure accuracy and use the data to create monthly utility statements for tenants.</li><li>
Collaborate with Finance and Management Agents in monitoring net income and expenses, as well as property taxes. Conduct periodic analysis and pursue filing exemptions, appeals, and/or adjustments as deemed appropriate.</li><li>
Collaborate with leadership and Management Agents to assist in formulating funding plans, proformas, budget projections, and management practices for new real estate developments.</li></ul></div><div><ul><li>
Conduct market analysis to ensure administrative and system changes are executed to properly adjust rents, fees, utility charges &amp; allowances, etc.</li></ul></div><div><ul><li>
Collaborate with Finance to execute/collect payment and billing terms mandated by private lease agreements executed for non-residential space (Daycares, Educational Centers, Office space, etc.)</li><li>
Conduct compliance reviews on rent &amp; utility calculations to ensure accuracy.</li><li>
Perform other duties as assigned.</li></ul></div><div></div><div><b><br>
KNOWLEDGE, SKILLS, AND ABILITIES</b></div><div><ul><li>
Knowledge of federal, state, and local laws, rules, and regulations, about low-income housing and Housing Alliance HTX policies and procedures.</li><li>
Knowledge of the principles, practices, and techniques of public housing management.</li><li>
Knowledge of principles, procedures, and methods of budgeting and data processing.</li><li>
Knowledge of accounting principles including accrual accounting and property management budgets, audits and the formulation of the monthly financial statements.</li><li>
Advanced understanding of excel, and Microsoft products to be able to organize data in a clear and concise manor for non-financial readers.</li><li>
Knowledge of community resources and social service agencies is essential for optimum results and program development and implementation.</li><li>
Ability to establish and maintain effective working relationships with other employees and the public and deal effectively with situations requiring one to be tactful and diplomatic, yet firm.</li><li>
Ability to communicate clearly and concisely, verbally and in writing.</li><li>
Ability to compile and interpret statistical data for effective reporting.</li><li>
Ability to develop training materials and make effective presentations.</li><li>
Bilingual communication is highly desirable.</li></ul></div><div></div><div><b><br>
COMPLEXITY / SCOPE OF WORK</b></div><div><ul><li>
The employee performs a wide variety of related activities.</li><li>
Work is primarily routine and repetitive. The employee identifies what needs to be done and determines how to accomplish it.</li><li>
The employee coordinates, integrate, and prioritizes the tasks.</li><li>
The employee occasionally makes decisions regarding unusual circumstances or conflicting data.</li><li>
The position is a crucial employee in the management and operation of affordable housing. The employee's work affects applicants, current residents, community groups, and support agencies continuously. The employee's successful accomplishment of duties greatly enhances the Housing Alliance HTX 's ability to meet its overall mission.</li></ul></div><div></div><div><b><br>
SUPERVISORY CONTROLS</b></div><div><ul><li>
The employee does not have supervisory responsibilities.</li><li>
Typically, the employee plans and carries out routine work activities with minimal supervision and independently resolves problems.</li><li>
The employee receives specific instructions when complaints are brought to the attention of the Director of Asset Management and/or their designee.</li><li>
The employee's work is evaluated for conformity to organizational policies and attainment of personal performance evaluation objectives.</li></ul></div><div></div><div><b><br>
PERSONAL CONTACTS</b></div><div><ul><li>
The employee has contact with Housing Alliance HTX employees at all levels and with various persons, including the general public, the media, residents, resident association officers, officials, and representatives of different social service, educational and local, state, and federal agencies.</li><li>
The primary purposes of contacts are to gain, clarify, or give information; plan, coordinate, and advise on work efforts; motivate, influence, or direct persons or groups; and justify, defend, negotiate, or resolve controversial matters or issues.</li></ul></div><div></div><div><b><br>
PHYSICAL DEMANDS / WORK ENVIRONMENT</b></div><br>
<div></div><ul><li>
Work is primarily sedentary and involves some physical exertion during visits and inspection of units and developments.
</li><li>Moderate physical exertion such as bending, stooping, crouching, and climbing stairs is needed for field visits.</li><li>
Work may require travel to meetings, conferences, and workshops.</li><li>
Work hours may vary from the standard core hours of the agency and may involve weekend work on occasions.</li><li>
Work involves the typical risks and discomforts associated with an office environment and visits to outdoor developments, sites, dwellings, or facilities, inspections of structures.
</li><li>Work may involve confrontations with applicants and residents.</li></ul><div></div><div><b><br>
MINIMUM QUALIFICATIONS</b></div><div><ul><li>
Bachelors' Degree in Business Administration or a related field from an accredited college or university preferred.
</li><li>Five years of progressive experience in financial and statistical analysis or policy development on property management or asset management</li><li>
Proficient computer skills are required, proficient in Microsoft Office products.</li></ul></div><div><ul><li>
Bondable.</li><li>
Valid Texas driver's license.</li><li>
Eligibility for coverage under Authority PHA fleet auto insurance.</li></ul></div><div></div><div><b><br>
DISCLAIMER</b></div><p>
The above statements describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.</p></div>

Financial Analyst - PHO

<div>
 <p>
  <strong>
   <u>
    Financial Planning Analyst
   </u>
  </strong>
 </p>
 <p>
  LHH Recruitment Solutions is partnering with a rapidly expanding services organization to identify an
  <strong>
   Financial Planning Analyst
  </strong>
  . This role is ideal for someone who thrives in a hands‑on, data‑driven environment and wants meaningful ownership of financial models, reporting tools, and strategic analysis used by senior leadership. It offers strong visibility, direct interaction with the executive team, and clear growth potential as the organization continues to scale.
 </p>
 <p>
 </p>
 <p>
  <strong>
   Primary responsibilities of the Financial Planning Analyst role include:
  </strong>
 </p>
 <p>
  &bull; Build forecasting models, management reporting, and KPI dashboards used by leadership and stakeholders
 </p>
 <p>
  &bull; Consolidate financial and operational data from multiple systems into accurate, actionable insights
 </p>
 <p>
  &bull; Support analysis across business lines, including pricing, utilization, margins, and cost drivers
 </p>
 <p>
  &bull; Participate in future M&amp;A activity through financial modeling, market research, and due diligence support
 </p>
 <p>
  &bull; Prepare board‑ready materials and assist in designing scalable reporting processes
 </p>
 <p>
  &bull; Identify automation opportunities and contribute to building improved analytics tools
 </p>
 <p>
 </p>
 <p>
  <strong>
   Primary qualifications include:
  </strong>
 </p>
 <p>
  &bull; 2&ndash;4+ years of experience in FP&amp;A, investment banking, private equity, corporate development, or consulting
 </p>
 <p>
  &bull; Advanced Excel skills with the ability to build models from scratch and manage imperfect datasets
 </p>
 <p>
  &bull; Strong understanding of three‑statement modeling and operational analytics
 </p>
 <p>
  &bull; Experience working with ERP/CRM/operational data; Power BI or visualization tools a plus
 </p>
 <p>
  &bull; Strong communication skills and the ability to interact confidently with senior leadership
 </p>
 <p>
  &bull; Self‑starter with a &ldquo;builder&rdquo; mentality who enjoys improving processes in a fast‑paced environment
 </p>
 <p>
 </p>
 <p>
  If you're looking for an impactful role where you can own analytics, build tools that leadership relies on, and grow alongside a high‑trajectory organization, we&rsquo;d love to connect with you. Please apply above or contact
  <strong>
   april.shaw@lhh.com
  </strong>
  . Should you meet the qualifications of the above position, you will be contacted for further consideration.
 </p>
</div>


Financial Planning Analyst

Kiwa

<b>Job Summary:</b> PPI Quality & Engineering is partnering with Kiwa North America to hire a high-impact FP&A Analyst to support fast-scaling North American operations. This role is built for a commercially minded analyst who can elevate financial visibility, strengthen forecasting rigor, and drive data-backed decisions at the leadership level. About the role:
<br><br>
Role Overview
<br>This role owns core FP&A deliverables across budgeting, forecasting, reporting, and performance management, while partnering closely with Finance leadership and business stakeholders. You will strengthen financial visibility, improve data integrity across systems, and translate complex financial data into clear, executive-level insights that drive decision-making.
<br><br>
<b>Location:</b> 920 Memorial City Way, Houston, TX 77024
<br><b>Status:</b> Full-Time (W2) Employment
<br><b>Reports to:</b> FP&A Manager, North America
<br><br>
<b>Do you have what it takes?:</b><br>
Required Skills and Knowledge
<br>– Bachelor Degree in Finance or Accounting
<br>– Experience with OneStream or similar packages
<br>– Advanced Excel and PowerPoint knowledge
<br>– Ideal knowledge of Power BI and other similar reporting packages
<br><br>
Required Competencies
<br>– Attention to detail and accuracy
<br>– Multi-tasker with an ability to manage multiple deadlines and projects
<br>– Ability to work independently and as a team member
<br>– Self-starter, proactive and focused in adding value to the organization and the multiple stakeholders
<br>– Strong interpersonal skills
<br>– Strong organizational and planning skills
<br>– Excellent communication skills
<br><br>
<b>What can you expect from us in return?:</b><br>
<b>What we offer:</b><br>
– A high-impact role offering direct exposure to executive leadership, opportunities to expand your FP&A expertise, lead cross-functional initiatives, and accelerate career growth within a fast-scaling, performance-driven global organization that values innovation, continuous improvement, and professional development.
<br>– Strong benefit package, including Health Insurance, 401k plan with company contribution, health and childcare spending/savings accounts, paid time off and more.
<br>– A hybrid work model that supports flexibility while maintaining strong collaboration with leadership and peers – 3 days in office / 2 days remote

FP&A Analyst

Signal Energy Constructors

<div><p>Job Description &ndash; FP&amp;A Analyst (Entry-Level, 1-2 Years of Experience)</p><br>
<p></p>
<p>
Job Title: FP&amp;A Analyst (Entry-Level)</p>
<p>
Location: Houston, TX | In-Office</p>
<p>
Reports To: FP&amp;A Manager</p><br>
<p></p>
<p>
About the Role</p>
<p>
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.</p>
<p>
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.</p><br>
<p></p>
<p>
Key Responsibilities</p><br>
<p></p>
<p>
1. Financial Planning &amp; Forecasting Support</p>
<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><br>
<p></p>
<p>
2. Project Performance &amp; Cost Tracking</p>
<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><br>
<p></p>
<p>
3. Data Analysis &amp; Reporting</p>
<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><br>
<p></p>
<p>
4. Cross-Functional Collaboration</p>
<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><br>
<p></p>
<p>
5. Process Improvement &amp; Financial Systems</p>
<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><br>
<p></p>
<p>
Key Competencies &amp; Skills Required</p>
<p>
o Financial Analysis &amp; Reporting &ndash; Strong foundation in financial modeling, variance analysis, and reporting</p>
<p>
o Excel &amp; Data Visualization &ndash; Advanced proficiency in Excel, Power BI, and Tableau.</p>
<p>
o Attention to Detail &ndash; Ability to identify trends, errors, and opportunities in financial data.</p>
<p>
o Technology &amp; Financial Systems &ndash; Exposure to ERP systems (SAP, Oracle), SQL, or BI tools is a plus.</p>
<p>
o Cross-Functional Communication &ndash; Strong ability to collaborate across departments and present financial insights clearly.</p>
<p>
o Analytical &amp; Problem-Solving Skills &ndash; Ability to break down complex financial information into actionable insights.</p>
<p>
o Adaptability &amp; Willingness to Learn &ndash; Open to new challenges and eager to develop FP&amp;A expertise.</p><br>
<p></p>
<p>
Experience &amp; Qualifications</p><br>
<p></p>
<p>
Education:</p>
<ul><li>Bachelor&rsquo;s degree in Finance, Accounting, Economics, Business, Engineering or a related field.</li></ul><br>
<p></p>
<p>
Experience (Preferred but Not Required):</p>
<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><br>
<p></p>
<p>
Technical Skills:</p>
<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><br>
<p></p>
<p>
Preferred Industry Experience:</p>
<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 199+ Financial analyst in Houston United States this March. Find roles across top companies and apply now to boost your career.

199 financial analyst jobs In Houston United States

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