financial analyst

financial planning analyst Jobs in Houston

financial planning analyst

senior financial analyst

ZT EMPLOYMENT SERVICES LLC

<div>Description:<p><br>
</p><p><b>Job Title:</b> <b>Senior Financial Analyst</b><br>
<b>Location:</b> Altus Community Healthcare</p><p><b>
Reports To:</b> Director of Financial Planning and Analysis.</p><p><b>
Summary:</b></p><p>
We are seeking an experienced and business-oriented Senior Financial Analyst to support financial and operational decision-making within a healthcare environment. This role will be highly business facing, partnering closely with the Chief Operating Officer (COO) and operations teams to provide financial insights, performance analysis, and strategic support.</p><p><b>
Key Responsibilities:</b></p><ul><li>
Act as the primary financial liaison to the COO, providing data-driven insights to support clinical and operational performance.</li><li>
Analyze key healthcare metrics, including patient volumes, payer mix, reimbursement trends, provider productivity, staffing ratios, and operational costs.</li><li>
Support annual budgeting, forecasting, and long-term planning for clinical departments, service lines, and facilities.</li><li>
Conduct financial variance and trend analysis to identify performance drivers and opportunities for improvement.</li><li>
Build and maintain pro-formas to evaluate new programs, service expansions, staffing changes, and capital investments.</li><li>
Prepare monthly reporting packages and presentations for executive leadership and clinical managers.</li><li>
Collaborate with operations, clinical leaders, revenue cycle, and HR to ensure financial alignment across the organization.</li><li>
Evaluate cost structures, identify inefficiencies, and support initiatives that improve operational effectiveness and patient care delivery.</li><li>
Assist in preparing business cases, ROI analyses, and presentations for strategic initiatives.</li><li>
Ensure integrity and accuracy of financial data, support compliance with healthcare financial regulations and internal policies.</li></ul>
Requirements:<p><br>
</p><p><b>Qualifications:</b></p><ul><li>
Bachelor&rsquo;s degree in finance, Accounting, Healthcare Administration, Business, or a related field; MBA, MHA, CPA, or CFA is a plus.</li><li>
5+ years of experience in financial analysis, preferably within a healthcare, hospital, clinic, or medical practice setting.</li><li>
Proficiency in Excel and financial modeling; experience with EMR, EHR, and BI tools (e.g., Data Rails, Tableau, Power BI) preferred.</li><li>
Excellent analytical, communication, and presentation skills.</li><li>
Ability to collaborate effectively with clinical and non-clinical leaders.</li><li>
Highly organized with strong problem-solving abilities and attention to detail.</li><li>
Comfortable working in a dynamic, fast-paced healthcare environment.</li></ul><p><b>
Ideal Candidate Profile:</b></p><ul><li>
Dependable business partner with the ability to work directly with operational and clinical leadership.</li><li>
Skilled at translating complex financial data into clear, actionable recommendations.</li><li>
Proactive, analytical, and committed to supporting high-quality patient care through sound financial insights.</li><li>
Strong understanding of healthcare financial operations, including reimbursement models, payer mix, and revenue cycle performance.</li></ul></div>

Senior Financial Analyst

Perry Homes

<p></p><div><p><b>Summary of Position</b></p><p>
The Senior Financial Analyst supports the finance organization through detailed analysis, strategic insights, and proactive partnership with business leaders. This role plays is key in driving the annual budget process, supporting key sales and operations leaders with the home pricing strategy, and maintaining strong financial discipline through variance analysis.</p><p><br>
</p><p><b>Essential Duties and Responsibilities</b>
</p><ul><li>Analyze and document budget to actual performance on a monthly basis, including:</li>
<li><ul><li>P&amp;L and balance sheet analysis;</li>
<li>Department, construction, and sales overhead analysis;</li>
<li>Closed job budget analysis.
</li></ul></li><li>Collaborate with department leads and field leadership to research and identify material budget to actual variances.</li>
<li>Perform critical financial processes, which includes but is not limited to the following:</li>
<li>Product Pricing (Base Price Worksheets)</li>
<li><ul><li>Margin Analysis on homes for sale</li>
<li>Margin Analysis on closed jobs</li>
<li>Ad Hoc field requests (Profit Participation, Development Analysis, etc.)</li>
</ul></li><li>Support and further enhance corporate consolidated financial model, which is used extensively for inventory management, developing financial statement forecasts, and to ensure compliance with company credit and capital requirements and objectives.</li>
<li>Identify and evaluate opportunities to enhance financial processes using artificial intelligence (AI)&mdash;including automation of routine analyses, streamlining data workflows, and leveraging machine-learning insights&mdash;to drive operational efficiency, improve forecasting accuracy, and support data-driven decision-making across the finance organization.</li>
<li>Assist in company budget process, which includes but is not limited to the following:</li>
<li><ul><li>Prepare budget model and templates</li>
<li>Collaborate with department heads to prepare operating expense and capital expenditure budgets</li>
<li>Consolidate the operating revenue and expense and capital expenditure forecasts by month to prepare the annual plan and incorporate into the corporate consolidated financial model</li>
<li>Upload final budget into reporting data warehouse.</li>
</ul></li><li>Perform rigorous monthly budget-to-actuals due diligence by department, including scheduling and leading cross-functional review sessions to analyze variances, validate underlying drivers, and capture departmental insights to inform accurate forecasts and actionable financial recommendations.</li>
<li>Conduct quarterly market analysis of publicly traded residential construction companies, synthesizing financial performance, industry trends, competitive positioning, and emerging risks to inform strategic planning and support executive decision-making.</li>
<li>Assist in completing monthly, quarterly, and annual financial reports and analysis and presentations for executive leadership.</li>
<li>Participate in IT initiatives to identify areas of improvement with data capture, reporting, and data integrity.</li>
</ul><p></p><p><b>
Job Competencies</b></p><ul><li>Financial Management</li><li>Attention to Detail
</li><li>Problem Solving/Analysis
</li><li>Time Management</li><li>Communication/Building Relationships</li></ul><p></p><p><br>
</p><p><b>Requirements</b></p><p></p><p><b>
Qualifications</b></p><ul>
<li>
Bachelor&rsquo;s degree in Finance, Accounting, Economics, or similar discipline required. MBA preferred, reflecting advanced analytical, strategic, and leadership capabilities.</li>
<li>A minimum of 4 years of relevant finance or accounting experience required.</li>
<li>Experience with the homebuilding industry preferred.</li>
<li>Business/financial modeling skills and high accuracy with numbers required.
</li><li>Strong analytical abilities and ability to communicate analytical findings both verbally (in meetings) and in written form (through formal presentations, PowerPoint).</li>
<li>Strong understanding of accounting processes, procedures, and internal controls required.</li>
<li>Demonstrated computer skills including a working knowledge of MS Office products, including Outlook, Excel, Word, and PowerPoint.</li>
<li>Big 4 public accounting experience a strong plus, reflecting advanced technical proficiency, analytical rigor, and exposure to complex financial reporting environments.
</li></ul><p><b>Benefits</b></p><p><b>
Health &amp; Wellness</b></p><p></p><ul>
<li>Medical, Dental &amp; Vision Coverage</li>
<li>Employee Assistance Program (EAP)</li>
<li>Fitness Reimbursement</li>
</ul><p><b>Financial Planning</b></p><p></p><ul>
<li>401(k) with Company Match</li>
<li>Company-Paid Life &amp; Disability Insurance</li>
<li>Supplemental Coverage Options</li>
</ul><p><b>Time Off &amp; Life Balance</b></p><p></p><ul>
<li>PTO &amp; Paid Holidays</li>
<li>Leave of Absence Programs</li>
</ul><p><b>Family &amp; Lifestyle</b></p><p></p><ul>
<li>Perry Homes Family College Fund</li>
<li>New Home &amp; Employee Discounts</li>
<li>Pet Perks, Travel Assistance, &amp; More</li>
</ul><p></p><p><i>***Note to job seekers: Your resume will be reviewed as the best qualified candidates will be contacted in the event that there is potential match***</i>
</p><p><i>Perry Homes is an Equal Opportunity Employer</i>
</p><p><b>Disclaimer:</b> <i>Recruitment Fraud</i> &ndash; Any communication regarding job opportunities from our organization will be initiated through official channels only, including our company email domain, @perryhomes.com and verified social media accounts. We advise candidates to exercise caution and refrain from sharing personal or sensitive information with any party claiming to represent our company outside of these channels. We do not at any early stage of recruitment process solicit personal information (e.g., passport and bank account info), financial details, or any form of payment (e.g., application fee). If you receive suspicious communications, encounter job postings that appear fraudulent, or want to confirm any employment postings, please contact hrinfo@perryhomes.com.</p></div>

Craneworks

<div><div><b>The Company</b></div>
<div>Founded in 2002 and headquartered in Houston, Texas, CraneWorks is a dealer of new and used truck mounted and related mobile crane equipment, manufacturer-backed and trained service, extensive parts inventories for all makes, and a modern bare rental fleet with offices in Denver, CO / Ft. Worth, TX / Hampton, NJ / Houston, TX / Kansas City, KS / Orlando, FL / San Diego, CA / Williston, ND, / and St. Louis, MO. The company serves diverse industries including residential and commercial construction, oil and gas, transmission and distribution, utilities, forestry, transportation services, and renewable energy sectors. CraneWorks is currently led by Mike Evans, who is the President and Chief Operating Officer of the business. Co-founder David Collis and Chief Executive Officer and co-founder Keith Ayers remain actively engaged in the business.</div>
<div></div><div>Within the mobile crane industry, CraneWorks serves as an intermediary between original equipment manufacturers (OEMs), end customers, and crane rental companies. Mobile crane dealers provide customers with tailored, customized solutions through comprehensive OEM offerings and differentiate themselves via parts and service capabilities. Aside from quality parts and service, CraneWorks further differentiates itself from the market through an in&#8208;house production department that can customize equipment to a customer&rsquo;s specific need. The company enjoys tenured relationships with key OEM brands such as Cormach, Fassi, IMT, Manitex, National, Palfinger, Tadano, and Versalift among others. The business model is reinforced by single OEM dealers having a limited product offering (i.e., focus on specific types of cranes) and support across multiple types of equipment, further enhancing the appeal of multi&#8208;line OEM dealers. On that note, opportunities exist to establish new OEM relationships to further diversify product and end market mix.</div>
<div></div><div>By fleet size, CraneWorks is the 6th largest dealer in the U.S. in a highly fragmented market. No dealer has the same OEM brand depth across overlapping regions. Across CraneWorks&rsquo; network, the Company is consistently a top 4 dealer in each of its markets. Generating revenues approaching $250 million, the company has established a national footprint including 9 full service and sales locations coast to coast. Significant organic and M&amp;A growth opportunities remain as the company serves markets that are expected to grow steadily &ndash; namely transmission and distribution, utility, infrastructure, residential, as well as tree and forest. Additionally, management has proven ability to take market share (via organic, greenfield, and inorganic growth), grow its bare rental segment, recruit technician talent, and outcompete its competitors, notably in parts and service in new geographies. CraneWorks is ideally suited to take advantage of these opportunities and is positioning itself as a market leader across the country.</div><br>
<div></div>
<div></div><div>In October 2023, Equity Group Investments (EGI) partnered with CraneWorks. Core to EGI&rsquo;s investment philosophy is developing collaborative partnerships with driven management teams to maximize value. Given EGI&rsquo;s successful track record of helping middle-market companies drive value and investment in other heavy equipment dealerships, the partnership with EGI represents a significant opportunity for the future of CraneWorks and its stakeholders. Building and scaling businesses is core to EGI&rsquo;s track-record. EGI aims to enhance value at its portfolio companies through strategic and operational guidance, follow-on capital, and strong corporate governance. This is a unique opportunity to lead a well-positioned company with a committed team focused on aggressive growth and value creation. For more information, please visit the Company website at www.crane-works.com</div>
<div></div><div><b>Equity Group Investments (EGI)</b></div>
<div>Equity Group Investments (EGI) is a private investment firm founded more than 50 years ago by Sam Zell. Backed by private capital, EGI is flexible and opportunistic with a primary focus on direct private investment opportunities but has the in-house expertise to invest across the capital structure. As long-term investors, EGI actively partners with portfolio company executives to execute strategic planning, implement operational efficiencies, and scale businesses. EGI has grown companies across numerous industries into multi-billion-dollar businesses throughout economic cycles. EGI&rsquo;s current portfolio includes investments in healthcare, transportation and logistics, infrastructure, energy, consumer, industrial, manufacturing, agri-business, and real estate. For more information, visit www.egizell.com.</div>
<div></div><div><b>The Opportunity</b></div>
<div>The Financial Planning &amp; Analysis (FP&amp;A) and Corporate Development Analyst/Associate will be a critical member of the CraneWorks finance and accounting team. They will also serve as a primary liaison between the company and the Board of Directors/ownership.</div>
<div></div><div>The selected individual will be tasked with creating and leading the organization&rsquo;s FP&amp;A capabilities and supporting M&amp;A activity. This is a high visibility role in a dynamic, growth-oriented, private equity backed organization offering significant opportunities for career development. The FP&amp;A and Corporate Development Analyst/Associate will play a crucial role in supporting the financial planning, analysis, and reporting functions of the company. This position is integral to providing insights that guide strategic decision-making at senior levels of the company and with the company&rsquo;s financial sponsor. The FP&amp;A and Corporate Development Analyst/Associate will be responsible for preparing monthly operating reports, forecasting business segments, and conducting financial modeling for budgeting, forecasting, and potential acquisitions.</div>
<div></div><div>The FP&amp;A and Corporate Development Analyst/Associate will also have wide latitude to employ best practices regarding their areas of influence and will work closely with all departments of the company.</div>
<div></div><div><b>Location</b></div>
<div>Houston, TX</div>
<div></div><div><b>Reports to:</b></div>
<div>Chief Financial Officer</div>
<div></div><div><b>Responsibilities</b></div>
<ul><li>Prepare, modify, and oversee the reporting framework to ensure optimal business decisions are made:
<ul><li>Prepare monthly operating reports and weekly dashboards to review with management and shareholders.</li>
<li>Review existing reporting with executives and modify reporting to reflect how management evaluates Company performance.</li>
<li>Where needed, design reporting to provide information to manage the business more effectively.</li>
<li>Provide recommendations to strategically enhance financial performance and business opportunities.</li>
</ul></li><li>Ensure the execution of month-end and quarter-end financial variance analysis:
<ul><li>Analyze financial results, including trends, budget, forecast and related variances.</li>
<li>Review trends and drivers of financial performance to identify opportunities for improvement of business areas.</li>
<li>Prepare for and participate in board meeting presentations.</li>
<li>Ensure all relevant reporting deadlines are met.</li>
</ul></li><li>Support merger and acquisitions (M&amp;A) activity
<ul><li>Support the Chief Executive Officer, Chief Operating Officer, Chief Financial Officer and financial sponsor in evaluating M&amp;A targets</li>
<li>Support the Chief Financial Officer and financial sponsor with merger and acquisition modeling, analysis, and due diligence on potential targets.</li>
<li>Conduct market research and competitive analysis to inform decision-making on potential acquisitions.</li>
<li>Prepare presentations and reports for internal and external stakeholders, including the board of directors and investors.</li>
<li>Assist in the development and execution of integration plans to ensure the successful combination of acquired companies.</li>
</ul></li><li>Manage the investment and capital expenditure analysis:
<ul><li>Assist the Chief Executive Officer and Chief Operating Officer in evaluating new markets.</li>
<li>Support operations in producing ROI to business case modeling.</li>
<li>Understand and develop the capital expenditure strategy.</li>
</ul></li><li>Assist in the budgeting and forecasting process:
<ul><li>Prepare annual budgets and quarterly reforecasts with input from senior executives.</li>
<li>Maintain ownership of the P&amp;L, Balance Sheet and Statement of Cash Flows financial model.</li>
<li>Prepare and manage a detailed inventory forecast in conjunction with the VP of Sales and Inventory Manager</li>
</ul></li><li>Ad-Hoc Analysis and Reporting:
<ul><li>Provide ad-hoc analysis and reporting as required by senior management or the financial sponsor.</li>
<li>Assist in preparing presentations for the Board of Directors and other stakeholders.</li>
</ul></li><li>Cross-Functional Collaboration:
<ul><li>Work closely with seamlessly with Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, VP-level positions, finance, operations, and the financial sponsor to gather data, ensure alignment, and support company-wide financial initiatives.</li>
<li>Participate in meetings with senior management to provide financial insights and recommendations.</li>
</ul></li></ul><div></div><div><b>Leadership Competencies</b></div>
<ul><li>Strategic Thinking: Ability to think strategically and provide insights that drive decision-making.</li>
<li>Interpersonal Skills: Comfortable collaborating with cross-functional teams and engaging with senior management.</li>
<li>Initiative: Proactive and able to work independently, taking ownership of projects and driving them to completion.</li>
<li>Adaptability: Capable of working in a fast-paced environment, handling multiple priorities, and adapting to changing business needs.</li>
<li>Commitment to Development and Improvement: Continued focus on process improvements across the organization. Individual commitment to professional development and can be receptive to feedback.</li>
</ul>
<div></div><div><b>Skills, Knowledge, and Experience</b></div>
<ul><li>2-4 years of experience in financial analysis; prior FP&amp;A, investment banking, private equity, corporate development or management consulting experience required.</li>
<li>Strong financial modeling skills, with experience in building and maintaining complex financial models.</li>
<li>Proficient in financial analysis, including variance analysis, trend analysis, and scenario planning.</li>
<li>Advanced Excel skills, with the ability to manipulate large datasets and perform sophisticated calculations.</li>
<li>Experience with financial reporting tools and ERP systems.</li>
<li>Excellent communication skills, with the ability to present complex financial information clearly and concisely.</li>
<li>Strong analytical thinking and problem-solving abilities, with attention to detail.</li>
<li>Experience in the heavy equipment dealership or rental industry extremely helpful, but not required.</li>
<li>Experience in a private equity backed company or similar environment preferred.</li>
<li>Capable of working independently and as part of a team.</li>
<li>Proven ability to multi-task and manage numerous simultaneous projects.</li>
<li>History of and work style that rolls-up sleeves and works hands on with team.</li>
<li>Ability to forecast issues to understand potential impact both internally and externally.</li>
<li>Ability to work well in high pressure situations to meet deadlines.</li>
<li>A strong, hands-on knowledge of financial reporting and general accounting work.</li>
</ul>
<div></div><div><b>Education and Certifications</b></div>
<div>BS in Accounting, Economics, Finance or Business Administration preferred.</div>
<div></div><div><b>Compensation</b></div>
<div>We seek an individual of exceptional ability and will offer a competitive compensation package commensurate with candidate&rsquo;s individual skills and experience.</div></div>

Financial Planning & Analysis and Corporate Development Analyst/Associate - Houston, TX

Boardwalk Pipeline Partners

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</ul>
Boardwalk is a limited partnership operating in the midstream portion of the natural gas and natural gas liquids industry, providing transportation and storage services for our customers. Our 14,000 miles of pipeline and storage assets provide diverse market connectivity to producers and end-users who need reliable sources of natural gas for power generation, home heating or petrochemical feedstocks. We have the experience, knowledge, and flexibility to design service offerings and create system enhancements tailored to our customers’ needs throughout the 13 states in which we operate. As an organization focused on sustainability, we are committed to protecting the environment while delivering this energy source. This commitment is made to our customers, employees, and the communities in which we operate. We incorporate environmental stewardship, safety, and compliance into our day-to-day operations and seek to strengthen and support the communities we serve. Additional information about the company can be found online at www.bwpipelines.com.
<br><br>
We are currently looking for an Analyst/Associate- Corporate Development for our Houston, TX office.
<br><br>
<b>POSITION DESCRIPTION:</b><br>
Position level of analyst/associate will be based on experience. This position is responsible for the following areas:
<br><br>
<b>organic project valuation and acquisition support:</b><br>
<ul>
<li>Primary activities include economic valuation and analysis of proposed organic projects for Boardwalk Pipelines</li>
<li>Work collaboratively with commercial, system planning and engineering groups to understand project opportunity, assumptions, and key issues to develop a thorough economic analysis.</li>
<li>Support acquisition activities including opportunity screening & research; target company financial review; market fundamentals analysis associated with target company industries; economic valuation of the target company; due diligence</li>
<li>Preparation and communication of analytical work and investment approval documents to Boardwalk Senior Management.</li>
</ul>
<b>REQUIRED SKILLS, KNOWLEDGE, AND EXPERIENCE:</b><br>
<ul>
<li>Strong experience in financial valuation/analysis</li>
<li>Strong analytical, logical and economic thinking skills</li>
<li>Strong interpersonal & communication skills and the ability to collaborate with others.</li>
<li>Proficient use of MS Excel, Word and PowerPoint</li>
<li>Ability to work under tight deadlines; ability to work with multiple groups and individuals to collect and validate information.</li>
<li>2-4 years of valuation experience</li>
</ul>
<b>PREFERRED SKILLS, KNOWLEDGE, AND EXPERIENCE:</b><br>
<ul>
<li>Two+ years of experience in the energy industry (esp. natural gas)</li>
</ul>
<b>REQUIRED EDUCATION:</b><br>
<ul>
<li>Bachelor’s degree in finance, engineering, economics or applicable business-related discipline</li>
</ul>
<b>ADDITIONAL INFORMATION:</b><br>
Boardwalk Pipelines, LP, maintains a drug-free workplace and will require pre-employment drug & substance abuse testing before hiring.
<br><br>
Boardwalk Pipelines, LP, is an equal opportunity employer. All applicants will be considered for employment regardless of race, color, religion, age, sex, gender identity, national origin, veteran, or disability status.

Analyst/Associate Corporate Development

SynMax

<div>
 <strong>
  About SynMax:
  <br/>
 </strong>
 Based in Houston, Texas, with offices in London and New York, SynMax is a pioneering data intelligence company specializing in maritime and energy intelligence. By integrating advanced satellite imagery and AI, SynMax delivers unparalleled insights into maritime operations, oil and gas development, coal inventory, and LNG flows, enabling businesses and organizations to make data-driven decisions with precision and confidence.
 <br/>
 <br/>
 <strong>
  Job Description:
  <br/>
 </strong>
 The Financial Planning Analyst will play a key role in supporting SynMax&rsquo;s financial planning, forecasting, and strategic decision-making.
 <br/>
 <br/>
 This is a mid-level FP&amp;A role for a commercially minded, analytically strong finance professional with experience operating in fast-moving, technology or data-driven environments. The successful candidate will support forecasting, reporting, financial modelling, and cross-functional decision support as SynMax continues to scale.
 <br/>
 <br/>
 This role combines financial rigour, systems thinking, and business partnering, and will work closely with senior stakeholders across the company.
 <br/>
 <br/>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Financial Planning &amp; Forecasting
  </li>
  <li>
   Build and maintain driver-based financial models, including forecasts, scenario planning, cash flow models, and unit economics
  </li>
  <li>
   Support rolling forecasts, annual budgeting, and long-term planning cycles
  </li>
  <li>
   Develop and refine key financial and operational KPIs
  </li>
  <li>
   Partner with leaders across Product, Sales, Engineering, and Operations to provide financial insight and decision support
  </li>
  <li>
   Performance Analysis &amp; Reporting
  </li>
  <li>
   Support preparation of monthly reporting packages for leadership and board-level review
  </li>
  <li>
   Analyse financial and operational performance against plan, forecast, and prior periods
  </li>
  <li>
   Identify and communicate key variances, trends, and underlying performance drivers
  </li>
  <li>
   Strengthen the quality, consistency, and efficiency of financial reporting outputs
  </li>
  <li>
   Systems &amp; Financial Processes
  </li>
  <li>
   Support the implementation, improvement, or upgrade of finance systems and tools as SynMax scales
  </li>
  <li>
   Work with data and engineering teams to improve integration of operational data into financial reporting and planning
  </li>
  <li>
   Contribute to automation of reporting, forecasting, and analytics workflows
  </li>
  <li>
   Support improvements to financial data quality, structure, and accessibility
  </li>
  <li>
   Strategic Finance &amp; Business Support
  </li>
  <li>
   Support pricing analysis, scenario modeling, and commercial decision-making
  </li>
  <li>
   Contribute to financial analysis for new initiatives, investments, or expansion opportunities
  </li>
  <li>
   Support analysis of revenue performance, customer metrics, and unit economics, as appropriate to SynMax&rsquo;s business model
  </li>
  <li>
   Assist with strategic finance activities including fundraising support and investor-related analysis when required
  </li>
  <li>
   Cross-Functional Business Partnering
  </li>
  <li>
   Act as a finance partner to non-finance teams, helping them understand financial implications of decisions
  </li>
  <li>
   Translate complex financial analysis into clear, actionable insight for stakeholders
  </li>
  <li>
   Build strong working relationships across product, commercial, and operational functions
   <br/>
   <br/>
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Experience
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Around 5 years&rsquo; experience in FP&amp;A, corporate finance, or closely related finance roles
  </li>
  <li>
   Experience working in technology, SaaS, or data-driven environments
  </li>
  <li>
   Strong experience building and using financial models for forecasting and scenario planning
  </li>
  <li>
   Experience supporting company-wide budgeting and performance analysis
  </li>
  <li>
   Experience working with modern finance systems, ERPs, or financial reporting tools
   <br/>
   <br/>
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Key Skills &amp; Compentencies
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Strong financial modelling and analytical skills
  </li>
  <li>
   Ability to interpret financial and operational data and translate it into insight
  </li>
  <li>
   Experience working cross-functionally with senior stakeholders
  </li>
  <li>
   Comfortable working in fast-paced, evolving environments
  </li>
  <li>
   Strong written and verbal communication skills
   <br/>
   <br/>
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Desirable Experience
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Experience supporting system implementation, transformation, or automation initiatives
  </li>
  <li>
   Experience working with BI tools or advanced reporting platforms
  </li>
  <li>
   Exposure to revenue analysis, unit economics, or subscription-based business models
  </li>
  <li>
   Familiarity with financial data integration or operational systems
   <br/>
   <br/>
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Equal Opportunity Statement:
  <br/>
 </strong>
 SynMax is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.
 <br/>
 <br/>
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
</div>


Financial Planning Analyst

City of Houston, TX

<div><div><div><h2 class="jobSectionHeader"><b>POSITION OVERVIEW</b></h2></div>
<p></p><div><p>Applications accepted from: ALL PERSONS INTERESTED<br>
Job Classification: Senior Staff Analyst -Mayor&rsquo;s Office of Innovation &amp; Performance<br>
Reporting Location: 611 Walker Street<br>
Workdays &amp; Hours: Monday &ndash; Friday 8:00 am &ndash; 5:00 pm *Subject to Change*</p><p><b>
About the Mayor&rsquo;s Office of Innovation &amp; Performance</b></p><p>
The Mayor&rsquo;s Office of Innovation &amp; Performance (MOIP) serves as the City&rsquo;s in-house consulting and performance improvement team. MOIP leads initiatives that strengthen operational excellence, promote data-driven decision-making, and cultivate a culture of innovation and continuous improvement across City departments. Our work helps ensure that City services are effective, efficient, and responsive to the residents of Houston.</p><p><b>
Position Overview</b></p><p>
The Senior Staff Analyst will serve as a key member of the Mayor&rsquo;s Office of Innovation &amp; Performance, supporting enterprise-wide efforts to modernize City operations through data, performance management, and process improvement. This role combines analytical expertise, strategic thinking, and hands-on facilitation to drive measurable improvements in City performance.</p><p>
The Senior Staff Analyst will lead and support process improvement projects, manage the City&rsquo;s Turn the Curve performance program, and provide coaching and mentorship to City employees in continuous improvement methods and data-driven best practices.</p><p>
As part of a small, high-impact team, you will have the opportunity to directly influence how the City of Houston operates &mdash; improving the lives of residents through better services, smarter data, and stronger management practices. This is a role for problem solvers who thrive in complexity, value collaboration, and want to make a measurable difference in city government.</p><p><b>
Key Responsibilities</b></p><ul><li>
Lead the City&rsquo;s Turn the Curve performance program, facilitating regular performance review sessions with departments, guiding teams through root cause analysis, and helping them develop and implement data-driven strategies to improve outcomes.</li><li>
Lead and support department and enterprise-level process improvement and innovation projects, driving measurable efficiency and performance gains.</li><li>
Track, analyze, and evaluate key performance indicators (KPIs) to identify trends, gaps and opportunities for improvement; translate insights into actionable recommendations.</li><li>
Support departments in defining KPIs that align with strategic goals and operational priorities.</li><li>
Analyze and review management practices, business processes, and service delivery models to identify inefficiencies, savings opportunities, and service enhancements.</li><li>
Identify and help implement solutions and systems to advance continuous improvement programs and performance management.</li><li>
Partner with departments to embed data-driven best practices into everyday operations.</li><li>
Develop and maintain dashboards, scorecards and reports that clearly communicate performance insights to internal and external stakeholders.</li></ul></div><p></p>
<div><h2 class="jobSectionHeader"><b>MINIMUM REQUIREMENTS</b></h2></div>
<p></p><div><p><b>EDUCATION REQUIREMENTS</b></p><p>
Requires a Bachelor's degree in Business Administration, Public Administration or field directly related to the type of work being performed.<br>
Graduate degrees related to the type of work to be performed may substitute for the experience requirement on a year-for-year basis.</p><p><b>
EXPERIENCE REQUIREMENTS</b><br>
Five years of professional administrative, financial or analytical experience related to the type of work being performed are required.<br>
<br>
Professional experience related to the type of work to be performed may substitute for the education requirement on a year-for-year basis<br>
<br>
<b>LICENSE REQUIREMENTS</b> None</p></div><p></p>
<div><h2 class="jobSectionHeader"><b>PREFERENCES</b></h2></div>
<p></p><div><p>Preference will be given to applicants with:</p><ul><li>
Experience working in or with public sector organizations is preferred.</li><li>
Certification in Lean Six Sigma, or equivalent process improvement methodology is preferred.</li><li>
Demonstrated ability to transform organizations through data-driven performance management.</li><li>
Strong oral and written communication skills, with the ability to adapt messages across audiences and levels of the organization.</li><li>
Proven project management experience, particularly leading cross-functional teams.</li><li>
Demonstrated ability to understand customer needs and drive value throughout end-to-end processes.</li><li>
Strong interpersonal and relationship-building skills, with a collaborative and consultative approach.</li><li>
Proficiency in Microsoft Office Suite, including advanced Excel and Power BI for data analysis and reporting.</li><li>
Experience with intermediate statistical and financial modeling preferred.</li><li>
Ability to multi-task in a high-volume, fast-paced environment while maintaining attention to detail.</li><li>
Strong critical thinking, problem-solving, and presentation skills.</li></ul><p><b>
**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.**</b></p></div><p></p>
<div><h2 class="jobSectionHeader"><b>GENERAL INFORMATION</b></h2></div>
<p></p><div><p><b>SELECTION / SKILLS TESTS REQUIRED</b><br>
The department <b>will </b>administer, and the applicant must successfully complete a skills-assessment relevant to job description.<br>
<br>
<b>SAFETY IMPACT POSITION:</b> No<br>
If yes, this position is subject to random drug testing if a promotional position; candidate must pass an assignment drug test.<br>
<br>
<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.<br>
<br>
<b>Pay Grade:</b> 28</p><p><b>
APPLICATION PROCEDURES</b><br>
Only online applications will be accepted for this City of Houston job and must be received by the Human Resources Department during posting opening and closing dates shown. Applications must be submitted online at: www.houstontx.gov or call (832)393-6051. To view your detailed application status, please log-in to your online profile by visiting: http://agency.governmentjobs.com/houston/default.cfm. If you need special services or accommodations, call (832)393-6051. (TTY 7-1-1) If you need login assistance or technical support call 855-524-5627.<br>
<br>
<b>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.</b><br>
<br>
<b>All new and rehires must pass a pre-employment drug test and are subject to a physical examination and verification of the information provided.</b><br>
<br>
<b>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.</p></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>

Senior Staff Analyst - MOIP

<div><div><div><h2 class="jobSectionHeader"><b>POSITION OVERVIEW</b></h2></div><br>
<div><div><br>
<b>APPLICATIONS ACCEPTED FROM: </b>ALL PERSONS INTERESTED<br>
<br>
<b>SERVICE LINE/SECTION:</b> Director's Office/Office of the Chief of Staff<br>
<b>REPORTING LOCATION: </b>611 Walker, 25th Floor<br>
<b>WORKDAYS &amp; HOURS: </b>MONDAY - FRIDAY 8AM - 5PM*<br>
<ul><li><b>Subject to change</b></li></ul></div><p><b><i><br>
DESCRIPTION OF DUTIES/ESSENTIAL FUNCTIONS</i></b></p><p>
This Senior Staff Analyst position supports Houston Public Work&rsquo;s (HPW&rsquo;s) commitment to improving how our internal operations function every day. Operating within the Office of the Chief of Staff, the Senior Staff Analyst evaluates internal workflows, investigates operational challenges, and works collaboratively with teams across the organization to implement improvements that enhance clarity, efficiency, and consistency. The role focuses on analyzing internal business processes, supporting the adoption of redesigned workflows, and developing data-driven insights and dashboards that help leaders make informed decisions.</p>
The Senior Staff Analyst also plays a key role in the development and implementation of Standard Operating Procedures (SOPs), ensuring that internal procedures reflect current practices, regulatory requirements, and organizational priorities. This position requires strong analytical skills, judgment, communication, and the ability to work effectively with both frontline staff and senior leadership.<br>
<ul><li>
Investigates internal operational issues and evaluates workflows to identify inefficiencies, bottlenecks, risks, and improvement opportunities.</li><li>
Conducts detailed process mapping, workflow assessments, and root-cause analyses for medium- to high-complexity operations.</li><li>
Reviews current-state workflows, designs future-state workflows that improve internal efficiency, consistency, and compliance.</li><li>
Applies continuous-improvement methodologies (Lean concepts, PDCA, Kaizen, Six Sigma principles) to develop sustainable, actionable solutions.</li><li>
Conducts gemba-style observations and process walkthroughs to validate findings and better understand day-to-day realities.</li></ul><ul><li>
Extracts, integrates, and analyzes operational and performance data from multiple sources to support process investigations.</li><li>
Builds and maintains dashboards, visualizations, and analytical reports using Power BI, Excel, and other tools.</li><li>
Interprets qualitative and quantitative data to identify trends and support recommendations.</li><li>
Prepares concise, executive-ready presentations, reports, and briefing materials for leadership.</li><li>
Collaborates with Service Lines and City departments to support the implementation of redesigned internal workflows.</li><li>
Facilitates cross-functional workshops, process walkthroughs, and working groups to build consensus around proposed improvements.</li><li>
Translates improved workflows into clear, accurate, standardized SOPs in partnership with subject matter experts.</li><li>
Ensures SOPs reflect updated internal operational practices and meet organizational or compliance requirements.</li><li>
Partners with HPW Service Lines and COH departments to align internal workflows and resolve cross-functional issues.</li><li>
Represents the Chief of Staff Office in meetings, provides updates, and communicates recommendations professionally.</li><li>
Gathers operational information, prepares responses, and supports documentation or correspondence as needed.</li><li>
Leads or supports strategic initiatives and special assignments focused on internal continuous improvement and organizational effectiveness.</li><li>
Conducts research, compiles data, and develops recommendations for senior leadership.</li><li>
Manages confidential information with discretion and professionalism.</li></ul><br>
Skills and Abilities:<br>
<ul><li>
Strong skills in data extraction, integration, and analysis</li><li>
Ability to develop dashboards using Power BI, Excel, and related analytics tools</li><li>
Advanced workflow mapping, process analysis, and organizational problem-solving</li><li>
Knowledge of continuous-improvement methodologies (Lean, PDCA, Kaizen, Six Sigma concepts)</li><li>
Ability to interpret and apply policies, procedures, and operational guidelines</li><li>
Excellent written and verbal communication skills, including executive-level reporting</li><li>
Ability to manage multiple complex assignments independently</li><li>
Strong judgment and ability to handle sensitive or confidential information</li><li>
Skilled in facilitating cross-functional collaboration and building consensus</li></ul><br>
<b><i>
WORKING CONDITIONS</i></b><p>
The position is physically comfortable; the individual has discretion about walking, standing, etc. There are no major sources of discomfort, i.e., essentially normal office environment with acceptable lighting, temperature and air conditioning.</p><p><b>
This is a Department of Public Works Emergency Management position at the Tier II Level</b><b>.</b></p></div><br>
<p></p>
<div><h2 class="jobSectionHeader"><b>MINIMUM REQUIREMENTS</b></h2></div>
<div><p><b>EDUCATION REQUIREMENTS</b><br>
Requires a Bachelor's degree in Business Administration, Public Administration or a field directly related to the type of work being performed.<br>
<br>
Graduate degrees related to the type of work to be performed may substitute for the experience requirement on a year-for-year basis.<br>
<br>
<b>EXPERIENCE REQUIREMENTS</b><br>
Five years of professional administrative, financial or analytical experience related to the type of work being performed are required.
<br>
<br>
Professional experience related to the type of work to be performed may substitute for the education requirement on a year-for-year basis.<br>
<br>
<b>LICENSE REQUIREMENTS</b><br>
None</p></div>
<div><h2 class="jobSectionHeader"><b>PREFERENCES</b></h2></div>
<p></p><div><p>The ideal candidate will demonstrate:</p><ul><li>
Hands-on experience conducting workflow investigations, process mapping, and root-cause analysis for internal operations.</li><li>
Ability to design future-state workflows, including decision points, controls, and handoff structures.</li><li>
Experience applying continuous-improvement methodologies to internal processes.</li><li>
Ability to extract, transform, and analyze data from varied systems or datasets.</li><li>
Proficiency in building dashboards and visualizations (Power BI strongly preferred).</li><li>
Experience guiding departments through workflow redesign, SOP development, and implementation support.</li><li>
Ability to lead cross-functional working groups and facilitate improvement workshops.</li><li>
Exposure to change management practices such as readiness assessments, communication planning, and adoption tracking.</li><li>
Ability to translate operational needs into clear processes and well-structured SOPs.</li><li>
Experience supporting internal operations within large, complex organizations.</li><li>
Understanding of policy interpretation, compliance requirements, and operational governance.</li><li>
Strong critical thinking with the ability to address complex internal workflow challenges.</li></ul><p><b><i><br>
**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></p></div><br>
<p></p>
<div><h2 class="jobSectionHeader"><b>GENERAL INFORMATION</b></h2></div>
<div><p><b>SELECTION / SKILLS TESTS REQUIRED</b><br>
Department <i>may</i>administer skills assessment test.<br>
<br>
<b>SAFETY IMPACT POSITION</b> Yes<br>
If yes, this position is subject to random drug testing and if a promotional position, candidate must pass an assignment drug test.<br>
<br>
<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.<br>
<br>
<b>PAY GRADE 28</b><br>
<br>
<b>APPLICATION PROCEDURES</b><br>
<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>
To view your detailed application status, please log-in to your online profile by visiting: http://agency.governmentjobs.com/houston/default.cfmor call (832-393-6032).<br>
<br>
If you need special services or accommodations, call (832-393-6032). (TTY 7-1-1)<br>
<br>
If you need login assistance or technical support call 855-524-5627.<br>
<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.<br>
<br>
All new and rehires must pass a pre-employment drug test and are subject to a physical examination and verification of information provided.<br>
<br>
<b>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.</p></div></div></div>
<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>

Senior Staff Analyst (Director's Office)

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