Job Description

Financial Planning Analyst

On site- Houston, TX

• Work directly with Vice President of Finance
• High growth mode, someone with an entrepreneurial mindset
• This is an individual contributor role with no direct reports.
• Requires someone who values hands-on experience in private equity
• Exposure to a dynamic work environment with opportunities to work across multiple industries and companies including Utilities, Power, Facilities Services, Facilities Management, Industrial Infrastructure, and Environmental, Health & Safety.

This role exists to manage essential financial operations and support strategic decision-making processes by providing accurate financial analyses, reports, and insights. The Analyst is responsible for day-to-day financial management tasks, contributing to executive-level analyses, and preparing comprehensive reports that inform business strategies. This position serves as an ideal launchpad for individuals eager to build a strong foundation in finance within a dynamic private equity environment, offering exposure across multiple companies and industries while experiencing excellence in financial practices.

Responsibilities:

• Assist in creating new reports and analyses for the team.
• Perform trend analysis, compare projected results to actual outcomes, and elaborate on variances with detailed explanations and implications to aid in strategic decision-making.
• Compile and verify data from portfolio companies to create consolidated and monthly operating reports detailing financial and operational performance.
• Assist in preparing for monthly CFO meetings, facilitating the presentation of financial directives and process improvements to portfolio company leadership.
• Engage in initiatives aimed at enhancing the budget, planning, and consolidation system.
• Refine monthly and quarterly reports.
• Offer innovative ideas to improve system functionality, report quality, and overall data integrity and process efficiency.
• Facilitate the integration of new portfolio companies into the system.
• Train their finance staff in system utilization and provide support during initial reporting cycles for smooth onboarding.
• Provide responsive support and guidance to portfolio companies during their data submission and reporting process.
• Ensure data accuracy and timely submissions

Experience required:

• Bachelor's degree in finance, accounting, economics, or a related field, or equivalent experience.
• A master's degree or professional certification such as CPA or CFA is advantageous but not required.
• 3-5 years of experience in financial planning and analysis, accounting, or a related financial role.
• Experience in a corporate finance environment, particularly within private equity or operations-focused firms, is preferred.
• Proficiency in financial modeling and forecasting with strong Excel skills.
• Experience with financial systems and databases; familiarity with iLevel or similar budget, planning, and consolidation software is highly beneficial.
• Experience building analyses with Power Query/Power BI is a plus
• Strong quantitative and analytical competency with the ability to interpret financial data accurately and develop clear, actionable insights.
• Excellent verbal and written communication abilities.
• Experience preparing reports that succinctly and clearly communicate important information and findings to senior management.
• High level of accuracy in handling financial data.
• Compliance with audit standards
• Strong organizational and time management skills.
• Capable of managing multiple tasks with overlapping deadlines and under pressure
• A proactive mindset with the ability to take initiative and function independently when required.

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