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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