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Financial Analyst

2 months ago


Houston, United States Creative Financial Staffing Full time

Financial Analyst

Hybrid Work Schedule (4/1)

About the Company and Opportunity:

  • Our client is a highly reputable Non-Profit organization located in EADO.
  • Be the right-hand person to the CFO and lead special projects.
  • This role is a succession plan for the Finance Manager (retiring end of 2025).
  • Role encompasses financial, operational, and functional analysis - it's VERY broad
  • The organization has over 58 locations, an endowment, multiple schools, small business support, and veteran services. You name it, they do it
  • They have been in business for over 100 years
  • Very diverse culture and passionate about their mission.

Overview of the Role for the Analyst:

  • Develop cash flow projections and manage working capital effectively.
  • Analyze financial data related to industry trends, costs, revenues, and financial commitments.
  • Analyze the trends of Key Performance Indicators relating to financial metrics.
  • Run multiple forecast scenarios to provide guidance for operational decision-making.
  • Evaluate financial performance and identify areas for improvement or cost-saving opportunities.
  • Prepare financial reports, forecasts, and budgets.
  • Prepare customer profitability analysis.
  • Prepare labor metrics optimization analysis.
  • Prepare and review a variety of complex financial data - heavy on special projects
  • Locate and define new process improvement opportunities.

Preferred Qualifications for the Analyst:

  • Bachelor's degree in Accounting, Economics, or Finance.
  • Eight to ten years of experience in finance.
  • Advanced knowledge of Excel.
  • Intellectual curiosity and critical thinking skills.
  • Must be able to effectively multi-task in a fast-paced, deadline-focused work environment.

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