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Financial Planning Analyst

4 months ago

Houston, United States TZ Recruiting Full time

Join our prominent Private Equity clients Financial Planning & Analysis team as an FP&A Analyst. In this role, you will manage essential financial operations and support strategic decision-making processes. This position offers a mix of day-to-day financial management tasks and the opportunity to contribute to executive-level analyses and reporting. It is an ideal launchpad for those eager to build a strong foundation in finance within a dynamic corporate environment, gaining valuable experience that exemplifies what excellence in finance looks like.

This role will report directly to the Vice President of FP&A and be a teammate on the operations team, where we work with all of the portfolio companies in its areas of functional expertise. This role is perfect for an early/early-mid career FP&A analyst who is tired of being stuck behind a cubicle doing the same thing over and over again.

What makes this role exciting:

  • Our compensation plan is flexible based on level of experience + potential bonus % for qualified candidate
  • Incredible benefits package with no out of pocket expense to the employee
  • Fantastic office space and location
  • Immediate opportunity to make an impact

Essential Qualifications:

  1. Educational Background Bachelors degree in finance, accounting, economics, or a related field. A masters degree or professional certification such as CPA or CFA is advantageous but not required.
  2. Experience 1-3 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.
  3. Technical Skills
  4. Proficiency in financial modeling and forecasting with strong Excel skills.
  5. Experience with financial systems and databases; familiarity with iLevel or similar budget, planning, and consolidation software is highly beneficial.
  6. Competence in using standard financial software and tools, with the ability to adapt to new technologies.
  7. Analytical Abilities Strong quantitative and analytical competency with the ability to interpret financial data accurately and develop clear, actionable insights.
  8. Communication Skills Excellent verbal and written communication abilities with experience preparing reports that succinctly and clearly communicate important information and findings to senior management.
  9. Attention to Detail High level of accuracy and attention to detail in handling financial data and compliance with audit standards.
  10. Problem-Solving Skills Effective problem-solving skills with the capacity to identify issues, analyze data, develop solutions, and implement process improvements.
  11. Organizational Skills Strong organizational and time management skills, capable of managing multiple tasks with overlapping deadlines and under pressure.
  12. Teamwork and Interpersonal Skills Ability to work well in a team environment, collaborate with other areas, and provide support and training to others.
  13. Proactivity A proactive mindset with the ability to take initiative and function independently when required.

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