Financial Planning Analyst

2 weeks ago


Houston, United States Creative Financial Staffing Full time

About the Company and Opportunity:

Are you an experienced Finance professional seeking a fulfilling career with a reputable company? Look no further We are seeking a highly qualified individual who excels in relational finance database management, business intelligence reporting, and analytical tools. This role focuses on financial and statistical planning, analysis, modeling, intermediate and long-term forecasting, report design, graphing, and financial software charting.

Here's why you should consider this exciting opportunity:

  • Exceptional Work-Life Balance: Enjoy a balanced work-life schedule with a typical 40-hour workweek outside of quarter close and budget season.
  • Flexible Schedule and Casual Attire: Work remote 2 days a week
  • Focus on Growth: Be the right-hand person to the CFO and assist with BOD presentations.
  • State-of-the-Art Facilities: Beautiful new building located in downtown Houston
  • Commitment to Diversity and Veterans: diversity, equity, and inclusion aren't just buzzwords-they're woven into the way we run their business

What you will be doing in this Financial Planning Analyst role….

Assist CFO and senior Finance & Administration members in each of the areas under the purview of the Finance and Administration Department. This includes but is not limited to:

  • Assist with forecasting, utilizing predictive analytical tools and spreadsheet modeling, as well as updating databases or forecasting models
  • Improve financial status by analyzing results, monitoring variances, identifying trends, and recommending actions to management
  • Reconcile transactions by comparing and correcting data
  • Perform cost analysis process by establishing and enforcing policies and procedures;
  • Analyze current and past financial data and performance
  • Coordinate with other members of the finance team to review financial information and forecasts
  • Review (and assist in gathering information for) monthly reports for accuracy, e.g., dashboards, and accountability reports
  • Prepare and modify documents, including correspondence, reports, drafts, memos and emails
  • Work with the IT department's Sr. Business Applications Analyst on design, implementation, query, and report writing in BI 360 and other tools
  • Interact with outside consultants on Tax forecasting


What you need to bring to the table…..

  • Bachelor's degree in accounting, Economics, Finance, or IT
  • 5 plus of experience in finance
  • Advanced knowledge in Excel and PowerPoint, BI 360
  • Budget software experience
  • Must be able to effectively multi-task in a fast-paced deadline-focused work environment.

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Salary: 80,000 to 100,000



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