DIRECT HIRE ONLY / NO B2B / NO CONTRACT / NO SPONSORSHIP / NO RELOCATION / HOUSTON CANDIDATES ONLYPosition Summary: The
Senior Data Analyst, FP&A & Financial Systems owns financial reporting, forecasting, budgeting, analytics, and financial systems logic across the enterprise. This role partners closely with Finance and cross-functional leaders to translate financial and operational data into accurate, timely, and decision-ready insights. The position serves as a bridge between business stakeholders and financial/data systems, ensuring trusted reporting, scalable analytics, and continuous process improvement.
Key Roles / Responsibilities:
- Prepare, analyze, and reconcile financial statements, including Profit & Loss, Balance Sheet, and Cash Flow reporting.
- Own and support executive, board, and management reporting, including forecasts, budgets, variance analysis, gross profit, liquidity, and monthly business and financial reviews.
- Lead forecasting, budgeting, reforecasting, and scenario modeling across business units and shared services.
- Develop and maintain financial models, KPIs, dashboards, and analytical reports using Power BI, Excel, SQL, and cloud-based data platforms.
- Analyze revenue, margin, costs, backlog, bookings, invoicing, and operational performance to identify trends, risks, and opportunities.
- Serve as a subject matter expert for financial and operational data across SAP, SQL Server, CRM, Power BI, Azure Data Lake, and Databricks.
- Define, validate, and document reporting logic, business rules, mappings, and reconciliations across systems.
- Design and support AI-enabled analytics, reporting, and automation solutions across finance and business workflows.
- Support enterprise AI initiatives by identifying finance and analytics use cases, validating outputs, and promoting responsible adoption.
- Apply project management methodologies (Agile, Waterfall, or hybrid) to plan, execute, and deliver analytics, financial systems, and AI initiatives.
- Coordinate with cross-functional stakeholders to manage scope, timelines, dependencies, risks, and deliverables.
- Automate recurring reporting and analytics processes to improve close cadence, accuracy, and scalability.
- Provide ad-hoc financial, operational, and strategic analysis to support executive decision-making.
Required Education, Experience, and Qualifications: - Bachelor's degree in Finance, Accounting, Information Systems, Economics, Computer Science, Data Analytics, Statistics, or a related field.
- 5+ years of experience as a Business Analyst, Financial Analyst, FP&A Analyst, or similar role.
- Strong experience with financial statements, budgeting, forecasting, and variance analysis.
- Advanced proficiency in Microsoft Excel and financial modeling.
- Strong experience with Power BI, Power Query, and data visualization.
- Strong SQL skills, including use of CTEs, window functions, and table/view development to transform, validate, and analyze data.
- Experience with ERP systems may be considered in lieu of direct experience depending on overall skills and qualifications.
- Experience supporting AI-enabled analytics, automation, or decision-support solutions in a business environment.
- Experience coordinating cross-functional initiatives and managing deliverables, timelines, and dependencies.
- Ability to communicate complex financial, analytical, AI, and project-related concepts to non-technical stakeholders.
- Strong analytical, problem-solving, organizational, and time management skills.
- Ability to manage multiple priorities in a fast-paced, cross-functional environment.
Required Technical Skills:- Experience with Python, PySpark, or medallion-style data architecture.
- Experience documenting data flows, process dependencies, controls, and quality risks.
- Experience supporting shared services, multiple entities, or multiple business units.
- Experience automating month-end, executive, board, or finance reporting processes.
- Experience using AI IDE tools such as Codex, Claude Code, Cursor, or similar.
- Experience with SAP ECC, SQL Server, scheduled SAP-to-SQL extracts, Azure Data Lake Storage, Databricks, or Delta Lake.
- Working knowledge of project management methodologies, including Agile, Waterfall, or hybrid approaches.
Working Conditions:- Prolonged periods sitting, standing and walking.
- Must be able to comprehend and follow written and oral instructions.
- Must be able to complete tasks even with frequent interruptions.
- Must be able to use discretion and independent judgment as needed.
- Must be able to speak clearly on the phone and to fellow workers.
Benefits:
- Competitive Compensation Package
- Medical + Dental + Vision Coverage
- 401K + Company Match
- Life Insurance + Long Term Disability Coverage - 100% Company Paid
- Health Savings Account (HSA)
- Gym Reimbursement Program
- Tuition Reimbursement Program
- Wellness Check Program - Insurance Premium Discounts
- EAP Resources
- Paid Holidays
- Paid Time Off (PTO)
This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change.
I acknowledge that I have read and understand the description of this position and have had the opportunity to ask my supervisor about any points I did not understand. I hereby state that I can perform the essential functions of this position with or without reasonable accommodation.
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