Sr. Analyst - Financial Planning & Analysis

Confidential Company  •  Houston, TX

8 - 10 years experience  •  Business Services

Salary depends on experience
Posted on 09/08/17
Confidential Company
Houston, TX
8 - 10 years experience
Business Services
Salary depends on experience
Posted on 09/08/17

Job Purpose (Job Summary):
This position is responsible for advance level financial planning, forecasting, reporting and analysis and maintaining and developing relationships with key business partners and FCS.

Key Responsibilities / Duties:

  • Coordinate and develop the annual, quarterly, and monthly forecast for assigned departments, including updating the department’s forecast as necessary, as well as identifying variances and recommending corrective action.
  • Serve as liaison between the business partners and FCS.
  • Conduct financial and strategic analysis to support significant business decisions (e.g. new product initiatives, cost benefit analysis, outsourcing). Make recommendations regarding alternative courses of action.
  • Analyze expense and revenue drivers. Develop models to forecast profitability and determine sensitivity analysis regarding multiple variable changes such as market appreciation/depreciation, fee structures, and sales projections.
  • Issue monthly, quarterly, and ad hoc reports used by business partner management, such as financials, strategic initiative progress, metric reporting, sales/assets trends, revenue yields, etc.
  • Challenge and restructure existing processes to achieve synergies and efficiencies across the organization.



Work Experience / Knowledge:

  • 7+ years of work experience with a concentration in management reporting and analysis.
  • High level proficiency in Microsoft Office with a focus on Excel, Access, and PowerPoint.
  • Strong communication skills including verbal, written, and presentation.

Skills / Other Personal Attributes Required:

  • Strong analytical and problem solving skills.
  • Ability to work independently as well as in a complex team.
  • Proactive in identifying issues and developing solutions – Commitment to accuracy is a must
  • Excellent time management and organizational skills
  • Multi-task oriented in a flexible and high pressure environment

Formal Education: (minimum requirement to perform job duties)

  • Bachelordegree in Accounting or Finance required: graduate degreepreferred.

License/Registration/Certification: (minimum requirement to perform job duties)

  • CPA a plus


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