Financial Planning and Analysis Director - Houston, TX

FloWorks is a leading specialty distributor of critical flow control products and provider of tailored technical solutions for MRO-focused applications. The company serves customers across chemical, downstream refining & renewables, high purity & sanitary, and other industrial end markets. FloWorks’ product categories include valve & automation, corrosion resistant flow control, rotating equipment, flanges, filters & purifiers, and instrumentation. Privately held company headquartered in Houston, Texas.

As the Financial Planning & Analysis Director, you will manage a small team and be responsible for driving the financial planning, forecasting, and analysis functions across FloWorks, ensuring financial transparency and alignment with strategic business goals. Working closely with the business units to support decision-making, monitor financial performance, and provide insights that drive growth, profitability, and operational efficiency. This position will directly report to the CFO. 

Some of the exciting things you will do in this role…

• Lead the development and execution of FloWorks’ financial planning processes, including annual budgets, long-term forecasts, and strategic financial roadmaps.
• Collaborate with key stakeholders across departments to ensure alignment of financial goals with business objectives.
• Conduct in-depth financial analysis to assess performance against targets, identify variances, and recommend corrective actions.
• Develop and maintain financial models to support decision-making on investments, pricing strategies, cost management, and resource allocation.
• Create, prepare and present timely, accurate, and insightful financial reports to the executive team, highlighting key performance indicators (KPIs) and business trends.
• Prepare ad-hoc financial analyses and reports as needed to support decision-making
• Overseeing the development of accurate financial forecasts and cash flow projections, ensuring alignment with operational needs and capital requirements.
• Participate in strategic negotiations and integrate financial data into the overall business planning process.

A must…

• Bachelor’s degree in finance, Accounting, Economics, or a related field (MBA, CFA, or CPA is highly preferred).

• Minimum of 10-15 years of progressive experience in financial planning and analysis, with a focus on manufacturing or industrial sectors (experience in the flow control or valve industry is a plus).
• Strong experience in financial reporting, business partnering, and strategic analysis.
• Proficiency in financial systems (Hyperion, Microstrategy, Power BI, CSD and P21 ERPs is a plus )
• Advanced proficiency in Microsoft Excel and financial modeling techniques.
• Exceptional analytical and problem-solving skills, with the ability to translate complex financial data into actionable business insights.
• Strong leadership and interpersonal skills, with the ability to work effectively with senior leadership and cross-functional teams.
• Excellent communication skills, both written and verbal, with the ability to present complex financial information in a clear and concise manner.

The perks of working here....

• 30% travel
• Tuition Reimbursement
• Competitive Pay Bonus 
• Medical, Dental, Life, and Supplemental Benefits
• 401(K) retirement plan up to 4% company matching
• Employee Referral Program
• Volunteer Time Off

 This information indicates the general nature and level of work performed by associates in this role. It is not designed to contain a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this role. This description supersedes any previous or undated descriptions for this role. Management retains the right to add or change the duties of the position at any time. Questions about the duties and responsibilities of this position should be directed to the reporting Manager or Human Resources. 

FloWorks is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or protected veteran status. FloWorks is committed to fostering a culture where every individual is valued and empowered to contribute to a shared success.

FloWorks participates in the US Government’s E-Verify program.