Financial Planning & Analysis Senior Analyst

Title: FP&A Senior Analyst
Location: Houston, TX

Petroplan is working exclusively with a leading vertically integrated Power company. We are recruiting a top caliber Senior FP&A Analyst for a position, based in Houston, who meets the following criteria.
 
 
Position Overview:
 
The Financial Planning and Analysis Senior Analyst will be responsible for supporting the FP&A Senior Manager, by assisting in the company's financial planning, analysis, and strategic decision-making processes. The FP&A Senior Analyst will be responsible for preparing and maintaining detailed financial models, collecting and organizing financial and operational data from various business units, and identifying key variables and assumptions. 
Key Responsibilities

• Assist in budgeting, forecasting, and long-term planning (both accrual and cash), contributing to thecompany’s financial strategy and decision-making process.
• Keep financial models up to date to support strategic initiatives, business planning, and performance analysis.
• Conduct scenario analysis and risk assessments to support informed decision-making, providing actionable insights into potential business risks and opportunities.
• Assist in the monthly closing processes, ensuring compliance with financial regulations and company policies, while maintaining accurate financial records.
• Prepare and update weekly and monthly cash flow forecasts to ensure accurate liquidity planning and assist in managing the company’s cash position.
• Monitor actual cash flow against forecasts, identifying variances, and providing recommendations for corrective actions.
• Work closely with treasury and accounting teams to optimize cash management strategies, ensuring effective liquidity and financial management.
• Assist in the preparation of the monthly reporting package, including financial performance analysis versus budget and forecast (costs, revenues, operating, R&D, and capital expenses, both accrual and cash).
• Track key performance indicators (KPIs), identify causes of unexpected variances, and provide insights into financial performance to senior management.
• Assist in preparing presentations for the Board and Management, including budget approval, variance analysis, and forecast updates.
• Support the forecasting and tracking of key bank covenant ratios across multiple financings to ensure compliance with financial agreements.
• Provide support for M&A activities, including financial due diligence and integration planning, aligning with the company’s overall strategic objectives.
• Collaborate within a team to drive improvements in financial processes through the adoption of tools,systems, automation, and standardization, enhancing overall efficiency and accuracy.
• Assist with or lead special projects contributing to the continuous enhancement of the financial planning and analysis function.
  

Qualifications 

• Bachelor’s degree in Accounting, Finance, or a related field (minimum requirement).
• 3 years of progressive experience in financial planning and analysis.
• Advanced proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint.
• Strong analytical abilities with a keen eye for detail and a high degree of accuracy, while also being able to assess the broader business impact of financial recommendations.
• Excellent written and verbal communication skills, with experience conveying complex accounting and financial information to both technical and non-technical audiences.
• Ability to effectively organize, prioritize, and manage responsibilities to meet strict deadlines, while continuously improving processes.
• Strong interpersonal abilities, capable of maintaining composure in high-pressure situations, and working professionally and tactfully with a wide range of stakeholders.
• Ability to establish credibility and make decisive decisions while supporting the company’s strategic priorities and preferences.
• Capable of working effectively both independently and as part of a cross-functional team, adapting to varying project needs and environments.
• US work authorization is required; the company will not consider candidates who need sponsorship for a work-authorized visa.
• Prior experience with ERP systems implementation projects is a plus, providing a solid foundation for enhancing financial processes through new technologies.
• Proficiency in Microsoft Great Plains Financials, OneStream, BI/Data Analytics tools, and financial modeling software.