Financial Analyst

Job Summary
:

Vortex Companies is one of the country’s fastest growing infrastructure businesses, delivering trenchless technologies and services for cleaner water. The Financial Analyst role involves providing financial planning, analysis, and decision support to enhance business performance and partnering with cross-functional teams to deliver insights for strategic initiatives.

Responsibilities
:

• Lead financial planning and analysis (FP&A) processes, including budgeting, forecasting, variance analysis, and monthly performance reporting.

• Develop and maintain financial models to support decision-making and scenario analysis for key business initiatives.

• Partner with business leaders to analyze trends, identify risks/opportunities, and provide actionable recommendations.

• Prepare and deliver management reports, dashboards, and presentations summarizing key financial insights for executives.

• Support strategic initiatives such as pricing analysis, ROI evaluations, capital expenditure reviews, and M&A due diligence.

• Drive continuous improvement of forecasting tools, models, and processes to enhance accuracy and efficiency.

• Ensure compliance with GAAP and internal financial controls; collaborate with accounting on month-end close and reporting.

• Lead consolidation and analysis of financial results across business units to provide a clear picture of company performance.

• Partner with FP&A and operational leaders to deliver ad-hoc financial analysis that supports business initiatives, investment decisions, and performance improvement efforts.

• Translate complex financial data into dashboards, KPIs, and metrics that drive business insights.

• Collaborate with accounting, FP&A, and business teams to align reporting with business strategy and operational goals.

• Support budget and forecast processes with accurate historical and trend reporting.

Qualifications
:
Required
:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field

• 2–3+ years of progressive experience in financial analysis, FP&A, or corporate finance

• Proven track record in budgeting, forecasting, and data-driven decision support

• Advanced proficiency in Excel (pivot tables, complex formulas, financial modeling)

• Strong analytical, problem-solving, and critical-thinking skills

• Excellent communication and presentation abilities; capable of translating complex data into clear insights

• Detail-oriented, highly organized, and able to manage multiple priorities in a fast-paced environment

Preferred
:

• MBA or CPA

• Experience with financial systems and BI tools (e.g., Power BI, Tableau, Adaptive Insights, Hyperion, SAP, or Net Suite)

• Net Suite & Power BI highly preferred

Company
:

The Vortex Companies deliver advanced trenchless technologies and turnkey services to cost effectively renew water, sewer and industrial infrastructure, providing a suite of services and products, including bypass pumping, lining and coating systems, repair materials, multipurpose cutters, pipe bursting and facility renewal. Founded in 2017, the company is headquartered in Houston, USA, with a team of  employees. The company is currently Late Stage.