Financial Planning and Analysis Analyst

Financial Planning & Analysis Analyst – Onsite Role - South Houston FP&A Responsibilities

• Prepare monthly, quarterly, and annual financial reporting packages for management, lenders, and private equity sponsors.
• Assist with preparation of Board of Directors and investor presentation materials.
• Develop and maintain financial models, operating forecasts, and variance analyses.
• Analyze operational and financial performance across manufacturing, leasing, and service business units.
• Support monthly close review processes and assist with management commentary on operating results.

• Prepare borrowing base certificate reporting and supporting schedules.
• Monitor and calculate bank covenant compliance metrics.
• Coordinate reporting deliverables required under lending agreements and other financing arrangements.
• Support treasury-related reporting and liquidity analysis.

• Assist with annual budgeting and rolling forecast processes.
• Work with department leaders to develop operating assumptions and track performance against plan.
• Analyze working capital trends, cash flow, and capital expenditures.

• Partner with operations, manufacturing, and leasing teams to improve reporting visibility and financial insight.
• Develop KPI dashboards and operational metrics to support decision‑making.
• Assist with ad hoc financial analysis related to pricing, profitability, utilization, and strategic initiatives.

• Support external audit processes and requests.
• Assist with preparation of schedules and analyses required by auditors, lenders, and other third parties.

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 2–5 years of experience in FP&A, corporate finance, or related analytical role.
• Experience in manufacturing, industrials, energy services, leasing, or private equity‑backed environments preferred.
• Strong understanding of financial statements, budgeting, forecasting, and financial modeling.
• Experience with lender reporting, covenant calculations, or borrowing base reporting preferred.
• Advanced Excel skills required; experience with ERP systems and reporting tools preferred.
• Strong communication, organizational, and problem‑solving skills.
• Ability to manage multiple priorities and work independently in a dynamic environment.