Senior Financial Analyst

Senior Financial Analyst (Hybrid – Houston Bed Quarters, 3 days on site, remote remainder)

The (HYBRID) Senior Financial Analyst supports executive reporting, financial planning, and strategic decision‑making in a fast‑paced, high‑visibility finance organization. This role serves as a key finance partner across multiple business functions, owning critical components of P&L analysis, budgeting, and forecasting processes while delivering actionable insights to senior leadership.

• Own and perform end‑to‑end P&L analysis, including revenue, cost drivers, margin trends, and variance analysis, providing clear insights into business performance and key drivers.
• Lead preparation of executive‑level weekly, monthly, and quarterly reporting packages, delivering clear, concise, and decision‑ready insights to senior leadership.
• Drive budgeting, forecasting, and long‑range planning processes, building and maintaining financial models, challenging assumptions, and synthesizing key outputs for leadership review.
• Partner cross‑functionally with business leaders to understand operational drivers, align financial plans, and influence strategic decisions through data‑driven insights.
• Proactively identify and communicate risks and opportunities through detailed variance analysis, scenario modeling, and trend evaluation.
• Serve as a trusted advisor to business stakeholders, providing strategic recommendations that impact operational and financial outcomes.
• Own and continuously improve recurring reporting processes, enhancing efficiency, scalability, and data accuracy.
• Leverage financial systems and data tools (e.g., ERP systems, FP&A platforms, BI tools) to streamline reporting, automate workflows, and improve data accessibility.
• Perform complex ad‑hoc analyses, including scenario modeling, investment analysis, and profitability assessments to support leadership decisions.
• Contribute to the development and implementation of best practices in financial planning, reporting, and data governance.

• Execute company initiatives and other activities requested by supervisor.
• Update job knowledge by participating in educational opportunities.
• Contribute ideas on ways to optimize or improve the team, department, and company.
• Exhibit excellent communication, analytical, and interpersonal skills with a high level of attention to detail.

• Bachelor's Degree in Accounting, Finance, Business, Data Analysis, or related field (required).
• MBA, CPA, or CFA (preferred).

• 4+ years in FP&A, corporate finance, business analytics, consulting, or a related analytical role.
• Demonstrated experience owning or significantly contributing to P&L management, budgeting, and forecasting processes.
• Strong experience preparing and presenting executive‑level reporting and business reviews (preferred).
• Experience working with or supporting senior leadership and cross‑functional stakeholders.
• Experience in multi‑unit, retail, or other data‑intensive environments (preferred).

• Advanced financial modeling skills, including forecasting, scenario analysis, and variance analysis.
• Strong understanding of P&L structures, cost drivers, and financial performance metrics.
• Advanced proficiency in Microsoft Excel and PowerPoint, with the ability to translate complex data into clear executive insights.
• Experience with financial systems and tools (e.g., ERP systems, Onestream, Hyperion, Anaplan, SAP, Oracle, Power BI, or similar platforms).
• Ability to compile, validate, and analyze large data sets, ensuring data integrity and accuracy.
• Strong business acumen with the ability to connect financial results to operational performance.
• Excellent communication and storytelling skills, with the ability to influence stakeholders and present to executive audiences.
• Highly organized, detail‑oriented self‑starter with strong ownership and accountability.
• Ability to manage multiple priorities in a dynamic environment while maintaining high‑quality deliverables.

• Microsoft Office Products.
• Financial analysis and forecasting.
• Budgeting and capital planning.
• Project management (preferred).
• SQL and data…