Financial Planning Analyst

Senior Financial Planning & Analysis (FP&A) Analyst

Oil and Gas/ Power Industry

The Woodlands, Texas

With corporate headquarters in The Woodlands, Texas (Greater Houston Area) and field-based district locations in almost every oil and gas play in the United States, their footprint in market is broad and varied. Dedicated to innovation, efficiency, and environmental responsibility, they offer vertically integrated engineered solutions within their family of companies. Working extensively within Permian, Utica, Marcellus, and Eagle Ford basins, we are seeking a well experienced Senior Financial Planning & Analysis (FP&A) Analyst, to support their continued growth.

Reporting to the Senior Manager Financial Planning & Analysis (FP&A) – and as part of a highly focused, four person FP&A Team, this critical role is a strategic business partner & analyst who works cross-functionally with Accounting, Treasury, Supply Chain, Legal, Operations, and Commercial teams to ensure alignment with the company’s goals. This role will:

• Drive financial strategy, forecasting, and performance insights
• Support: provide critical support to senior leadership and other departments
• Deliver forward-looking analysis, building driver-based financial models, implementing process, preparing, and presenting financial reports/presentations, and other ad hoc financial requests.

Working cross-functionally, and as one of three FP&A Senior Analysts, your duties will fall within five broad buckets of support including:
Planning & Forecasting. Financial Reporting & Analysis, Business Partnership & Operational Support, Process Optimization and Executive Support.

You are data driven and curious, with deep financial acumen, strong communication skills, and have a passion for process improvement. This full-time opportunity is fast-paced, and challenging. Experiencing significant growth – both organically as well as through acquisition – you are forward looking, adaptable, and have prior experience working within an organization experiencing rapid change.

• Lead the preparation for financial statement forecasting for various time horizons
• Support the development of the annual budget including the implementation and documentation of standardized budgeting process.
• Perform scenario planning, trend analysis, and sensitivity modeling.
• Prepare and present KPI dashboards and executive reporting packages.
• Perform detailed variance and margin analysis.
• Create financial presentations and board materials for senior stakeholders.

• Collaborate with functional leads to gather budget/forecast inputs and deliver decision-support.
• Partner with Treasury, Accounting, Supply Chain, Business Development, and Legal on the review of sales bid and proposals.
• Prepare costing and pricing models to help guide business decisions.

• Improve and strengthen existing financial models by making them more robust, implementing automation where possible, and adding data validation to enhance accuracy.
• Create and document standardized processes for regular reforecasting, budgeting, and other recurring processes.

• Present financial analysis to executive leadership and business leadership
• Maintain several different work streams at the same time while being able to effectively prioritize projects
• Ensure timely and accurate responses to financial reporting and other requests
• Performs other related duties as assigned to assist with successful operations and business continuity.

• Bachelor’s degree required in Finance, Accounting, or Economics.
• 2–5 years in high level finance and accounting at reputable firms (Big 4, IB, PE etc.) or
• 5+ years of FP&A experience in a hyper-growth environment

• Advanced Excel modeling skills, including forecasting, dashboards, and scenario tools.
  • Must have the ability to build financial models from scratch including but not limited to three statement and DCF models.
• Advanced PowerPoint skills and financial reporting systems.
• ERP Experience required, Oracle Fusion preferred.
• Deep understanding of budgeting, forecasting, and variance analysis.
• Extensive knowledge of US GAAP accounting principles
• Ability to work cross-functionally and communicate complex financial data clearly
• Proven attention to detail, organizational discipline, and critical thinking.
• Self-starter with strong time management and leadership presence.
• Some exposure to systems like:
  Oracle EPM, Hyperion, One Stream, etc. is helpful.