Senior Financial Analyst

Strategic Finance | The Woodlands, TX | Full-Time

Reports to:

Vice President, Strategic Finance

Our client is a private equity-backed infrastructure platform in a high-growth phase, building and operating networks across a multi-market footprint.

The Senior Financial Analyst owns the monthly reporting and forecasting cycle and supports the CFO and Vice President, Strategic Finance across budgeting, capital structure and lender reporting, board and sponsor materials, and investment analysis.

This is a high-visibility seat on a small team, with significant growth potential and direct exposure to the board, the sponsor, and the company's growth and capital markets agenda. If you want a role where your analysis is read by decision-makers rather than filed, this is that seat.

• Own the monthly reporting package, including P&L and balance sheet variance analysis at the GL account level, EBITDA run-rate bridges, and KPI reporting for management, lenders, and the board.
• Partner with Accounting through the monthly close on accrual review, expense classification, and vendor-level cost analysis to ensure reported results tie to operating reality.
• Extract, reconcile, and standardize financial and operating data across the ERP, spend management, CRM, and field operating systems; drive the business toward a single source of truth and retire competing spreadsheets.
• Analyze trends in revenues, costs, and earnings across markets, profit centers, and lines of business.

• Support the CFO and Vice President, Strategic Finance in updating the rolling financial forecast and preparing the annual operating and capital budget.
• Prepare and analyze earnings, cash flow, and liquidity forecasts, including short-term cash reporting.
• Own unit economics reporting - including build cost per unit, cost per customer acquisition, penetration, ARPU, and churn - and pressure-test build assumptions against actual results.
• Build, maintain, and adjust financial models and standard templates for use across Finance and by internal stakeholders, ensuring quality, accuracy, and focused analytic review.
• Coordinate and prepare monthly, quarterly, and annual credit facility reporting requirements.
• Monitor debt financing and common debt metrics, including leverage ratio, DSCR, and interest coverage.

• Prepare monthly financial results and analysis for presentation to management, lenders, and external stakeholders, and quarterly reporting packages for board meetings.
• Present results, variance drivers, and forecast changes directly to senior management and the board - and defend the underlying assumptions.
• Prepare memoranda and presentations for internal and external audiences.

• Create, update, and own deal models in concert with the Business Development team and Investment Committee, requiring strong familiarity with valuation metrics (IRR, MOIC, NPV). Scope in this area can expand with tenure and demonstrated ownership.
• Contribute as a key participant in assessing potential investment projects, acquisitions, and market entry decisions using capital budgeting techniques.
• Perform in-depth market analysis of customers and competitors to inform growth strategy and capital allocation.

• Partner directly with Operations, Construction, Sales, and Accounting to source data, validate assumptions, and translate field activity into financial reporting; serve as the finance point of contact for cross-functional requests.
• Develop reporting and data visualization in Excel and PowerPoint, and apply AI tooling to automate recurring analysis and reporting workflows.
• Identify non-value-added processes within the department and build durable solutions rather than one-off workarounds.
• Apply a working knowledge of generally accepted accounting principles (GAAP) and three-statement models.
• Maintain confidentiality in all matters related to personnel and company information and transactions.

• Bachelor's degree in finance, accounting, or a related field.
• 3-5 years of applicable experience in an accounting or finance position, with a thorough understanding of generally accepted accounting principles.
• Highly proficient user of Microsoft Excel and PowerPoint; familiarity with AI tools preferred.
• Strong financial modeling skills.
• Knowledge and experience with an enterprise ERP system.
• Analytical thinker able to conduct research, analyze data, and resolve complex problems with limited direction.
• Strong written and verbal communication skills, with the ability to present analysis directly to senior management, the board of directors, and other key stakeholders.
• Demonstrated ability to own processes end to end and operate effectively in a fast-moving, resource-constrained environment.
• Proven ability to work cross-functionally with non-finance stakeholders and translate operational activity into financial…