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We are looking for a Senior Financial Analyst to support financial planning and business decision-making for a client based in Houston, Texas. This role focuses on building reliable financial models, strengthening forecasting accuracy, and translating complex data into actionable insights for leadership. The ideal candidate brings strong analytical judgment, advanced Excel capability, and a solid foundation in budgeting and three-statement analysis.
Job Responsibility:
Develop and maintain integrated three-statement financial models to evaluate performance, risks, and future business scenarios
Prepare annual budgets, rolling forecasts, and variance analyses to help leaders track results and adjust plans effectively
Analyze financial and operational data to identify trends, explain key drivers, and support strategic recommendations
Create detailed Excel-based reporting tools, dashboards, and ad hoc analyses for management review
Partner with cross-functional stakeholders to gather assumptions, validate inputs, and improve planning accuracy
Present clear summaries of findings, financial outlooks, and business implications to senior leadership
Monitor actual results against budget and forecast targets, highlighting gaps and recommending corrective actions
Requirements:
Bachelor’s degree in Finance, Accounting, Economics, or a related business discipline
Demonstrated experience in a Senior Financial Analyst or comparable financial planning and analysis role
Strong hands-on expertise in building and reviewing three-statement financial models
Advanced proficiency in Microsoft Excel, including complex formulas, financial modeling, and data analysis
Solid background in budgeting, forecasting, and budget process management
Ability to interpret financial results and communicate insights clearly to business stakeholders