Join Our Team as a Finance & Business Planning Analyst in Houston, TX!
Are you an experienced financial professional with a knack for strategic planning and a passion for numbers? We're looking for a Finance & Business Planning Analyst to join our dynamic team in Houston, TX. In this role, you will support corporate finance activities, including headcount planning, G&A budgeting, capital planning, and executive reporting. Collaborate with Finance, Accounting, Operations, HR, and business leaders to maintain financial models, coordinate budget submissions, and prepare management reporting. This is your chance to make a significant impact in a fast-paced environment.
Primary Responsibilities
- Headcount Planning & Workforce Forecasting (25%)
- Maintain headcount planning files and workforce forecasts.
- Track hires, attrition, vacancies, backfills, and organizational changes.
- Reconcile forecasted headcount to HR and finance systems.
- Support monthly, quarterly, and annual workforce planning exercises.
- Prepare headcount reports and leadership summaries.
- Assist with organizational restructuring and cost-saving initiatives.
- Corporate G&A Planning & Reporting (25%)
- Maintain G&A budgets and forecasts across multiple departments.
- Consolidate budget submissions from business leaders.
- Track spending trends versus budget.
- Prepare variance analyses and executive summary reporting.
- Support annual budgeting and monthly forecast updates.
- Assist in identifying cost reduction opportunities and tracking savings initiatives.
- Capital Planning & Forecasting (20%)
- Support development and maintenance of capital expenditure forecasts.
- Track capital project spend against approved budgets.
- Assist with capitalized payroll calculations and allocation reporting.
- Coordinate with Accounting and Operations on capital project updates.
- Prepare capital planning schedules and management reporting.
- Invoice Processing & Financial Administration (15%)
- Review vendor invoices for accuracy and proper coding.
- Track invoice approvals and payment status.
- Coordinate with Accounts Payable and business stakeholders.
- Maintain invoice trackers and accrual schedules.
- Assist with budget and contract spend monitoring.
- Executive Reporting & Ad Hoc Analysis (15%)
- Prepare PowerPoint presentations and management reports.
- Build and maintain Excel-based financial models.
- Support monthly operating reviews and budget presentations.
- Conduct ad hoc financial analyses and scenario modeling.
- Assist with strategic projects and special finance initiatives.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
- 3-7 years of finance, financial planning, accounting, or business operations experience.
- Advanced Microsoft Excel skills, including Pivot Tables, XLOOKUP/VLOOKUP, and SUMIFS.
- Strong financial modeling and data analysis capabilities.
- Proficiency in PowerPoint presentation development.
- Experience in financial planning and forecasting, budgeting, and variance analysis.
- Exceptional analytical and organizational skills.
Preferences
- FP&A experience.
- Experience with SAP, Oracle, Hyperion, or similar planning tools.
- Fieldglass experience.
- Workforce planning experience.
- Exposure to capital project accounting.
- Experience with Power BI or other reporting tools.
- Experience supporting executive leadership.
Ready to take the next step in your financial career? Apply now and become a key player in our finance team in Houston, TX!
Subject Line: Finance & Business Planning Analyst Opportunity
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