ABOUT OUR CLIENT
Our Client is a rapidly growing, private equity–backed portfolio company located in Northwest Houston. With strong growth through acquisition and greenfield development, the company is seeking an FP&A Analyst to join its finance team. This high-visibility role offers direct exposure to the C-suite and private equity stakeholders, providing a unique opportunity for career growth and impact.
ABOUT THE ROLE
The FP&A Analyst will partner across all areas of the business, supporting reporting, budgeting, forecasting, and variance analysis. The role will also lead cross-functional projects, deliver ad hoc analysis, and collaborate closely with operations, finance, accounting, and executive leadership. As part of the interview process, candidates should be prepared to complete a financial modeling case study to demonstrate technical ability.
RESPONSIBILITIES
- Support monthly, quarterly, and annual FP&A processes, including management and bank reporting, variance analysis, forecasting, and scenario planning.
- Deliver timely reporting and insights on company results to senior leadership.
- Perform deep-dive analysis to drive efficiency and support data-driven decision-making.
- Evaluate key metrics and analyze performance across the organization, industry, and regions.
- Assist in adoption and effective use of BI tools across the company.
- Partner with the accounting team to align financial reporting structures for efficient close and reporting cycles.
- Create, maintain, and enhance reporting decks and dashboards for leadership and stakeholders.
QUALIFICATIONS
- 2–5+ years of relevant experience in FP&A and financial modeling.
- Background in private equity, management consulting, public accounting, or investment banking preferred.
- Proven ability to build financial models from scratch.
- Skilled in developing efficient and scalable processes for multi-entity organizations.
- Ability to plan, prioritize, and meet aggressive timelines.
- Self-starter who thrives in an unstructured, fast-paced environment.
- Strong collaboration skills with the ability to work effectively at all levels of an organization.
PREFERRED QUALIFICATIONS
- Exceptional Excel modeling and presentation skills.
- High standards of accuracy and organizational discipline.
- Working knowledge of GAAP.
- Experience with project management and cross-functional initiatives.
- Skilled in developing scalable processes.
