Department: Accounting & Finance

Job Status: Full Time

FLSA Status: Salary, Exempt

Reports To: FP&A Manager

Location: The Woodlands, TX

Amount of Travel Required: Less than 10%

Work Schedule: Mon. to Fri. 8:00 am to 5:00 pm (Overtime as business requires.)

Positions Supervised: None

AIP: Level 6

 

 

POSITION SUMMARY: The Senior Financial Planning & Analysis (FP&A) Analyst plays a critical role in driving financial strategy, forecasting, and performance insights. This position provides key support to senior leadership and other departments by delivering forward-looking analysis, building driver-based financial models, implementing process, preparing, and presenting financial reports and presentations, and other ad hoc financial requests.

 

As a strategic business partner, the Sr. FP&A Analyst works cross-functionally with Accounting, Treasury, Supply Chain, Legal, Operations, and Commercial teams to ensure alignment with the company’s goals. The ideal candidate is analytically strong, highly collaborative, and thrives in a fast-paced, data-driven, high-growth environment.

 

ESSENTIAL FUNCTIONS: (The following duties and responsibilities are all essential job functions, as defined by the ADA, except for those that begin with the word "may.")

 

Strategic Planning & Forecasting

· Lead the preparation financial statement forecasting for various time horizons, in accordance with US GAAP.

· Support the development of the annual budget including the implementation and documentation of standardized budgeting process.

· Perform scenario planning, trend analysis, and sensitivity modeling.

 

Financial Reporting & Analysis

· Prepare and present KPI dashboards and executive reporting packages.

· Perform detailed variance and margin analysis.

· Create financial presentations and board materials for senior stakeholders.

Business Partnership & Operations Support

· 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.

 

Process Optimization

· 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.

 

Ad-Hoc & Executive Support

· Present financial analysis to executive leadership and business leadership

· Maintain several different workstreams 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.