Financial Planning Analyst Opportunity

Creative Financial Staffing has recently partnered with a local company located in Houston, TX. Are you ready to join this incredible team?

Perks of the Financial Planning Analyst role?

• Visible & Direct point of contact with VP of Finance
• Unlimited PTO!
• Career Succession plan to Director of FPA
• Health Benefits
• 401k Benefits

Overview of the Financial Planning Analyst role:

• Support/Lead the development and maintenance of reporting models, budgeting and forecasting tools
• Support strategic reporting and compliance objectives and processes to key stakeholders
• Assist with preparation of consolidated financial statements, assist with combined and consolidated internal reports
• Prepare and oversee corporate ad-hoc reports,
• Support/Lead budgeting and forecast process, deliver tasks communicated by senior management
• Perform financial analysis and complete analytical reviews of the financial statements and business drivers on a monthly, quarterly, and year-to-date basis versus plan, forecast, prior year, etc
• Maintain budgeting and forecasting calendar with the timely creation of sub schedules for budgets and forecasts and their corresponding reports
• Conduct variance analysis and provide commentary outlining key performance drivers.
• Manage the creation of pro forma models for new business opportunities (e.g. M&A, A&D, etc.)

Preferred Qualifications for the Financial Planning Analyst:

• Host/Planful Software Experience
• 3+ Years of job related experience
• ADVANCED in Microsoft Excel