Financial Analyst – FP&A
The Staff Pad San Felipe, Texas, United States
Staffing and Recruiting · 11-50 employees
Applying here? Try the free cover letter tool — paste this posting and your résumé, no account needed.
About the role
The Financial Analyst will manage annual operating plans, coordinate budgets, and develop integrated financial models for forecasting and long-range planning. They will also partner with business teams to analyze variances, evaluate investment opportunities, and provide actionable insights through KPI reporting.
What they look for
Requirements
Candidates must hold a bachelor's degree in accounting, finance, or a related field and possess 3–5 years of experience in FP&A or corporate finance. Proficiency in Power BI, SQL, and advanced Excel is required, along with experience in mid-market ERP systems.
Benefits
Full description
The Staff Pad is proud to partner with a leading provider of property technology solutions in San Felipe, TX and we are looking to hire an experienced and qualified Financial Analyst to join their Financial Planning & Analysis team.
The Financial Analyst will support the finance team by providing financial insights and analysis to drive business performance and informed decision-making
What You’ll Do
In this role, you will analyze financial and operational results, develop forecasts and budgets, prepare management reports, and support long-term planning initiatives
Key Responsibilities
- Manage the annual operating plan and
coordinate bottoms-up budgets with functional leaders
- Develop and maintain integrated
financial models for P&L, cash flow, budgeting, forecasting, and long-range planning
- Prepare financial analyses and business
cases for strategic initiatives, operational improvements, and investment decisions
- Manage monthly and quarterly rolling
forecast cycles maintaining a forward-looking perspective on financial performance and communicate financial risks and opportunities to leadership
- Partner with Accounting and business
teams to analyze variances and provide insights on financial and operational performance
- Maintain multi-year financial plans to
support strategic planning and organizational growth
- Evaluate new business opportunities,
capital investments, and specific projects through financial modeling, cash flow analysis, and risk assessment
- Partner with functional leaders to set
operating targets, challenge assumptions, and provide financial guidance through planning cycles
- Define, track, and report on key
performance indicators that provide leadership with actionable insights into business performance
- Identify opportunities to automate,
streamline and improve financial reporting, planning, and analytical processes
- Prepare ad hoc analyses, reports, and
presentations for special projects
What We Are Looking For
Skills & Qualifications
- Bachelor’s degree in accounting,
finance, or related field
- 3–5 years of experience in FP&A,
corporate finance, investment banking, or a related analytical role
- Working knowledge of international
exchange rates & interest in global financial markets and impact of currency movements on business operations
- Experience with Power BI and SQL + Advanced
Excel skills
- Experience with mid-market ERP systems,
preferably Microsoft Business Central
Additional Skills & Attributes
- Strong attention to detail with the
ability to multitask, prioritize, and manage time effectively
- Strong technical skills,
effective communication, collaboration, and a commitment to continuous improvement
- Strong financial modeling, analytical,
problem-solving, and critical-thinking skills
- Ability to work independently and
cross-functionally
- Self-driven and proactive with strong
response times
What You Can Expect
Compensation and Benefits
- Competitive
salary
- Medical,
Dental, Vision, Insurance and Short-Term Disability
- 401(k)
with employer match
- Flexible
PTO for salaried employees
- EAP
+ Paid Parental Leave
If you’re a strategic finance professional who enjoys turning complex data into meaningful business insights, this is an opportunity to make a direct impact in a growing organization. Join a collaborative team where your expertise can help shape financial strategy and support continued growth. Apply today !
Similar roles
-
Financial Analyst
Xerox Cebu City, Central Visayas, Philippines
-
Financial Analyst, Travel and Expense
TrueBlue United States · $68K–$86K/yr
-
Financial Analyst
Archdiocese of Baltimore United States · $56K/yr
-
Financial Analyst - Latam South
Monster Energy LATAM Buenos Aires, Argentina
-
Financial Analyst
Prelco Inc Belleville, Ontario, Canada · CA$73K–CA$103K/yr
-
Senior Financial Analyst
Oldcastle BuildingEnvelope Dallas, Texas, United States