Summary:

The Financial Analyst holds responsibility for crucial financial operations within their designated departments and an extensive financial understanding of their respective functional domains. The role involves utilizing technical expertise to encourage decision-making based on data. It requires proficiency in the company's financial planning system, the ability to work with different data sources, and the capability to perform project-based analyses as necessary. Additionally, the Financial Analyst will assist in defining, developing, and improving reporting and data capabilities throughout the organization.

General Duties and Responsibilities:

• Assist with financial aspects of the annual strategic plan, annual operating plan, monthly forecast processes, and weekly revenue forecast updates.

• Maintain a comprehensive financial perspective of assigned functional areas of the company.

• Assist in the development of long-term financial strategies for assigned departments.

• Work with other team members and cross-functionally to build data-driven solutions from large data sets that support greater business insight, enhanced analytics, and/or greater efficiencies.

• Develops macros to automate complex or ongoing reporting.

• Drive efforts to improve processes and profitability by developing insightful analytics and reports.

• Develop a clear understanding of business needs and proactively address those needs through detailed financial analysis.

• Create and maintain key financial models related to assigned departments.

• Helps to maintain existing data flow interfaces between systems and create new as needed.

• Establish and maintain close working relationships with functional teams, team leaders, and all key accounting and finance personnel.

• Position may require other duties as assigned.

Education:

• BA/BS in Finance, Accounting, Business, Economics, or a highly analytical field (e.g., Engineering, Math, and Computer Science).

• MBA is preferred.

Experience & Requirements:

• 4+ years’ experience in financial management or analytics/data analysis

• Considerable experience with Microsoft Office and other financial software / systems

• Proficient knowledge of Excel VBA, SQL (scripting is a plus), Power BI, or equivalent systems.

• Experience with Vena Solutions, or similar, financial reporting software a plus (Workday Adaptive Planning, Datarails, Prophix, etc.).

• Expertise in using Excel's built-in functions and formulas to perform calculations and data manipulation.

• Familiarity with advanced Excel features like pivot tables, Power Query, and Power Pivot.

• Strong understanding of OLAP cubes and their use in data analysis and reporting.

• Knowledge of Hibernate Query Language and Model Slice Query Language for accessing and querying data.

• Experience in designing and implementing Excel-based solutions to address business needs and improve processes.

• Ability to troubleshoot and debug VBA code to resolve issues and optimize performance.

• Experience using visualization techniques for presenting large data sets in an easily digestible fashion to various stakeholders within the organization.

• Proven ability to build strong relationships at all levels throughout an organization.

• Demonstrated team leadership skills.

• Experience as a strategic thinker and the ability to effectively translate strategies into financial plans.

• Demonstrated experience operationalizing analytics and insights into business processes.

• A self-directed individual able to adapt quickly to changes in priorities and business conditions.

• Experience, and comfort, working in a fast-paced business environment with ability to consistently meet tight deadlines.

• Superior analytical skills and intellectual curiosity with the ability to develop and manage complex financial models.

• Well-developed presentation skills.

Job Type: Full-time

Pay: From $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Katy, TX 77449: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have significant experience building macros in Excel to streamline reporting processes?
• Have you worked with financial reporting software such as Vena Solutions, Workday Adaptive Planning, Datarails, Prophix, or equivalent systems?
• Can you troubleshoot and debug VBA code to resolve issues and optimize performance?
• Have you used Hibernate Query Language and Model Slice Query Language for accessing and querying data?
• Are you comfortable giving presentations and have you developed strong presentation skills in the past?
• Are you familiar with OLAP cubes and their use in data analysis and reporting?
• Do you have expertise in using Excel's built-in functions and formulas to perform calculations and data manipulation, as well as familiarity with advanced Excel features like pivot tables, Power Query, and Power Pivot?
• Do you have experience working with financial software/systems, including proficiency in Excel VBA, SQL, and Power BI?
• Can you give an example of how you have operationalized analytics and insights into business processes in a previous role?
• Have you used visualization techniques for presenting large data sets in an easily digestible fashion to various stakeholders within the organization?
• Can you provide an example of a complex financial model or job costing tool you have developed and managed? If so, describe the tools utilized and some key assumptions.
• Do you have experience using SQL in a professional setting? Please provide a brief example of how you have utilized SQL in your previous work.

Education:

• Bachelor's (Required)

Experience:

• Financial management: 1 year (Preferred)

Work Location: In person

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