Sr. Financial Analyst

Robert Half - Houston, TX

Full-time - Mid Level

Houston, TX

Administrative and Support Services

About the position

We are searching for a Sr. Financial Analyst in Houston, Texas, 77079, United States. In this function, you will be involved in the financial planning, analysis, and decision support for our organization. This role requires a strong foundation in financial modeling, forecasting, budgeting, variance analysis, and comprehensive what-if scenario analysis. The Sr. Financial Analyst will play a critical role in developing sophisticated financial models to inform strategic decisions, including budgeting, forecasting, and scenario analysis. You will regularly conduct financial analysis to identify trends, anomalies, and areas of concern, providing recommendations for improvements. Additionally, you will carry out what-if scenario analysis to evaluate the potential impact of various business decisions and market conditions on financial performance. In this position, you will oversee the annual budgeting and monthly forecasting process, collaborating with department heads to form detailed budgets and forecasts. Conducting variance analysis to compare actual performance against budget and forecast will be a key responsibility, as well as identifying key drivers of variances and recommending corrective actions as necessary. You will support ad-hoc analysis requests by conducting financial due diligence, performing valuation analysis, and assisting with integration planning. Preparing financial reports and analysis will be essential, providing insights into key financial metrics and trends. Moreover, you will continuously assess and enhance financial processes, systems, and procedures to ensure efficiency, accuracy, and compliance with applicable regulations and standards. Collaboration with other departments, including Accounting, Operations, and Business Development, will be necessary to support strategic initiatives and drive continuous improvement in financial processes.

Responsibilities

• Develop sophisticated financial models to inform strategic decisions, including budgeting, forecasting, and scenario analysis.
• Regularly conduct financial analysis to identify trends, anomalies, and areas of concern, providing recommendations for improvements.
• Carry out what-if scenario analysis to evaluate the potential impact of various business decisions and market conditions on financial performance.
• Oversee the annual budgeting and monthly forecasting process, collaborating with department heads to form detailed budgets and forecasts.
• Conduct variance analysis to compare actual performance against budget and forecast, identifying key drivers of variances, and recommend corrective actions as necessary.
• Support ad-hoc analysis requests by conducting financial due diligence, performing valuation analysis, and assisting with integration planning.
• Prepare financial reports and analysis, providing insights into key financial metrics and trends.
• Continuously assess and enhance financial processes, systems, and procedures to ensure efficiency, accuracy, and compliance with applicable regulations and standards.
• Collaborate with other departments, including Accounting, Operations, and Business Development, to support strategic initiatives and drive continuous improvement in financial processes.

Requirements

• Candidate must hold a minimum of 5 years of experience in a similar role as a Sr. Financial Analyst.
• Proficiency in accounting functions, auditing, budget processes, and developing complex financial models is necessary.
• Must be experienced in using SAP for financial processes and analysis.
• A Bachelor's degree in Finance, Accounting, or a related field is required.
• Excellent communication skills, both verbal and written, are essential.
• Proven ability to work collaboratively in a team environment and liaise with all levels of an organization.
• Strong analytical, critical thinking, and problem-solving skills are required.
• A high level of proficiency in Microsoft Office Suite, particularly Excel and PowerPoint, is necessary.
• Demonstrated ability to meet deadlines while managing multiple projects is essential.
• Experience in the financial sector, particularly in financial planning and analysis, is preferred.
• Knowledge of financial forecasting techniques and financial modeling is required.
• Proven ability to interpret financial data and business strategies and formulate them into business plans is necessary.
• Professional certification such as CFA or CFP is preferred.
• Familiarity with regulatory guidelines at the state and federal level for the financial sector is beneficial.
• Strong presentation skills and the ability to explain financial terms and concepts to non-financial stakeholders are necessary.

Nice-to-haves

• Experience in the financial sector, particularly in financial planning and analysis is preferred.
• Professional certification such as CFA or CFP is preferred.
• Familiarity with regulatory guidelines at the state and federal level for the financial sector is beneficial.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401(k) plan