Financial Business Analyst

Position Summary The Financial Business Analyst plays a key role in supporting business operations and financial planning activities to help drive informed decision-making within the organization. This position focuses on applying analytical skills to evaluate business processes, assist with financial modeling, budgeting, and forecasting, and help implement improvements that align with organizational objectives. The analyst works collaboratively with stakeholders and cross-functional teams to gather requirements, document processes, and provide actionable insights that enhance efficiency and support strategic goals.

- Candidates MUST be local to the Houston, TX area for the interview process and work environment.*

Key Responsibilities

- Participate in requirements gathering sessions with business and finance teams to identify operational and financial needs and document relevant requirements.

- Analyze business processes and financial data to highlight trends, areas for process improvement, and cost-saving opportunities.

- Assist in developing and updating business models, workflows, financial forecasts, budgets, and variance analyses to support projects and organizational initiatives.

- Work closely with IT, accounting, and project management to translate business and financial requirements into practical solutions.

- Prepare financial and operational reports, dashboards, and presentations to communicate findings and recommendations to stakeholders.

- Support gap analyses and impact assessments for proposed changes, ensuring alignment with organizational and financial objectives.

- Monitor key performance indicators (KPIs) and business metrics to track progress and support reporting cycles.

- Contribute to monthly, quarterly, and annual planning activities, including budgeting and forecasting processes.

- Support banking covenants and investment reporting needs of the organization

- Support ad-hoc requests and other duties as needed to meet evolving business needs.

Qualifications

- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; relevant certifications are a plus.

- 2+ years of experience in business analysis, financial planning & analysis, or a similar role.

- Proficiency in Microsoft Excel and data visualization tools (such as Power BI or Tableau).

- Strong analytical, problem-solving, and communication skills, with the ability to present information clearly.

- Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a dynamic environment.

- Experience collaborating with both business and finance teams.

- Understanding of GAAP, financial reporting, and corporate finance principles.

- Experience with ERP systems (e.g., SAP, Oracle) is beneficial.

Preferred Attributes

- Solid business acumen and strategic thinking.

- Proactive in identifying and solving issues.

- Attention to detail and commitment to data accuracy.

- Willingness to support team projects and mentor junior staff as needed.

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