Senior Financial Planning and Analysis Analyst

Department: Accounting & Finance

Job Status: Full Time

FLSA Status: Salary, Exempt

Reports To: FP&A Manager

Location: The Woodlands, TX

Amount of Travel Required: Less than 10%

Work Schedule: Mon. to Fri. 8:00 am to 5:00 pm (Overtime as business requires.)

Positions Supervised: None

AIP: Level 6

POSITION SUMMARY: The Senior Financial Planning & Analysis (FP&A) Analyst plays a critical role in driving financial strategy, forecasting, and performance insights. This position provides key support to senior leadership and other departments by delivering forward-looking analysis, building driver-based financial models, implementing process, preparing, and presenting financial reports and presentations, and other ad hoc financial requests.

As a strategic business partner, the Sr. FP&A Analyst works cross-functionally with Accounting, Treasury, Supply Chain, Legal, Operations, and Commercial teams to ensure alignment with the company’s goals. The ideal candidate is analytically strong, highly collaborative, and thrives in a fast-paced, data-driven, high-growth environment.

ESSENTIAL FUNCTIONS: (The following duties and responsibilities are all essential job functions, as defined by the ADA, except for those that begin with the word "may.")

Strategic Planning & Forecasting

- Lead the preparation financial statement forecasting for various time horizons, in accordance with US GAAP.

- Support the development of the annual budget including the implementation and documentation of standardized budgeting process.

- Perform scenario planning, trend analysis, and sensitivity modeling.

Financial Reporting & Analysis

- Prepare and present KPI dashboards and executive reporting packages.

- Perform detailed variance and margin analysis.

- Create financial presentations and board materials for senior stakeholders.

Business Partnership & Operations Support

- Collaborate with functional leads to gather budget/forecast inputs and deliver decision-support.

- Partner with Treasury, Accounting, Supply Chain, Business Development, and Legal on the review of sales bid and proposals.

- Prepare costing and pricing models to help guide business decisions.

Process Optimization

- Improve and strengthen existing financial models by making them more robust, implementing automation where possible, and adding data validation to enhance accuracy.

- Create and document standardized processes for regular reforecasting, budgeting, and other recurring processes.

Ad-Hoc & Executive Support

- Present financial analysis to executive leadership and business leadership

- Maintain several different workstreams at the same time while being able to effectively prioritize projects

- Ensure timely and accurate responses to financial reporting and other requests

- Performs other related duties as assigned to assist with successful operations and business continuity.

POSITION REQUIREMENTS:

- Successfully passes background check, pre-employment drug screening, an any pre-employment aptitude and/or competency assessment(s).

- Daily in-person, predictable attendance.

EDUCATION/EXPERIENCE LEVEL

- Bachelor’s degree in Finance, Accounting, or Economics required.

- 2-5 years in high-level finance & accounting at reputable firms (Big 4, IB, PE, etc.) or 5+ years of FP&A experience in a hyper-growth environment

- Prior roles should have provided experience in financial modeling.

- CFA, CPA, or MBA heavily preferred.

QUALIFICATIONS, SKILLS, COMPETENCIES, AND ABILITIES

- Advanced Excel modeling skills, including forecasting, dashboards, and scenario tools.

- Must have the ability to build financial models from scratch including, but not limited to three statement and DCF models.

- Strong proficiency in PowerPoint and financial reporting systems.

- Experience with ERP systems; Oracle Fusion preferred.

- Deep understanding of budgeting, forecasting, and variance analysis.

- Understanding of significant accounting principles under US GAAP.

- Ability to work cross-functionally and communicate complex financial data clearly.

- Proven attention to detail, organizational discipline, and critical thinking.

- Self-starter with strong time management and leadership presence.

- Some exposure to systems like Oracle EPM, Hyperion, OneStream, etc. is helpful.

PHYSCIAL REQUIREMENTS/WORK ENVIRONMENT:

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Frequently required to walk, sit, climb, bend, reach and squat/kneel. The Sr. FP&A Analyst works primarily indoors and will be sitting prolonged periods of sitting at a desk and working on a computer. Must be able to access and navigate each department at the organization’s

facilities. The Sr. FP&A Analyst may be required to lift heavy objects; therefore, The Sr. FP&A Analyst must be able to lift 25lbs.

Work hours may include early morning, late afternoon/evening hours, and weekends in combination depending on job demands.

AAP /EEO STATEMENT:

The Company is committed to the cause of equal employment opportunity for all employees and applicants, thus abiding by all applicable state and federal laws. Our practices regarding employment, job promotion, compensation, training, and termination do not discriminate on the basis of race, color, religious creed, age, sex, national origin, veteran's status, disability, pregnancy, genetic information, or any other legally protected status. It is expected that all employees, both management and staff, will fully support these nondiscriminatory policies.

The company has reviewed this job description to ensure essential functions and duties have been included. It is not intended to be an exhaustive list of all functions, responsibilities, skills, and abilities.

Revised: 12/2025