Senior FP&A Analyst

Job Title: Senior FP&A Analyst

Location: On-site (not remote) office in The Woodlands, Texas

Reports To: Director of Ops Finance

Position Summary:

The Senior Financial Planning & Analysis (FP&A) Analyst plays a critical role in driving financial visibility, strategic decision-making, and operational performance. This individual will partner closely with senior leadership, including the CFO and CEO, to deliver timely insights, support forecasting and planning processes, and enhance financial modeling capabilities across the organization.The ideal candidate brings strong financial modeling capabilities, operational finance experience, and a deep understanding of service-based, asset-intensive environments.

Key Responsibilities:

Executive Reporting

- Prepare and deliver monthly financial reporting packages for the CFO and CEO, including variance analysis, KPIs, and actionable insights.

- Support lender reporting, including covenant calculations and compliance packages.

- Support ad-hoc financial analysis requests from executive leadership.

Board & Investor Communications

- Lead preparation of board meeting materials, including financial decks, performance narratives, and strategic updates.

- Collaborate with cross-functional teams to ensure accuracy and consistency of messaging.

Financial Modeling & Analysis

- Develop and maintain advanced financial models to support strategic initiatives, capital allocation, and scenario planning.

- Support scenario analysis tied to commodity prices, customer demand, capital deployment, and cost structure changes

- Support short- and long-term cash flow forecasting, including liquidity analysis.

- Assist in evaluating M&A opportunities, greenfield expansions, and capital investment decisions Forecasting & Planning.

Forecasting and Budgeting

- Own the consolidation of monthly and quarterly forecasts across business units.

- Partner with department leaders to refine assumptions and improve forecast accuracy.

- Support the annual budgeting and long-range planning processes.

Cross-Functional Business Partnering

- Collaborate with operations, sales, and other departments to provide financial insights and decision support.

- Translate complex financial data into clear, actionable recommendations.

Process Improvement

- Enhance and automate reporting, forecasting, and modeling processes to increase efficiency and scalability.

- Support implementation and optimization of FP&A tools and systems.

Data Management & Integrity

- Ensure accuracy and consistency of financial data across systems.

- Work closely with accounting to align reporting and financial outputs.

Qualifications:

Bachelor’s degree in Finance, Accounting, Economics, or related field. (MBA, CPA, CFA or other related certification a plus)

4–7+ years of FP&A, corporate finance, investment banking, or related experience.

Advanced proficiency in Excel (modeling, macros a plus); experience with financial systems. (e.g., Adaptive, Anaplan, Hyperion, or similar); Proficiency with Power BI.

Strong analytical, problem-solving, and communication skills.

Experience in preparing executive-level presentations and board materials.

Ability to manage multiple priorities in a fast-paced environment.

Company Overview:

PK Companies Group, LLC, founded in 1997 and headquartered in The Woodlands, Texas and Wichita, Kansas, specializes in industrial specialty services across various sectors, including oil, gas, petrochemical, aerospace, commercial, and manufacturing industries. The company operates through three main divisions:

- PK Safety: Offers on-site safety services, including medical services, safety attendants, field safety representatives, rescue services, safety training, and safety equipment rental.

- PK Technology: Provides inspection services utilizing proprietary intelligent software designed to deliver real-time data and comprehensive insights, aiding clients in making informed, data-driven decisions.

- PK Industrial: Provider of industrial specialty services, focusing on passive fireproofing systems, industrial coatings, tank linings, scaffolding, and insulation.

Why You'll Love Working at PK

- We are leaders – Leadership is not limited to our management team. It's something everyone at PK embraces and embodies.

- We are operators – We believe the only way to predict the future is to build it. Creating solutions to lead our company and our industry is what we do on every project, every day.

- We are learners – Everyone here is continually learning on the job, no matter if we've been in a role for one year or one minute. We are committed to learning and implementing what is best for our customers, merchants, and us.

- We are one team – The magic of PK is our people, together making our inspiring goals attainable and driving us to greater heights.

If this sounds good to you, come join us. Apply Today!

PK Companies Group, LLC is an equal opportunity employer, and we welcome candidates from all backgrounds to apply.

All hiring decisions are based on the qualifications of each candidate compared to other candidates and business needs.

We thank all applicants for their interest in our company, but only those selected for an interview will be contacted.

This employer participates in E-Verify and will provide the federal government with your form I-9 information to confirm that you are authorized to work in the US. Employers can only use E-Verify once you have accepted a job offer and completed the form I-9.

Monday - Friday, 8 am - 5 pm / Day shift