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Financial Planning Analyst
4131 Directors Row Houston, TX 77092 US
Job Description
Salary + Additional Benefits:
- $70,000-$80,000 DOE
- Medical, Dental, Vision, Life Insurance
- 401(k)
Location: Central Houston, TX 77092
Type of Position: Direct Hire
Responsibilities:
- Collaborate with the finance and accounting team to develop and maintain the annual budget, ensuring accurate and timely financial reporting, analysis, and insights through a structured FP&A monthly reporting cadence.
- Develop and update the annual financial budget, providing regular budget-to-actual updates and forecasts on a monthly basis.
- Create and maintain financial models to analyze trends, identify risks and opportunities, and support strategic decision-making.
- Prepare and present monthly, quarterly, and annual financial forecasts, along with variance analysis reports, to senior management.
- Analyze financial performance against key metrics and benchmarks, delivering actionable insights to guide business strategy.
- Prepare and present comprehensive financial reports (P&L, balance sheet, cash flow statements) to executive leadership and stakeholders.
- Conduct ad hoc financial analysis and scenario modeling to inform strategic initiatives and business decisions.
- Drive efficiency in FP&A processes by identifying process improvements, incorporating new technologies, automation, and best practices.
- Integrate financial and operational data from multiple sources (e.g., ERP systems, CRM software, operational databases) into a centralized platform for holistic analysis.
- Work closely with cross-functional teams to support budgeting, planning, and strategic decision-making processes.
- Partner with operational leaders to identify cost-reduction opportunities, revenue growth, and improvements in operational efficiency.
- Build and nurture strong relationships with internal stakeholders, providing ongoing financial guidance and support.
- Promote a culture of continuous improvement, innovation, and collaboration within the finance and accounting team.
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3 + years of progressive experience in financial planning, analysis, and reporting
- Healthcare revenue cycle management experience preferred
- Deep understanding of financial principles, accounting standards, and financial statements
- Experience in financial modeling, forecasting, and variance analysis. Understanding of financial principles, accounting standards, and financial statements.
- Experience with financial systems and advanced proficiency in Excel and financial modeling software
- Experience with Microsoft Power tools (Power Query, Pivot, Power BI tools)
Meet Your Recruiter
Lindsey Rodriguez
Senior Search Director - Murray Professional
Specializing in matching talent with exciting opportunities in Human Resources, Accounting/Finance, Sales, Marketing, Administrative, and Customer Service.