Analyst, FP&A

Caturus Management Services•Houston, TX

2d•Onsite

About The Position

This role will support financial planning, budgeting, forecasting, management reporting, and strategic analysis across the organization. The Analyst, FP&A will partner with business leaders to provide financial insights, improve decision-making, and drive accountability around key financial and operational metrics.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required.
2+ years of demonstrated relevant experience in investment banking or project financing required
Strong financial modeling and analytical skills.
Advanced proficiency in Microsoft Excel, including financial model development.
Strong understanding of financial statements, budgeting, forecasting, and variance analysis.
Ability to synthesize large amounts of data into clear and actionable insights.
Excellent written, verbal, and presentation skills.
High attention to detail and commitment to accuracy.
Strong organizational skills and ability to manage multiple priorities simultaneously.
Demonstrated initiative, accountability, and critical thinking skills.
Ability to work independently while collaborating effectively in a team environment.

Nice To Haves

Experience with Power BI, financial planning software, or ERP systems preferred.

Responsibilities

Support the annual budgeting process and periodic forecast updates.
Assist in developing long-range financial plans and strategic models.
Maintain and enhance financial models used to evaluate business performance and strategic initiatives.
Analyze variances between actual, budgeted, and forecasted results and identify key business drivers.
Prepare monthly, quarterly, and annual management reporting packages.
Develop dashboards and KPI reporting to provide visibility into business performance.
Perform financial and operational analyses to support executive decision-making.
Evaluate trends, risks, and opportunities impacting company performance.
Create and maintain detailed financial models, including cash flow forecasts, scenario analysis, and sensitivity analyses.
Support strategic initiatives, financing activities, business development opportunities, and special projects.
Prepare financial presentations and supporting analyses for senior leadership, investors, lenders, and Board meetings.