Financial Business Analyst
About The Position
We’re looking for a Business Analyst who combines strong analytical thinking with business and financial acumen. In this role, you’ll work across business, finance, IT, and project teams to understand how the organization operates, identify opportunities for improvement, and turn data into insights that support better decisions. This is an opportunity for someone who enjoys more than just building reports. You’ll have a hand in business process analysis, financial planning, forecasting, budgeting, KPI reporting, and process improvement—while partnering with stakeholders across the organization to help turn ideas and requirements into practical solutions. If you’re naturally curious, comfortable working with data, and enjoy solving business problems, this role gives you the opportunity to make a meaningful impact. Candidates MUST be local to the Houston, TX area (Near Hobby Airport) for the interview process and work environment.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- 2+ years of experience in business analysis, FP&A, financial analysis, or a similar analytical role.
- Strong proficiency in Microsoft Excel.
- Experience with data visualization tools such as Power BI or Tableau.
- Strong analytical and problem-solving skills.
- Ability to communicate complex information clearly to both technical and non-technical audiences.
- Strong attention to detail and commitment to data accuracy.
- Ability to manage multiple priorities and meet deadlines in a dynamic environment.
- Experience working collaboratively with both business and finance teams.
- Working knowledge of GAAP, financial reporting, and corporate finance principles.
Nice To Haves
- Experience working with ERP systems such as SAP, Oracle, or similar platforms.
- Experience with financial modeling, budgeting, forecasting, or variance analysis.
- Experience with business process improvement or requirements analysis.
- Relevant professional certifications.
Responsibilities
- Partner with business and finance teams to understand operational and financial needs.
- Lead and participate in requirements-gathering discussions and translate business needs into clear, actionable requirements.
- Analyze business processes and financial data to identify trends, inefficiencies, risks, and cost-saving opportunities.
- Conduct gap analyses and impact assessments to evaluate proposed changes and initiatives.
- Look for opportunities to improve processes, reporting, efficiency, and business performance.
- Assist with financial modeling, budgeting, forecasting, and variance analysis.
- Support monthly, quarterly, and annual planning and reporting cycles.
- Help develop business models and workflows that support organizational initiatives.
- Monitor KPIs and business metrics and provide insights into performance and trends.
- Support banking covenant requirements and investment reporting.
- Prepare ad-hoc financial and operational analyses to support leadership decision-making.
- Develop reports, dashboards, presentations, and other tools that make complex information easier to understand.
- Translate analytical findings into clear recommendations for business leaders and stakeholders.
- Collaborate with IT, Accounting, Finance, and Project Management to translate requirements into practical solutions.
- Help ensure that business solutions align with organizational, operational, and financial objectives.
- Support projects and initiatives that improve how the organization operates.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
