Financial Planning Analyst

Nexus Water Group • Sugar Land, TX

1d • Onsite

About The Position

Nexus Water Group is hiring a Financial Planning Analyst to support corporate financial planning and analysis, reporting, budgeting, forecasting, cost allocation, and systems-related work. The role prepares and coordinates Board, shareholder, executive, and internal management materials, while maintaining consistent and accurate financial and operating data across reports.

The analyst supports the annual corporate overhead budget and five-year long-range plan, serves as the financial planning contact for assigned groups, builds payroll and headcount models, and identifies corporate risks and opportunities. The position also prepares business-unit direct charges and analyzes vendor costs, including comparing contract terms with actual billing.

The role partners with Accounting to review monthly results, ensure expenses are coded correctly, coordinate reclasses and corrections, and support capitalized labor and corporate capital allocation. It also supports ERP and planning-system transitions, including account mapping and troubleshooting between SAP and Adaptive Planning, and tracks costs and forecast-versus-budget performance for major technology programs.

The position is primarily based in an office in Sugar Land, Texas, with occasional local travel between company locations. Work is performed primarily in an office under normal indoor conditions and includes prolonged sitting and computer use, regular meetings, and occasional standing and walking.

Requirements

• At least 2 years of experience in financial planning and analysis, corporate finance, financial analysis, accounting, or a related field.
• Experience using financial data to develop forecasts, analyze performance, identify trends, or support business decisions.
• Advanced proficiency with Microsoft Excel and experience working with large or complex datasets.
• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Understanding of financial planning, budgeting, forecasting, financial statements, and management reporting.
• Strong financial modeling skills and ability to connect financial results with operational business drivers.
• Strong analytical and problem-solving skills, including the ability to interpret financial information and draw meaningful conclusions.
• Ability to develop accurate financial projections and assess the impact of changing assumptions and business conditions.
• Ability to communicate financial information clearly to financial and non-financial audiences.
• Strong attention to detail and ability to manage multiple priorities and planning deadlines.
• Ability to collaborate across teams and build productive relationships with business partners.
• Strong PowerPoint skills and ability to prepare polished, accurate materials for Board, shareholder, and executive audiences.
• Ability to coordinate deliverables across many contributors, including senior leaders, and hold them to firm deadlines.

Nice To Haves

• Experience with enterprise financial systems, financial planning platforms, reporting tools, or business intelligence applications.
• Experience supporting long-range planning, scenario modeling, capital planning, or investment analysis.
• Experience in a utility, infrastructure, or other capital-intensive business environment.
• Experience using SAP and Adaptive Planning, including OfficeConnect, for financial planning, reporting, or related finance activities.
• Experience with corporate cost allocation, shared-services chargeback, or direct-charge models.
• MBA in Finance, Accounting, or a related quantitative field from an accredited institution.

Responsibilities

• Coordinate preparation of quarterly Board of Directors presentations, including building materials from prior presentations, setting the deliverable calendar, following up on deliverables, and confirming governance calendar items are addressed.
• Prepare Corporate FP&A content for Board materials, including the leadership dashboard, financial update slides, and key initiatives appendix tracker.
• Manage monthly internal management presentations, including confirming agendas and coordinating with corporate departments.
• Prepare monthly and quarterly shareholder reporting.
• Maintain monthly operating metrics reporting, including call center, safety, and compliance metrics.
• Reconcile and cross-reference financial materials to ensure data and formatting are consistent across Board, management, and shareholder reporting.
• Support the annual corporate overhead budget and five-year long-range plan, including the overhead presentation template and bridges by executive leadership area.
• Serve as the primary contact for budgeting, forecasting, and financial planning inquiries for assigned groups.
• Build and maintain payroll and headcount models for assigned functions.
• Coordinate with business unit FP&A teams regarding corporate budget guidance.
• Identify and quantify corporate risks and opportunities for budget and forecast materials.
• Prepare direct charges by business unit and analyze vendor cost structures, including reconciling contract terms to actual billing.
• Collaborate with Accounting to review monthly results, ensure expenses are accurately coded against budget, and coordinate necessary reclasses or corrections for management reporting.
• Support ERP and planning-system transitions, including account mapping and troubleshooting between SAP and Adaptive Planning.
• Track costs and forecast-versus-budget performance for major technology programs.
• Partner with Accounting on capitalized labor, corporate office capital allocation, and the treatment of transaction-related costs.

Benefits

• Three weeks of paid time off annually and 11 company-paid holidays.
• Health, dental, prescription, and vision benefits beginning on the first day of the month after the start date.
• 401(k) with a 100% match on contributions up to 4% of salary, plus an additional non-elective employer contribution.
• Professional development opportunities through training, professional certifications, and an education allowance.
• Company-provided life insurance.
• Employee Assistance Program.
• Voluntary employee resource groups sponsored by the organization.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level