Financial Planning and Analysis Manager

Port of Houston Authority•Houston, TX

45d

About The Position

We are seeking a highly analytical and strategic Manager of Financial Planning & Business Performance Analytics to lead our financial analysis, modeling, and forecasting initiatives. This role focuses primarily on advanced financial modeling, business case development, forecasting, and comprehensive cost and contract sales analysis. The role will serve as a key business partner to business and financial leadership, providing uplifted data-driven insights that drive strategic decision-making and optimize financial performance.

Requirements

Bachelor’s degree in finance, accounting, economics, or related quantitative field required
Minimum 7 plus years of progressive experience in financial planning and analysis, corporate finance, or management consulting
At least 3-5 years of people management experience preferred
Experience in business case development, financial modeling, and strategic planning required
Expert-level proficiency in financial modeling and Excel (advanced formulas, pivot tables, VBA, Power Query)
Strong knowledge of financial planning software (e.g., Anaplan, Adaptive Insights, Hyperion, SAP BPC, Workday Adaptive Planning)
Proficiency in data analysis tools (VBA, SQL, Tableau, Power BI) required
Advanced understanding of accounting principles (GAAP/IFRS) and financial statement analysis is preferred
Experience with ERP systems (Workday, Oracle, SAP, NetSuite) preferred
Strong data storytelling skills and the ability to distill complex information into clear, actionable insights for both finance and non-finance audiences
Effective collaboration across departments to understand business drivers, gather relevant data and ensure alignment of planning processes.
Openness to technology adoption, adaptability and a growth mindset to thrive in dynamic data-driven environments
Ability to connect financial outcomes to business strategies and translate insights into meaningful recommendations for stakeholders.

Nice To Haves

MBA, CFA or equivalent advanced certification strongly preferred. If not currently a CFA, expectation to achieve Level 1 CFA certification within 18 months of hire.

Responsibilities

Financial Modeling & Analysis
Develop, maintain, and enhance sophisticated financial models to support strategic initiatives, revenue contracts, investments and operational decisions
Create comprehensive three-statement models, DCF analyses, and scenario-based planning models
Build driver-based models that focus on key business levers and value drivers
Perform sensitivity analysis and stress testing to evaluate potential risks and opportunities
Design and implement Monte Carlo or other simulations for complex decision-making scenarios
Manage monthly, quarterly, and year-end forecasts; identify variances and recommend corrective actions.
Business Case Development
Lead the development of compelling business cases for new contracts, market expansion, capital expenditure, and strategic initiatives
Conduct thorough financial analysis including NPV, IRR, payback period, and ROI calculations
Collaborate with cross-functional teams to gather assumptions, validate market data, and assess competitive positioning
Present business case recommendations to business, finance and executive leadership
Create executive-level presentations that clearly communicate financial implications and strategic recommendations
Perform sensitivity, scenario, and break-even analysis for investment decisions
Cost & Contract Analysis
Conduct comprehensive cost analysis including fixed vs. variable cost structures, unit economics, and profitability analysis
Analyze contract terms, pricing structures, and revenue recognition implications
Develop and maintain sophisticated pricing models and profitability analysis by customer, product line, and business segment
Evaluate contract renewals, renegotiations, and new customer acquisition economics
Perform detailed analysis of sales performance, including pipeline analysis, and customer lifetime value
Support commercial and operations teams with pricing optimization and deal structuring analysis
Performance Management & Reporting
Create and maintain executive dashboards and KPI reporting frameworks
Develop monthly, quarterly, and annual management reporting packages
Conduct deep-dive analysis on business performance trends and key metrics
Provide strategic recommendations based on financial analysis and market trends
Process Improvement & Leadership
Lead continuous improvement initiatives to enhance FP&A processes, systems, and reporting capabilities
Mentor team members and foster professional development
Drive automation and efficiency improvements using advanced Excel, SQL, and Workday Adaptive Planning financial planning software
Collaborate with IT and Finance Systems teams to implement new technologies and tools
Act in accordance with Port Houston core values (respect, excellence, accountability, diligence, and you)
Perform other duties as assigned