FP&A Analyst

PK Companies Group•The Woodlands, TX

8d•Onsite

About The Position

The FP&A Analyst will partner with the Director of Ops Finance, CFO, and business leaders to support financial planning, forecasting, reporting, and strategic decision-making across the organization. The role offers visibility to senior leadership and direct exposure to board and private equity reporting in a growing, PE-backed company. The analyst will contribute to budgeting, forecasting, board reporting, performance analysis, and finance process improvement. The role also helps modernize the finance function through automation, business intelligence tools, and emerging AI technologies.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field.
2–3 years of experience in FP&A, investment banking, private equity, transaction advisory, or corporate finance.
Demonstrated ability to build an integrated three-statement model from scratch.
Advanced Excel skills, including lookups, dynamic arrays, scenario toggles, and clean, auditable model structure.
Strong PowerPoint skills and experience producing executive- or board-level materials.
Solid understanding of GAAP financial statements and how operating drivers flow to cash.
Hands-on use of automation or AI tools in current work and curiosity about using them further.
Clear written and verbal communication skills, with comfort presenting numbers to senior leaders.
Ability to manage several deadlines at once in a fast-moving, sponsor-driven environment.

Nice To Haves

Experience in a PE-backed or sponsor-owned company, or on the deal side.
CPA, CFA (or progress toward either) or an MBA.
Experience with BI tools such as Power BI or Tableau and FP&A platforms such as Adaptive, Anaplan, Pigment, or similar.
Working knowledge of SQL, Python, or Power Query for data work.
Exposure to ERP systems such as NetSuite, SAP, Oracle, or Dynamics, and to system migration or consolidation projects.
Experience with acquisition integration or multi-entity consolidation.

Responsibilities

Build and maintain the integrated three-statement model, linking operating drivers to cash and debt.
Model scenarios and sensitivities for leadership and the sponsor, including pricing, volume, headcount, capital expenditures, and working capital.
Track debt covenants, leverage, and liquidity, and support lender reporting.
Support M&A and value-creation work, including acquisition models, synergy tracking, and integration of acquired businesses into the plan.
Prepare monthly and quarterly board decks and private equity sponsor reporting packages.
Present results through KPIs, budget and prior-year variances, EBITDA bridges, and cash flow analysis.
Respond to ad hoc requests from the board, sponsor, and lenders.
Own the monthly forecast process and lead portions of the annual budget and long-range plan.
Partner with business unit leaders to build driver-based forecasts and explain variances.
Analyze performance by business unit, customer, and product to identify margin and cash improvement opportunities.
Automate recurring reporting and reduce manual spreadsheet work.
Build and improve dashboards in business intelligence tools such as Power BI and Tableau.
Use AI tools, such as LLM assistants and Copilot, to accelerate analysis, commentary drafting, and data preparation, with appropriate review controls.
Help evaluate and implement FP&A systems and support ERP and data integration projects.