FP&A Associate

EnSiteUSA • Houston, TX

1d

About The Position

The company is hiring its first dedicated FP&A Associate, who will work directly with the Chief Financial Officer. The role owns monthly reporting used by leadership, the Board, and the financial sponsor; maintains forecasts; and provides analysis spanning accounting and strategy, including project profitability, backlog, pricing, M&A, and integration. The Associate will regularly interface with the financial sponsor on reporting and data requests and participate in strategy meetings. It is intended for someone two to five years into a finance career who wants early responsibility and a path toward senior finance leadership.

Responsibilities include producing and analyzing monthly financial reporting, maintaining forecasts and budgets, analyzing project and client profitability, monitoring operational and working-capital metrics, preparing lender and sponsor reporting, supporting M&A diligence and integration, leading special projects, and improving reporting processes and dashboards.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Two to five years of experience in FP&A, investment banking, private equity, transaction advisory, public accounting, or a private equity portfolio company finance role.
• Advanced Excel skills, including three-statement modeling, scenario analysis, and comfort with large datasets.
• Strong PowerPoint skills for board and sponsor materials.
• Working knowledge of GAAP and financial statement analysis.
• Clear writing and presentation skills, and comfort working directly with senior executives and investors.
• Self-directed, with the ability to build processes and reporting where little exists and manage multiple deliverables against firm deadlines.
• Team-oriented and adaptable, and willing to take on responsibilities beyond the core role to support the team and business priorities.

Nice To Haves

• Experience in a professional services or project-based business, including percentage-of-completion or utilization-based revenue.
• Exposure to lender reporting, borrowing base calculations, or covenant compliance.
• M&A diligence or integration experience.
• Familiarity with project-based ERP systems such as Deltek, ADP, Power BI, or similar tools.
• Hands-on use of AI tools such as Claude, ChatGPT, or Copilot in a professional setting.
• CPA, or progress toward a CPA or CFA.

Responsibilities

• Own the monthly financial reporting package for the CEO, CFO, Board, and financial sponsor, including income statement, balance sheet, cash flow, KPIs, variance analysis, and written commentary.
• Maintain the rolling forecast and annual budget model, and run scenarios on headcount, utilization, pricing, backlog conversion, and capital spending.
• Build project-level and client-level profitability analysis across engineering, survey, and inspection service lines; track gross margin by division and flag trends.
• Monitor backlog, bookings, utilization, days sales outstanding, and working capital, and report on them monthly.
• Prepare the monthly borrowing base report and quarterly covenant compliance calculations under the company's credit facility, working with the CFO.
• Prepare sponsor-ready and board-ready materials, including monthly business reviews, quarterly board decks, and ad hoc analyses.
• Serve as a day-to-day finance point of contact for the financial sponsor on data requests, portfolio reporting, and valuation support.
• Support acquisition diligence, including data room review, quality of earnings support, financial modeling, and synergy analysis.
• Support post-acquisition integration, including consolidation of reporting, alignment of KPIs and chart of accounts, and tracking synergy realization against plan.
• Lead special projects for the CFO and CEO, including pricing reviews, cost reduction initiatives, fleet and equipment capital decisions, vendor and software rationalization, and other efficiency work.
• Improve month-end close and reporting cycle time; build repeatable templates and document methodologies so the function can scale.
• Help establish dashboards and self-service reporting from the company's ERP and payroll data.
• Perform other miscellaneous tasks as requested, directed, or assigned by the manager.

Benefits

• Competitive base salary and annual performance bonus.
• Medical, dental, and vision coverage.
• Company-paid life and disability insurance.
• HSA with employer contribution.
• 401(k) plan.
• Paid time off and company holidays.

What This Job Offers

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