Senior Financial Analyst

Mantis Innovation•Houston, TX

20h•Hybrid

About The Position

Mantis Innovation provides managed facility services and turnkey program management with technology-enabled solutions that target the entire building footprint. We look at the entire facility—inside and out—and can impact 70% of what a building operator allocates critical budget dollars toward, including: Strategic electricity and natural gas procurement, renewable energy, and demand response; climate impact reduction and reporting, net zero strategies, and sustainability planning; roofing, solar, HVAC assessment management, pavement, building envelope, data center optimization, and EV charging; lighting/LED retrofits, HVAC/mechanical systems, and BMS/BAS improvements and implementation. Position Summary We are seeking a highly analytical and business-focused professional to support executive leadership through advanced reporting, dashboard development, and business intelligence automation. This individual will sit at the intersection of Finance, Operations, IT, and Executive Leadership, helping transform data into actionable insights and executive-ready deliverables. The ideal candidate has strong experience with Power BI, ERP/CRM data integration, along with strong financial analysis rigor (forecasting, modeling, variance analysis). This person is heavily involved in executive reporting and process automation, with the ability to partner cross-functionally and drive scalable reporting solutions across the organization.

Requirements

5–8+ years of experience in business analytics, business intelligence, FP&A analytics, or related roles
Bachelor’s degree in Business, Finance, Analytics, Information Systems, Engineering, or related field
Advanced Power BI experience
Strong experience with, Excel, PowerPoint, and data visualization tools
Experience working with ERP and CRM platforms
Proven ability to automate reporting and streamline business processes
Strong business acumen combined with technical analytics capability
Someone who can “connect the dots” between data, operations, and executive decision-making
A proactive self-starter who thrives in a highly collaborative and fast-moving environment
A professional who can turn complex data into clear business narratives and actionable insights
Strong executive communication and presentation skills
Ability to operate in a fast-paced, cross-functional environment with multiple priorities

Nice To Haves

Experience in private equity-backed or high-growth environments
Experience supporting executive leadership, board reporting, or operational reviews
Familiarity with data modeling, ETL processes, and business intelligence architecture
Exposure to automation tools, APIs, or Power BI-to-PowerPoint reporting workflows

Responsibilities

Develop and maintain executive dashboards, KPI scorecards, and reporting packages using Power BI and related BI tools
Partner with Finance, Sales, Operations, and IT teams to automate reporting and improve data visibility across the organization
Build automated reporting workflows integrating ERP, CRM, and operational systems into Power BI and PowerPoint deliverables
Build and maintain financial models supporting forecasting, budgeting, and planning.
Perform variance analysis and communicate drivers to leadership.
Support business reviews with financial and operational insights.
Create executive-level presentations and board-ready materials with a strong focus on storytelling through data
Design scalable reporting solutions that improve efficiency, reduce manual processes, and enhance decision-making
Support monthly business reviews, forecasting, pipeline analysis, and strategic planning initiatives
Work closely with IT and data teams to improve data integrity, data structure, and reporting architecture
Translate complex business problems into actionable analytics and visualization solutions