Senior FP&A Analyst

PK Companies Group•The Woodlands, TX

12d•Onsite

About The Position

The Senior Financial Planning & Analysis (FP&A) Analyst plays a critical role in driving financial visibility, strategic decision-making, and operational performance. This individual will partner closely with senior leadership, including the CFO and CEO, to deliver timely insights, support forecasting and planning processes, and enhance financial modeling capabilities across the organization. The ideal candidate brings strong financial modeling capabilities, operational finance experience, and a deep understanding of service-based, asset-intensive environments.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field.
4–7+ years of FP&A, corporate finance, investment banking, or related experience.
Advanced proficiency in Excel (modeling, macros a plus); experience with financial systems. (e.g., Adaptive, Anaplan, Hyperion, or similar); Proficiency with Power BI.
Strong analytical, problem-solving, and communication skills.
Experience in preparing executive-level presentations and board materials.
Ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

MBA, CPA, CFA or other related certification a plus

Responsibilities

Prepare and deliver monthly financial reporting packages for the CFO and CEO, including variance analysis, KPIs, and actionable insights.
Support lender reporting, including covenant calculations and compliance packages.
Support ad-hoc financial analysis requests from executive leadership.
Lead preparation of board meeting materials, including financial decks, performance narratives, and strategic updates.
Collaborate with cross-functional teams to ensure accuracy and consistency of messaging.
Develop and maintain advanced financial models to support strategic initiatives, capital allocation, and scenario planning.
Support scenario analysis tied to commodity prices, customer demand, capital deployment, and cost structure changes.
Support short- and long-term cash flow forecasting, including liquidity analysis.
Assist in evaluating M&A opportunities, greenfield expansions, and capital investment decisions.
Own the consolidation of monthly and quarterly forecasts across business units.
Partner with department leaders to refine assumptions and improve forecast accuracy.
Support the annual budgeting and long-range planning processes.
Collaborate with operations, sales, and other departments to provide financial insights and decision support.
Translate complex financial data into clear, actionable recommendations.
Enhance and automate reporting, forecasting, and modeling processes to increase efficiency and scalability.
Support implementation and optimization of FP&A tools and systems.
Ensure accuracy and consistency of financial data across systems.
Work closely with accounting to align reporting and financial outputs.