Sr Financial Planning Analyst (PR26134)

TMEIC Corporation Americas•Houston, TX

About The Position

Provide financial planning and analysis services to a global business operating across multiple business units, entities, and currencies. Lead key planning and performance analysis activities, deliver decision-ready insights, and partner with leaders to strengthen financial discipline and business outcomes. The role leads financial planning, forecasting, reporting, modeling, variance analysis, management presentations, and portions of the Mid-Range Plan, annual budget, and consolidation processes. It also supports business decisions through KPI monitoring and ad hoc analyses, improves planning and reporting methods and tools, promotes financial policies and data integrity, and shares technical guidance with associates.

Requirements

Bachelor’s degree in accounting, finance, business, or a related field; equivalent education and experience may be considered.
At least 5 years of experience in financial planning and analysis, corporate finance, or business analysis, including ownership of planning or forecasting deliverables.
Knowledge of accounting principles, financial statements, budgeting, forecasting, and management reporting.
Advanced analytical and financial modeling skills, including assessing complex data, testing assumptions, and communicating conclusions.
Critical thinking, sound judgment, and problem-solving skills.
Successful working relationships with clients, suppliers, and other internal and external contacts.
Positive personal leadership, interpersonal, organizational, administrative, and communication skills.
Continuous improvement in areas of responsibility.
Experience with a global, multi-entity, multi-currency organization.
Advanced Excel modeling skills, including PivotTables, data visualization, and VBA or other automation tools.
Experience with financial planning and analysis platforms and process improvements or systems implementations.
Experience in a project-based business where results are measured by project.
Advanced experience with financial modules in an ERP or planning system.
Availability to travel domestically and internationally less than 15%.

Nice To Haves

Experience in a business with foreign ownership, preferably Japanese.
CFA or CPA.

Responsibilities

Lead accurate and timely short-, medium-, and long-term financial planning, forecasting, and reporting processes across assigned business units and entities.
Develop, maintain, and review complex financial models to assess performance, evaluate business scenarios, and explain financial implications to management in collaboration with business operations, business development, and technology teams.
Partner with business and functional leaders to translate operating plans into financial forecasts, constructively challenge assumptions, and identify risks and opportunities.
Analyze actual results against budget, forecast, and prior periods; explain key variances, trends, and drivers and recommend actions.
Prepare and lead financial analyses and presentations for management reviews, ensuring conclusions are accurate, concise, and decision-relevant.
Manage assigned portions of the semiannual Mid-Range Plan (MRP), annual budget, periodic forecasts, and consolidation processes; coordinate inputs and resolve data issues.
Recommend and monitor meaningful financial and operational KPIs to measure strategic and project-based performance.
Perform ad hoc, comparative, and historical analysis to inform investment, resource allocation, pricing, cost management, and other business decisions.
Identify opportunities to improve planning methods, reporting, controls, and analytical tools, and lead implementation of approved improvements.
Promote consistent application of financial policies, data integrity, and effective use of ERP and planning systems; document key assumptions and processes.
Share knowledge and technical guidance with associates and review assigned analytical work to ensure quality and consistency.
Fulfill tasks assigned by the manager, provide the manager with best advice, and give earliest notice when work cannot be delivered as specified.
Cooperate and collaborate with peers and interact cross-organizationally as specified by the manager.
Exemplify Company Core Values: Integrity, Client Focus, Team Orientation, and Personal Commitment.
Comply with company policies, practices, procedures, regulations, and laws.
Proactively recommend viable improvements and ensure effective utilization of business tools and processes.