Senior FP&A Analyst (Senior Financial Planning & Analysis Analyst)

Job Details

Senior FP&A Analyst
Location: Houston, TX 77086
Employment Type: Direct Hire
Work Arrangement: Hybrid | 3 days onsite and 2 days remote
Schedule: 8:00 AM–5:00 PM

Position Overview

JAB Recruitment is seeking an experienced Senior Financial Planning & Analysis (FP&A) Analyst to support financial planning, performance analysis, forecasting, and strategic decision-making. This role is ideal for a finance professional with strong analytical capabilities, advanced financial modeling expertise, and hands-on experience leveraging Power Query to build, optimize, and troubleshoot complex financial models.
The successful candidate will analyze financial performance across multiple business lines and locations, deliver actionable insights to leadership, and develop automated reporting solutions that improve efficiency, accuracy, and visibility into business performance.

Key Responsibilities

• Develop and enhance reporting systems and processes to track key performance indicators (KPIs) and support operational and strategic business objectives.
• Prepare and analyze rolling forecasts, annual budgets, and financial projections across multiple business lines and locations.
• Conduct monthly financial analysis, including actual-to-forecast variances, trend analysis, and performance reporting.
• Analyze gross margins for third-party and intercompany (IC) sales, as well as operating margins and other costs of sales.
• Support accurate revenue recognition under the percentage-of-completion (POC) method.
• Build, analyze, and troubleshoot complex financial models using Power Query and other data automation tools.
• Identify opportunities to streamline financial processes, automate reporting, and improve data accuracy and operational efficiency.
• Partner with finance, accounting, and operations teams to provide meaningful financial insights and support business decisions.
• Assist with internal and external audits and ensure compliance with internal controls, SOX requirements, and company policies and procedures.
• Support special projects and other financial initiatives as assigned.

• Bachelor's degree in Accounting, Finance, or a related field.
• Minimum of 5 years of relevant professional experience in FP&A, financial analysis, or a related discipline.
• Demonstrated career stability, ideally with at least 2 years in previous roles.
• Strong understanding of FP&A principles, financial reporting, budgeting, forecasting, and financial analysis.
• Proven experience analyzing and presenting P&L results, financial trends, and strategic business insights.
• Solid understanding of accounting principles and working knowledge of U.S. GAAP.
• Experience managing complex financial operations and supporting a broad business scope.
• Advanced Microsoft Excel skills, including complex formulas, pivot tables, and financial modeling techniques.
• Strong hands-on Power Query expertise is essential. Candidates must be able to build, analyze, optimize, and troubleshoot financial models rather than simply maintain existing processes.
• Strong analytical, problem-solving, organizational, and time-management skills.
• Excellent communication and interpersonal skills, with the ability to work effectively across teams, manage competing priorities, and meet tight deadlines.

• Experience with business intelligence, data analytics, and financial automation tools, including:
  • Power Query - primary technical priority
  • SQL - ability to write queries and code
  • Snowflake
  • Sigma
  • Alteryx
  • Power BI and/or Tableau
• Experience with Hyperion Financial Management (HFM) and/or Oracle financial systems.
• CMA, MBA, or CPA designation.
• Experience supporting complex, multi-location or multi-business financial operations.