Financial Planning & Analysis Analyst

Job Description FP&A Analyst (Entry-Level 1-2 Years of Experience)

Job Title: FP&A Analyst (Entry-Level)

Location: Houston TX In-Office

Reports To: FP&A Manager

About the Role

We are looking for an entry-level FP&A Analyst to join our growing finance team. This role is ideal for recent graduates early-career professionals or individuals transitioning from another function into FP&A who want to develop a strong foundation in financial planning reporting and analysis within an EPC (Engineering Procurement and Construction) environment.

The FP&A Analyst will be responsible for supporting budgeting forecasting variance analysis and financial reporting while working closely with project teams department heads and senior finance leaders. This role provides an excellent opportunity to develop technical financial skills business acumen and cross-functional collaboration experience while gaining exposure to large-scale capital projects and strategic financial decision-making. Internal candidates looking to transition into FP&A are highly encouraged to apply.

Key Responsibilities

1. Financial Planning & Forecasting Support

Assist in the monthly quarterly and annual budgeting and forecasting processes.

Update financial models and reports with actual vs. forecasted data ensuring accuracy.

Support long-term financial planning and scenario analysis to assess business impacts.

2. Project Performance & Cost Tracking

Work with project teams to track project costs schedules and financial impacts.

Assist in work-in-progress (WIP) tracking to help monitor project financial performance.

Conduct basic variance analysis identifying trends and potential cost risks.

3. Data Analysis & Reporting

Create and maintain financial reports and dashboards to monitor key performance indicators (KPIs).

Use Excel Power BI and Tableau to develop visual financial insights for leadership.

Ensure that all reports are clear concise and well-structured for decision-making.

4. Cross-Functional Collaboration

Work closely with project managers finance and operations to align project and departmental financials.

Support treasury accounting and other teams in analyzing financial data and trends.

Communicate findings in a professional easy-to-understand format for non-finance stakeholders.

5. Process Improvement & Financial Systems

Assist in identifying opportunities for process automation and data standardization.

Support system integrations and enhancements in ERP and BI tools.

Help document best practices to improve forecasting budgeting and reporting accuracy.

Key Competencies & Skills Required

o Financial Analysis & Reporting Strong foundation in financial modeling variance analysis and reporting

o Excel & Data Visualization Advanced proficiency in Excel Power BI and Tableau.

o Attention to Detail Ability to identify trends errors and opportunities in financial data.

o Technology & Financial Systems Exposure to ERP systems (SAP Oracle) SQL or BI tools is a plus.

o Cross-Functional Communication Strong ability to collaborate across departments and present financial insights clearly.

o Analytical & Problem-Solving Skills Ability to break down complex financial information into actionable insights.

o Adaptability & Willingness to Learn Open to new challenges and eager to develop FP&A expertise.

Experience & Qualifications

Education:

Bachelors degree in Finance Accounting Economics Business Engineering or a related field.

Experience (Preferred but Not Required):

1-2 years of experience in finance accounting data analysis or a related field.

Open to candidates transitioning from operations accounting or other functions into FP&A.

Internship or academic project experience in financial modeling forecasting or business analysis is a plus.

Technical Skills:

Advanced Excel proficiency (complex financial formulas data analysis).

Exposure to Power BI Tableau SQL or Vista Viewpoint is a plus.

Understanding of basic GAAP financial principles and corporate finance concepts.

Preferred Industry Experience:

Experience or coursework related to EPC construction capital projects or infrastructure finance is beneficial but not required.

Required Experience:

IC