Senior Financial Analyst

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Job Title: Senior Financial Analyst

Location: Houston, Texas

Job Summary:
The Senior Financial Analyst supports enterprise financial planning, forecasting, reporting, and systems optimization. This role serves as a bridge between Finance and IT, ensuring accurate, efficient, and strategic use of financial systems and data to drive decision-making.

Key Responsibilities:

-Lead the development and enhancement of financial models, forecasts, and scenario analyses

- Manage budgeting processes, variance analysis, and monthly/quarterly reporting

- Serve as subject matter expert on financial systems such as Oracle PeopleSoft, Quickbase, Power BI, or equivalent tools

- Partner with IT and finance teams to identify and implement financial system improvements

- Ensure data integrity, standardization, and system compliance across financial platforms

- Support capital project analysis, resource planning, and performance dashboards

- Drive financial transformation initiatives, including automation and process optimization - Train and support end users on financial reporting tools and system workflows

- Develop ad hoc reports and dashboards for executive and operational leadership

- Collaborate with cross-functional stakeholders to translate business needs into financial system configurations

Required Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, MIS, or a related field

- 5+ years of experience in FP&A, financial systems, or a related analytical role

- Strong understanding of ERP systems (e.g., Oracle PeopleSoft) and business intelligence tools (e.g., Power BI, Tableau)

- Proven experience building and maintaining financial models and dashboards

- Advanced Excel and data manipulation skills

- Strong knowledge of GASB, budgeting principles, and capital vs. operating expense classifications

- Demonstrated ability to lead cross-functional projects and manage deadlines

- Excellent analytical, communication, and problem-solving skills

Preferred Qualifications:

- Master's degree in Business, Finance, or MIS

- Experience working in public sector or enterprise fund environments

- Familiarity with project portfolio management (PPM) tools

- Experience with financial system implementations, upgrades, or transformations - Knowledge of data governance and system integration best practices