BGSF
Senior Financial Planning & Analysis (FP&A) Analyst (on-site)
The Senior FP&A Analyst plays a critical role in driving financial performance and supporting strategic decision-making across the organization. This role is responsible for leading the budgeting and forecasting process, delivering high-quality financial reporting and analysis, and partnering with business leaders to provide insights that improve operational and financial outcomes. The ideal candidate is analytical, detail-oriented, and skilled at translating data into meaningful recommendations.
Key Responsibilities
Lead monthly, quarterly, and annual budgeting and forecasting cycles.
Develop and maintain financial models to support scenario planning, long-range planning, and strategic initiatives.
Consolidate departmental budgets and forecasts, ensuring accuracy, consistency, and alignment with organizational goals.
Financial Analysis & Reporting
Prepare monthly reporting packages, variance analyses, dashboards, and key performance indicators (KPIs).
Analyze financial results, identifying trends, risks, and opportunities.
Provide actionable insights and recommendations to senior leadership to support informed decision-making.
Business Partnering
Collaborate with cross-functional teams—including Operations, Sales, HR, and Accounting—to understand drivers of financial performance.
Support business leaders with financial guidance, ROI analyses, and data-driven recommendations.
Serve as a trusted advisor, improving financial transparency and operational efficiency.
Modeling & Data Management
Build and enhance dynamic financial models for revenue, expense, capital planning, and profitability analysis.
Work with data sources and enterprise systems to ensure the integrity and accuracy of financial data.
Drive continuous improvement in forecasting tools, reporting processes, and automation.
Strategic Support
Support long-term strategic planning, including market analysis, benchmarking, and investment evaluation.
Conduct ad hoc analyses for executive leadership (e.g., pricing, cost optimization, scenario modeling).
Participate in presentations for senior management, the Board, and key stakeholders as needed.
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or professional certification (CFA, CPA) preferred.
4+ years of progressive experience in FP&A, corporate finance, or related financial analysis roles.
Experience in a multi-entity, matrixed, or shared-services environment a plus.
Strong financial modeling and analytical skills with advanced Excel proficiency; experience with Power BI, Tableau, or similar tools preferred.
Proficiency with ERP and planning systems (e.g., Oracle, SAP, Workday Adaptive, Anaplan).
Excellent communication skills; the ability to present complex information clearly and concisely.
Strong business acumen with the ability to partner cross-functionally.
Attention to detail with the ability to manage multiple priorities under tight deadlines.
High degree of integrity, professionalism, and ownership.
Seniority Level Mid-Senior Level
Employment Type Full-time
Job Function Strategy/Planning and Analyst
Industries Transportation, Logistics, Supply Chain and Storage
Location: Houston, TX
Salary: $125,000.00-$175,000.00
For immediate consideration, please forward your resume to jworm@bgsf.com.
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The Senior FP&A Analyst plays a critical role in driving financial performance and supporting strategic decision-making across the organization. This role is responsible for leading the budgeting and forecasting process, delivering high-quality financial reporting and analysis, and partnering with business leaders to provide insights that improve operational and financial outcomes. The ideal candidate is analytical, detail-oriented, and skilled at translating data into meaningful recommendations.
Key Responsibilities
Lead monthly, quarterly, and annual budgeting and forecasting cycles.
Develop and maintain financial models to support scenario planning, long-range planning, and strategic initiatives.
Consolidate departmental budgets and forecasts, ensuring accuracy, consistency, and alignment with organizational goals.
Financial Analysis & Reporting
Prepare monthly reporting packages, variance analyses, dashboards, and key performance indicators (KPIs).
Analyze financial results, identifying trends, risks, and opportunities.
Provide actionable insights and recommendations to senior leadership to support informed decision-making.
Business Partnering
Collaborate with cross-functional teams—including Operations, Sales, HR, and Accounting—to understand drivers of financial performance.
Support business leaders with financial guidance, ROI analyses, and data-driven recommendations.
Serve as a trusted advisor, improving financial transparency and operational efficiency.
Modeling & Data Management
Build and enhance dynamic financial models for revenue, expense, capital planning, and profitability analysis.
Work with data sources and enterprise systems to ensure the integrity and accuracy of financial data.
Drive continuous improvement in forecasting tools, reporting processes, and automation.
Strategic Support
Support long-term strategic planning, including market analysis, benchmarking, and investment evaluation.
Conduct ad hoc analyses for executive leadership (e.g., pricing, cost optimization, scenario modeling).
Participate in presentations for senior management, the Board, and key stakeholders as needed.
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or professional certification (CFA, CPA) preferred.
4+ years of progressive experience in FP&A, corporate finance, or related financial analysis roles.
Experience in a multi-entity, matrixed, or shared-services environment a plus.
Strong financial modeling and analytical skills with advanced Excel proficiency; experience with Power BI, Tableau, or similar tools preferred.
Proficiency with ERP and planning systems (e.g., Oracle, SAP, Workday Adaptive, Anaplan).
Excellent communication skills; the ability to present complex information clearly and concisely.
Strong business acumen with the ability to partner cross-functionally.
Attention to detail with the ability to manage multiple priorities under tight deadlines.
High degree of integrity, professionalism, and ownership.
Seniority Level Mid-Senior Level
Employment Type Full-time
Job Function Strategy/Planning and Analyst
Industries Transportation, Logistics, Supply Chain and Storage
Location: Houston, TX
Salary: $125,000.00-$175,000.00
For immediate consideration, please forward your resume to jworm@bgsf.com.
#LI-JW1
#J-18808-Ljbffr