Senior Associate FP&A/BI

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  "active_status": "active"
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    "region": "TX",
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{
  "lists": [
    {
      "text": "Position Summary",
      "content": "<div>\n<p style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">We are seeking a highly analytical and business-focused professional to support executive leadership through advanced reporting, dashboard development, and business intelligence automation. This individual will sit at the intersection of Finance, Operations, IT, and Executive Leadership, helping transform data into actionable insights and executive-ready deliverables.</p>\n<p style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">The ideal candidate has strong experience with Power BI, ERP/CRM data integration, <strong>along with strong financial analysis rigor (forecasting, modeling, variance analysis).</strong> This person is heavily involved in executive reporting and process automation, with the ability to partner cross-functionally and drive scalable reporting solutions across the organization.</p>\n</div>"
    },
    {
      "text": "Do you possess the following?",
      "content": "<div>\n\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Driven to take control of complex data environments and turn them into clear, repeatable reporting systems.</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Able to think independently and make sound decisions quickly—without needing constant direction.</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Direct and factual in communication, with the ability to translate complex data into clear insights for leadership.</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Highly motivated by ownership, measurable outcomes, and seeing your work directly influence business decisions.</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Comfortable operating in a fast-paced, high-expectation environment with tight timelines and multiple priorities.</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Strong preference for structure, accuracy, and building scalable solutions over manual, one-off work.</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Willing to challenge inefficiencies, streamline processes, and implement better ways of working across Finance, Operations, and IT.</li>\n\n</div>"
    },
    {
      "text": "Key Responsibilities",
      "content": "<div>\n\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Develop and maintain executive dashboards, KPI scorecards, and reporting packages using Power BI and related BI tools</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Partner with Finance, Sales, Operations, and IT teams to automate reporting and improve data visibility across the organization</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Build automated reporting workflows integrating ERP, CRM, and operational systems into Power BI and PowerPoint deliverables</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Build and maintain financial models supporting forecasting, budgeting, and planning.</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Perform variance analysis and communicate drivers to leadership.</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Support business reviews with financial and operational insights.</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Create executive-level presentations and board-ready materials with a strong focus on storytelling through data</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Design scalable reporting solutions that improve efficiency, reduce manual processes, and enhance decision-making</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Support monthly business reviews, forecasting, pipeline analysis, and strategic planning initiatives</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Work closely with IT and data teams to improve data integrity, data structure, and reporting architecture</li>\n<li style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Translate complex business problems into actionable analytics and visualization solutions</li>\n\n</div>"
    },
    {
      "text": "Qualifications",
      "content": "<div>\n<ul style=\"margin-bottom: 0in; margin-top: 0px;\">\n<li style=\"margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">5–8+ years of experience in business analytics, business intelligence, FP&amp;A analytics, or related roles</li>\n<li style=\"margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Bachelor’s degree in Business, Finance, Analytics, Information Systems, Engineering, or related field</li>\n<li style=\"margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Advanced Power BI experience</li>\n<li style=\"margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Strong experience with, Excel, PowerPoint, and data visualization tools</li>\n<li style=\"margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Experience working with ERP and CRM platforms</li>\n<li style=\"margin: 0in 0in 8pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Proven ability to automate reporting and streamline business processes</li>\n\n</ul></div>"
    },
    {
      "text": "Preferred Experience",
      "content": "<div>\n<ul style=\"margin-bottom: 0in; margin-top: 0px;\">\n<li style=\"margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Experience in private equity-backed or high-growth environments</li>\n<li style=\"margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Experience supporting executive leadership, board reporting, or operational reviews</li>\n<li style=\"margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Familiarity with data modeling, ETL processes, and business intelligence architecture</li>\n<li style=\"margin: 0in 0in 8pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Exposure to automation tools, APIs, or Power BI-to-PowerPoint reporting workflows</li>\n\n</ul></div>"
    },
    {
      "text": "Knowledge, Skills, Abilities",
      "content": "<div>\n<ul style=\"margin-bottom: 0in; margin-top: 0px;\">\n<li style=\"margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Strong business acumen combined with technical analytics capability</li>\n<li style=\"margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Someone who can “connect the dots” between data, operations, and executive decision-making</li>\n<li style=\"margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">A proactive self-starter who thrives in a highly collaborative and fast-moving environment</li>\n<li style=\"margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">A professional who can turn complex data into clear business narratives and actionable insights</li>\n<li style=\"margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Strong executive communication and presentation skills</li>\n<li style=\"margin: 0in 0in 8pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\">Ability to operate in a fast-paced, cross-functional environment with multiple priorities <br><br></li>\n\n</ul></div>"
    }
  ],
  "country": "US",
  "createdAt": 1778276632154,
  "updatedAt": null,
  "categories": {
    "team": "FP&A",
    "location": "Houston, TX",
    "commitment": "Full-time",
    "department": "Finance & Accounting",
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