> job detail
F
👽Other
Financial Analyst
Flow Control Group · Houston, TX, USA; Orange County, CA, USA; Denver, CO, USA; Charlotte, NC, USA
// classified as
Other (Adjacent or hard to classify.)
posted
1d ago
location
Houston, TX, USA; Orange County, CA, USA; Denver, CO, USA; Charlotte, NC, USA
languages
sql
tools
excel, oracle, tableau
> stack
sqlexceloracletableau
> education
master
> description
We are seeking a detail-oriented and analytical Financial Analyst to support budgeting, forecasting, financial reporting, and data governance across the organization. This role will work closely with Accounting, Finance, Operations, and IT to ensure financial data integrity, accurate transaction mapping, and consistency across ERP systems and reporting hierarchies.
The ideal candidate combines strong financial and systems knowledge with a forward-thinking approach to leveraging AI, automation, and data-driven technologies to improve financial operations and decision-making. This individual should have strong financial analysis skills combined with a deep understanding of ERP systems, accounting structures, master data management, and how transactions flow through financial systems.
Key Responsibilities
Prepare and maintain annual budgets, rolling forecasts, and long-range financial models
Analyze financial performance, variances, trends, and operational drivers
Ensure accuracy and integrity of financial data within ERP and reporting systems
Review and validate accounting transaction mappings to ensure transactions are recorded correctly within the general ledger and reporting structures
Partner with the Accounting and IT teams to troubleshoot system, reporting, and data issues
Maintain and support financial hierarchies, including departments, locations, accounts, cost centers, entities, and reporting structures
Assist with ERP implementations, enhancements, testing, and process improvements
Support master data management processes, including the chart of accounts, vendor/customer structures, dimensions, and financial attributes
Develop and maintain financial reports, dashboards, and KPI tracking tools
Perform reconciliations and data validation between ERP systems, reporting tools, and source systems
Identify opportunities to improve reporting automation, financial processes, and data governance
Support month-end and year-end financial close processes as needed
Document financial system workflows, mapping logic, and reporting standards
Technology & Process Improvement
Utilize AI and automation tools to improve budgeting, forecasting, reporting, and financial analysis processes
Identify opportunities to streamline manual financial workflows through AI-driven solutions and system enhancements
Assist in developing and testing AI-supported reporting, anomaly detection, and data validation processes
Leverage AI tools to improve data accuracy, transaction classification, and financial insights
Partner with Finance, Accounting, and IT teams to evaluate emerging technologies and process automation opportunities
Support the development of smarter reporting structures, forecasting models, and operational dashboards using AI and advanced analytics tools
Help document and standardize AI-assisted financial processes and best practices across the organization
Stay current on emerging AI technologies and industry trends related to financial systems, ERP platforms, and data management
Qualifications
Bachelor’s degree in Finance, Accounting, Business, Information Systems, or related field
3+ years of experience in financial analysis, FP&A, accounting systems, or financial operations
Strong understanding of budgeting, forecasting, and financial reporting processes
Experience working with ERP systems such as SAP, Oracle NetSuite, Microsoft Dynamics 365, Workday, or similar platforms
Knowledge of accounting principles and general ledger structures
Experience with transaction mapping, financial hierarchies, and master data management
Advanced Excel skills; experience with reporting and BI tools preferred
Strong analytical, organizational, and problem-solving abilities
Ability to manage large datasets with a high level of accuracy and attention to detail
Excellent communication and cross-functional collaboration skills
Preferred Qualifications
Experience with financial systems integrations and ERP implementations
Familiarity with data governance and system controls
Experience with SQL, Power BI, Tableau, or similar analytics tools
CPA, CMA, or FP&A certification is a plus
Key Traits for Success
Highly detail-oriented with a strong data accuracy mindset
Able to connect accounting logic with system functionality
Comfortable working across Finance, Accounting, IT, and Operations teams
Process improvement and systems-thinking mentality
Strong understanding of how financial data flows through an organization
Curious and adaptable with an interest in emerging AI and automation technologies