Forecasting Sr. Financial Analyst
Job Opportunity at Villasana Executive Recruiting, LLC

Posted on Jul 2


Location: Houston, TX
Job Type: Full Time
Job ID: W4134892



Active participant in the overall forecasting process, including communications with stakeholders and development of forecast positions.  Responsible for preparation of forecasting models in Excel and checks for internal consistency among various elements of forecast.  Additionally, will review forecast information submitted by other FP&A personnel for segment-level forecasts.  Will be a key resource in ensuring that senior management reporting needs are met.
  • Work with Manager of Forecasting and Director of Budgeting and Forecasting to create and monitor existing forecast models in Excel, improve existing models by incorporating division-level forecasting inputs and feedback from stakeholders, and develop new analysis tools, routines, and reports to increase forward-looking visibility into business
  • Responsibility over quality control for all models, and support schedules that flow into model
  • Understand and document forecast drivers at the division level, including sub-forecasts for call-out operating units
  • Produce quarterly forecast book to document model output schedules, model assumptions, and summarize projected results for Sr. Mgmt.
  • Work with group leadership to complete high priority projects, improve analysis practices, address project priorities, interact with other corporate departments to manage data flow and deadlines
Functional Support
  • Backfill and support other Functional Support activities, as needed – assist with projects supporting Supply Chain Management, IT, Treasury, etc.
  • Reports to Manager, Forecasting but has the potential for a high degree of interaction and visibility to Senior Management to present results, discuss trends, etc.
Core / Critical Competencies
Demonstrates a Commitment to Services Excellence, Trustworthiness and Integrity
  • Shows consistency among principles, values, ethical standards and personal behavior
  • Is trusted by subordinates and peers to keep one’s word and follow through on commitments
Promote Innovation
  • Encourages and generates new ways to look at processes and problems
  • Identifies cost savings and revenue opportunities
  • Generates and champions new ideas and initiatives
Achieve Results
  • Balances time, resources and quality requirements to achieve business goals
  • Sets high standards of performance for self and others
  • Drives the achievement of agreed-upon results
Display Adaptability
  • Actively supports change initiatives 
  • Coaches staff to adapt to multiple demands, shifting priorities, and rapid change
Communicate Effectively
  • Conveys information clearly and concisely in written and spoken communication
  • Listens effectively and provides frequent feedback 
  • Creates environment in which team members share information openly and honestly
  • Makes effective and  motivating presentations
Collaborate with Others
  • Utilizes optimal level of collaboration with team members to achieve business goals
  • Shares credit with others for their contributions
  • Celebrates team successes
Build Productive Relationships (Internal / External)
  • Relates well to people with diverse backgrounds and perspectives
  • Maintains composure and constructive relationships even under difficult circumstances
EDUCATIONAL/Experience/MINIMUM Requirements
  • Bachelor’s Degree in Finance or Accounting
  • Minimum 3 years in a financial analysis, consulting, banking, or accounting role
Knowledge, Skills & Abilities:
  • Experience building, modifying, maintaining, and reviewing financial models in Excel and/or in a Software as a Service or cloud-based environment
  • Advance knowledge of Excel
  • Proficiency in Microsoft Word, PowerPoint, and Outlook.
  • Some experience with the executive level presentation of financial analysis, financial results, model output, etc
  • Corporate finance experience desired – capital structure and leverage analysis, calculating WACC, peer group ratio and valuation metrics analysis, financial statement analysis
  • Highly detail oriented with a careful eye for quality control and presentation of work
  • Highly motivated to be innovative in analysis approach, improving models and analysis, proposing new ways to view things, etc.
  • Self-motivated and driven to produce results within tight deadlines and with maximum quality allowed within time constraints
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