Financial Analyst - Houston, TX
Pivotal Solutions
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Houston, TX
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Mid-Senior level
Posted March 29, 2026
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Responsibilities
Responsibilities
- Build and maintain dynamic Excel financial models (budget, forecast, long-range plan)
- Conduct scenario, sensitivity, and what-if analyses
- Ad hoc analyses for strategic questions
- Prepare reports on financial performance, highlighting key insights and recommendations
- Monitor and analyze key financial metrics and performance indicators.
- Analyze financial data and trends to support projections and strategic decision-making
- Analyze P&L, balance sheet, cash flow; variance and trend analysis
- Assist business intelligence team with prototyping, design and layout of KPI dashboards and management reports in Power BI
- Assist members of the management team in preparing annual budgets and forecasts.
- Evaluate ROI for projects, products, and initiatives
- Conduct market and financial analysis to evaluate competitive positioning and assess potential opportunities for growth.
- Collaborate with the sales and marketing teams to evaluate pricing strategies, market trends and cost optimization
- Conduct market research to provide insights on market conditions and economic factors affecting the real estate industry.
- Support financial due diligence and create pro forma financials for potential acquisitions and partnerships.
- Conduct market research and competitor analysis to inform investment strategies Qualifications:
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Requirements
- 2–5 years in FP&A, investment banking, corporate finance, or consulting (range by level)
- Proficiency in data analysis tools (e.g., Excel, SQL, Power BI) and financial modeling software.
- Must have expert knowledge of Microsoft Office software products, including Excel, PowerPoint, Word, Teams, and Planner.
- Expert-level Excel modeling skills, including creation and ongoing management of dynamic development pro formas, scenario analysis, and concise data visualization.
- Keen eye for detail
- Self-motivated with a hunger to learn
- Proficient in working independently and collaboratively in a fast-paced environment, managing multiple projects and deadlines effectively.
- Inquisitive and intellectually curious with the ability to exercise sound judgement when making decisions.
- Strong quantitative and qualitative analytical skills
- Strong analytical skills and proficiency in financial modeling
- Strong communication and presentation skills, able to convey complex financial information clearly.
Education
- (Not required) – Bachelor’s degree in Finance, Accounting, Economics, Data Science, Business Analytics, Mathematics, or a related field
- (Not required) – 2–5 years in FP&A, investment banking, corporate finance, or consulting (range by level)
Financial Data Analyst Job Summary: We are seeking a detail-oriented and analytical Financial Data Analyst to join our team. The ideal candidate will be an integral part of our leadership team as they will be responsible for conducting financial analysis, preparing reports, and providing insights to support our business decisions in the residential real estate market. This role requires strong analytical skills, proficiency in financial modeling, and the ability to communicate complex financial information effectively. Key Responsibilities:
Build and maintain dynamic Excel financial models (budget, forecast, long-range plan)
Conduct scenario, sensitivity, and what-if analyses
Ad hoc analyses for strategic questions
Prepare reports on financial performance, highlighting key insights and recommendations
Monitor and analyze key financial metrics and performance indicators.
Analyze financial data and trends to support projections and strategic decision-making
Analyze P&L, balance sheet, cash flow; variance and trend analysis
Assist business intelligence team with prototyping, design and layout of KPI dashboards and management reports in Power BI
Assist members of the management team in preparing annual budgets and forecasts.
Evaluate ROI for projects, products, and initiatives
Conduct market and financial analysis to evaluate competitive positioning and assess potential opportunities for growth.
Collaborate with the sales and marketing teams to evaluate pricing strategies, market trends and cost optimization
Conduct market research to provide insights on market conditions and economic factors affecting the real estate industry.
Support financial due diligence and create pro forma financials for potential acquisitions and partnerships.
Conduct market research and competitor analysis to inform investment strategies Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, Data Science, Business Analytics, Mathematics, or a related field
2–5 years in FP&A, investment banking, corporate finance, or consulting (range by level)
Proficiency in data analysis tools (e.g., Excel, SQL, Power BI) and financial modeling software.
Must have expert knowledge of Microsoft Office software products, including Excel, PowerPoint, Word, Teams, and Planner.
Expert-level Excel modeling skills, including creation and ongoing management of dynamic development pro formas, scenario analysis, and concise data visualization.
Keen eye for detail
Self-motivated with a hunger to learn
Proficient in working independently and collaboratively in a fast-paced environment, managing multiple projects and deadlines effectively.
Inquisitive and intellectually curious with the ability to exercise sound judgement when making decisions. Skills:
Critical thinking and problem-solving skills
Strong quantitative and qualitative analytical skills
Team collaboration and interpersonal skills
Strong analytical skills and proficiency in financial modeling
Strong communication and presentation skills, able to convey complex financial information clearly.
Build and maintain dynamic Excel financial models (budget, forecast, long-range plan)
Conduct scenario, sensitivity, and what-if analyses
Ad hoc analyses for strategic questions
Prepare reports on financial performance, highlighting key insights and recommendations
Monitor and analyze key financial metrics and performance indicators.
Analyze financial data and trends to support projections and strategic decision-making
Analyze P&L, balance sheet, cash flow; variance and trend analysis
Assist business intelligence team with prototyping, design and layout of KPI dashboards and management reports in Power BI
Assist members of the management team in preparing annual budgets and forecasts.
Evaluate ROI for projects, products, and initiatives
Conduct market and financial analysis to evaluate competitive positioning and assess potential opportunities for growth.
Collaborate with the sales and marketing teams to evaluate pricing strategies, market trends and cost optimization
Conduct market research to provide insights on market conditions and economic factors affecting the real estate industry.
Support financial due diligence and create pro forma financials for potential acquisitions and partnerships.
Conduct market research and competitor analysis to inform investment strategies Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, Data Science, Business Analytics, Mathematics, or a related field
2–5 years in FP&A, investment banking, corporate finance, or consulting (range by level)
Proficiency in data analysis tools (e.g., Excel, SQL, Power BI) and financial modeling software.
Must have expert knowledge of Microsoft Office software products, including Excel, PowerPoint, Word, Teams, and Planner.
Expert-level Excel modeling skills, including creation and ongoing management of dynamic development pro formas, scenario analysis, and concise data visualization.
Keen eye for detail
Self-motivated with a hunger to learn
Proficient in working independently and collaboratively in a fast-paced environment, managing multiple projects and deadlines effectively.
Inquisitive and intellectually curious with the ability to exercise sound judgement when making decisions. Skills:
Critical thinking and problem-solving skills
Strong quantitative and qualitative analytical skills
Team collaboration and interpersonal skills
Strong analytical skills and proficiency in financial modeling
Strong communication and presentation skills, able to convey complex financial information clearly.