Full Time / Part Time: Full Time
FLSA Classification: Exempt
Pay Type: Salary
Business Unit: Finance
Reports to: SVP, Corporate Development
Education requirements: Bachelor’s degree in Finance, Accounting, Economics, or a related field; Masters degree is preferred.
Location: Houston, TX
Travel Requirements: Less than 5%
Job Summary
The Financial Associate plays a critical role in supporting financial planning, pricing and returns analysis, and business decision-making processes. This position is responsible for corporate budgeting (three statement financials), project forecasting, monitoring and analyzing KPI’s, conducting thorough capital returns analysis, developing commercial pricing analysis, and preparing presentations for management. The ideal candidate will collaborate with multiple departments, including Business Development, Accounting, and Operations, to ensure accurate financial analysis and data-driven decision-making.
Roles & Responsibilities
- Develop and maintain financial models and forecasts to support strategic planning and operational decisions.
- Preparation of annual plans, forecasting, and analytics on a monthly, quarterly and ad hoc basis.
- Analyze project budgets and expenses, identifying cost-saving opportunities and providing actionable recommendations to leadership.
- Prepare and present financial reports, including variance analysis and project-level returns analysis.
- Collaborate with cross-functional teams to monitor financial performance and establish key performance indicators (KPIs).
- Assist in assessing business opportunities, partnerships, and investments to ensure financial alignment with company objectives.
- Support contract analysis and negotiations to maintain financial feasibility.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; Masters degree is preferred.
- 2+ years’ experience in corporate setting, with reporting development, financial planning and analysis, business analytics and financial modeling.
- Must be able to perform quantitative analysis using appropriate analytical tools; require expert knowledge of Microsoft Excel to develop and troubleshoot reports. (XLOOKUP, VLOOPUP, macros, SUMIFs, Index, Match and complex formulas).
- Must be able to work as a team in a collaborative manner.
- Must demonstrate strong analytical abilities, meticulous attention to detail and excellent organizational skills.
- Excellent problem-solving, communication skills, and time-management skills.
- Experience using NetSuite a plus.
Affirmative Action/EEO Statement
- XRI is an equal opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.