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Financial Analyst

  • Houston, TX, United States

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Job details

Experience
4+ years’ financial analysis experience in services and or manufacturing
Posting language
English
Posted

Original job description

WeldFit is seeking a highly analytical and detail-oriented Financial Analyst to support our rapidly growing organization across both service and manufacturing operations. This role will play a critical part in financial planning, reporting, and analysis, helping leadership make informed, data-driven decisions.

The ideal candidate thrives in a dynamic environment, has advanced Excel skills, and can effectively communicate complex financial data to both finance and non-finance stakeholders.

Responsibility

Expectation/Measurement

  • Develop, maintain, and enhance financial models to support forecasting, budgeting, and strategic planning
  • Prepare and deliver timely, accurate financial reports, presentations, and dashboards for leadership
  • Analyze operational and financial performance, including revenue, cost of goods sold (COGS), margins, and service profitability
  • Partner cross-functionally with operations, manufacturing, and leadership teams to provide actionable insights
  • Support monthly, quarterly, and annual financial close processes
  • Identify trends, risks, and opportunities through deep financial analysis
  • Assist with budgeting and forecasting cycles, including variance analysis and performance tracking
  • Drive process improvements and automation in reporting and data management
  • Ensure data integrity and accuracy across financial systems and reporting tools
  • Prepare presentations and summaries for executive leadership
  • Create standard and ad-hoc reports, tools and dashboards

Qualifications

Education/Experience Requirement:

  • Bachelors business degree in Finance, Accounting, Economics or a related analytical field MBA, and M&A experience is a plus
  • 4+ years’ financial analysis experience in services and or manufacturing
  • Advanced proficiency in Microsoft Excel (e.g., pivot tables, complex formulas, financial modeling)
  • Prior Manufacturing hands on working experience
  • Strong quantitative and analytical competency
  • Proven track record of consistent data accuracy
  • Excellent written and verbal communication skills
  • Ability to translate complex financial information into clear insights for diverse audiences
  • Strong attention to detail and organizational skills
  • Proven ability to manage multiple priorities in a fast-paced environment

Required Skills:

  • Ability to present data in a clear/concise visual manner
  • Excellent communication and presentation skills, comfortable interacting with executive level management
  • Strong knowledge of forecasting/modeling in Excel
  • Must demonstrate excellent PowerPoint presentation skills
  • Results-oriented, problem solver, energetic, and dynamic individual with hands-on mentality
  • Proficient with Microsoft Excel, financial modeling, PowerPoint and Data visualization
  • Excellent analytical skills (previous modeling skills). Basic accounting knowledge necessary.
  • Highly motivated, organized individuals who can multitask and work independently
More about this job

Skills

  • Financial planning
  • Reporting
  • Leadership
  • Microsoft Excel
  • Forecasting
  • Budget management
  • Strategic planning
  • Presentation skills
  • Financial analysis
  • Data management
  • Financial modelling
  • Communication skills
  • Attention to detail
  • Organizational skills
  • Manage quantitative data
  • Microsoft PowerPoint
  • Data visualization
  • Analytical skills
  • Multitask
  • Work independently

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