Finance Analyst

Posted Yesterday
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Houston, TX, USA
In-Office
Mid level
Energy • Industrial
The Role
The Financial Analyst will support FP&A, budgeting, forecasting, financial modeling, operational performance analysis, KPI reporting, capital and fleet analytics, and executive decision-making. Responsibilities include analyzing revenue, margins, EBITDA, productivity, utilization, and return on investment; developing dashboards and management reports; conducting scenario analyses; preparing business cases; and partnering with Operations, Sales, Fleet, Service, and Finance teams to improve profitability and business performance.
Summary Generated by Built In
Building Texas… Powering the World.
Since 1952, Mustang has proudly served the construction, oil & gas, power generation, marine, and manufacturing industries as the authorized Caterpillar® dealer for Southeast Texas. Start your career with Mustang Cat - one of America's Greatest Midsize Workplaces of 2025! 

Now Hiring: Financial Analyst

Financial Analyst | FP&A | Business Analytics | Construction Equipment | Financial Planning & Analysis

 

Mustang Cat is seeking a highly analytical and business-minded Financial Analyst to support financial planning, operational analysis, and strategic decision-making across our growing organization. In this role, you'll work closely with leaders across Operations, Sales, Fleet, Service, and Finance to provide meaningful insights that drive revenue growth, profitability, productivity, and return on capital.

 

If you enjoy turning data into actionable business intelligence and want the opportunity to influence business performance in a fast-paced, growth-oriented environment, we want to hear from you.

 

Why Join Mustang Cat?

  • Competitive Compensation
  • Great Work-Life Balance
  • Career Growth & Advancement Opportunities
  • Tuition Reimbursement
  • Stable, Growing Organization
  • Medical, Dental, and Vision Benefits
  • 401(k) with Company Match
  • Paid Vacation, Sick Time, and Holidays
  • Opportunity to make a direct impact on business strategy and operational performance

 

What You'll Do

  • Financial Planning & Forecasting
    • Support monthly forecasting, annual budgeting, and long-range planning processes.
    • Develop and maintain financial models related to revenue, gross margin, operating expenses, EBITDA, and capital investments.
    • Assist in preparing annual operating plans.
    • Perform scenario and sensitivity analyses related to growth initiatives, pricing strategies, fleet investments, and operational changes.
  • Business Performance Analysis
    • Analyze financial and operational performance against budget, forecast, and prior-year results.
    • Identify key business drivers impacting revenue, utilization, labor productivity, margins, and profitability.
    • Evaluate trends across branches, districts, and business segments.
    • Deliver actionable recommendations that improve financial and operational performance.
  • Reporting & Business Intelligence
    • Develop and maintain dashboards, KPI reporting, and recurring management reports.
    • Monitor key metrics including:
      • Revenue
      • Gross Margin
      • EBITDA
      • Equipment Utilization
      • Revenue per FTE
      • Gross Margin per FTE
      • Fleet Productivity
      • Cost-to-Serve
    • Support monthly business reviews and executive reporting packages.
    • Help standardize reporting definitions and performance metrics across the organization.
  • Capital & Fleet Analytics
    • Analyze fleet investments, capital allocation decisions, and equipment disposition strategies.
    • Partner with Fleet and Operations leaders to evaluate utilization and return on investment.
    • Assist in developing return-on-invested-capital (ROIC) reporting and fleet productivity metrics.
    • Evaluate the financial impact of fleet growth, transfers, and capital deployment strategies.
  • Business Partnership & Continuous Improvement
    • Collaborate with Operations, Sales, Fleet, Service, and Central Operations teams to understand business drivers and support strategic initiatives.
    • Prepare executive presentations, business cases, and leadership summaries.
    • Improve reporting processes through automation and continuous improvement initiatives.
    • Develop tools and templates that increase visibility into business performance and decision-making.

 

What We're Looking For

Required Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
  • 2–5 years of experience in Financial Planning & Analysis (FP&A), Finance, Accounting, Business Analytics, or a related field.
  • Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
  • Strong analytical, problem-solving, and critical-thinking skills.
  • Excellent communication and presentation skills with the ability to translate complex data into business recommendations.
  • Strong understanding of financial statements and operational performance metrics.

 

Preferred Qualifications

  • Experience supporting operational or asset-intensive businesses.
  • Experience in equipment rental, construction, industrial services, manufacturing, or distribution environments.
  • Experience with Power BI, Tableau, or similar business intelligence platforms.
  • Experience working with large datasets and business reporting tools.

 

What Makes You Successful

We're looking for someone who is:

  • Highly analytical and detail-oriented
  • Naturally curious and proactive
  • Results-driven and accountable
  • Collaborative and team-focused
  • Business-minded with strong commercial acumen
  • Comfortable operating in a fast-paced, evolving environment

 

Check out the Mustang Cat Anthem to see our mission in action!

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Mustang Cat is an Equal Opportunity Employer.

Skills Required

  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
  • 2-5 years of experience in FP&A, Finance, Accounting, Business Analytics, or a related field
  • Advanced proficiency in Microsoft Excel, including financial modeling and data analysis
  • Strong analytical, problem-solving, and critical-thinking skills
  • Excellent communication and presentation skills, including the ability to translate complex data into business recommendations
  • Strong understanding of financial statements and operational performance metrics
  • Experience supporting operational or asset-intensive businesses
  • Experience in equipment rental, construction, industrial services, manufacturing, or distribution environments
  • Experience with Power BI, Tableau, or similar business intelligence platforms
  • Experience working with large datasets and business reporting tools
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The Company
HQ: Houston, TX
757 Employees
Year Founded: 1952

What We Do

Mustang Cat is a privately held Caterpillar dealership headquartered in Houston, Texas, serving Southeast Texas. It sells and rents new and used construction and earthmoving equipment, and provides replacement parts, maintenance, repairs, and engine-rebuild services. Its power-systems division supplies electric power generation, gas-compression, marine, and industrial equipment. The company supports construction, oil and gas, manufacturing, marine, and other commercial customers.

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