Financial Analyst

Posted 14 Days Ago
77041, Houston, TX, USA
In-Office
Mid level
Energy • Utilities • Industrial • Manufacturing
The Role
Develops financial models, forecasts, budgets, reports, dashboards, and variance analyses supporting service and manufacturing operations. Partners with leadership and cross-functional teams to analyze revenue, costs, margins, profitability, risks, and opportunities. Supports financial close processes, ensures reporting accuracy, prepares executive presentations, and improves reporting and data-management processes through automation.
Summary Generated by Built In

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

Skills Required

  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related analytical field
  • 4+ years of financial analysis experience in services and/or manufacturing
  • Advanced proficiency in Microsoft Excel, including pivot tables, complex formulas, and financial modeling
  • Hands-on manufacturing experience
  • Strong quantitative and analytical skills
  • Consistent data accuracy
  • Excellent written and verbal communication skills
  • Ability to translate complex financial information into clear insights
  • Strong attention to detail and organizational skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Ability to present data clearly and concisely using visual formats
  • Excellent presentation skills and comfort interacting with executive management
  • Strong forecasting and modeling knowledge in Excel
  • Excellent Microsoft PowerPoint skills
  • Data visualization proficiency
  • Basic accounting knowledge
  • MBA
  • Mergers and acquisitions experience
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The Company
HQ: Houston, TX
217 Employees
Year Founded: 1968

What We Do

WeldFit is a leading global manufacturer of standard and custom products for the pipeline, oilfield, refining, and petrochemical industries. With over 50 years of experience, the company provides pipeline intervention, flow assurance, and emissions management solutions, including state-of-the-art automated pigging systems, high-quality fittings, and cross compression technology designed to optimize pipeline operations safely and efficiently.

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