Financial Analyst

Posted 3 Days Ago
Houston, TX, USA
In-Office
75K-75K Annually
Junior
Other
The Role
Support financial planning and analysis across funerals, cemeteries, pre-need contracts and merchandise. Track KPIs, perform variance and capital investment analyses, assist budgeting, deliver financial reviews and training for field leadership, and provide data-driven insights to improve pricing, operations, and long-term planning.
Summary Generated by Built In

At Carriage Services, we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you'll join a dynamic community dedicated to setting new standards in the Funeral and Cemetery profession. Join us on this exciting journey as we continue to shape the future of our industry. Carriage Services is an equal opportunity employer.

We are seeking a detail-oriented Financial Analyst to support the financial planning, analysis, and strategic growth of Carriage. The Financial Analyst will be integral in providing data-driven insights that support operational efficiency, pricing strategies, and long-term planning.

Compensation: $75,000+ (Depends on Experience)

Job Type: Full time (In office 4 days +1 day from home)

Location: 3040 Post Oak Blvd. Houston Tx (Galleria Area) Must be located in Houston, TX prior to consideration

Key Responsibilities:

  • Analyze financial performance across multiple service lines (e.g., funerals, cemeteries, pre-need contracts, merchandise).
  • Monitor and track key performance indicators (e.g. case volume, market share, average revenue, profit margin).
  • Assist with business specific analysis regarding operating and financial performance, variance analysis, and controllable expenses.
  • Monitor industry and demographic trends affecting service demand.
  • Assist in analysis of the financial impact of capital investments (e.g., cemetery developments).
  • Conduct financial reviews with Directors or Regional leadership as needed
  • Perform training workshops for field leadership as needed.
  • Assist in annual budgeting for field businesses.

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 2–3 years of financial analysis experience; experience in healthcare, hospitality, or deathcare a plus.
  • Strong Excel and financial modeling skills; experience with ERP systems and financial reporting software.
  • Experience with Power Query/Power BI is a plus and OneStream Mandatory.
  • Excellent analytical and critical thinking skills.
  • Strong written and verbal communication skills.

Skills Required

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 2-3 years of financial analysis experience
  • Strong Excel and financial modeling skills
  • Experience with ERP systems and financial reporting software
  • OneStream
  • Experience with Power Query/Power BI
  • Experience in healthcare, hospitality, or deathcare
  • Excellent analytical and critical thinking skills
  • Strong written and verbal communication skills
  • Must be located in Houston, TX prior to consideration; in-office 4 days per week (1 WFH)
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The Company
Houston, Texas
490 Employees

What We Do

Carriage Services, Inc. (Carriage) is a provider of death care services and merchandise in the United States.

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