Financial Data Analyst

Pay: $90,000.00 - $110,000.00 per year

Why This Is a Great Opportunity

• Join a newly created role with strong visibility to leadership and the opportunity to make a real impact
• Work closely with decision-makers and help shape financial insight, reporting, and business strategy
• Take ownership of meaningful analysis, modeling, and forecasting work instead of just maintaining spreadsheets
• Be part of a fast-moving business where your ideas, curiosity, and analytical thinking will be valued
• Step into a role with clear growth potential for someone who wants to build their career in finance and analytics

Location: This is an on-site position based in Houston, Texas, ideal for someone who enjoys being closely connected to leadership and the day-to-day business.

Note: Must have a strong financial background and advanced Excel skills, including financial modeling. This role is best suited for someone with 2+ years of relevant experience in FP&A, corporate finance, investment banking, consulting, or a similar analytical finance environment.

About Us

We are a growing organization in the residential real estate space looking for a sharp, driven Financial Data Analyst to join our team. Confidential Employer. This is an excellent opportunity for someone who wants to work directly with leadership, contribute to important business decisions, and grow within a highly visible finance-focused role.

Job Description

• Build, maintain, and improve dynamic Excel models for budgeting, forecasting, long-range planning, and scenario analysis
• Analyze P&L, balance sheet, cash flow, trends, and variances to help leadership understand business performance
• Prepare reports, presentations, and financial insights that support strategic decision-making
• Conduct what-if, sensitivity, and ad hoc analyses for business planning and special projects
• Evaluate ROI for initiatives, projects, and growth opportunities
• Support budgeting and forecasting processes across the business
• Partner with leadership and internal teams to gather data, identify trends, and present findings clearly
• Assist with KPI reporting and dashboard prototyping in Power BI as needed
• Conduct market, competitor, and financial analysis related to pricing, performance, and growth opportunities
• Support financial due diligence and pro forma analysis for potential acquisitions and partnerships
• Help improve data integrity, reporting accuracy, and internal financial processes and controls

Qualifications

• Bachelors degree in Finance, Accounting, Economics, Business Analytics, Data Science, Mathematics, or a related field
• 2+ years of experience in FP&A, corporate finance, investment banking, consulting, or another highly analytical finance role
• Advanced Excel skills with strong financial modeling ability
• Strong understanding of financial statements, forecasting, budgeting, and variance analysis
• Experience working with data analysis and reporting tools such as Excel, SQL, or Power BI
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
• Strong communication skills with the ability to explain financial information clearly
• Real estate industry experience is helpful but not required

Why You Will Love Working Here

You will have the chance to step into a role with real ownership, direct exposure to leadership, and the opportunity to influence important business decisions. We value strong analytical thinkers who are curious, proactive, and eager to learn. If you want a seat at the table and a role where your work will truly matter, this is a great opportunity.

JPC-759

Job Type: Full-time

Benefits:

• Dental insurance
• Paid time off
• Vision insurance

Requirements : Must-haves: Bachelor’s degree. Must have 2+ years of relevant finance experience in FP&A (financial planning & analysis), corporate finance, investment banking, consulting, or similar; must have advanced Excel and financial modeling skills

• Nice to haves: Preferred real estate, housing, brokerage, or broader industry exposure; preferred experience with Power BI or SQL.

• Additional context: Relocation- [NO]. Packages - [NO]

Submissions Name / Laura: [email protected];[email protected]

Quick Recruiter Reference (Internal Summary)

Newly created on-site Financial Data Analyst role in Houston reporting to Matt within a residential real estate business. They want someone with a true finance background, very strong Excel/modeling skills, and roughly 2–5 years of experience. Real estate background is not required; Excel and analytical horsepower matter much more.

Recruiters Submission: To submit, cancel - Financial Data Analyst – Better Homes and Gardens Real Estate Gary Greene - JPC 759 - Source

**New Job Order Alert**

• Client job title: Financial Data Analyst

• Location: Houston, TX

• On-site, hybrid, remote: On-site

• Experience: 2

• Good fit job titles/keywords for candidates: FP&A Analyst, Financial Analyst, Senior Financial Analyst, Finance Analyst, Corporate Finance Analyst, Strategic Finance Analyst, Commercial Finance Analyst, Business Analyst Finance, Investment Banking Analyst, Valuation Analyst, Transaction Advisory Analyst, Financial Planning and Analysis, budgeting, forecasting, financial modeling, variance analysis, scenario analysis, pro forma, Excel modeling, KPI reporting, Power BI, SQL

• # of hires needed: 1

• Open or not to recruiters on TE: NO

• Job posting strategy (bottom of package details):