Consultant Role on site in Houston, TX
The Consultant will support the CFO. This individual will serve as a strategic advisor, driving the company’s financial planning, modeling, and investor relations support. You will bridge the gap between complex data and executive decision-making, providing the visibility behind the numbers to both internal leadership and the investment community.
Key Responsibilities:Financial Planning & Analysis:- Lead the annual budgeting and quarterly forecasting processes, ensuring alignment with global strategic objectives.
- Develop complex, scenario-based financial models (long-term planning, CAPEX, sensitivity analysis) to evaluate investment decisions.
- Monitor and analyze KPIs and variances, identifying risks and opportunities to optimize business segment profitability.
- Execute special projects including capital raising support, competitor intelligence, and M/A analysis.
- Support the quarterly earnings process by drafting scripts, Q&A documents, and investor presentations.
- Track sell-side analyst models and consensus estimates; identify gaps between internal forecasts and market expectations.
- Maintain accuracy across IR materials (fact sheets, website, presentations) and ensure consistency with public filings.
- Monitor industry news, analyst reports, and peer financial health to provide real-time updates to the CFO.
- Collaborate with the Accounting and Legal teams to ensure accuracy and timely preparation of data for external disclosures.
- Bachelor's degree in Finance, Accounting, Economics, Engineering or other analytical field required; CPA, CFA, MBA or advanced degree a plus.
- 5+ years of progressive FP&A or Corporate Finance experience.
- Advanced Excel is required; experience with Python, Power BI, or SQL is highly a plus.
- Familiarity with valuation methodologies and interpreting sell-side equity research.
- Exceptional storytelling skills with the ability to craft concise executive-level messaging for external audiences.
