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Senior Financial Analyst


The Senior Financial Analyst responsibilities at Fluence will include:
  • Financial Analysis:
  • Collect and analyze financial data, including revenue, expenses, and budgets, to identify trends and assess financial performance.
  • Prepare financial reports, dashboards, and presentations to present findings and insights to stakeholders.
  • Conduct financial modeling, scenario analysis, and sensitivity analysis to support strategic decision-making.
  • Monitor and evaluate financial metrics, such as profitability, liquidity, and return on investment, and provide recommendations for improvement.
  • Forecasting and Budgeting:
  • Assist in the development and maintenance of financial forecasts and budgets.
  • Collaborate with department heads to gather relevant information and ensure accuracy and completeness of forecasts.
  • Track and analyze budget variances, identify reasons for deviations, and propose corrective actions.
  • Support the preparation of financial forecasts for business planning and performance evaluation.
  • Performance Evaluation:
  • Analyze key performance indicators (KPIs) to evaluate the financial health of the organization and individual business units.
  • Provide insightful analysis on revenue generation, cost optimization, and profitability improvement opportunities.
  • Identify areas of potential risk or concern and recommend appropriate actions to mitigate them.
  • Support the preparation of management reports and presentations for senior leadership.
  • Financial Planning Support:
  • Create programs and manage the accounting records for all Construction-in-Progress (CIP)
  • Manage workforce planning inclusive of timing of hires in collaboration with talent acquisition team and allocation of workforce to program demand
  • Create programs and manage the Software Capitalization Process
  • Assist in the development of financial models and tools to facilitate financial planning and analysis processes.
  • Conduct ad-hoc financial analysis and special projects as assigned by management.
  • Collaborate with cross-functional teams to support financial planning activities, including scenario planning, investment analysis, and capital allocation.
  • Data Management and Accuracy:
  • Ensure the accuracy and integrity of financial data by conducting regular data validation and reconciliations.
  • Maintain and update financial databases, systems, and records to ensure timely and accurate reporting.
  • Identify process improvement opportunities to enhance the efficiency and effectiveness of financial analysis and reporting.
  • Reconciliation of workforce across multiple systems


What will the ideal candidate bring to Fluence?
  • Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CFA designation is a plus.
  • Proven experience as a Financial Analyst or in a similar analytical role.  Preferably supporting new product development.
  • Strong analytical and quantitative skills, with the ability to gather, interpret, and analyze complex financial data.
  • Proficiency in financial modeling, forecasting techniques, and advanced Excel skills.
  • Familiarity with financial management software and systems.
  • Excellent attention to detail and the ability to work with large datasets accurately.
  • Strong written and verbal communication skills, with the ability to present financial information in a clear and concise manner.
  • Ability to work independently, prioritize tasks, and meet deadlines.
  • Strong problem-solving and critical-thinking abilities.
  • Knowledge of financial regulations and compliance.
  • Experience in fixed asset accounting.  Software capitalization is a plus.


$80,000 - $100,000 a year

Location: This will be a hybrid position based out of our Houston office 2-3 days a week.


To support our teams and their families beyond the workplace, Fluence provides an outstanding 

benefits package effective day one of employment! 

Fluence provides medical benefits, employee resource group opportunities, 401K options and first-rate PTO/Vacation plans for valuable work life balance. 

🔋ERG Opportunities #diversity 

🔋Unlimited PTO 

🔋Medical, Dental, Vision, Life and Pet Insurance 

🔋Generous 401K Match 

🔋Annual Bonus Incentive 

Questions? Message your Talent Acquisition Partner Directly: 

https://www.linkedin.com/in/quinnjennifer/ 

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What You Should Know About Senior Financial Analyst, Fluence

Join Fluence as a Senior Financial Analyst and be at the forefront of our financial decision-making in Houston, TX! In this role, you'll engage in comprehensive financial analysis, scrutinizing data to identify trends and assess our financial health. You’ll prepare insightful reports and presentations to communicate your findings effectively to key stakeholders. If you love tackling complex financial models and providing strategic recommendations, this is the place for you. Collaborating with various departments, you’ll help develop and maintain accurate financial forecasts and budgets, ensuring we remain on track against our goals. Your expertise will be crucial in evaluating business performance through key performance indicators (KPIs), identifying areas for improvement, and supporting management with detailed reports. Plus, you'll have the opportunity to enhance our financial processes through data management and reconciliation tasks. We're looking for someone with a Bachelor's degree in Finance or related fields and proven experience as a Financial Analyst, preferably with new product development exposure. If you're skilled in financial modeling and have a keen eye for detail, you could fit right into our team. At Fluence, we value work-life balance, offering a hybrid working model along with excellent benefits, including unlimited PTO and comprehensive health coverage. Ready to make an impact? Come grow with us!

Frequently Asked Questions (FAQs) for Senior Financial Analyst Role at Fluence
What are the main responsibilities of a Senior Financial Analyst at Fluence?

At Fluence, the Senior Financial Analyst's main responsibilities include conducting extensive financial analysis, preparing reports and dashboards, engaging in forecasting and budgeting, and evaluating performance indicators. In this role, you'll gather and analyze financial data to identify trends, support strategic decisions, and collaborate with leaders on budget accuracy.

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What qualifications are required for the Senior Financial Analyst position at Fluence?

The ideal candidate for the Senior Financial Analyst role at Fluence should possess a Bachelor's degree in Finance, Accounting, or Economics. An MBA or CFA is preferred. Additionally, proven experience in a Financial Analyst role, particularly supporting new product development, strong analytical skills, and proficiency in financial modeling and Excel are essential.

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How does the Senior Financial Analyst contribute to financial planning at Fluence?

The Senior Financial Analyst at Fluence plays a pivotal role in financial planning by assisting in the development of financial forecasts and budgets, tracking budget variances, and providing insightful analysis on cost optimization and revenue generation. They collaborate with various teams to support scenario planning and investment analysis, ensuring our financial strategies align with business objectives.

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What type of experience is beneficial for the Senior Financial Analyst role at Fluence?

Experience in financial analysis, particularly in support of new product development, and knowledge of financial management software are beneficial for the Senior Financial Analyst role at Fluence. Familiarity with fixed asset accounting and software capitalization processes is also a plus, as it aligns with the responsibilities of the position.

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What is the work environment like for a Senior Financial Analyst at Fluence?

The work environment for a Senior Financial Analyst at Fluence is dynamic and collaborative. This hybrid position based in Houston allows you to work in the office 2-3 days a week, fostering teamwork and innovation while also allowing flexibility. Fluence promotes a supportive culture with an emphasis on work-life balance and professional growth.

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Common Interview Questions for Senior Financial Analyst
How do you conduct financial analysis as a Senior Financial Analyst?

To conduct financial analysis effectively, focus on collecting relevant data, analyzing trends, and synthesizing insights. Start by identifying key metrics that matter for the business, then leverage financial models to evaluate various scenarios. Ensure you can clearly communicate your findings to stakeholders in a way that informs their decision-making.

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Can you provide an example of a financial model you created?

When asked about a financial model, describe a specific instance, your objectives, and the key metrics you used. Explain how you structured the model, what insights it generated, and how it impacted business decisions. This shows your practical experience and ability to adapt models to different scenarios.

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What steps do you take to ensure accuracy in financial reporting?

To ensure accuracy in financial reporting, implement a systematic approach: regularly validate data, conduct thorough reconciliations, and maintain organized financial databases. Also, emphasize your detail-oriented nature and how you proactively identify and address discrepancies before finalizing reports.

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How do you approach budgeting and forecasting?

Approach budgeting and forecasting by collaborating closely with department heads, gathering comprehensive information, and using historical data as a baseline. Be prepared to discuss your experience with tracking variances and suggesting corrective actions to keep budgets aligned with financial goals.

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What financial software are you proficient in, and how have you used it?

Discuss any financial software you are experienced with, such as Excel, SAP, or Oracle. Explain specific functionalities that you’ve utilized, like data analytics or modeling features, and how they contributed to successful financial outcomes or streamlined reporting processes.

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What key performance indicators do you believe are essential for evaluating an organization's financial health?

Highlight essential KPIs such as profitability margins, return on investment, liquidity ratios, and cash flow metrics. Discuss how these indicators help provide insight into various aspects of financial health and can affect strategic decision-making at Fluid.

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Describe a challenging financial problem you've solved.

Think of a specific challenge you faced, the analytical methods you applied to resolve it, and the outcomes. Emphasize your problem-solving skills and how your solutions led to improved financial results or processes within the organization.

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How do you prioritize tasks in a fast-paced environment?

To prioritize tasks, I assess their urgency and impact on organizational goals. Discuss using project management techniques or to-do lists to manage your workflow, while remaining flexible to adjust based on evolving business needs. Emphasize your ability to meet deadlines consistently.

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How do you communicate complex financial information to non-financial stakeholders?

When communicating complex financial concepts, focus on simplifying the data by using visuals, such as charts or graphs, alongside clear, non-technical language. Provide contextual background and relate the information to the stakeholders’ interests to ensure understanding and buy-in.

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Why do you want to work as a Senior Financial Analyst at Fluence?

Express your enthusiasm for Fluence’s mission and values, discussing how they align with your career goals. Highlight your interest in contributing to their financial strategies and growth, and your eagerness to collaborate with talented teams to drive impactful business decisions.

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Full-time, hybrid
DATE POSTED
December 24, 2024

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