Trident Consulting ยท 1 day ago
Financial Planning Analyst
Houston, TX
Contract
Onsite
Entry Level
$23/hr - $27/hr
2+ years expTrident Consulting is a U.S.-based IT staffing and consulting firm supporting Fortune 500 and enterprise clients. They are seeking a Financial Planning Analyst to build skills in financial analysis, reporting, and data visualization while supporting budgeting, forecasting, and performance tracking.
AnalyticsArtificial Intelligence (AI)Big DataEnterprise Resource Planning (ERP)Information TechnologyMachine Learning
Hiring Manager
Arun G
Responsibilities
Support FP&A in budgeting, forecasting, and performance tracking
Assist Supply Chain Finance with cost analysis and reporting
Develop reports in Excel and Power BI for financial analysis
Gain exposure to enterprise financial systems (Anaplan, Oracle, Visual CFin)
Build readiness for a permanent role within the finance team
Assist in preparing budgets, forecasts, and variance reports
Support scenario modeling and performance tracking
Help track supply chain costs (freight, inventory, procurement)
Prepare reports to monitor supply chain KPIs
Contribute to monthly, quarterly, and annual reporting packages
Provide ad hoc analysis under guidance from senior team members
Use formulas, pivot tables, and charts to analyze large datasets
Build and maintain basic financial models
Develop Power BI dashboards with guidance, learning DAX and visualization best practices
Monthly FP&A and Supply Chain Finance support reports
Quarterly forecast updates and variance analysis
Excel-based models and reporting tools
Power BI dashboards for team use
Qualification
Required
Entry level - 2+ years experience with accounting position, report optimization (Excel, PowerBI)
Strong Excel skills (formulas, pivot tables, large dataset handling)
Basic Power BI knowledge with willingness to learn advanced features
Strong analytical and problem-solving skills
Effective communication and teamwork abilities
Preferred
Familiarity with Anaplan for financial planning
Exposure to Oracle Financials for enterprise reporting
Awareness of Visual CFin for consolidation and financial close processes
Familiarity with Asteryx as a planning tool
Company
Trident Consulting
Trident Consulting expertise in big data, AI & analytics, cloud, infrastructure, ERP, Java frameworks and technologies, Engineering and R&D.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Shabana Siraj
CEO and Founder
Company data provided by crunchbase