Financial Planning and Analysis Manager

Thank you for considering a career at Port Houston. We appreciate your interest in joining our team. By applying, you are taking an important step toward advancing your career with an organization committed to excellence.Port Houston offers competitive compensation, comprehensive benefits, and a diverse, inclusive work environment. Joining our team means embarking on a fulfilling career path with opportunities for growth and impact.Before submitting your application, please ensure your resume is ready for upload in either .doc or .pdf format. Application must be completed in full.Position Summary: We are seeking a highly analytical and strategic Manager of Financial Planning & Business Performance Analytics to lead our financial analysis, modeling, and forecasting initiatives. This role focuses primarily on advanced financial modeling, business case development, forecasting, and comprehensive cost and contract sales analysis. The role will serve as a key business partner to business and financial leadership, providing uplifted data-driven insights that drive strategic decision-making and optimize financial performanceKey Responsibilities/Duties: Financial Modeling & AnalysisDevelop, maintain, and enhance sophisticated financial models to support strategic initiatives, revenue contracts, investments and operational decisionsCreate comprehensive three-statement models, DCF analyses, and scenario-based planning modelsBuild driver-based models that focus on key business levers and value driversPerform sensitivity analysis and stress testing to evaluate potential risks and opportunitiesDesign and implement Monte Carlo or other simulations for complex decision-making scenariosManage monthly, quarterly, and year-end forecasts; identify variances and recommend corrective actions.Business Case Development Lead the development of compelling business cases for new contracts, market expansion, capital expenditure, and strategic initiativesConduct thorough financial analysis including NPV, IRR, payback period, and ROI calculationsCollaborate with cross-functional teams to gather assumptions, validate market data, and assess competitive positioningPresent business case recommendations to business, finance and executive leadershipCreate executive-level presentations that clearly communicate financial implications and strategic recommendationsPerform sensitivity, scenario, and break-even analysis for investment decisionsCost & Contract Analysis Conduct comprehensive cost analysis including fixed vs. variable cost structures, unit economics, and profitability analysisAnalyze contract terms, pricing structures, and revenue recognition implicationsDevelop and maintain sophisticated pricing models and profitability analysis by customer, product line, and business segmentEvaluate contract renewals, renegotiations, and new customer acquisition economicsPerform detailed analysis of sales performance, including pipeline analysis, and customer lifetime valueSupport commercial and operations teams with pricing optimization and deal structuring analysisPerformance Management & Reporting Create and maintain executive dashboards and KPI reporting frameworksDevelop monthly, quarterly, and annual management reporting packagesConduct deep-dive analysis on business performance trends and key metricsProvide strategic recommendations based on financial analysis and market trendsProcess Improvement & LeadershipLead continuous improvement initiatives to enhance FP&A processes, systems, and reporting capabilitiesMentor team members and foster professional developmentDrive automation and efficiency improvements using advanced Excel, SQL, and Workday Adaptive Planning financial planning softwareCollaborate with IT and Finance Systems teams to implement new technologies and toolsAct in accordance with Port Houston core values (respect, excellence, accountability, diligence, and you)Perform other duties as assignedEducation and Experience Bachelor's degree in finance, accounting, economics, or related quantitative field requiredMBA, CFA or equivalent advanced certification strongly preferred. If not currently a CFA, expectation to achieve Level 1 CFA certification within 18 months of hire.Minimum 7 plus years of progressive experience in financial planning and analysis, corporate finance, or management consultingAt least 3-5 years of people management experience preferredExperience in business case development, financial modeling, and strategic planning requiredKnowledge, Skills, Abilities and Behaviors: Expert-level proficiency in financial modeling and Excel (advanced formulas, pivot tables, VBA, Power Query)Strong knowledge of financial planning software (e.g., Anaplan, Adaptive Insights, Hyperion, SAP BPC, Workday Adaptive Planning)Proficiency in data analysis tools (VBA, SQL, Tableau, Power BI) requiredAdvanced understanding of accounting principles (GAAP/IFRS) and financial statement analysis is preferredExperience with ERP systems (Workday, Oracle, SAP, NetSuite) preferredKey Competencies Required: Strong data storytelling skills and the ability to distill complex information into clear, actionable insights for both finance and non-finance audiencesEffective collaboration across departments to understand business drivers, gather relevant data and ensure alignment of planning processes.Openness to technology adoption, adaptability and a growth mindset to thrive in dynamic data-driven environmentsAbility to connect financial outcomes to business strategies and translate insights into meaningful recommendations for stakeholders.This work site location of this job is:Port Houston Administration BuildingWork Environment:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate, but due to open office environment noise level may occasionally be high. To apply, please go to /careers. Only applications submitted through the Port Houston Careers website will be acknowledged. Port Houston is an equal opportunity employer and participates in the E-Verify program supervised by the U.S. Government.Disclaimer:The above information on this description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.We appreciate your interest in Port Houston. Port Houston is an equal employment opportunity employer. Port Houston's policy is not to discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws. Port Houston also prohibits harassment of applicants or employees based on any of these protected categories. Application must be completed in full.

Created: 2026-04-02