Pivotal Solutions · 5 hours ago
Financial Analyst - Montgomery, TX
Pivotal Solutions is seeking a detail-oriented and collaborative Financial Analyst to join their growing team. In this role, you will deliver data-driven insights that support strategic decision-making and improve business performance. You will work cross-functionally to analyze trends, evaluate opportunities, and support financial planning initiatives.
Responsibilities
Prepare, analyze, and interpret financial reports, budgets, and forecasts
Monitor key performance indicators (KPIs) and deliver actionable insights to leadership
Partner with business units to assess the financial impact of operational decisions
Perform variance analysis comparing actual results to budget and forecast
Build and maintain financial models to evaluate business initiatives and investments
Support month-end close and recurring financial reporting processes
Respond to ad hoc reporting requests and support special projects
Ensure data accuracy across reporting systems and recommend process improvements
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or a related field
2+ years of experience in financial analysis, planning, or business intelligence
Strong proficiency in Microsoft Excel and financial modeling
Excellent analytical, problem-solving, and communication skills
Ability to work cross-functionally and manage multiple priorities
Professional office environment
Ability to sit or stand for extended periods and use standard office equipment
Occasional travel for meetings or training may be required
Must be legally authorized to work in the United States
Must be able to pass a criminal background check and drug screening
Preferred
Experience in CPG distribution and/or service-based environments
Working knowledge of GAAP and financial reporting standards
Company
Pivotal Solutions
Pivotal Solutions serves CIOs, CTOs, HR Directors and CFOs in a broad cross section of industries.
Funding
Current Stage
Growth StageCompany data provided by crunchbase