Financial Planning Analyst

Overview:

Job Title: FP&A Analyst (Forecasting)

Location: Houston, TX

Travel: Less than 5%

Manages Others: No

Education: Bachelor's degree in Finance, Accounting, or related analytical field.

Experience: 2+ years well-rounded financial analysis experience. Investment banking or Private Equity experience a plus. High proficiency in Microsoft Excel (Sumifs, Pivot tables, Macros, Index/Match, V-Lookups, Arrays, etc), PowerPoint, and data modeling. Experience with ERP (NetSuite) or EPM (Planful) systems and an understanding of database structures is a plus. Experience with presentation tools such as ThinkCell, LucidChart are a plus

THE OPPORTUNITY:

We are looking for a Financial Analyst to join the BusPatrol team — an exciting opportunity to contribute to a growing company and take on a highly visible role within our Finance organization. As an Analyst, you will play a key part in financial planning, analysis, and reporting, while also having the opportunity to own high-priority analytical deliverables across the finance function.

Responsibilities:

Essential Job Functions:

• Assist in creating and maintaining consolidated metrics and KPI reports, utilizing various data sources and systems to identify trends and analyze the underlying causes of variance from goals.
• Develop and manage detailed financial models.
• Support the annual and quarterly planning and forecasting processes by:
• Managing budgets, forecasts, and reporting tools to deliver accurate and timely financial plans.
• Preparing monthly and quarterly management reports, including analysis of segment growth and profitability.
• Provide senior management with timely, accurate information.
• Assist in the preparation of materials for stakeholder meetings.
• Analyze qualitative and quantitative data, drawing actionable insights and conclusions.
• Contribute to ad-hoc projects as needed.

Qualifications:

• Bachelor's degree in Finance, Accounting, or a related field.
• At least 2 years of experience in a finance or accounting role.
• Exposure to financial systems, planning, and reporting a plus.
• High proficiency in Microsoft Excel (Sumifs, Pivot Tables, Macros, V-Lookups, Arrays, Index/match), PowerPoint, and data modeling.
• Experience with presentation tools such as (ThinkCell or LucidChart) would be highly preferred.
• Experience with ERP (NetSuite) or EPM (Planful) systems and an understanding of database structures is a plus
• Strong analytical skills with the ability to interpret complex data, Build Three Statement Models, DCF Valuations, Scenario Modeling, Data Sorting and derive actionable insights.
• Skilled at working with large datasets, identifying key information, and summarizing insights.
• Quick to learn and capable of working independently to meet tight deadlines while managing competing priorities.
• Strong communicator, consistently keeping stakeholders informed on progress, open items, and any obstacles or opportunities.
• Self-motivated with the ability to take initiative, own processes, and ensure high-quality work output.
• A strong work ethic and a positive, solution-oriented attitude.
• Comfortable asking questions and respectfully challenging ideas when backed by data or analysis.
• Highly organized with exceptional attention to detail.

BusPatrol Value Proposition:

WHO WE ARE

BusPatrol is a technology company with a public safety mission. Through relentless innovation and discovery, we are strengthening trust, safety, and transparency across the student transportation space and making the trip to and from school safer for students. As a leader in AI connected transportation, BusPatrol brings cutting-edge AI, machine learning and smart IoT safety tech solutions to school buses across North America. BusPatrol’s technology has been deployed onto more buses and has been used to issue more school bus stop arm citations than any other company in the world.

WHAT WE OFFER

BusPatrol employees get:

• A competitive salary and benefits package
• Comprehensive personal time off, including volunteering and birthday days off
• An opportunity to help build a company dedicated to children’s safety
• The chance to join an innovative and dedicated team, focused on leading edge technology
• The occasion to participate in BusPatrol’s culture of safety, learning, and teamwork

BusPatrol’s school bus safety programs are violator-funded, meaning that those who break the law pay for the technology that protects children. We build solid partnerships in the communities in which we operate which, coupled with our innovative business model, leads to sustainable efforts to change driver behaviors.

HOW WE WORK

On our mission to make the journey to and from school safer for children, the way we work together and with our partners is built on foundational cultural pillars.

• SAFETY
• Safety is our focus, for the children we protect and for each other. We follow the letter and spirit of occupational safety law, relentlessly employ safety best practices, and foster learning and development on our worksites. We are safe to be ourselves and to make mistakes, and we create safe environments for our teams.
• CONNECTION
• We build strong relationships and teams in support of our mission. We promote and provide opportunities for employees to grow together.
• EXCELLENCE
• We commit to innovation and quality work in support of our mission and each other. The children we safeguard are at the forefront of our decisions and actions and we excel on their behalf.
• IMPACT
• We measure success by fulfilling our mission and keeping the company strong. We invest our time and energy in the actions that deliver results for students and for their communities.

We are looking for a valued member of the BusPatrol team to assist us in our quest to improve children’s safety. This is an important role for us and a great opportunity for the right candidate. Our environment is inclusive, diverse, ignited, built on integrity, and deeply committed.

The US salary range for this position is provided in this posting. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your Talent Partner can share more about the specific salary range for your preferred location and skill level during the hiring process.

Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, and/or commission (if applicable) or benefits.