Sr. Sales & Financial Analyst

Senior Sales & Financial Analyst

Location: Deer Park, TX

Travel: This role requires minimal travel and involves primarily standard office-based work.

About The Opportunity

Our client is seeking a hands-on Senior Sales & Financial Analyst to support the day-to-day financial reporting, operational analytics, and business intelligence needs of a growing industrial services organization. This position plays an integral role in maintaining accurate financial and operational data, supporting executive reporting, improving pricing and margin visibility, and ensuring leadership has timely, reliable information to make business decisions. The ideal candidate is highly analytical, detail-oriented, and thrives in a fast-paced environment where accuracy, responsiveness, and execution are critical. This is a highly collaborative role that partners daily with Finance, Operations, Sales, Contracts, and Leadership.

Position Summary

The Senior Sales & Financial Analyst is responsible for ensuring the accuracy, integrity, and usability of financial, operational, labor, and sales data across the organization. This role supports recurring financial reporting, budgeting, forecasting, labor reporting, pricing analysis, and operational reporting while identifying opportunities to improve processes, strengthen reporting accuracy, and enhance performance.

Essential Responsibilities

Financial Reporting & Analysis

• Prepare recurring monthly financial reporting packages for executive leadership, including divisional profit and loss statements, balance sheet trends, KPI dashboards, and supporting analysis.
• Support the annual budgeting process and monthly forecasting activities across multiple business functions.
• Produce departmental expense reports and support monthly financial review meetings with operational leadership.
• Perform project, customer, service line, and job margin analysis to support business decision-making.
• Assist with financial modeling for capital investments, new service offerings, and operational initiatives.
• Prepare supporting schedules and documentation for external audits and other financial reporting requirements.
  
  

Sales & Operational Reporting

• Audit invoice coding to ensure accurate reporting by region, sales representative, and service line.
• Review invoice activity to verify quote numbers, sales representative assignments, accruals, and revenue classifications.
• Generate and distribute recurring sales reports for executive leadership and individual sales representatives.
• Upload and reconcile invoice data between financial systems and CRM platforms.
• Maintain operational dashboards and historical reporting used by Finance and Operations.
• Produce weekly and monthly labor utilization reports, labor statistics, and labor cost reporting.
• Perform backlog-to-forecast variance analysis and identify reporting discrepancies requiring follow-up.
• Prepare historical reporting for customer sales, service line performance, regional activity, and operational trends.
  
  

Pricing & Contract Analysis

• Analyze customer pricing, rate sheets, and contract data to identify pricing inconsistencies and opportunities for improved margins.
• Support the development and maintenance of standardized pricing tools and rate sheet processes.
• Partner with Operations and Contracts to review customer pricing and contract performance.
• Assist with quote margin analysis and pricing support during proposal development.
• Provide financial analysis supporting customer contract renewals and pricing adjustments.
  
  

Systems & Process Improvement

• Support ERP implementation and finance system improvement initiatives.
• Maintain reporting accuracy across ERP, CRM, labor management, and financial systems.
• Assist with report automation and improvements to financial reporting processes.
• Identify opportunities to improve data quality, reporting efficiency, and operational workflows.
• Support continuous improvement initiatives related to finance, reporting, and business processes.
  
  

Cross-Functional Support

• Work closely with Finance, Operations, Sales, Contracts, and Executive Leadership to provide accurate financial and operational reporting.
• Respond to recurring and ad hoc reporting requests across the organization.
• Support operational planning by providing timely financial analysis and business insights.
• Participate in special projects, process improvement initiatives, and strategic business analyses as assigned.
  
  

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline.
• 5 years of experience in financial analysis, operational finance, project accounting, revenue analysis, or a comparable analytical role.
• Experience within industrial services, manufacturing, construction, energy, environmental services, or other project-based industries strongly preferred.
• Experience supporting budgeting, forecasting, financial reporting, operational reporting, and business analytics.
• Experience working with project-based accounting, labor utilization reporting, billable hours, job costing, or project financial reporting preferred.
• Experience supporting ERP implementations or major financial systems conversions is highly desirable.
• Advanced Microsoft Excel skills, including PivotTables, XLOOKUP/VLOOKUP, complex formulas, and financial modeling.
• Experience with ERP systems, CRM platforms, and reporting tools; Salesforce experience is preferred.
• Power BI, SQL, Python, or similar reporting tools are a plus.
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
• Excellent communication skills and the ability to work effectively across Finance, Operations, Sales, and Executive Leadership.
• Demonstrated ability to manage multiple recurring priorities while consistently delivering accurate work on schedule.
  
  

If you are looking for an opportunity to support a growing organization through accurate financial reporting, operational analysis, and collaboration, connect with Sean Henagan at shenagan@novasolutions.ai.