Overview
Financial Accounting Analyst (PowerBI/SQL) Jobs in Houston, TX at Primary Services
Title: Financial Accounting Analyst (PowerBI/SQL)
Company: Primary Services
Location: Houston, TX
Join a growing organization and contribute to high-impact financial initiatives in an environment designed for collaboration and flexibility. Work alongside senior leadership on strategic portfolio decisions while gaining visibility across enterprise-level operations.
Primary Services is actively recruiting for a Financial Accounting Analyst to support a prestigious client in the utilities industry. This role is a great fit for an experienced finance professional who wants to influence portfolio strategy, investment planning, and financial performance across large-scale business initiatives. The Financial Accounting Analyst will play a critical role in forecasting, reporting, governance, and portfolio optimization while partnering with stakeholders across multiple business units.
Responsibilities
- Drive strategic alignment of portfolio investments with organizational business goals.
- Manage portfolio financial performance, including budgeting, forecasting, ROI analysis, and capital allocation.
- Develop and maintain portfolio roadmaps, investment plans, and financial models.
- Track actual spend against operational and capital budgets and perform variance analysis.
- Establish portfolio dashboards and executive reporting standards using Power BI and portfolio management tools.
- Produce executive-level reports summarizing KPIs, delivery health, financial metrics, and portfolio performance.
- Support prioritization of initiatives based on value, risk, and return on investment.
- Review and approve contracts, cost proposals, and contract supplements.
- Monitor project transaction controls and expenditures against approved budgets.
- Identify potential budget overruns and recommend corrective actions.
- Collaborate with project managers, auditors, consultants, and leadership regarding future financial proposals and planning activities.
- Prepare sub-agreements and review consultant invoices to ensure contract compliance.
- Facilitate stakeholder alignment through consistent communication and reporting.
- Support continuous process improvement initiatives through data-driven portfolio analysis.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business Management, or a related field required.
- 8–10 years of professional experience in portfolio analysis, corporate finance, or financial planning required.
- Corporate finance experience required.
- Strong experience with budgeting, forecasting, financial modeling, and variance analysis.
- Proficiency with Microsoft Excel, Word, and PowerPoint.
- Experience with portfolio management tools such as SAP or ADO.
- Experience building dashboards and reports using Power BI.
- Ability to write and interpret SQL queries.
- Knowledge of strategic planning, resource allocation, and financial governance practices.
- Experience reviewing contracts, financial proposals, and compliance documentation.
- Certifications related to project management, reporting, or SQL preferred.
- Experience supporting executive-level reporting and portfolio governance initiatives preferred.
