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Quantix

Financial Analyst

Quantix

. Assist in preparing monthly forecasts, annual budgets, and financial reporting packages .

Posted 11/3/2026full-timeThe Woodlands • Texas • United StatesJuniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, budgeting, and forecasting, with a strong focus on data accuracy and reporting. Proficient in utilizing financial systems and tools to support operational activities and track key performance indicators.

Highest-signal resume keywords
Financial AnalysisBudgetingForecastingMicrosoft Excel ProficiencyERP Systems Familiarity

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial ReportingVariance AnalysisData ValidationKPI TrackingFinancial ModelingData ExtractionReconciliationScenario PlanningCost AnalysisDashboard Development
Soft Skills
Detail-OrientedOrganizational SkillsClear Communication
Tools & Technologies
Microsoft ExcelPower BITableauOracleNetSuiteSAP
Industry Keywords
TransportationLogisticsSupply Chain

Tech Stack

Tools & technologies
ERPOracleTableau

About the role

Key responsibilities & impact
  • Assist in preparing monthly forecasts, annual budgets, and financial reporting packages
  • Support budget-versus-actual variance analysis and summarize key findings
  • Help maintain financial models for forecasting and scenario planning under senior finance staff guidance
  • Prepare recurring reports and data extracts from financial systems
  • Gather and analyze revenue, cost, and margin performance data for business partners
  • Contribute to financial reviews of operational activities and track KPIs and trends
  • Assist in tracking cost-saving initiatives, capital projects, and pricing changes
  • Pull data from multiple sources for business cases and reporting needs
  • Develop and maintain simple dashboards, spreadsheets, and financial tools
  • Perform reconciliations and validate data accuracy in reports and models
  • Support enhancements to financial processes, documentation, and templates
  • Collaborate with departments to gather information for finance deliverables
  • Help maintain and troubleshoot data inputs within ERP or financial planning systems

Requirements

What you’ll need
  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • 1–3 years of relevant experience in financial analysis or accounting
  • Proficiency in Microsoft Excel, including pivot tables, basic formulas, and data manipulation
  • Familiarity with financial systems or ERP tools
  • Detail-oriented with a commitment to data accuracy and timely follow-through
  • Strong organizational skills and ability to manage multiple tasks with limited supervision
  • Clear written and verbal communication skills
  • Preferred: Experience in the transportation, logistics, or supply chain industry
  • Preferred: Exposure to budgeting, forecasting, and KPI tracking
  • Preferred: Familiarity with BI tools such as Power BI, Tableau, or similar
  • Preferred: Experience using or supporting ERP platforms such as Oracle, NetSuite, or SAP