

Trident Consulting
Financial Planning Analyst
β - Featured Role | Apply direct with Data Freelance Hub
This role is a Financial Planning Analyst position based in Houston, TX, with a contract length of 40 hours/week, Monday to Friday. Pay rate is $23-$27/hr. Requires 2+ years of accounting experience, strong Excel skills, and basic Power BI knowledge.
π - Country
United States
π± - Currency
$ USD
-
π° - Day rate
216
-
ποΈ - Date
January 16, 2026
π - Duration
Unknown
-
ποΈ - Location
On-site
-
π - Contract
W2 Contractor
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π - Security
Unknown
-
π - Location detailed
Houston, TX
-
π§ - Skills detailed
#Microsoft Power BI #Pivot Tables #Data Engineering #Forecasting #DAX #Visualization #Datasets #Cloud #Oracle #Consulting #BI (Business Intelligence)
Role description
Trident Consulting is seeking a "Financial Planning Analystβ for one of our clients. A global leader in business and technology services.
Job Title - Financial Planning Analyst
Contract w2
Location: Houston, TX (Onsite)
Pay rate - $23 - $$27/hr on w2
Shift & Schedule: Monday - Friday (8am to 5pm)
40 hours/week
Job description
β’ Beginning position designed to build skills in financial analysis, reporting, and data visualization. The contractor will gain exposure to enterprise systems and processes, with the potential to transition into a permanent role as a future team replacement.
β’ Support FP&A in budgeting, forecasting, and performance tracking.
β’ Assist Supply Chain Finance with cost analysis and reporting.
β’ Develop reports in Excel and Power BI for financial analysis.
β’ Gain exposure to enterprise financial systems (Anaplan, Oracle, Visual CFin).
β’ Build readiness for a permanent role within the finance team.
β’ FP&A Support
β’ Assist in preparing budgets, forecasts, and variance reports.
β’ Support scenario modeling and performance tracking.
β’ Supply Chain Finance Support
β’ Help track supply chain costs (freight, inventory, procurement).
β’ Prepare reports to monitor supply chain KPIs.
β’ Financial Reporting & Analysis
β’ Contribute to monthly, quarterly, and annual reporting packages.
β’ Provide ad hoc analysis under guidance from senior team members.
β’ Excel & Power BI Development
β’ Use formulas, pivot tables, and charts to analyze large datasets.
β’ Build and maintain basic financial models.
β’ Develop Power BI dashboards with guidance, learning DAX and visualization best practices.
β’ 4. Deliverables
β’ Monthly FP&A and Supply Chain Finance support reports.
β’ Quarterly forecast updates and variance analysis.
β’ Excel-based models and reporting tools.
β’ Power BI dashboards for team use.
Essential Requirements of the role
β’ Entry level - 2+ years experience with accounting position, report optimization (Excel, PowerBI)
β’ Strong Excel skills (formulas, pivot tables, large dataset handling).
β’ Basic Power BI knowledge with willingness to learn advanced features.
β’ Strong analytical and problem-solving skills.
β’ Effective communication and teamwork abilities.
β’ πΉ Nice-to-Have / Exposure Opportunities
β’ Familiarity with Anaplan for financial planning.
β’ Exposure to Oracle Financials for enterprise reporting.
β’ Awareness of Visual CFin for consolidation and financial close processes.
β’ Familiarity with Asteryx as a planning tool.
About Trident Consulting:
Trident Consulting is a U.S.-based IT staffing and consulting firm supporting Fortune 500 and enterprise clients across cloud, data, engineering, and enterprise technology. We've been in business since 2005 and focus on long-term, high-quality placements.
Trident Consulting is seeking a "Financial Planning Analystβ for one of our clients. A global leader in business and technology services.
Job Title - Financial Planning Analyst
Contract w2
Location: Houston, TX (Onsite)
Pay rate - $23 - $$27/hr on w2
Shift & Schedule: Monday - Friday (8am to 5pm)
40 hours/week
Job description
β’ Beginning position designed to build skills in financial analysis, reporting, and data visualization. The contractor will gain exposure to enterprise systems and processes, with the potential to transition into a permanent role as a future team replacement.
β’ Support FP&A in budgeting, forecasting, and performance tracking.
β’ Assist Supply Chain Finance with cost analysis and reporting.
β’ Develop reports in Excel and Power BI for financial analysis.
β’ Gain exposure to enterprise financial systems (Anaplan, Oracle, Visual CFin).
β’ Build readiness for a permanent role within the finance team.
β’ FP&A Support
β’ Assist in preparing budgets, forecasts, and variance reports.
β’ Support scenario modeling and performance tracking.
β’ Supply Chain Finance Support
β’ Help track supply chain costs (freight, inventory, procurement).
β’ Prepare reports to monitor supply chain KPIs.
β’ Financial Reporting & Analysis
β’ Contribute to monthly, quarterly, and annual reporting packages.
β’ Provide ad hoc analysis under guidance from senior team members.
β’ Excel & Power BI Development
β’ Use formulas, pivot tables, and charts to analyze large datasets.
β’ Build and maintain basic financial models.
β’ Develop Power BI dashboards with guidance, learning DAX and visualization best practices.
β’ 4. Deliverables
β’ Monthly FP&A and Supply Chain Finance support reports.
β’ Quarterly forecast updates and variance analysis.
β’ Excel-based models and reporting tools.
β’ Power BI dashboards for team use.
Essential Requirements of the role
β’ Entry level - 2+ years experience with accounting position, report optimization (Excel, PowerBI)
β’ Strong Excel skills (formulas, pivot tables, large dataset handling).
β’ Basic Power BI knowledge with willingness to learn advanced features.
β’ Strong analytical and problem-solving skills.
β’ Effective communication and teamwork abilities.
β’ πΉ Nice-to-Have / Exposure Opportunities
β’ Familiarity with Anaplan for financial planning.
β’ Exposure to Oracle Financials for enterprise reporting.
β’ Awareness of Visual CFin for consolidation and financial close processes.
β’ Familiarity with Asteryx as a planning tool.
About Trident Consulting:
Trident Consulting is a U.S.-based IT staffing and consulting firm supporting Fortune 500 and enterprise clients across cloud, data, engineering, and enterprise technology. We've been in business since 2005 and focus on long-term, high-quality placements.






