Financial Reporting Advisor (Houston)

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 Reporting Advisor 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 Reporting Advisor will play a critical role in forecasting, reporting, governance, and portfolio optimization while partnering with stakeholders across multiple business units.ResponsibilitiesDrive 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.QualificationsBachelor'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.