Financial Planning and Analysis Analyst

Houston, TX

Full Time

Mid Level

Job Summary

The FP&A Analyst will assist in the financial planning, budgeting and forecasting process contributing to the information given to the executive team for strategic financial decision making.

Job Duties and Responsibilities

Own and deliver the timely preparation of monthly, quarterly and yearly operating reports. This includes monthly financial operating decks, budget presentations and owner requested ad hoc reporting.
Supports the annual budgeting cycle and periodic forecast updates, ensuring proper integration with strategic and capital planning efforts.
Prepare clear and concise variance analysis and commentary explaining the drivers of variances between actual, forecast and budget.
Analyze complex financial and operational data to provide accurate and timely recommendations to management for decision making purposes.
Work with Finance leadership to develop KPIs, generate recurring reports monitoring KPI performance, and communicate results to Finance leadership and senior management.
Other duties as assigned.

Job Specifications

Skills

Strong interpersonal skills, emphasizing teamwork and collaboration.
Solid understanding of financial statements and key financial concepts (P&L, balance sheet, cash flow).
Advance Microsoft Excel, Power Point, and Tableau (or similar BI tools) skill.
Familiarity with budgeting, forecasting, and financial consolidation principle.
Articulate with excellent verbal and written communication skills.
Ability to complete financial modeling in Excel with forecasting capabilities.
Strong attention to detail and deadlines.

Education

Required: Bachelor’s degree in Finance or Accounting.

Work Experience

Required: Minimum 2 years of experience in an FP&A role.
Required: Experience creating dashboards and visual reports in Tableau (or similar BI tools).
Required: Experience with financial systems and reporting tools (e.g., NetSuite, SAP, Oracle, Adaptive Insights).

Physical Requirements

Prolonged period sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at a time.
High stress tolerance with a highly developed sense of urgency.

Benefits

11 Paid Holidays
Paid Time Off (PTO)
Health, Dental, and Vision Benefits
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Company Paid Life Insurance
Company Paid Employee Assistance Program (EAP)
401K with a Company Match

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Our office is located next to Hobby Airport:
7300 Airport Blvd.
Houston, TX 77061
This position is not a hybrid/remote position and is required to be in the office Monday-Friday 8am -5pm.
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Have you previously worked for Lamons, Auge, or Moducoatings?*

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Please briefly describe your experience with budgeting, forecasting, and variance analysis, including the type of reports or recommendations you provided to management.*

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Financial Planning and Analysis Analyst

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