Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Job SummaryThe 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.
- 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.
- Required: Bachelor’s degree in Finance or Accounting.
- 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).
- 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.
- 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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FAQs About Financial Planning and Analysis Analyst Jobs at Lamons
What is the work location for this position at Lamons?
This job at Lamons is located in Houston, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Lamons?
Employer has not shared pay details for this role.
What employment applies to this position at Lamons?
Lamons lists this role as a Full-time position.
What experience level is required for this role at Lamons?
Lamons is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Lamons for this role?
Lamons offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Paid Vacation, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Lamons?
You can apply for this role at Lamons either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.