Senior Financial Planning Analyst

3 days ago


Houston, Texas, United States Lamons Full time
Job Summary

The Senior Financial Planning Analyst will play a key role in the financial planning, budgeting, and forecasting process, providing critical information to the executive team for strategic financial decision-making.

Key Responsibilities
  • Financial Reporting: Prepare timely and accurate monthly, quarterly, and yearly operating reports, including financial operating decks, budget presentations, and ad-hoc reporting.
  • Compliance Reporting: Prepare quarterly financial institution required compliance reporting.
  • Variance Analysis: Provide clear and concise variance analysis and commentary explaining the drivers of variances between actual, forecast, and budget.
  • Data Analysis: Analyze complex financial and operational data to provide accurate and timely recommendations to management for decision-making purposes.
  • KPI Development: Work with Finance leadership to develop KPIs, generate recurring reports monitoring KPI performance, and communicate results to Finance leadership and senior management.
Requirements
  • Strong Interpersonal Skills: Emphasizing teamwork and collaboration.
  • Business Process Management: Experience with business process management.
  • Attention to Detail: Strong attention to detail and deadlines.
  • Technical Skills: Advance Microsoft Excel and PowerPoint skills required.
  • Communication Skills: Articulate with excellent verbal and written communication skills.
  • ERP Experience: ERP experience preferred.
  • Financial Modeling: Ability to complete financial modeling in Excel with forecasting capabilities.
Education and Experience
  • Bachelor's Degree: Bachelor's degree in Accounting, Finance, or related field required.
  • FP&A Experience: Minimum 2 years of FP&A experience required.
  • Manufacturing Industry: Experience in manufacturing industry preferred.


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