Financial Planning and Analysis Analyst - Katy, United States - Tellus Equipment Solutions

Description

Job Description

LOCATION

EMPLOYMENT TYPE

DEPARTMENT

Katy

Full-Time

Finance

JOB TYPE

REPORTS TO

FLSA

Corporate

Chief Financial Officer

Exempt

The FP&A Analyst will be responsible for providing detailed analysis and commentary explaining company performance and creating forward-looking modeling/analysis to achieve the company earnings target. The FP&A analyst will use a hands-on approach and be responsible for performing tasks communicated by senior management and ensuring the completion of analyses, budgets, forecasts, reports, and data analysis. This role will improve, develop, and establish metrics which supports the organizations objectives. Work includes gathering data from operators, transforming conceptual ideas into innovative solutions, coordinating the deployment of projects with the CFO, taking ownership of board of director reporting, and ad hoc projects provided by senior management.

SUMMARY OF RESPONSIBILITIES

Support of management reporting of sales and gross profit by segment, customer, unit, etc

• Customer pricing analysis
• Margin Analysis
• Productivity analysis

Headcount tracking and reporting

• Capacity planning support

EBITDA adjustment support

• Non-recurring / non-normal course of business items
• Run-rate normalization

CAPEX support

• Investment ROI analysis
• Tracking of actual impact on expected ROI

Working capital analysis and cash flow forecasting Budget and forecast support

• Annual Budget
• Monthly Tracking by Location

Support of operational KPI reporting

Business Intelligence System Reporting (Targit / Power BI)

Other Ad hoc support

KEY QUALIFICATIONS & COMPETENCIES

Strong Computer/ ERP skills
Experience with Power BI or other business intelligence software preferred

Financial modeling/forecasting capabilities

Advanced Excel Modeling

Strong analytical skills

Highly organized; Able to successfully balance numerous competing priorities

Excellent verbal and written communication skills

Highly motivated, self-starter

EDUCATION & CERTIFICATIONS

4-year degree in finance / accounting or a similar field
Minimum 2-3 years of experience of relevant experience

WORKING CONDITIONS

The work environment/physical demand characteristics described here are representative of those the employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Travel- up to 20%