Finance FP&A Analyst: Strategic Budgeting & Reporting

Jobtailor; Dallas (TX); On-site; USD 90,000 - 110,000; Full time

Job summary

Jobtailor in Dallas, TX seeks a hands-on finance professional to provide financial support to local management, deliver timely reports, and help manage costs. The role covers accounting, FP&A, budgeting, forecasting, and month-end close, with emphasis on accuracy and internal controls.

The successful candidate will analyze historical data, prepare client profitability models, support audits, and drive cost-efficiency initiatives.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• Minimum 5 years of accounting, FP&A or finance experience.
• Ability to prepare accurate and timely financial reporting and analysis.
• Knowledge of financial reporting, control, income management, debt management, accounts payable, client billing, budgeting, forecasting, and month-end close processes.
• Ability to prepare journal entries and cost accruals.
• Ability to complete client profitability models.
• Ability to support financial and system audits.
• Ability to handle sensitive and confidential information professionally, maturely, discreetly, and securely
• Ability to communicate effectively with employees, customers, suppliers, and other stakeholders
• Ability to plan, organize, and manage workload to meet monthly financial reporting deadlines
• Compliance with corporate and site-specific policies

Responsibilities

• Provide financial support to the local management team, including financial reporting and control, income management, debt management, accounts payable, and client billing
• Prepare internal financial reports and analyses accurately and on time
• Analyze historical operations, trends, costs, revenues, commitments, and obligations to project future revenues and expenses
• Report actual results and analyze variances against plan
• Assist Operations with cost budgets, quarterly forecasts, and financial planning
• Publish periodic financial reports, including accounts payable, freight, and consumable metrics
• Review financial information to identify trends and opportunities and recommend cost-efficiency improvements
• Produce cost quotes, strategic business cases, risk assessments, and ad hoc analyses
• Participate in special projects, process improvements, and financial tools development and implementation
• Manage financial process improvements, KPIs, and strategic initiative tracking
• Support internal and external financial and system audits
• Manage workload to support timely and accurate monthly financial reporting
• Ensure swift invoice payment and verify charges and expenses for billing
• Manage Accounts Payable, including vendor invoice purchasing/tracking and revenue accruals
• Perform month-end close responsibilities, including journal entries, corporate submissions, expense management, budgetary support, and ad hoc analysis
• Prepare month-end journal entries focused on cost accruals
• Complete the monthly Client Profitability Model
• Order and maintain office-supply inventory
• Attend meetings, document and distribute meeting minutes, and prepare communications and reports
• Assist with presentation design and development
• Communicate with employees, customers, suppliers, and other stakeholders on behalf of site management
• Meet with vendors to maintain competitive pricing
• Work with Operations to develop budgets and forecasts for financial performance

Skills

Financial analysis

Budgeting

Forecasting

Month-end close

Journal entries

Accounts payable management

Cost accruals

KPI tracking

Vendor management

Ad hoc analysis

Education

Bachelor's degree in Accounting or Finance

Job description

Jobtailor in Dallas, TX seeks a hands-on finance professional to provide financial support to local management, deliver timely reports, and help manage costs. The role covers accounting, FP&A, budgeting, forecasting, and month-end close, with emphasis on accuracy and internal controls.

The successful candidate will analyze historical data, prepare client profitability models, support audits, and drive cost-efficiency initiatives.