Financial Analyst

L. K. Jordan & Associates; Houston (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

L. K. Jordan & Associates is seeking an analytical individual for a financial analyst role in Houston, Texas. This key position will focus on financial forecasting, variance analysis, and strategic support for senior management, impacting company growth considerably.

The ideal candidate should possess advanced skills in Microsoft Excel and PowerPoint, alongside 2+ years of FP&A experience. The company is dedicated to maintaining confidentiality and supporting a hands-on management approach.

Qualifications

• Ability to perform essential functions satisfactorily.
• 2+ years’ experience in FP&A role or similar.

Responsibilities

• Analyze financial information and present recommendations.
• Prepare and report on financial forecasts and budgets.
• Develop financial models to support strategic initiatives.

Skills

Advanced Microsoft Excel

PowerPoint skills

Verbal communication

Written communication

Creative thinking

Team collaboration

Education

Bachelor's Degree in Accounting or Finance

MBA

Tools

Microsoft Access

Visual ERP

Job description

Job Description

This role will be a key asset in the future growth of the company. This individual will be an integral part of preparing the Company’s financial monthly forecast, operating plan variance analysis, annual budget and special projects. S/he will provide financial consulting and strategic support to senior management including preparing board presentations, financial presentations, and other projects requested by senior management.

Defines financial situation by completing quantitative analyses

Prepares financial reports by collecting, formatting, analyzing, and explaining information.

Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures

Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance

Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools

Prepares and reports on quarterly and monthly financial reports

Improve performance by evaluating processes to drive efficiencies and understand ROI in marketing programs, product pricing, new product rollouts as well as new projects

Develop financial models and analyses to support strategic initiatives

Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes

Supporting Senior Management Team and Departments heads with in-depth analysis

Prepare presentations to Board of Directors and Senior Management Team

Ad-Hoc Reporting and Analysis

Protects operations by keeping financial information confidential

Qualifications

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.

Advanced Microsoft Excel and PowerPoint skills. Microsoft Access and Visual ERP skills desirable

Highest standards of accuracy and precision; highly organized

Articulate with excellent verbal and written communication skills

Ability to think creatively, highly-driven and self-motivated

Demonstrated ability to roll-up sleeves and work with team members in a hands‑on management capacity.

Bachelor's Degree in Accounting or Finance; MBA a plus

2+ years’ experience in FP&A role or similar experience

Experience in manufacturing industry in a Standard Costing environment preferred

Additional Information

All your information will be kept confidential according to EEO guidelines.