Financial Planning and Analysis Analyst

Lamons; Houston (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

11 Paid Holidays

Paid Time Off (PTO)

Health, Dental, and Vision Benefits

Flexible Spending Account (FSA)

Health Savings Account (HSA)

Company Paid Life Insurance

CompanyPaid EAP

401K with Company Match

Job summary

Lamons is seeking an FP&A Analyst in Houston to assist with budgeting, forecasting, and financial planning. The role focuses on delivering timely monthly, quarterly, and annual operating reports and dashboards to support strategic decisions for the executive team.

The ideal candidate will have a minimum of 2 years in FP&A, strong Excel skills, and experience with Tableau and financial systems like NetSuite, SAP, or Oracle. Excellence in analytical thinking and communication is essential.

Qualifications

• Bachelor’s degree in Finance or Accounting is required.
• Minimum 2 years of FP&A experience is required.
• Experience creating dashboards in Tableau or similar BI tools.
• Experience with financial systems/reporting tools (NetSuite/SAP/Oracle/Adaptive Insights).

Responsibilities

• Prepare monthly, quarterly, and yearly operating reports and decks.
• Support annual budgeting and forecast updates with integration to strategic planning.
• Provide variance analyses with explanations of drivers.
• Analyze financial and operational data to support management decisions.
• Develop KPIs and recurring KPI reports for Finance leadership.

Skills

Teamwork

Financial statements

Excel advanced

PowerPoint

Tableau / BI tools

Budgeting & forecasting

Financial modeling in Excel

Communication (verbal & written)

Attention to detail

Education

Bachelor’s degree in Finance or Accounting

Tools

Tableau

NetSuite

SAP

Oracle

Adaptive Insights

Job description

Job Summary

The 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.

Job Specifications

Skills

• 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.

Education

• Required: Bachelor’s degree in Finance or Accounting.

Work Experience

• 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).

Physical Requirements

• 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.

Benefits

• 11 Paid Holidays
• Paid Time Off (PTO)
• Health, Dental, and Vision Benefits
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• Company Paid Life Insurance
• CompanyPaid Employee Assistance Program (EAP)
• 401K with a Company Match