Financial Planning and Analysis Analyst

Homans Associates, LLC; Wilmington, Northern (MA, KY); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health & Wellness Program

Employee Stock Purchase Plan

Employer-Paid Life/AD&D Insurance

Competitive compensation with growth

Job summary

Homans Associates is hiring a Financial Planning and Analysis Analyst in Wilmington. This salaried role reports to the Director of FP&A and focuses on budgeting, forecasting, P&L analysis, inventory reporting, and ROI assessments.

You will support month-end close and provide timely financial insights to senior management. The position requires a Bachelor degree in accounting or finance with 3-5+ years of accounting experience, preferably in distribution, plus advanced Excel and Oracle

Qualifications

• Bachelor's degree in accounting or finance is required.
• 3-5+ years accounting experience preferred in a distribution environment.
• Budgeting and forecasting knowledge and development.
• Excel expertise and attention to detail are essential.
• Able to work independently and with others; meet tight deadlines.

Responsibilities

• Assist in monthly revenue and inventory reporting.
• Develop weekly, monthly and annual P&L and balance sheet forecasts with FP&A Director.
• Manage excess, slow and damaged inventory reporting.
• Prepare budgets and forecasts by collecting and consolidating financial data.
• Analyze lease financials to determine ROI for senior management.
• Support SEC-related product detail analysis and month-end reporting.
• Create ad hoc reports and special projects as requested.

Skills

Excel

AI

Education

Bachelor degree in accounting or finance

Tools

Oracle Financial Software

Job description

Hiring for the following location(s):

613 Main Street, Wilmington , Massachusetts 01887 , United States

About Us

Homans Associates is the premier distributor of HVAC Equipment, Supplies and Mechanical Insulation products in the Northeast. We've been serving the contractor community since 1952 with locations across all of New England plus New York and New Jersey. At Homans, we take our customers' success seriously. We utilize both Technology and People to create solutions for the challenges our customers face. We have developed, partnered and invested in tools that propel their business forward. We also employ the foremost experts in the HVAC and Mechanical Insulation industries. We refer to our employees as Associates, and our Associates are empowered to improve our customer's experience and ensure our customers success. From the cab of the truck, to behind the counter, on the website and on the phone, all the way to the President's office, our people put the customer at the center of every interaction and decision.

We joined the Watsco family in 1999. Watsco is the largest distributor of air conditioning, heating and refrigeration equipment and related parts and supplies in the HVAC/R industry, currently operating over 571 locations in 37 states in the United States, Canada, Mexico, and Puerto Rico. Plus market coverage on an export basis to parts of Latin America and the Caribbean.

Homans Associates is an Equal Opportunity Employer. Homans offers a competitive total pay and benefits package inclusive of health, dental, vision, life insurance and 401(k).

Job Description

Financial Planning and Analysis Analyst

Location: Wilmington Branch | Schedule: Monday-Friday, Salaried | Compensation: $70,000-80,000 Annually

Position Overview

Homans Associates (HA) is a subsidiary of Watsco, Inc., the largest independent HVAC/R distribution company in the world. We distribute Mitsubishi, Armstrong, and Bryant HVAC equipment, along with a full line of residential and commercial HVAC parts, supplies, and accessories across New England, New York, and New Jersey. At Homans, we’re committed to delivering exceptional service to our customers, supporting a high-performing and accountable team, and upholding the highest standards of integrity and professionalism.

The Financial Planning and Analysis Analyst (Finance/Accounting) reports to the Homans Director of Financial Planning and Analysis. This role provides accounting and financial analysis support to the Homans management team, with responsibilities focused on budgeting, forecasting, P&L analysis, warehouse data reporting, and daily/monthly ad hoc reporting. The position also supports inventory performance reporting, lease financial modeling and ROI analysis, and assists with SEC-related product detail analysis, culminating in timely month-end reporting and additional special projects as requested .

• Assist in monthly and daily revenue and inventory reporting.
• Work with Director FP&A to develop weekly, monthly and annual P&L and balance sheet forecasts.
• Manage the excess, slow and damage inventory reporting for Homans.
• Assist in the preparation of all budgets and forecasts, collecting, analyzing and consolidating financial data on a weekly, monthly and annual basis.
• New lease financial revenue and cost projections and analysis to determine ROI and recommendation to senior management
• Analysis of equipment product details for SEC reporting requirements.
• Create financial month end reporting to distribute to senior management
• Special projects as requested by Director of FP&A
• Other duties as assigned.

Requirements

Qualifications of a FP&A Analyst:

• Bachelor degree in accounting or finance
• 3-5+ years accounting experience preferably in a distribution environment.
• Budgeting and forecasting knowledge and development.
• Oracle Financial Software or other financial tool software a plus.
• Ability to meet tight deadlines
• Detailed oriented.
• Work independently and with others.
• Must be an expert in excel, AI and communicate well. Hands on position requiring attention to detail.

Theres no place like Homans!

• Competitive compensation with growth potential
• Career advancement opportunities – internal mobility to expand your role
• Employer-Paid Life/AD&D Insurance
• Employee Stock Purchase Plan
• Health & Wellness Program

#IND1

Status

Full-Time