Financial Planning and Analysis Analyst

Homans Associates, LLC; Wilmington (MA); On-site; USD 70,000 - 80,000; Full time

Job summary

Homans Associates, a subsidiary of Watsco, is seeking a Financial Planning and Analysis Analyst in Wilmington, MA. This salaried role supports budgeting, forecasting, and monthly financial reporting for management.

You will partner with the Director of FP&A to develop P&L and balance sheet forecasts, analyze inventory performance, lease ROI, and provide ad hoc analyses for SEC-related product detail and month-end close. Join a team focused on accuracy and timely insights.

Qualifications

• Experience with budgeting and forecasting processes.
• P&L analysis and reporting experience.
• Inventory reporting and lease ROI analysis experience.
• SEC-related product detail analysis.
• Month-end reporting and ad hoc reporting responsibilities.

Responsibilities

• 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.

Job description

Location: Onsite, 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.

Company Website: http://www.homans.com/careers

Responsibilities Of a FP&A Analyst

• 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.