FP&A Analyst: Budgets, Forecasts & KPI Dashboards

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

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.