FP&A Analyst - Houston, TX

S&B; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

S&B is seeking a Junior Financial Planning and Analysis Analyst to independently perform financial planning, analysis and reporting activities for month end and forecast/budget. This role reports to the Director of Financial Planning and Analysis.

The position supports FP&A activities across corporate and project accounting, with emphasis on accuracy, timeliness and clear commentary to guide management decisions. Prior FP&A or accounting experience is valued, as is strong Excel proficiency.

Qualifications

• Minimum 3 years corporate or business accounting and finance work experience.
• Minimum 2 years of FP&A work experience.
• Strong analytical skillset.
• Ability to solve complex financial problems.
• Excellent communication skills with ability to build relationships.
• Advanced Excel skills.
• OneStream or Hyperion experience preferred.
• Oracle experience a plus.
• CPA license, or progress towards, preferred.

Responsibilities

• Oversee month-end financial close including preparing reports and analyzing financial results.
• Work with general ledger, project accounting, operation teams during month end to review and analyze financial results.
• Investigate material variances between actual results vs. budget/forecast by line items reported on financial reports.
• Provide detailed analysis and commentary on month end reports.
• Work closely with departmental managers to analyze monthly overhead spend.
• Collaborate with business managers to review and understand service line month-end results and gather feedback on material variances under gross margin and service line overhead.
• Develop, maintain, and distribute weekly/monthly reports to provide insight for the business to leverage for decision making.
• Participate in FP&A activities during annual budget, mid-year bottom up forecast and monthly high level forecast cycles.
• Prepare budget/forecast reports, and provide comments and analysis for the material variances between forecast cycles.
• Work with department owners to build bottom-up budget/forecast in the reporting system.
• Perform ad hoc FP&A activities as needed.
• Maintain and adhere to GAAP, company policies, and industry practices.

Skills

Corporate finance experience

FP&A experience

Analytical skills

Problem solving

Communication skills

Advanced Excel

OneStream/Hyperion

Oracle experience

CPA progress

Education

Bachelor’s degree in Accounting, Finance, or Business-related field

Master’s degree preferred

Tools

OneStream

Hyperion

Job description

OVERVIEW

The Junior Financial Planning and Analysis Analyst will independently perform financial planning, analysis and reporting activities for month end and forecast/budget. Reports to the Director of Financial Planning and Analysis.

The Junior Financial Planning and Analysis Analyst will independently perform financial planning, analysis and reporting activities for month end and forecast/budget. Reports to the Director of Financial Planning and Analysis.

ABOUT S&B

S&B is an exceptional full-service Engineering, Procurement, and Construction (EPC) company, proudly maintaining private ownership and operation for over five decades. With our extensive experience, we have successfully undertaken diverse projects across various industries, including Oil & Gas, Chemicals, Petrochemicals, Energy Transition, Power, and Pulp & Paper. What sets us apart is our unwavering commitment to safety, timely project completion, and cost-effective solutions. Our proven track record speaks for itself, as we consistently deliver outstanding results while adhering to the highest industry standards. Moreover, our company culture is unparalleled, fostering an environment of collaboration, innovation, and excellence. At S&B, we understand the value of our talented team, and we ensure they are rewarded accordingly. We offer a competitive compensation package, flexible and hybrid work schedules, and a comprehensive benefits program to attract and retain the best professionals in the field.

SUPERVISORY RESPONSIBILITIES

None.

EDUCATION

Bachelor’s degree in Accounting, Finance, or Business-related field is required. Master’s degree in one of these fields is preferred.

QUALIFICATIONS AND EXPERIENCE

• Minimum 3 years of corporate or business accounting and finance work experience
• Minimum 2 years of relevant financial planning and analysis work experience.
• Strong analytical skillset.
• Ability to solve complex financial problems.
• Excellent communication skills with ability to build relationships.
• Advanced Excel skills.
• OneStream or Hyperion experience preferred.
• Oracle experience a plus.
• Certified Public Accountant (CPA) license, or progress towards, preferred.

TYPICAL DUTIES AND RESPONSIBILITIES

• Oversee month-end financial close including preparing reports and analyzing financial results.
• Work with general ledger, project accounting, operation teams during month end to review and analyze financial results.
• Investigate material variances between actual results vs. budget/forecast by line items reported on financial reports.
• Provide detailed analysis and commentary on month end reports.
• Work closely with departmental managers to analyze monthly overhead spend.
• Collaborate with business managers to review and understand service line month-end results and gather feedback on material variances under gross margin and service line overhead.
• Develop, maintain, and distribute weekly/monthly reports to provide insight for the business to leverage for decision making.
• Participate in FP&A activities during annual budget, mid-year bottom up forecast and monthly high level forecast cycles.
• Prepare budget/forecast reports, and provide comments and analysis for the material variances between forecast cycles.
• Work with department owners to build bottom-up budget/forecast in the reporting system.
• Perform ad hoc FP&A activities as needed.
• Maintain and adhere to accounting principles, practices, and procedures in accordance with generally accepted accounting principles ("GAAP"), company policies, and industry practices.

LANGUAGE SKILLS

Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, client contracts, subcontracts, and governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from clients and managers.

MATHEMATICAL SKILLS

Proficient in the use of standard business financial mathematical functions with the aid of a PC spreadsheet package or calculator.

PHYSICAL DEMANDS

Ability to stand, walk, reach, climb and balance. Lifting up to 25 lbs. may be required. Require close and distance vision, depth perception, and focus.

WORK ENVIRONMENT

Occasionally, will conduct or participate in a field trip to existing or new plants. This may require exposure to outdoor weather conditions, loud noise, working near moving mechanical parts, vibration, fumes, toxic or caustic chemicals and airborne particles.