Senior Financial Planning & Analysis Analyst

Pilot Thomas Logistics; Katy (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Weekly pay

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k after 30 days

Job summary

Pilot Thomas Logistics is seeking a Senior FP&A Analyst to lead budgeting, forecasting, and performance reporting in support of the VP of Finance. You will partner with the supply/sales and operations teams to translate data into decisions and drive improvements across the business.

The role requires strong accounting knowledge, advanced Excel and modeling skills, and experience with ERP/BI tools. 4–5 years in FP&A and Big Four/audit experience are preferred.

Qualifications

• 4-5 years of FP&A experience; Big Four or audit experience preferred.
• Commodity trading firm or oil and gas industry experience preferred.
• Strong accounting knowledge and analytical skills.
• Advanced Excel and financial modeling skills; ERP/BI/reporting tools experience a plus.

Responsibilities

• Lead the annual budgeting process with business unit leaders.
• Prepare monthly forecasts and YTD analysis of performance vs. budget.
• Develop weekly performance estimates for leadership visibility.
• Prepare and present financial performance reporting to senior leadership.
• Coordinate with supply/sales and operations teams to analyze and forecast performance.
• Help identify solutions to improve financial performance and drive efficiency.
• Assist the Controller with ad hoc reporting to shareholders and exec leadership.

Skills

Advanced Excel

Financial modeling

Analytical skills

Communication skills

Cross-functional partnering

Education

Bachelor's degree in Accounting or Finance

CPA

Tools

ERP systems

BI/reporting tools

Job description

The Senior Financial Planning & Analysis (FP&A) Analyst is a key member of the finance organization, responsible for driving the company's budgeting, forecasting, and financial performance reporting. Reporting directly to the VP of Finance, this role partners closely with the supply/sales and operations teams to analyze business performance, estimate operating expenses, and deliver actionable insights to senior management and executive leadership. The ideal candidate is analytical, flexible, nimble, and eager to learn, with strong accounting knowledge and the ability to translate data into decisions.

• Pay: Competitive salary and paid weekly.
• Benefits: Medical, Dental, Vision, and Life Insurance offered the first of the month after 60 days of employment. 401k available after 30 days.

Essential Functions

• Lead the annual budgeting process, partnering with business unit leaders to build and consolidate the company's operating plan.
• Prepare monthly forecasts and year-to-date analysis of financial performance versus budget and prior periods.
• Develop weekly performance estimates for the business to give leadership timely visibility into results.
• Prepare and present financial performance reporting to senior management and executive leadership.
• Coordinate closely with the supply/sales team to analyze and forecast business performance.
• Partner with the operations team to analyze and estimate operating expenses.
• Help identify solutions to improve financial performance and drive greater operational efficiency.
• Assist the Controller with various ad hoc reporting to shareholders and executive leadership.
• 4-5 years of relevant experience; Big Four or audit experience preferred.
• Commodity trading firm or oil and gas industry experience preferred.
• Strong accounting knowledge and analytical skills.
• Advanced Excel and financial modeling skills; experience with ERP and BI/reporting tools a plus.
• Flexible, nimble, and eager to learn, with the ability to manage multiple priorities and deadlines.
• Strong communication skills and the ability to partner effectively across sales, supply, and operations teams.

Education

Bachelor's degree in Accounting, Finance, or a related field; CPA a plus.