Senior FP&A Analyst

auduboncorporatecareers; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Audubon Companies seeks an experienced FP&A Senior Analyst to lead forecasting, budgeting and financial analysis under the CFO. This role oversees monthly reporting, long-range planning, and analytical modeling to drive profitability and growth.

You will manage asset locations for accurate property tax reporting, and collaborate with cross-functional partners to frame strategic decisions and improve reporting efficiency.

Qualifications

• Bachelor’s degree in Accounting or related field.
• CPA license preferred.
• 5–10 years in an accounting group with 1–3 years in FP&A, IB, or similar.
• Proficiency in Microsoft Excel.
• Proficiency in Power BI.
• Proficiency in Velixo.
• Attention to detail and accuracy.
• Multi-tasker with multiple deadlines and projects.
• Ability to work independently and as part of a team.
• Strong knowledge of accounting principles, financial statement analysis, and management reporting.

Responsibilities

• Lead monthly financial reporting, variance analysis, and management reporting.
• Manage annual budgeting, forecasting and long-range planning.
• Develop and maintain financial models to support decisions.
• Create presentations with insightful analysis and action items.
• Analyze financial data to identify trends, risks and opportunities.
• Drive improvements in financial processes, systems, and reporting.
• Evaluate investments, M&A to support growth.
• Work on corporate projects impacting the organization.
• Develop relationships with business partners and cross-functional teams.
• Track assets for accurate property tax renditions.
• Support other matters as required.

Skills

Excel proficiency

Attention to detail

Multi-tasking

Independent work

Cross-functional collaboration

Strong organizational skills

Strategic thinking

Education

Bachelor’s degree in Accounting or related field

CPA license preferred

Tools

Power BI

Velixo

Job description

JOB DESCRIPTION:

Audubon is currently seeking an experienced and highly motivated FP&A Senior Analyst to lead our financial planning and analysis function reporting into the CFO. The FP&A Senior Analyst will be responsible for overseeing the forecasting, budgeting, and financial analysis processes, as well as providing strategic financial insights to support the organization's growth and profitability. Additionally, this role will be responsible for understanding where our various assets are located to accurately report them for property tax purposes.

PRIMARY RESPONSIBILITIES:

• Lead the monthly financial reporting process, including variance analysis and management reporting;
• Manage and oversee the annual budgeting, forecasting and long-range financial planning processes;
• Develop and maintain financial models to support decision-making across the organization;
• Create presentations that provide insightful analysis, identify required action items, and effectively frame decisions to be made.
• Analyze financial data to identify trends, risks and opportunities for growth;
• Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy;
• Evaluate potential investments, mergers, and acquisitions to support growth initiatives;
• Work on corporate projects and initiatives that impact the entire organization.
• Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization.
• Develop a process and system to accurately track our assets to properly report for our property tax renditions;
• Works on other matters as required.

Health, Safety, and Environmental Responsibilities:

• All employees are responsible for supporting Audubon Companies’ Health, Safety, and Environmental (HSE) policies and procedures. This includes:
• Performing duties in a manner that protects personal and team health and safety
• Participating in required HSE training, meetings, and reporting activities
• Identifying and reporting hazards, near misses, and unsafe conditions
• Following safe work practices and complying with applicable regulatory requirements

EXPERIENCE AND SKILL REQUIREMENTS:

• Bachelor’s degree in Accounting or related field;
• Certified Public Accountant (CPA) license preferred;
• 5 – 10 years’ experience in an accounting group with 1 – 3 years’ experience in financial planning and analysis, investment banking or a similar role;
• Proficiency in Microsoft Excel;
• Proficiency in Power BI;
• Proficiency in Velixo;
• Attention to detail and accuracy;
• Multi-tasker with the ability to manage multiple deadlines and projects;
• Ability to work independently and as a team member;
• In-depth knowledge of accounting principles, financial statement analysis and management reporting;
• Self-starter, proactive and focused on adding value to the organization and the multiple stakeholders;
• Strong interpersonal skills;
• Strong organizational and planning skills.

Equal Opportunity Employer/Veterans/Disabled