Sr FP&A Analyst

SupplyLogic; Fort Worth (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

SupplyLogic is seeking an experienced FP&A professional to provide analysis and support to the finance team in Fort Worth, TX. The role focuses on compiling financial information, forecasting, and presenting insights to leadership.

The ideal candidate has a Bachelor's in Accounting or Finance and at least eight years of accounting/financial planning experience, with strong Excel skills and a track record in fast-paced environments.

Qualifications

• Bachelor's degree in Accounting or Finance.
• Eight years’ accounting and/or financial planning experience.
• Experience in fast-paced, growth-oriented environments.
• Private Equity backed experience preferred but not required.
• Excellent time management and organizational skills.
• Strong verbal, written and technical communication; solid presentations.
• Team player with attention to detail; entrepreneurial spirit.
• Excel proficiency: VLOOKUP, PivotTable and SUMIF.

Responsibilities

• Develops integrated OPEX analyses, projections, reports, and presentations.
• Creates and analyzes monthly, quarterly, and annual reports and ensures financial information is recorded accurately.
• Performs financial forecasting and reconciliation of inventory and commissions under management direction.
• Updates and analyzes departmental budgets for review by Sr. Leadership under supervision.
• Prepares presentations for internal and external audiences.
• Supports accounts payable billing modules within company software systems.
• Performs general ledger classifications and understands internal product codes.
• Processes daily billing, batch processing, invoice printing, adjustments, credits, freight bills, and month/year-end procedures.
• Assists with month end closing i.e. GL review.
• Mentors peers and fosters cross-training to strengthen customer service.
• Promotes high standards for quality and productivity.
• Proficient with DemandBridge software and related department tools.
• Uses problem-solving to resolve invoicing issues for clients.
• Treats customers and coworkers with respect and courtesy.
• Maintains consistent and timely attendance.
• Ad-hoc analysis and other duties as assigned.

Skills

Accounting experience

Financial planning

Time management

Verbal and written communication

Team player

Detail oriented

Problem solving

Excel

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

DemandBridge software

Job description

Job Details

Job Location: Fort Worth - Fort Worth, TX, Position Type: Full Time, Salary Range: Undisclosed, Position Purpose:

Position will provide analysis and support to FP&A team by compiling and analyzing financial information.

Primary Responsibilities

• Develops integrated OPEX analyses, projections, reports, and presentations.
• Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately.
• Performs financial forecasting and reconciliation of inventory and commissions with direction of management.
• Works under immediate supervision. Updates and analyzes departmental budgets for review by Sr. Leadership.
• Preparations of presentations for both internal and external audiences.
• Supports accounts for payable billing modules within the company internal computer software systems.
• Performs general ledger classifications for all accounts and knowledgeable of internal product codes.
• Processes daily billing, batch processing, invoice printing, adjustments and credits, company freight bill processing, and month end/year-end procedures.
• Assists with month end closing i.e. GL review.
• Participates in and provides cross training, education and mentoring to co-workers to provide an effective partnership in exceeding customer service.
• Demonstrates and promotes high standards for quality and productivity.
• Proficiency with DemandBridge software and computer software programs used in this department.
• Uses problem‑solving skills to proactively find solutions and handle incorrect invoicing for external and internal clients.
• Treats customers and coworkers with respect and courtesy.
• Consistent and timely in attendance.
• Ad‑hoc analysis and all other duties as assigned.

Qualifications: Minimum Job Requirements

• Bachelor’s degree in Accounting or Finance.
• Eight years’ accounting and/or financial planning experience.
• Familiarity working within fast‑paced, growth‑oriented business environment.
• Experience in Private Equity backed environments preferred but not required.
• Displays excellent time management and organizational skills.
• Possesses excellent verbal, written and technical communication skills; solid presentation skills.
• Works well with others and is a team player.
• Prioritizes with attention to detail; extremely detailed oriented.
• Displays an entrepreneurial business spirit and thrive in a rapid growth‑oriented, nimble environment where change is the norm.
• Computer proficiency with Microsoft Office required. Excel proficiency: VLOOKUP, PivotTable, and SUMIF
• Ability to work independently and be self‑motivated.
• Handles stressful situations and deadline pressures well.
• Plans and carries out responsibilities with minimal direction.