excel

Financial Analyst – Woodlands – dlemaire@cfstaffing.com

Posted on by Dianedelgadolemaire

­­­­­­­­­­The FP&A Analyst will serve as an integral member of the financial planning and analysis team.  This role reports to the Director of FP&A and will have frequent interaction with the management team, cross-functional groups, and the business finance teams.   This function acts as the analytical engine of the company to provide insights and support optimal business decision making.

Essential Duties/Responsibilities:

  • Play a key role in the annual operating plan, quarterly forecasting and reporting, and monthly forecasting and reporting.
  • Work closely with the system administration team to produce the quarterly forecast inputs and deliverables for both the Corporate and business finance teams
  • Create a FP&A playbook to drive consistency across all reporting. This includes defining the calculations for price, material inflation, labor inflation, volume, and mix.
  • Lead the analytics and reporting of corporate spend including payroll, professional fees/ consulting costs, marketing, and other costs.
  • Assist with creating processes to drive functional cost center accountability and review of spending
  • Quarterly scorecard of progress against bonus metrics
  • Assist the FP&A Director with materials for earnings calls, Board of Directors meetings, and meetings with equity analysts and other relevant parties

Experience:

  • Bachelor’s degree in Accounting or Finance
  • CPA not required but a plus
  • 3-5 years of financial management experience in a manufacturing environment and/or public accounting experience
  • Self-driven individual with strong intellectual curiosity and critical thinking skills
  • P&L background / experience, knowledge of accounting concepts, and familiarity with the balance sheet and statement of cash flows
  • Financial modeling with strong Excel competencies
  • Demonstrated ability to collaborate across a matrix organization and at different levels, driving results and process improvements
  • Highest Integrity
  • Ability to deliver results while dealing with ambiguity in a fast-paced environment
  • Excellent verbal and written communication skills

Senior Financial Analsyt – Northwest Houston – dlemaire@cfstaffing.com

Posted on by Dianedelgadolemaire

Our Client is an established, privately-held oil & gas company Headquartered in northwest Houston.

Why work here:

  • Work life balance!
  • Amazing office with great company culture!
  • Free parking
  • Half Day Fridays and flex time!
  • Gym Membership

Job Duties:
 Maintain Excel‐based Long‐Term Financial Projection Model (“Model”)
o Request, collect and input revised projections from various departments
o Update actual monthly data
o Perform variation analysis on cash flow results
o Address review comments from management
o Analyze cash flow results and assist in short term cash decisions

 Maintain quarterly Excel‐based Investor Reporting
o Request, collect and input revised projections from various departments
o Update actual quarterly data
o Research variances on operating, tax and cash flow results
o Reconcile between Investor Report and Model
o Address review comments from management
o Publish Quarterly Investor Report in timely manner

 Prepare annual Excel‐based Financial and Region level Budgets
o Request, collect and input revised projections from various departments
o Compile preliminary Financial Budget for annual budget meeting
o Update for any further revisions
o Address review comments from management
o Publish final Financial Budget to Investor group
o Publish final Financial Budget Model to executives
o Publish final Region Budget to region management

 Maintain Historical Operations Summary when needed (2‐3 times a year)
 Analyze Lease Operating Expenses and book monthly accruals
 Analyze Capital Expenditures and book monthly accruals
 Prepare monthly Depletion calculation and prepare accruals
 Research and answer General Ledger questions
 Research and answer Lease Operating Statement questions
 Run LOS for various departments upon request
 Modify LOS formats
 Assist with Budget and Board Meeting presentations
 Special projects as assigned

Requirements: 
Accounting Degree
3 to 5 years of experience

Public Accounting
CPA or in process

Entry Level Sales Analyst – 1 to 2 years of experience EMAIL: dcd@fittsroberts.com

Posted on by Dianedelgadolemaire

Summary:

The Sales Finance/Accounting Support person is the point person for the Sale Function regarding budgeting and general and administrative expenses. Duties are varied and may include but are not limited to budget review, variance analysis, trending analysis for G&A expenses, performance analysis for special programs/projects, significant project management assistance to achieve Sales department’s initiatives. Central to this role is the ability to identify and make recommendations on cost savings measures internal and external. This position is a fast-paced goal oriented environment with numerous deadlines and tasks that must be effectively prioritized then accurately and efficiently completed according to strict timelines and target dates. All sales activities and reporting are to be compliantly conducted in accordance with both CMS and the company in order to attain growth targets year over year.

Responsibilities:

  • This individual will work primarily with the Director of Sales Administration and will interact regularly with Senior Management team; managing responsibilities for various analytical and quantitative assignments and special projects.
  • Intensive quantitative analysis, particularly in areas of department-wide financial modeling, budget to actual variance analysis, and other special projects.
  • Providing preparation and support for Senior Management team members.
  • Participating in other ad hoc projects as assigned by Director of Sales Administration.
  • Front End Review/Approval of Invoices.
  • Added control point to reduce entries made to incorrect BCTR/Segment/LOB/Market/Project
  • Increasing accountability of personnel submitting expenses by pushing back unauthorized/unbudgeted expenses
  • Reporting Consolidated Numbers to Finance.
  • Annual – Developing Budget, and modifying as deemed necessary
  • Quarterly – proactively managing reforecasts (0+12, 3+9, 6+6, and 9+12)
  • Reporting to Individual Sales BCTRs.
  • Overseeing entries made to each BCTR
  • Developing/Managing weekly/monthly variance reporting
  • Determining whether job postings are budgeted or not
  • Approving job postings and work with BCTR owner to make modifications to the budget where need be
  • Disseminating weekly report of actuals hitting each BCTR
  • Translating business needs into technical specifications for Designing and implementing processes based on complex business rules defined by Sales management team.

 

Required Skills

  • Demonstrates ability to identify risks and articulate complex risk management solutions to non-risk management professionals, as it relates to  businesses
  • Excellent financial modeling skills
  • Acute attention to detail
  • Strong work ethic
  • Ability to work independently and thrive in a less-structured, entrepreneurial environment
  • Ability to work effectively and communicate with senior members of management team
  • Effective business acumen in written and verbal communication
  • High level of intellectual curiosity with ability to independently initiate projects in a self-directed environment
  • Priority setting, problem solving and drive for results.
  • Demonstrates agility to perform multiple projects while completing daily and weekly workload requirements.
  • High level of energy, excellent interpersonal skills, can do attitude
  • Strong working familiarity with MS Office suite programs

Required Experience

  • 1-3 years experience with accounting/consulting firm or similar analytically-based position with outstanding performance history

Education/Certifications: • Undergraduate degree required; major in Business, Accounting, Finance, Economics, Statistics, Engineering or other quantitatively-focused field preferred; MBAs also considered

Diane Delgado LeMaire|　Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 |713-490-6003 | dcd@fittsroberts.com| Blog| Twitter| LinkedIn

Staff Accountant – NW Houston – dcd@fittsroberts.com

Posted on by Dianedelgadolemaire

50 to 55K plus 10% bonus

responsibilities:

Assist with the preparation of financial statements on a weekly, periodic and annual basis for the accounting management team

Prepare and complete journal entries by compiling and analyzing source data associated with the assigned areas of responsibility

Conduct analytical review of accounts prior to the closing of the books each period

Prepare general ledger reconciliations

Identify potential improvements in work flow processingAssist with process and procedure documentation

Perform various month end analysis and reviews to help ensure timely and accurate reporting within the financial statements of the company

Prioritize and meet deadlines and complete projects in a timely manner

Required:

Bachelor Degree in Accounting,

2-3 years of hands on general accounting experience

Computer skills – Excel, Word, PowerPoint & Access

Diane Delgado LeMaire|　Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 |713-260-5238