financial planning

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

FP&A Analyst – Oil & Gas – dcd@fittsroberts.com

Posted on by Dianedelgadolemaire

BASIC PURPOSE OF POSITION:

Assists in the monthly tracking and monitoring of expenditures, forecasting and variance reporting, preparation of annual budgets and forecasts. Gathers data for evaluation of properties and other miscellaneous Planning projects. Liaison between Accounting and the Operational side of the business.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

 Assist in the monthly tracking and monitoring of expenditures and production volumes using Excel spreadsheets and the financial systems for the monthly financial reporting.

 Assist with Monthly Operating Results, Forecasts, and Annual Plan.

　 Gather and compile data from various organizational groups’ spreadsheets and databases to aid in the development and preparation and validation of accruals, forecasts and the annual budget.

 Analyze and understand variances in monthly expenditures using the LOS (Lease Operating System) from Excalibur and other documents as sources.

 Assist Accounting to assure accurate booking of actual costs incurred.

Assist in other miscellaneous Planning projects such as miscellaneous presentations, benchmarking analysis, assembling data for review and other projects/tasks as necessary.

 Provide data and assistance to supporting staff within areas of assignment to facilitate the preparation of forecast and budgeting processes.

Assist with PEEP update of Capital actuals and Morning Report estimates.

POSITION SPECIFICATIONS:

Bachelor’s degree in Accounting, Finance or Engineering

 A minimum of 2 – 5 years of direct working experience or 8-10 years of direct working experience if non-degreed.

 Prior knowledge and experience of planning and budgeting in the oil and gas industry (or equivalent)

Proficiency using MS Office (Excel, Word and PowerPoint) with heavy emphasis on Excel in creating formulas, linking spreadsheets, etc; knowledge of ESSBASE, Excalibur and Peep software would be a plus, but not required.

 Proficient in the Accounting accrual process.

 Must be able to understand, review and analyze operational data.

 Must demonstrate judgment to handle sensitive and confidential information and situations.

Attention to detail with a strong emphasis on research utilizing all available resources to provide accurate information.

 Ability to quickly learn the Company economic systems ), gain an understanding of the Excalibur financial system and learn various other company systems.

Required to be able to work as part of the team to accomplish the goals/tasks of the Planning group.

 Proven ability to get along and cooperate with others both internal and external to the Company.

Must be able to work necessary overtime to meet deadlines.

 Ability to continue to perform well in a fast paced environment with tight deadlines while also remaining flexible.

 Demonstrate excellent oral and written communication skills and work effectively with diverse groups of people throughout the organization.

Demonstrated strong organizational skills.