FP&A Analyst

Our Company

Employer Flexible is a professional employer organization (PEO) that provides outsourcing services to small and medium-sized businesses. Our offerings include human resource consulting, safety, and risk mitigation services, payroll processing, employer payroll tax filing, workers' compensation insurance, health benefits, employers' practice, and liability insurance (EPLI), retirement vehicles (401(k)), regulatory compliance assistance, workforce management technology, and training and development.

We are seeking a FP&A Analyst to join our fast-paced Finance team.

This is a FANTASTIC opportunity for the right individual. Employer Flexible has been listed in Inc. 500 Fastest Growing Companies 5 years in a row and is listed in the 101 Best & Brightest Companies to Work For as well as Houston Business Journal Best Places to Work in Houston.

If you are looking for an opportunity to learn, grow and advance in your career, this is the company for you!

Position Summary:

The FP&A analyst will assist with the planning and forecasting process, including data collection and consolidation, reconciliation, including variance and trend analyses, and the preparation of month-end reporting. This position reports to the Director of Finance – Treasury, FP&A, and Tax.

NOTE: This is NOT a Manager/Director level opportunity.

RESPONSIBILITIES

• Develop and utilize a strong working knowledge of the financial planning system (Adaptive/Workday) and liaise with IT administrators on system issues
• Maintain and expand financial models as part of monthly, quarterly, and annual financial processes
• Analyze trends and assist in the development and measurement of KPIs
• Assist in developing tools for planning, forecasting, and financial modeling
• Assist the reporting function by building dashboards and other summaries for management and enhance existing reports
• Compile and analyze data to be included in monthly executive reports
• Participate in ad hoc projects to gain knowledge in other areas and cultivate creativity
• Assist in enhancing the annual, quarterly, and monthly forecast for assigned departments, including updating the department’s forecast as necessary, identifying variances, and recommending corrective action
• Issue monthly, quarterly, and ad hoc reports used by business partner management, such as financials, strategic initiative progress, metric reporting, sales/assets trends, revenue yields
• Participate in the planning and administration of the annual planning process, including detailed review and analysis of departmental budget submissions
• Actual v. Plan, v. Forecast variance analysis for Balance Sheet, Income Statement and Cash Flow Statement, and Capex planning and reporting
• Ability to identify areas for improvement

Experience and Education

• Two or more years of progressive FP&A experience
• Excellent quantitative and analytical skills, detail, and process-oriented
• Experience preparing presentations and presenting analyses to non-financial professionals and management
• Ability to understand workflow processes and financial and operating systems
• Proficiency with MS Suite with an emphasis on Excel, (particularly Excel, TEAMS, PowerPoint, Pivot Tables, VLOOKUP’s, Macros, and BI)
• SQL
• Adaptive/Workday experience
• BS/BA from a four-year college or university
• A sense of urgency, ownership, and a driven attitude is required
• PEO experience preferred but not required
• Excellent written and verbal communication
• Ability to prioritize and multi-task
• Experience with MS Office Suite (particularly Excel, TEAMS, PowerPoint and BI)
• Pro, Prism, Microsoft GP (Dynamics) and QuickBooks Software

BENEFITS

• Competitive Compensation Package
• Work life balance
• Medical/Dental/Vision
• Paid PTO & Holidays
• Company Paid Life
• 401(k) plan with company match and much more!

OFFICE LOCATIONS:

• Houston, TX
• Dallas, TX
• San Antonio, TX
• Austin, TX
• Oklahoma City, OK