What are the responsibilities and job description for the FP&A Analyst - Private Equity position at Staff Financial Group?
FP&A Analyst - Private Equity -Houston, TX
Position Summary
This role will act as a pivotal business resource to operations at all levels and assist with creating continuous improvement and extending best practices throughout the organization. Your overall responsibilities will include:
- Timely preparation and analysis of monthly, quarterly and annual results.
- Provide a broad variety of analysis including but not limited to: variance analysis, Line-of-Business analysis, trend analysis, customer, vendor and item profitability analysis, etc.
- Analyze and evaluate highly complex financial data from different computer systems and interpret information for the purpose of determining financial performance/trends.
- Communicate and present financial results and various analytical reports to branch, region and division management.
- Provide financial support to field to assist them in improving their business units.
- Work with Division FP&A team to ensure processes are continually streamlined to achieve greater efficiencies, accuracy and timeliness of reporting.
- Support the planning and forecasting activities for the regions responsible.
Desired Skills and Experience
The ideal candidate must be able to think and act strategically but also be a hands-on problem solver with strong analytical and communication skills.
- Bachelor’s degree in Finance or Accounting. MBA or CPA preferred.
- 3-5 year’s financial experience.
- Experience in a multi-location environment to effectively communicate with and influence all levels of the organization and drive change.
- Ability to work in a changing environment.
- Strong technical accounting understanding and a solid understanding of, and experience with, quantitative and qualitative financial analysis.
- Demonstrated successful experience in working in a demanding, high-performance work environment and team-oriented culture.
- Proficiency with MS Office products is required including an advanced understanding of Excel. A quick learner on systems and applications including Tableau, Prophix, Mincron, and Cognos.
- < 10% Travel