Financial Planning & Analysis Analyst

VIRA Insight•Lewisville, TX

About The Position

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. POSITION SUMMARY: The Financial Planning & Analysis Analyst (FP&A) is responsible for providing the leadership team with financial and management reporting.

Requirements

Highly organized and detail-oriented with a strong sense of ownership
Demonstrated ability to work with large data sets and translate data into meaningful insights
Foundational understanding of financial statements (income statement, balance sheet, and cash flow statement)
Basic knowledge of working capital concepts and financial forecasting preferred
Proficient in Excel (pivot tables, lookups, basic modeling); experience with financial systems a plus
Strong written and verbal communication skills with the ability to present findings clearly
Eagerness to learn, and grow within a fast-paced finance environment
Bachelor’s degree in Finance, Economics or related field.
0-3 years FP&A, accounting, finance, investment banking, consulting, or related analytical role.
Internship or relevant project experience in financial modeling or analysis preferred.
Varying work schedules to meet deadlines is sometimes required
Must have a valid driver's license
Frequently required to sit, stand, walk, talk, and hear
Ability to operate a computer keyboard
Ability to sit for extended periods of time
Ability to carry 5-10 lbs. (computer, etc.)

Nice To Haves

Basic knowledge of working capital concepts and financial forecasting preferred
Proficient in Excel (pivot tables, lookups, basic modeling); experience with financial systems a plus
Internship or relevant project experience in financial modeling or analysis preferred.

Responsibilities

Support the leadership team in the FP&A process by providing accurate and timely financial reports for internal and external stakeholders including the Board of Directors, Executives, and Lenders.
Assist department directors by developing, analyzing, and delivering insights of Key Performance Indicators and headcount analyses.
Support lender reporting requirements, including preparation of covenant calculations (e.g., leverage ratios, fixed charge coverage, borrowing base certificates) and compliance reporting under the Company’s credit agreements.
Drive the annual budgeting process by integrating revenue forecasts and departmental expense plans into a detailed, account-level financial plan, providing insights to support strategic decision-making.
Responsible for developing and continuously refining a rolling 13-week cash flow forecast integrated with the overall financial model.
Deliver regular forecast updates to management, highlighting key drivers, assumptions, and material variances.
Assist with M&A activities, including financial due diligence support, quality of earnings analysis, working capital modeling, integration planning, and post-acquisition performance tracking.
Lead financial modeling and performance analysis of strategic projects, including business case development and post-mortem variance analysis.
Support the Vice President of Finance and Accounting as required on ad hoc financial, strategy and associated matters
Other duties as assigned.