Financial Planning and Analysis Analyst

Homans Associates•Wilmington, MA

2h•$70,000 - $80,000•Onsite

About The Position

Homans Associates (HA) is a subsidiary of Watsco, Inc., the largest independent HVAC/R distribution company in the world. We distribute Mitsubishi, Armstrong, and Bryant HVAC equipment, along with a full line of residential and commercial HVAC parts, supplies, and accessories across New England, New York, and New Jersey. At Homans, we’re committed to delivering exceptional service to our customers, supporting a high-performing and accountable team, and upholding the highest standards of integrity and professionalism. The Financial Planning and Analysis Analyst (Finance/Accounting) reports to the Homans Director of Financial Planning and Analysis. This role provides accounting and financial analysis support to the Homans management team, with responsibilities focused on budgeting, forecasting, P&L analysis, warehouse data reporting, and daily/monthly ad hoc reporting. The position also supports inventory performance reporting, lease financial modeling and ROI analysis, and assists with SEC-related product detail analysis, culminating in timely month-end reporting and additional special projects as requested.

Requirements

Bachelor degree in accounting or finance
3-5+ years accounting experience preferably in a distribution environment.
Budgeting and forecasting knowledge and development.
Ability to meet tight deadlines
Detailed oriented.
Work independently and with others.
Must be an expert in excel, AI and communicate well. Hands on position requiring attention to detail.

Nice To Haves

Oracle Financial Software or other financial tool software a plus.

Responsibilities

Assist in monthly and daily revenue and inventory reporting.
Work with Director FP&A to develop weekly, monthly and annual P&L and balance sheet forecasts.
Manage the excess, slow and damage inventory reporting for Homans.
Assist in the preparation of all budgets and forecasts, collecting, analyzing and consolidating financial data on a weekly, monthly and annual basis.
New lease financial revenue and cost projections and analysis to determine ROI and recommendation to senior management
Analysis of equipment product details for SEC reporting requirements.
Create financial month end reporting to distribute to senior management
Special projects as requested by Director of FP&A
Other duties as assigned.