FP&A Analyst

FP&A Analyst

Company:

R.L. James, Inc. is a leading market provider of critical exterior maintenance services. The Company specializes in condominium exterior remediation services, including painting, waterproofing, sealants, stucco and concrete repair, impact window installation, aluminum guardrails, and screen enclosures. Since its founding in 1988, the company has completed over 5,000 projects, expertly navigating the challenges of Florida's coastal environment.

With over 36 years of experience, R.L. James has continuously advanced alongside industry innovations in engineering, materials, methods, and technology, often leading the way. The company’s leadership team brings expertise not only in exterior restoration but also in commercial and residential construction, project management, property analysis, and architectural glass and aluminum products. The company has worked closely with hundreds of property managers, structural engineers, and architects.

R.L. James serves a wide market across Florida, from the Keys to Tampa Bay, Orlando, and the East Coast from Jacksonville to West Palm Beach, operating out of three offices in Fort Myers, Bradenton, and Deland. The company oversees more than 20 specialized crews managed by experienced Foremen and Superintendents.

https://rljames.com/

Position Summary:

The FP&A Analyst will play a crucial role in providing visibility assisting our CFO to provide financial performance across the organization. The analyst will have a key role in assisting the CFO & Controller and managing the budget process and interface with senior leadership. This position will play an important role be assisting the CFO to help the business maximize revenue and EBITDA, manage spending, and help ensure the business makes sound financial decisions.

Location: Ft. Myers or Bradenton with Hybrid remote

Reports to: Chief Financial Officer

Pay is commensurate upon experience

Responsibilities:

·        Responsible for developing, maintaining, and refining Monthly Business Reports, financial models, forecasts, analyses, and reports.

·        Research and implement better uses of available financial data for actionable insights.

·        Analyze actual results and forecasts/budgets to better understand business drivers, including revenue/cost mix analysis, year-over-year price impact, direct cost inflation and work with business leaders to promote informed decision making within the business.

·        Support the monthly financial closing process and assist in the preparation of financial analyses and monthly reporting package for the leadership team.

·        Occasionally assist the CEO & CFO with preparation of presentations in support of senior leadership meetings.

·        Prepare monthly KPIs and financial reports while maintaining accuracy of data.

·        Performs regular analysis of operational productivity to help identify opportunities for improvement.

·        Work to enhance automated reporting capabilities with ERP and BI tools and minimize manual processes.

·        Assist the finance team, when needed, in the creation of financial modeling and due diligence efforts related to the Company's ongoing M&A activities.

·        Influence the accuracy and effectiveness of the corporate accounting consolidation.

·        Perform ad-hoc analysis where required to assist in management decision making.

Qualifications:

·        Bachelor’s degree in Finance, Accounting, Economics & Quantitative Analysis preferred, MBA a plus.

·        5 years of experience in financial reporting and analysis.

·        Advanced computer proficiency in all Microsoft applications – Excel, Power Point.

·        Experience with Intacct, ERP software and business intelligence tools.

·        Experience with multi-location / multi-entity financial consolidation and analysis required.

·        Experience in Private Equity environment preferred.

·        In-depth understanding of business and financial acumen.

·        Exceptional interpersonal skills, the ability to create and maintain productive work relationships with people who are not used to working with finance teams.

·        Ability to handle fast-paced, ambiguous and complex work processes and thrive in a dynamic and growing organization with lean structure.

·        Excellent analytical and problem-solving skills to properly organize and structure models to efficiently answer the relevant business questions.

·        Self-driven with ability to multi-task and work with minimal supervision in a deadline-oriented environment.

·        Continuous improvement mindset with a passion for digitizing/automating/standardizing processes.

·        Demonstrates initiative and creativity in achieving results.

Competencies:

·        Business Acumen: Has a broad understanding of finance and how financial information can be used to support other areas of the business such as supply chain, operations, and the commercial organization.

·        Business Partnership: Collaborates cross functionally to understand what is needed by the business and how finance can help support those goals and initiatives.

·        Continuous Improvement: Maintains a continuous improvement mindset and is always looking for ways to streamline and improve processes.

·        Flexibility/Adaptability: Is open to others’ ideas and exhibits willingness to try new things, able to adapt to changes in the work environment, manage competing demands, and deal with frequent change, delays or unexpected events.

·        Relationships with Others: Works effectively and relates well with others, at all levels of the organization; Exhibits a professional manner in dealing with others and works to maintain constructive working relationships.

·        Communication: Clear and precise communication skills; Communicates effectively both verbally and in writing with superiors, colleagues, and individuals inside and outside the organization.

·        Planning/Organizing: Prioritizes and plans work activities, uses time efficiently and develops realistic action plans.

·        Quality Control: Demonstrates accuracy and thoroughness and monitors own work to ensure quality.

·        Accountability: Has a strong sense of urgency and follow-up skills, able to manage multiple projects and meet deadlines under pressure