Financial Analyst

Job Description

Financial Analyst, FP&A | Omega Holdings

The Tone:
This is a full-time role at Omega Holdings, located in Irving, TX. Omega Holdings is a private equity-owned, market-leading distributor specializing in air conditioning and other high-demand aftermarket components for a broad range of light-duty and heavy-duty vehicles. This Financial Analyst role is essential for supporting critical financial functions across the organization, providing the necessary insights and performance reporting that empower business leaders to make informed strategic and operational decisions, driving both organic growth and successful acquisitions.

The TL;DR
• Role: Early Career
• Location: In-person, Irving, TX
• Team: FP&A Team + reporting to FP&A Manager
• Mission: Support budgeting, forecasting, financial reporting, and business analysis to inform strategic and operational decisions.
• Tech Stack: Microsoft Excel, SQL, financial reporting tools, budgeting tools, forecasting tools, financial modeling tools

What You’ll Actually Do
• Plan: Assist in the preparation of comprehensive annual budgets, detailed quarterly forecasts, and strategic long-range financial plans for the organization.
• Analyze: Perform thorough variance analysis by comparing actual financial results against established budgets, forecasts, and prior-year performance to understand deviations.
• Evaluate: Analyze financial statements, business performance, and key operating metrics to proactively identify significant trends, potential risks, and promising opportunities for both growth and profitability improvement.
• Report: Support the creation of accurate monthly management reporting packages and contribute to executive performance reviews by providing clear, data-driven financial insights.
• Ad-hoc: Deliver timely and accurate ad-hoc analysis and reporting support to various departments across the organization, addressing specific business needs as they arise.

The Must-Haves
• Background: Hold a Bachelor’s degree in Finance, Accounting, Economics, or a closely related business discipline.
• Experience: Possess 2 or more years of experience in financial analysis, FP&A, accounting, or a related financial field, demonstrating advanced Microsoft Excel proficiency, particularly with financial models and large datasets.
• Skills: Exhibit strong verbal and written communication and interpersonal skills for effective collaboration, along with a keen attention to detail and accuracy in all work. Must be comfortable thriving in a consistently evolving environment, demonstrating flexibility, adaptability, and excellent time management and organizational skills.
• Bonus: Experience with financial reporting, budgeting, forecasting, and financial modeling tools; working knowledge of SQL and data extraction techniques; distribution, manufacturing, or retail industry experience; and strong knowledge of accounting principles and financial statement reporting are preferred.