Financial Analyst

Allegiance Crane & Equipment; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Allegiance Crane & Equipment in the Clear Lake area is seeking a Financial Analyst to join our corporate team. This on-site role reports to the Director of Finance and supports forecasting, reporting, and analysis to drive cost control and operational insight.

Responsibilities include building financial models, preparing leadership reports, analyzing variances, and partnering with accounting to ensure accurate results. Local candidates in the Houston/Clear Lake area preferred.

Qualifications

• BS degree in Finance, Accounting, Economics, or related field.
• CPA/CFA or MBA a plus.

Responsibilities

• Perform financial forecasting, reporting, and operational metrics tracking.
• Analyze financial data and build financial models for decision support.
• Report on financial performance and prepare for leadership reviews.
• Analyze past results, perform variance analysis, identify trends and recommend cost optimizations.
• Collaborate with accounting to ensure accurate reporting.
• Evaluate performance by comparing actuals to forecasts and plans.
• Develop standard and ad-hoc reports and dashboards.

Skills

Strong quantitative ability

Analytical skills

Interpersonal communication

Advanced Excel

Financial modeling

Education

BS in Finance/Accounting/Economics

CPA/CFA/MBA a plus

Tools

Microsoft Dynamics SL

FCC NexGen

Job description

Come join our growing organization in the Clear Lake area!

Allegiance Crane & Equipment is seeking a Financial Analyst to join our corporate team in the Clear Lake area. This position will report to the Director of Finance.

We offer a strong work environment & team culture!

Our team members enjoy a very competitive benefits package including competitive pay, medical, dental, vision, 401K w/company match, vacation, and more!

Compensation range: $60,000-$80,000. Candidates local to the Houston/Clear Lake area only.

This position requires working on-site at our office during regular business hours. This is not a remote or hybrid role.

Financial Analyst

• Perform financial forecasting, reporting, and operational metrics and tracking.
• Analyze financial data and create financial models for decision support.
• Report on financial performance and prepare for regular leadership reviews.
• Analyze past results, perform variance analysis, identify trends and make recommendations for improvements including cost control, Sales team KPI.
• Work closely with accounting team to ensure accurate financial reporting.
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts.
• Guide the cost analysis process by establishing and enforcing policies and procedures.
• Provide analysis of trends and forecasts and recommend actions for optimization.
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools and Excel dashboard.

Skills, Knowledge, and Abilities

• BS degree in Finance, Accounting, Economics, or related field
• Additional qualification (e.g. CPA or CFA or MBA) a plus
• 0-3+ years of business finance or other relevant experience
• Strong quantitative and analytical competency
• Self-starter with excellent interpersonal communication and problem-solving skills
• Advanced knowledge of Excel is a must.
• Experience with Microsoft Dynamics SL and/or FCC (Fleet Cost & Care) NexGenpreferable
• Excellent presentation skills to enable easy internal client education on principles of accounting.
• Self-starter with excellent interpersonal communication and problem-solving skills

Physical Requirements

This position will work full time in the office (not remote). Must be able to meet attendance requirements of small office. Regularly required to sit, stand, reach, bend, and move about office. Must be able to lift up to 10 lbs. and sit at computer for extended lengths of time.

_ Allegiance Crane & Equipment is an EEO Employer. _