Financial Analyst

VeregyLLC; Phoenix (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

Veregy is seeking a Financial Analyst to support financial reporting, budgeting, forecasting, and performance analysis across the organization. You will collaborate with operations, sales, and engineering to develop reporting structures, dashboards, and KPIs that drive data-driven decisions.

Responsibilities include preparing budgets, monitoring performance against plans, and delivering timely financial reports to management and investors. A strong Excel and SQL background is required.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or computer science from a four-year college or university; or five+ years related experience and/or training; or equivalent combination of education and experience.
• Minimum of 3-5 years of experience in financial analysis or related roles required.
• Strong understanding of financial principles, accounting standards, and financial reporting requirements required.
• Proficiency in financial modeling, forecasting, and budgeting techniques required.
• Advanced proficiency in Microsoft Excel and financial software systems including functions such as pivot tables, VLOOKUP, and financial modeling techniques required.
• Proficiency in SQL Programming Language. Creating and editing Views. Creating queries and validating data preferred.
• Experience creating and adjusting reports inside of Crystal Reports preferred.
• Familiarity with construction, including knowledge of industry trends, market dynamics, and regulatory landscape preferred.
• Experience in the construction or related sectors is a plus.

Responsibilities

• Assists in the preparation of annual budgets, monthly forecasts, and long-term financial plans.
• Monitors actual financial performance against budget and forecast, identifying areas of concern.
• Prepares accurate and timely financial reports for management, investors, and other stakeholders.
• Develops and maintains key performance indicators (KPIs) and dashboards to track operational and financial performance.
• Supports strategic initiatives and business development efforts through financial modeling, scenario analysis, and investment evaluation and assesses potential risks and opportunities associated with new projects or ventures.
• Identifies opportunities to streamline financial processes, improve data accuracy, and enhance reporting capabilities.

Skills

Financial analysis

Forecasting

Budgeting

Cross-functional collaboration

Attention to detail

Education

Bachelor's degree in finance, accounting, economics, or computer science

Tools

SQL

Crystal Reports

Job description

Veregy is an award-winning NAESCO-Accredited decarbonization company focusing on accelerating and simplifying Energy Transition. We provide turnkey engineering and construction services designed to reduce our clients' energy and operating costs through the implementation of energy efficiency and infrastructure upgrades, smart building technology, fleet EV infrastructure, clean energy generation, and sustainability.

Do you want to be part of a TEAM who delivers Eco-Friendly Environments that Transform Lives? Then you are in the right place…

Summary of Position Functions

The Financial Analyst will play a critical role in supporting financial reporting processes, analyzing financial data, and providing support in creating new reporting structures and data analysis. The Financial Analyst will work closely with the finance team and various departments across the organization to ensure accurate financial reporting, budgeting, forecasting, and performance analysis.

Essential Position Functions

• Assists in the preparation of annual budgets, monthly forecasts, and long-term financial plans.
• Monitors actual financial performance against budget and forecast, identifying areas of concern.
• Prepares accurate and timely financial reports for management, investors, and other stakeholders.
• Develops and maintains key performance indicators (KPIs) and dashboards to track operational and financial performance.
• Supports strategic initiatives and business development efforts through financial modeling, scenario analysis, and investment evaluation and assesses potential risks and opportunities associated with new projects or ventures.
• Identifies opportunities to streamline financial processes, improve data accuracy, and enhance reporting capabilities. Implements best practices to optimize efficiency and effectiveness in financial operations.
• Collaborates with cross-functional teams, including operations, sales, and engineering, to gather relevant data, analyze business performance, and support decision-making processes.
• Performs ad-hoc financial analysis and special projects as requested by management. Provides insights and recommendations to address specific business challenges or opportunities.
• Stays updated on industry trends, regulatory changes, and emerging technologies relevant to the energy services sector. Continuously enhances knowledge and skills through training and professional development activities.
• Note: The statements contained herein describe the essential functions of this position but should not be an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workload.

Non-Essential Position Functions

• Other duties as assigned.

Supervisory Responsibilities

• None at this time.

Education and Qualifications

To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in finance, accounting, economics, or computer science from a four-year college or university; or five+ years related experience and/or training; or equivalent combination of education and experience.
• Minimum of 3-5 years of experience in financial analysis or related roles required.
• Strong understanding of financial principles, accounting standards, and financial reporting requirements required.
• Proficiency in financial modeling, forecasting, and budgeting techniques required.
• Advanced proficiency in Microsoft Excel and financial software systems including functions such as pivot tables, VLOOKUP, and financial modeling techniques required.
• Proficiency in SQL Programming Language. Creating and editing Views. Creating queries and validating data preferred.
• Experience creating and adjusting reports inside of Crystal Reports preferred.
• Familiarity with construction, including knowledge of industry trends, market dynamics, and regulatory landscape preferred.
• Experience in the construction or related sectors is a plus.

Knowledge, Skills, and Abilities

• Knowledge of Veregy’s services and processes is required which can be obtained through intellect, technical inclination, and dedication to gain such knowledge.