Senior Financial Specialist

Veregy; Phoenix (AZ); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive Compensation

401k with matching

Job summary

Veregy is seeking a Financial Analyst in Phoenix, AZ to support financial reporting, budgeting, and forecasting. You will analyze data, build models, and develop KPI dashboards to track performance across departments.

You will collaborate with operations, sales, and engineering to gather data, prepare reports, and provide insights to leadership. A strong Excel/SQL skillset and work experience in finance are required.

Qualifications

• Bachelor's degree in finance, accounting, economics, or computer science; or 5+ years related experience.
• 3–5 years of financial analysis experience required.
• Strong financial principles, reporting standards, and forecasting knowledge.
• Advanced Excel and financial modeling techniques required.
• SQL knowledge for creating/editing views and queries preferred.
• Experience with Crystal Reports is a plus.

Responsibilities

• Assist in annual budgets, monthly forecasts, and long-term financial plans.
• Monitor actuals against budgets and forecasts; flag variances.
• Prepare timely financial reports for management and stakeholders.
• Develop and maintain KPIs and dashboards for performance tracking.
• Support strategic initiatives with financial modeling and scenario analysis.
• Collaborate with cross-functional teams to gather data and analyze performance.
• Conduct ad-hoc analyses and projects as needed.

Skills

Financial modeling

Budgeting

Forecasting

SQL

Excel (Pivot/VLOOKUP)

Reporting

Data analysis

Education

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

Tools

Crystal Reports

SQL Programming

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.

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.
• Knowledge (Intermediate to advanced) of various operating systems, software products (e.g. MS Office, etc.), is required.
• Knowledge and proficiency in building and maintaining complex financial models to analyze various scenarios, assess business performance, and support decision-making processes.
• Ability to work independently and efficiently manage time / workload.
• Ability to read, analyze, and interpret financial reports, business, professional, and technical documents.
• Ability to maintain meticulous attention to detail and accuracy in financial analysis, reporting, and documentation to ensure compliance with regulatory requirements and internal policies.
• Ability to interpret financial data, identify trends, and extract actionable insights to drive strategic initiatives and operational improvements.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to write presentations, articles, routine reports, proposals, and correspondence.
• Ability to effectively present information and respond to questions from management and staff.
• Ability to problem-solve and analyze complex issues, develop innovative solutions, and make data-driven recommendations to address business challenges.
• Ability to calculate figures and amounts such as discounts and percentages.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of instructions and deal with several abstract and concrete variables.
• Ability to effectively communicate and present complex financial information in a clear and concise manner to various stakeholders, including senior management and non-finance professionals.
• Ability to work under deadline pressure and extra hours if needed.

Certificates, Licenses, Registrations

• N/A.

Benefits

• Competitive Compensation.
• Paid Holidays, Paid Sick Leave, and Paid Time Off.
• Competitive Medical, Dental and Vision Plans.
• 401k Retirement Plan with Matching Employer Contributions (%).
• Employer Sponsored Life Insurance and AD&D Insurance.
• Employer Paid Short- and Long-Term Disability Insurance.
• Continued Education and Trade Certification Sponsorship (Specific Positions).
• Company Branded Trucks Provided (Specific Positions).

Applicants must be currently authorized to work in the United States on a full-time basis.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Equal Employment Opportunity has been, and will continue to be, a fundamental principle at Veregy, where employment is based upon capabilities and qualifications without discrimination because of race, color, religion, sex, age, national origin, disability, veteran status, genetic history, sexual orientation, or any other protected characteristic as established by law.