Financial Analyst

Holt Co.; San Antonio (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

HOLT Group is seeking an entry-level Financial Analyst in San Antonio, TX. The role supports enterprise-wide financial analysis, forecasting, budgeting, and variance analyses under supervision. Strong Excel and modeling skills are essential as you work with cross-functional teams to drive results.

The position emphasizes learning and development, with up to three years of experience expected. A Bachelor's in finance or accounting is required; a Master's is a plus.

Qualifications

• Up to three years of experience preferred.
• Intermediate Excel and financial modeling knowledge.
• Bachelor's degree in finance or accounting required; master's is a plus.

Responsibilities

• Model, forecast, and create budgeting models for operational initiatives.
• Perform variance analysis and improve forecasting methodology.
• Provide debt covenant projections and analyses to finance management.
• Conduct ad hoc analyses (ROI, IRR, comps, DCF) as needed.
• Assist in monthly, quarterly, and annual forecasting cycles.

Skills

Forecasting

Budgeting

Variance analysis

Financial modeling

IRR/ROI analysis

Communication

Education

Bachelor's degree in finance or accounting

Master's degree is a plus

Tools

Microsoft Excel

Job description

This position is responsible for entry level financial analysis, providing support across the entire enterprise.

Entry-level position - Generally has up to three years of experience and/or demonstrated job relevant knowledge/skills. Relies on instructions and pre-established guidelines to perform the functions of the job; works under immediate supervision.

The incumbent in this position is expected to model the following practices daily:

1. Demonstrate alignment with the company's mission and core business values
2. Collaborate with key internal/external resources
3. Participate in ongoing self-development

Job Details

• Department: Finance and Bus Resources (FIN)
• Employment Type: Full Time
• Location: San Antonio
• Address: 5665 SE Loop 410, San Antonio, Texas, 78222
• Workplace type: Onsite
• Reporting To: Austin Ponder

Essential Functions

• Models, promotes, reinforces, and rewards the consistent use of HOLT's Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
• Creates, maintains, and improves forecasting and budgeting financial models that can be used in scenario planning for operational initiatives
• Performs variance analysis on actual results versus forecasted results, and drive improvements to forecasting methodology
• Provides finance management with debt covenant projections and analyses
• Performs ad hoc key analysis such as return on investment, accretion/dilution to the overall company, industry / market comparables, and discounted cash flow
• Assists in the forecasting and budgeting cycles on monthly, quarterly, and annual basis
• Creates and maintains forecasting models used to plan for capital requirements and financing structures
• Supports the diligence process for any potential acquisition targets
• Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
• Performs other duties as assigned

Knowledge, Skills, and Abilities

• Strong research, problem-solving, and investigation skills: identify the strengths and weaknesses of alternative solutions, conclusions, approaches, and prevention to problems
• Ability to work both independently and in a team, in a fast-paced environment with frequent interruptions
• Excellent organizational, planning, multi-tasking, and time management skills, deadline-oriented
• Excellent oral and written communication skills, presentation skills are a plus
• Excellent interpersonal skills to establish working relationships with multiple departments and various levels of the organization
• Knowledge in acquisition valuation methods such as using discounted cash flow valuations, industry comps, and internal rate of return analysis a plus
• Ability to read, write, listen to and understand information and ideas presented through spoken words and sentences

Requirements

Education and Experience

• Bachelor's degree in finance or accounting required; master's is a plus.
• Up to three years of experience preferred
• Intermediate Excel and financial modeling knowledge, with an eagerness to learn the technological skills needed to perform the job functions

Supervisory Responsibilities

• None.

Travel

• Minimal travel required, if any.

Physical Requirements

• This position involves extended periods in a stationary position; additionally, occasional standing, walking, and stooping
• Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina
• Occasionally moves materials or equipment weighing up to 25 lbs.
• This role frequently communicates with others, must be able to exchange accurate information in these situations
• This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and copy machines

Work Environment

• This job is generally performed in a professional office environment.
• Frequently works at fast pace with unscheduled interruptions.

Disclaimer

Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.

About HOLT Group

HOLT Group is a renowned, family-owned company with a legacy spanning nearly a century. As a powerhouse across several industries, including heavy machinery, construction, consulting services, training, and technology, we prioritize people and values. Our commitment to a Values-Based Leadership approach has led to trusted partnerships and collaborative endeavors. At the heart of our operations is HOLT CAT, the largest Caterpillar dealership in the nation, along with other companies focused on industrial & commercial selling, energy, technology, and training & development. We excel in selling, servicing, leasing, and renting top-of-the-line industrial machinery and are dedicated to powering the construction and industrial spaces with superior equipment. Moreover, we empower construction and development with advanced technology, along with bringing technical skills and Values-Based Leadership to individuals and companies seeking sustainable growth. If you're seeking a fulfilling career, explore our job opportunities at HOLT Group and join our values-driven team.