Financial & Asset Management Analyst

Loftin Equipment Co.; Phoenix (AZ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Choice of two subsidized Medical plans

Subsidized Dental and Vision plan

401(k) Plan with employer match

Paid Holidays and Sick Time

Tuition Reimbursement

Job summary

Loftin Equipment Co. in Phoenix, Arizona, is looking for a dedicated professional to oversee financial reporting and asset management. The ideal candidate has over 3 years of experience in administrative support or office management and a degree in business or accounting.

You will play a vital role in preparing financial reports, maintaining complete asset records, and facilitating cross-department collaboration. Competitive salary and comprehensive benefits are part of this opportunity.

Qualifications

• 3+ years of administrative support/office management experience.
• Strong attention to detail.
• Impeccable customer service, both internally and externally.
• Highly competent in the use of Microsoft Office 360.

Responsibilities

• Prepare and distribute monthly financial reports to leadership.
• Maintain accurate and complete financial records for all company assets.
• Optimize financial processes to streamline workflows.

Skills

Attention to detail

Customer service

Analytical skills

Microsoft Office 360 proficiency

Education

Bachelor’s Degree in Business or Accounting

Job description

At Loftin, we provide certainty in an uncertain world by delivering reliable generator power solutions our customers can count on. Family owned and operated for nearly 50 years, we’ve built a legacy on relationships, problem-solving, and doing things the Loftin way — with consistency, integrity, and a people-first mindset. We’re not just providing an elite experience in power – we’re empowering people. Our team is family-focused, growth-minded, and driven to provide solutions that last by developing people who never stop learning. When you join Loftin, you become part of something bigger — a community dedicated to powering progress and shaping a more dependable future.

Who You Are

You are a reliable, customer-focused problem solver. You effectively communicate, and listen, through cooperation and teamwork. You are always looking to improve whether learning something new or seeking ways to promote better quality. You are driven to do what it takes to get the job done!

Mission:

Deliver timely and accurate financial information and oversee the lifecycle of company assets, providing FP&A support that enhances management decision-making and protects capital investments.

Obsessions:

• Assist in preparing financial reports, identifying trends, variances, and insights to help drive strategic decisions.
• Facilitate cross-department collaboration by working closely with finance and operational teams to provide data-driven insights and support business functions.
• Optimize financial processes to help streamline financial workflows, improve reporting efficiency, and support automation efforts.
• Maintain accurate and up-to-date asset records across the full equipment lifecycle, including acquisition, disposal, compliance, maintenance, fuel management, utilization, telematics, and ROI tracking
• Follow & update finance process playbooks.

Expectations:

To perform this job successfully, an individual must be able to perform each of the following expectations satisfactorily.

• Daily
  • Oversee asset-related communications and requests to ensure all company needs are addressed efficiently.
• Ensure all asset-related expenses are paid timely i.e. tolls, licenses, misc. fees, etc.
• Monthly
  • Prepare and distribute monthly financial reports to leadership by due date.
  • Ensure all asset records are maintained and updated monthly.
• Reconcile asset records against physical asset locations to ensure accuracy.
• Ad Hoc
  • Prepare various financial reports and cost analysis as needed.

Success Metrics:

• Most Critical Outcome:
  • Ensure 100% monthly financial distribution and analysis to support management decision-making.
  • Maintain accurate and complete financial records for all company assets throughout the full lifecycle, ensuring capital is protected and data is always audit-ready.

Qualifications/Experience/Education:

• 3+ years administrative support/office management experience preferably in a similar industry.
• Strong attention to detail.
• Bachelor’s Degree in Business or Accounting, or equivalent relevant work experience.
• Impeccable customer service both internally and externally.
• Ability to deliver high quality work product.
• Strong reasoning and analytical skills.
• Highly competent in the use of Microsoft Office 360 and other Microsoft products/systems. Strong technical aptitude, including ability to learn new systems quickly and train/support team in adoption.
• Must be able to successfully pass a background investigation, which includes a motor vehicle check, and drug screen.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must frequently lift and /or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required by this job include color vision, close vision, distance vision, depth perception, peripheral vision, and ability to adjust focus.
• Must be able to regularly talk or hear.
• The employee is frequently required to sit, use hands to finger, handle, or feel; reach with hands and arms.
• The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl.

We offer a comprehensive compensation package. This includes benefit offerings you’d expect to see at a large company, all designed to help you take good care of yourself and your family. The benefits include:

• Choice of two subsidized Medical plans – PPO, and HDHP/HSA options
• Health Care and Dependent Care Flexible Spending Accounts
• Subsidized Dental and Vision plan
• Traditional 401(k) and Roth 401(k) plans, with an immediately vested dollar for dollar (up to 4%) employer match
• Disability – short-term & long-term, 100% employer paid
• Basic Life/AD&D, 100% employer paid
• Voluntary Life/AD&D available for employee, spouse and children
• Voluntary Critical Illness and Accident coverage
• Voluntary identify theft protection coverage
• Vacation and Paid Sick Time
• Paid Holidays
• Tuition Reimbursement

At Loftin Equipment Co., we don’t just accept difference — we embrace it, welcome it, and recognize the value it brings to our customers and employees.

Loftin Equipment Co. is proud to be an equal opportunity workplace. Equal opportunity and consideration are afforded to all qualified applicants and employees. We won’t discriminate based on, Veteran status, race, religious beliefs, national origin, age, gender, pregnancy, physical or mental disability, sexual orientation, or any other category protected by law.

Further, Loftin Equipment Co. is committed to working with and providing reasonable accommodation to applicants with disabilities in accordance with the American Disabilities Act and state disability laws.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.