Key Responsibilities
- Build and maintain detailed financial models to evaluate business scenarios, strategic alternatives, operating decisions, and potential investments.
- Perform scenario modeling, sensitivity analysis, and what-if analysis to quantify the impact of changes in revenue, pricing, volume, cost structure, labor, margins, capital requirements, and other key business drivers.
- Develop business cases and decision-support analyses for the Vice President of Finance, FP&A and other senior leaders.
- Ensure models are accurate, transparent, well-structured, and flexible enough to support changing assumptions and multiple use cases.
- Clearly document methodologies, assumptions, data sources, and model outputs.
- Support annual budgeting, periodic forecasting, and long-range planning processes.
- Develop and maintain revenue, profitability, cash flow, and operational performance models.
- Analyze monthly results against budget, forecast, and prior-year performance, identifying key drivers of variances.
- Assist with recurring and ad hoc analyses that help leadership evaluate financial and operational performance.
- Identify trends, risks, and opportunities through detailed quantitative analysis.
Strategic & Commercial Analysis
- Support the evaluation of pricing decisions, customer and service-line profitability, market expansion opportunities, and operational improvement initiatives.
- Analyze potential investments and strategic initiatives using ROI, payback, cash flow, and other relevant financial metrics.
- Support acquisition, integration, and other strategic projects through data analysis and financial modeling.
- Convert complex data sets and business assumptions into concise insights and practical recommendations.
Reporting, Data & Process Improvement
- Prepare accurate financial analyses, schedules, dashboards, and presentation materials for senior leadership and other stakeholders.
- Assist in enhancing recurring management reporting and KPI analysis.
- Partner with Accounting and other data owners as needed to validate source information and maintain consistency across analyses.
- Use NetSuite, Power BI, Excel, and AI-enabled tools such as Claude to improve the speed, accuracy, and scalability of financial analysis.
- Identify opportunities to automate, standardize, and improve financial models, reporting processes, and data quality.
Qualifications
Required
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- Approximately 2–6 years of progressive experience in FP&A, corporate finance, investment banking, transaction advisory, consulting, or another analytically intensive finance environment.
- Advanced financial modeling skills, including scenario analysis, sensitivity analysis, forecasting, and business-case development.
- Advanced proficiency in Excel and the ability to work efficiently with large and complex data sets.
- Strong understanding of financial statements, business drivers, and corporate finance concepts.
- Demonstrated attention to detail and commitment to producing accurate, high-quality work.
- Ability to manage multiple analyses and deadlines in a fast-paced environment.
- Clear written and verbal communication skills sufficient to explain assumptions, methods, and conclusions.
Preferred
- Experience in an industrial services, business services, manufacturing, construction services, infrastructure, distribution, or field-services environment.
- Experience within a private equity-backed organization or another performance-oriented environment.
- Prior exposure to pricing analytics, commercial finance, strategic finance, or investment analysis.
- Experience with NetSuite, Power BI, data visualization, and financial planning tools.
- MBA, CFA, CPA, or progress toward a relevant designation is a plus.
Ideal Candidate Profile
- A highly analytical, self-directed finance professional who enjoys building models and solving complex business problems.
- Naturally curious and willing to test assumptions, investigate variances, and follow the data to a well-supported conclusion.
- Exceptionally organized and detail-oriented, with strong quality-control habits.
- Comfortable working independently and taking ownership of analytical deliverables from initial question through final recommendation.
- Able to balance technical rigor with practical business judgment.
- Motivated by a fast-paced, results-oriented environment and the opportunity to work directly with the Vice President of Finance, FP&A.
Compensation
$100,000 - $110,000 salary plus bonus