Financial Analyst | FP&A
Financial Analyst
Financial Analyst
Winston Salem , North Carolina Direct Hire Sep 6, 2024
Financial Analyst | FP&A
Our client, a privately held company in the Triad area, was founded over 50 years ago with a mission to deliver excellence in their community. They provide a wide variety of services and have seen tremendous growth, establishing itself as a leader in the facility support industry. The Financial Forecasting Analyst will oversee the accurate input of financial budgets and the generation of monthly and long-range forecasting models. This position will provide data analysis and detailed financial insight into the markets and lines of business, in conjunction with market trends and economic influences to produce forecasts.
Compensation: $85,000 - $90,000 + 5-10% bonus
Location: Winston-Salem, NC (candidates in surrounding areas are encouraged to apply!)
Company Benefits:
Responsibilities:
Qualifications:
Our client, a privately held company in the Triad area, was founded over 50 years ago with a mission to deliver excellence in their community. They provide a wide variety of services and have seen tremendous growth, establishing itself as a leader in the facility support industry. The Financial Forecasting Analyst will oversee the accurate input of financial budgets and the generation of monthly and long-range forecasting models. This position will provide data analysis and detailed financial insight into the markets and lines of business, in conjunction with market trends and economic influences to produce forecasts.
Compensation: $85,000 - $90,000 + 5-10% bonus
Location: Winston-Salem, NC (candidates in surrounding areas are encouraged to apply!)
Company Benefits:
- PTO (vacation, sick time, holidays, 2 floating holidays, and 1 volunteer day to serve your community)
- Medical, Dental, and Vision Benefits
- Life, Accident, and Disability Insurance
- HSA and FSA programs
- 401(k) match - 50% of your contributions up to 3% of salary
- Free online classes for professional and personal development
- Free Mental Health and Financial Assistance Programs
- Pay on Demand + Cash Back rewards program
- Classes to learn English or Spanish
Responsibilities:
- Maintain accurate budgets by accounting for business changes such as new jobs, lost jobs, and scope changes at sites.
- Assist the Accounting team with maintaining accurate budgets.
- Understand and quantify the impact of seasonality as it relates to forecasts across various industries.
- Support the Accounting team and Operations teams with the annual budgeting process.
- Utilize business analysis methods to estimate the effect of external variables on key company metrics, such as how site locations affect wage rates or how weather impacts monthly revenue.
- Apply experience in data mining through large data sets to identify trends, leading indicators, and relationships between internal and external variables to assist in predicting future trends and their effects on key metrics.
- Communicate effectively with the internal IT team or external resources to assist in modifying Tableau dashboards and other forecasting models.
- Ensure that the forecast in Tableau displays accurate, logical data and accurately represents the projected forecast, aiming for monthly forecasts to be within 5% of actuals.
- Clearly communicate the methodology and data analysis logic that determine the forecast results to the executive team.
Qualifications:
- Bachelor's or Graduate Degree in Finance, Data Analytics, Economics or related field is required.
- 2-3+ years of experience in forecasting and data analysis within construction/facility services/related industry
- Advanced Microsoft Excel skills (Pivot Tables, VLOOKUP)
- Tableau dashboard development and Workday Adaptive experience a plus
- Strong ability to communicate across various departments and C-suite executives