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Financial Analyst

3 months ago

Dallas, Texas, United States Cleaver-Brooks Full time

Cleaver Brooks Sales and Service is looking for a Financial Analyst to join our team in Dallas, TX. The Financial Analyst position will have an active role in the month reporting and analysis, ad hoc reporting, commission calculations, budgeting, forecasting and projections. This position will take a key role in process improvements affecting numerous areas across the company.

Any salary estimation specified in this job board may or may not be aligned with our organization's pay philosophy. Apply to connect with a Talent Acquisition Partner who can provide you more details

Job Location: Dallas, TX

Essential functions:

  • Support month-end and year-end accounting close as necessary to meet monthly close schedule
  • Handle monthly commission calculations for sales commission payments
  • Prepare monthly business GM packages and executive financial package
  • Investigate and provided monthly analysis of location and product line performance while highlighting drivers of variances vs. budget, forecast and prior years.
  • Initial focus will be on operations including job profitability, labor utilization, quoting accuracy and success rates
  • Work with both finance and non-finance departments to review results of analysis and develop rolling forecasts for the remainder of the fiscal year; including revenues, expenses, headcounts and P&L.
  • Monitor trends of key financial metrics and drivers for the business units
  • Perform ad hoc analysis as needed
  • Coordinate with all levels of management to support the annual budgeting process and prepare the annual budget package for all business units.
  • Understand and align budget information with individual department planning tools
  • Enter budget and rolling forecast into budget software, both local and corporate systems
  • Ongoing development of financial reporting and analysis tools; help develop, support and improve business processes and accounting policies to maintain and strengthen internal controls
  • Partner with key stakeholders across the organization to develop P&L reports for analysis by job, location, customer, and/or product line.
  • All other duties as assigned

Basic Requirements:

Education:

  • Bachelor's degree in Accounting, Finance or Economics required

Experience:

  • 3+ years' experience in financial reporting and analysis, preferably in a service or project based company
  • Advanced knowledge of Microsoft Office with a focus on Excel
  • Detail oriented with strong organizational and analytical skills
  • Ability to complete projects timely and accurately is critical
  • Strong initiative and ability to manage multiple projects.
  • Basic knowledge of Great Plains, BI360 and management reporter a plus
  • Accomplish goals with little or no supervision, dependent on self to complete objectives and determine when escalation of issues is necessary
  • Ability to communicate complex financial principles to non-financial peers in an understandable manner

Physical Skill & Effort:

Limited manual dexterity required. Work requires infrequent physical effort. Must be able to access all parts of the field and site operations, including climbing ladders. Work requires a few simple, but rapid hand operations. Work requires simple, easy muscular movements.

Working Conditions and Hazards:

Normal plant, shop, field or office conditions. From time to time, slightly disagreeable features. Negligible/little or no exposure.

Benefits of being a Cleaver-Brooks Sales & Service Employee:

  • Competitive salary
  • Comprehensive benefits, including medical, dental, vision, maternity support program, discounted virtual physician visits, voluntary medical benefits (Critical Illness, Hospital Care, and Accidental Injury), FSA, HSA, life insurance, short term and long-term disability
  • Cash matching 401(k) plan
  • Employee assistance program (EAP)
  • Pet insurance
  • Employee discount program
  • Tuition assistance
  • Paid time off and 11 paid holidays

Who is Cleaver-Brooks Sales & Service:

Cleaver-Brooks Sales and Service, Inc. (CBSS) is a market leader in providing fully integrated boiler and burner systems. CBSS offers a full range of capabilities from: new equipment, installation, rentals, retrofits, repairs, parts, and service. We can deliver, install, and upgrade boiler room solutions that improve efficiency, reduce cost, and optimize space. CBSS delivers the most efficient, reliable, safe, and environmentally sustainable solutions that differentiate us in the marketplace. We are a 24/7 customer driven operation.

This description indicates the general nature of the tasks and responsibilities required of positions given this classification. It is not intended as a complete list of specific duties and responsibilities. Nor is it intended to limit or modify the right of management to assign, direct, and control the specific duties of individuals performing this function. The Company reserves the right to change, modify, amend, add to or delete from any section of this document as it deems, in its judgement, to be proper.