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Financial Analyst

4 months ago


Memphis, United States Redwood Services Full time

COMPANY OVERVIEW

Founded in 2020, Memphis-based Redwood Services is building a family of people-focused essential home service companies, actively investing in the HVAC, plumbing and electrical trades throughout the United States. Redwood - one of the fastest growing companies in the Memphis - operates 15 Partner brands across the country, with ~1,700 teammates, and continues to build out a national network of premier home services companies.


POSITION SUMMARY

The Redwood FP&A Team is a fast-paced, dynamic team that manages budgeting, forecasting, management reporting and analysis – all of which influence our business’ strategic direction. The group provides team members with numerous opportunities to collaborate across the organization, develop insights and work on the front lines of one of the fastest growing Home Services Investors in the country. We are actively looking for a Financial Analyst to join this team.


The Financial Analyst position will report to the Vice President of FP&A and will be responsible for key functions that support data gathering, consolidation and analysis of critical financial and operational information. This position will support preparation of internal financial reporting deliverables and provide a unique opportunity to demonstrate financial analysis, reporting, and financial systems expertise.


KEY RESPONSIBILITIES

  • Support monthly close process, updating management reporting referencing both the P&L and operational KPI’s
  • Assist with development and maintenance of financial models, financial analysis, the annual operating plan, and forecasting for operations on a scheduled and ad-hoc basis
  • Perform data mining from multiple and disparate sources, integrating and analyzing data sets
  • Utilize analytics to identify trends, variances, and draw meaningful conclusions
  • Support the FP&A Team in presenting materials to the board, analyzing data, and utilizing financial insights to advise our partners on near term and long term objectives making recommendations to key stakeholders


QUALIFICATIONS

  • Strong quantitative and analytical skills combined with solid business and financial acumen
  • A passion for accuracy and a desire to understand the “why”
  • Balancing an understanding of the “big picture” with a keen eye for detail
  • Excellent team player who possesses solid interpersonal and organizational skills
  • Flexible, “special-projects” orientation coupled with solid multi-tasking abilities
  • Capable of working independently and as part of a team
  • Excellent communicator in both oral and written settings
  • Ability to meet tight/competing deadlines
  • Strong working knowledge of Microsoft Office applications (Excel proficiency using pivot tables, Index Match, H- &V-lookups, etc., Outlook, Word, PowerPoint)
  • Bachelor's degree with a concentration in accounting, business or finance


PERSONAL ATTRIBUTES

  • “Go-getter”: Self-starter willing to put in the time and effort to put together quality work in order to meet deadlines
  • Results Oriented: Links decisions to overall business objectives; a competitive drive for results
  • Decisive: Track record of making and implementing sound strategic decisions based on a mixture of analysis, experience and judgment
  • Intelligence: Possesses raw intellect
  • “Roll-up-the-sleeves” attitude: Doing more with less; finding new approaches to meet organizational needs; ability to work at both the granular and strategic levels
  • Financial Acumen: Ability to connect strategies to the financials; possessing the financial acumen to understand the business.
  • Data Driven: Collect, analyze, and interpret data when making important decisions
  • People Focused: Ability to embrace, support and practice a collaborative style that goes beyond relationship building; achieve results with and through others


REPORTING RELATIONSHIPS

  • The Financial Analyst will report to the Redwood Services Vice President of FP&A


TRAVEL

  • Ability to travel to support transaction efforts as needed


LOCATION

  • Memphis, TN (in Office)