Financial Analyst

3 weeks ago

San Jose, United States Legence Full time

Legence, a Blackstone portfolio company, is an Energy Transition Accelerator that provides advisory services and implementation focused on financing, designing, building, and servicing complex systems in mission-critical and high performance facilities. With five decades of expertise in the built environment, Legence has a proven track record of reducing carbon emissions, implementing renewables, lowering utility costs through efficiency consumption, and making systems run better at unmatched speed and scale.

Position Summary
As a member of the Finance team, reporting to the Finance Manager, the Financial Analyst will partner closely with other Finance and Accounting professionals across the company, Legence’s business leaders as well as our investor, Blackstone.
Key responsibilities for the Financial Analyst (detailed below) include monthly and quarterly financial analysis, support monthly close process, annual budgeting, longer-term forecasting, Board and Lender material preparation, financial integration of newly acquired companies, data management, and other initiatives.
Specific Areas of Ownership
- Financial Analysis: Review and analyze business unit and consolidated Legence financial statements and KPIs (backlog, labor hours, etc.) to summarize key drivers for variances from budget/forecast and sequential trends for senior management. Generate new analytical views of performance for management and Board. Evaluate potential areas of growth and synergies across the Legence portfolio
- Budgeting: Collaborate with business unit leaders and corporate leadership team to support the annual budget cycle. Help to create and maintain consolidated budget financial model. Support preparation of materials and analytics to be distributed to the board, executive leadership and lenders
- Forecasting: Help to maintain corporate financial model, which includes a near-term forecast, by updating financials and assumptions on a quarterly basis. Financial model includes three statements and will be utilized to provide accurate revenue, EBITDA, cash flow, liquidity, and covenant ratios
- Communication with Board of Directors and Lenders: Prepare materials for quarterly Board of Directors’ meetings and quarterly calls with lenders. Support treasury and capital raising efforts to facilitate go-forward M&A growth.
- M&A Integration: Partner with accounting and M&A team to integrate newly acquired companies into Legence financial reporting for management
- Data Management: Lead efforts to review and improve quality of project-level data received from business units on a monthly basis, by providing feedback to business-unit controllers and driving process improvements. Partner with consultants to utilize existing finance software platform more efficiently, to provide analytical views of Company performance and make data more accessible for senior management team

Critical Competencies
- PROBLEM-SOLVING: Able to identify patterns beyond noise or incomplete information by demonstrating a willingness to engage by asking questions and drive toward cogent conclusions and decision points. Demonstrate strong judgment to turn information into insights, practical solutions, and decision-ready recommendations. Able and eager to collaborate
- ORGANIZED: Able to set priorities and build action plans to drive timely execution. Thorough, methodical, and result-oriented with great attention to detail. Able to combine the predictability of standard operating procedures with the flexibility of continuous process improvement. Able to manage multiple work-streams
- TECHNICAL: Strong understanding of three financial statements, work experience with Microsoft Office, and financial modeling experience

Desired Qualifications
- 1 to 2 years of experience in a Finance role (Investment Banking, Equity Research, Private Equity, Corporate Finance, and related fields)
- Bachelor’s Degree in Finance and/or Accounting
- Financial modeling/forecasting experience. Proficiency in Microsoft Excel a must

Unable to provide sponsorship for this position.
LI-JS1 #LI-Remote

Health and Welfare Benefits
- Health and Welfare
- Medical
- Dental
- Vision
- Prescription drug
- Employee assistance program

Personal Benefits
- Paid vacation
- Company-paid holidays
- Sick leave

Financial Benefits
- 401(k) retirement savings plan
- Company-paid long-term disability insurance
- AD&D insurance
- Life insurance

Contingent Employment Statement

Offers of employment for this role may be contingent upon successfully passing a background check and/or drug screen. Execution of screens will vary based on role requirements and Company policy. All background checks and drug screens will be done in accordance with applicable federal, state, or local law.

Equal Employment Opportunity Employer

EEO is the Law

Reasonable Accommodations

To all recruitment agencies

Legence and its affiliate companies do not accept unsolicited agency resumes. Do not forward resumes to our career

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