Sr. Financial Analyst, LiftOne

Please note this is a onsite role that will be required to go into our 440 E Westinghouse Blvd Charlotte NC 28273 location. Relocation will not be provided for this role. Must be local to the Charlotte area.

Join the Weisiger Group Team

As a family-owned company under our fourth generation of leadership, we have built our business based on the principles of trust, integrity, and a desire to help our customers and employees succeed.

Since 1926, we've supported the strength of our communities by supplying equipment for critical infrastructure and commerce, and by funding programs that advance social and economic vitality. Being around for nearly 100 years means we change and pivot to capture opportunities and avoid challenges. We make smart investments in our company and continuously improve as part of our vision to be a trailblazing company that's built to last.

We're looking for hard-working, team-oriented professionals who enjoy working on new challenges every day. We believe our employees are the key to our success, and we're committed to providing a work experience that helps our team grow to their full potential.

Join a leading solutions provider and be a part of a group of highly skilled technicians, sales and support team members who exist to serve as a trusted partner to our customers, communities, and fellow employees.

Summary

As part of the LiftOne division at Weisiger Group, the Sr. Financial Analyst serves as the trusted business advisor to the Region Vice Presidents (RVPs), Branch Managers, and their direct reports. The role will navigate in a matrix environment and interact heavily with peer FP&A professionals. With many sources of input, this role will need to question assumptions and challenge the status quo to strive for the best outcomes. The role will ensure that the Company is driving corporate strategies, productivity, pricing, and asset optimization. The role will interface with multiple levels of the organization and will be key to connecting the Region Operations with corporate initiatives. Additionally, this role service to identify operational drivers that impact results by analyzing data and converting it into meaningful KPI's and actionable business intelligence. Recommendations should support continuous improvement.

The Sr. Financial Analyst role is the bridge between Operations and sources of capital serving to link these two critical areas. They must use their "voice" to understand the details of the business and help to drive the business to its highest performance.

The Sr Financial Analyst will primarily work from the LiftOne office at 440 E Westinghouse Blvd, Charlotte, NC with the opportunity to work remotely up to two days per week.

Essential Functions

Business Advisory Services

• Partners with Region Vice Presidents (RVPs), Branch Managers, and their direct reports to profitably grow the business and meet strategic goals
• Evaluates alternative uses of capital to ensure that projects are expected to return in excess of weighted average cost of capital and/or are supported by a sound business case. This includes modeling for rental fleet additions and learning from "wash out" analysis
  • Calculates KPI's (operational and financial)
  • Prepares performance dashboards
  • Interprets and presents results
  • Assists in developing plans to address high priority opportunities
  • Ensures delivery of Plan goals, proposes solutions to mitigate risks or drive delivery ahead of Plan
• Assists with efforts to develop greater financial acumen in business, such as coaching employees in the Operation on financial matters and identifying training opportunities, with the goal of having employees perform at their highest level
• Assists in change management and supports leadership in driving key business initiatives down into the regions with the goal of continuous improvement
• Analyzes expense trends across the company, regions, and branches to identify trends and ensure accurate reporting
• Owns headcount tracking and reporting

Financial / Compliance

• Ensures that internal controls are in place, functioning properly and sufficient to protect company assets and the credibility of the financial results
• Drives the annual budget process and ensures financials are accurate, reflecting key assumptions and initiatives
• Administrates headcount planning and compliance
• Prepares forecasts for regions and branches
• Participates in the month- and year-end close process by reviewing branch / region financial statements noting anomalies for research / correction
• Provides analysis of monthly budget variances and identifies those that will be ongoing or changes to expense run-rates
• Performs ad hoc analysis and projects as requested by leadership

Process Improvement

• Works with operations to identify opportunity areas
• Assists in the implementation of new processes, works with training staff to document and train impacted individuals, and monitors acceptance / performance of these new processes

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualifying individuals to perform the essential functions.

Education and/or Experience

• Bachelor's degree from a four-year college or university required
• 4+ years of experience in accounting/finance roles with demonstrated career progression
• Self-Starter with high energy level; highly organized and follows through on commitments
• Strong interpersonal and communication skills
• Good data mining and analytical skills
• Ability to understand/interpret complex data and communicate it in a simple way across functional groups

Additional Candidate Qualifications

• FP&A experience desired and should include designing and building complex financial models to enable robust forecasting, annual budget modeling, capex modeling, or financial statement analytics
• Experience working with a larger company that has multiple divisions (private or public)
• Demonstrated champion of process improvement, preferably with processes/approaches used in lean manufacturing

Computer Skills

• Highly proficient using Microsoft Excel and other Microsoft Office programs (Word, Outlook, and PowerPoint)
• SAP
• Power BI

Certificates, Licenses, Registrations

Advanced business and/or financial certifications a plus (e.g., CPA, CMA, CIA, CGMA, CPM, etc.).

Workplace Requirements

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands

While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to sit. The employee must frequently lift, carry, push, pull and /or otherwise move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment

While performing the duties of this Job, depending on site location, the employee may be exposed to moving mechanical parts and equipment. The employee may occasionally be exposed to high, precarious places, fumes or airborne particles; outside weather conditions and vibration. The employee may occasionally be exposed to wet and/or humid conditions; toxic or caustic chemicals; extreme cold; extreme heat and risk of electrical shock. The noise level in some work environments is occasionally loud.

We are an Equal Opportunity Employer

We require all employees to treat all our employees and candidates as equals. All personnel actions are conducted in the spirit of equal employment. We're committed to recruit, train, promote and retain associates without regard to race, color, religion, gender, gender identification and expression, national origin, marital status, age, disability, genetic information, military status, sexual orientation or any other characteristic protected by applicable local, state or federal laws.

#Weisiger

EEO/AA Employer. All qualified individuals - including minorities, females, veterans and individuals with disabilities - are encouraged to apply.