Sr. Financial Analyst

Sr. Financial Analyst

Req #

2024-3300

Job Locations

US-OR-Portland

Category

Accounting

Type

Regular Full Time

About Us

Headquartered in Portland, Oregon, TEC has 30+ locations from Seattle to San Diego to the Midwest, serving thousands of customers across Washington, Oregon, California, Nevada, Arizona, Nebraska, Iowa and South Dakota.

TEC Equipment features Mack and Volvo heavy-duty trucks, Hino and Isuzu medium duty trucks, Wabash trailers and Cottrell auto transport trailers. We offer a large and desirable inventory of new Mack and Volvo heavy-duty trucks and all makes of used trucks. Our full-service line-up also features quality parts, state-of-the-art service, collision centers and fuel, leasing/rental, financing, and insurance. Our locations are authorized service centers for Mack, Volvo, Cummins, Meritor, Eaton and Fuller warranties. TEC truly offers the convenience of one-stop shopping for all trucking-related needs.

Overview

The FP&A team's goal is to deliver accurate and high-quality information and analysis to Operations in order to drive better business results. The Sr. FP&A Analyst provides business and financial support to TEC Equipment's management team through managing the annual budget process, improving data consistency and integrity, development of operational KPIs and associated reporting, and creating analytical tools to support better decision-making. The candidate will be comfortable performing complex duties requiring advanced professional experience, leadership skills, knowledge, and a high level of competency in finance best practices.

This is a highly visible role that includes frequent interaction with senior management and other key internal stakeholders. The Sr. FP&A Analyst will be expected to be a highly driven, solution focused individual that can work well with internal partners at all levels. The candidate should be comfortable with ambiguity, changes in direction and priorities, and demonstrate the ability to perform in a frequently changing environment.

The person in this position must embody TEC company values: Teamwork, Entrepreneurship, and Customer Focus, and exercises a high-level of ethical behavior and confidentiality at all times. All work is performed in compliance with applicable local, state, and federal laws and regulations and in accordance with department processes.

Responsibilities

• Own all aspects of the annual budget process: project planning and management, budget template design and construction, analysis, compiling data, training, etc.
• Analyze monthly results, documenting and explaining variances, identifying trends and recommending actions to management. Provide insight into current and past financial data and performance using both typical P&L information, as well as KPIs particular to this industry and company. Deliver essential messages in a condensed and precise manner to leaders.
• Manage all aspects of assigned financial reporting packages, including report updates, template rebuilds, resolving data consistency and definition issues, to ensure the expected level of accuracy and timeliness is maintained.
• Lead projects that are critical to the FP&A team. Develop project charters and detailed project plans, managing through roadblocks to achieve project objectives. Use own judgment and provide a process to ease group resolution of issues; clarify points of view and terminology to gain group acceptance; facilitate the actions, decisions, or opinions of others in a positive direction.
• Create operational reporting and KPIs. Develop source data by thoroughly understanding current state sources, proposing short and long term solutions to collect useful information, resolve data definitions and integrity issues. Project manage the development of data, report design and associated infrastructure.
• Develop forecasting tools, pro formas, and other analytical tools and templates for usage by FP&A, senior leadership, and members of Operations. Creatively support problem-solving through the development of easy to use tools and templates.
• Independently and proactively analyze financial information and develop solutions to complex problems.
• Mentor junior team members by actively modeling best practices in development of work product, project management, and commitment to quality and accuracy.

Qualifications

• Bachelor's degree in Finance, Business, or specialized training/certification or equivalent work experience.
• 3-5 years of experience in financial/analytical positions
• Experience with leading aspects of an annual budget process
• Self-motivated, with the ability to work independently and with high attention to quality and accuracy
• Very strong project and process management skills, including ability to independently disaggregate problems into defined work plans to meet deadlines
• Able to effectively juggle multiple projects at one time
• Demonstrated initiative and ability to work independently and to manage cross-functional business partners who are not direct line reports
• Strong problem-solving skills, including ability to propose solutions, ask incisive questions, identify root causes
• Strong analytical skills, including understanding critical issues, not just "crunching numbers"
• Strong business acumen and ability to communicate financial concepts in terms that others can understand
• Comfortable expressing divergent opinions in a constructive and engaging manner, and resolving issues to move work forward
• Exposure to medium to large sized companies that operate in a best practice environment.
• Knowledge of the principles, practices and techniques of data preparation and ETL, and familiarity with PowerQuery

While performing the duties of this job, the employee is frequently required to sit; use hands to handle or feel; reach with hands and arms; and talk; or hear. The employee is occasionally required to stand to and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Benefits

TEC provides our employees and their families with a full menu of health, wellness, and retirement benefits.

New hires are eligible to participate in TEC Equipment's comprehensive benefits plan the first of the month following your date of hire.

• Choice of two comprehensive medical plan options that include prescription drug coverage
• Choice of two dental plans that cover preventative and diagnostic care, basic and major services, and orthodontia for children
• Vision care, discounted hearing exams, and hearing aids
• 401(k) retirement savings plan with company contribution
• Life, accident, and disability insurance
• Employee Assistance Program (EAP)
• Education assistance
• Seven paid holidays, vacation accrual of at least 48 hours per year, and paid sick

Statements

All offers of employment are contingent upon successful completion of all applicable screenings.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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