Senior Financial Analyst

3 weeks ago


Walnut Creek, California, United States The Arcticom Group Full time

The Arcticom Group is a U.S.-based network of commercial and industrial mechanical services companies that provide HVACR service, maintenance, and installation services throughout North America.

As a Senior Financial Analyst, you will be responsible for supporting the different operating companies of TAG in a finance analyst role.

You will work with operating company leaders to develop and maintain revenue and expense forecasts, along with weekly cash forecasting.

The Senior Financial Analyst will gain an in-depth understanding of the business unit and provide insight to the management team as to the monthly developments within the business segment.

The Senior Financial Analyst will report to the VP of Finance and will serve as an integral part of the Finance team of The Arcticom Group.


Key Responsibilities:
  • Generate forecasts/budgets and analyze trends in sales, operations, and other areas of the business
  • Analyze profit-and-loss income statements, and prepare reports to communicate results and recommendations to management
  • Perform research and analysis to provide management with financial data and recommendations for use in setting and realizing profit objectives
  • Create financial models (scenario-based) for business planning in different areas/regions, etc.
  • Evaluate financial alternatives and recommend appropriate action
  • Evaluate effectiveness of programs by comparing results with original proposals

Conduct financial analysis utilizing and developing cash flow spreadsheet models, as well as other analysis tools, to support incremental business and investment decisions.

This includes DCF, NPV, and IRR as well as other types of analysis

Work with operating company leaders and management team to maintain accuracy of expense forecasts

Work collaboratively with management to monitor business costs and revenue trends

Provide financial & analytical support to functional leaders and program leaders to ensure understanding and accuracy

Performs other related duties as assigned


Requirements:
  • Bachelor's degree in finance, economics, or other related field
  • Experience to include proven and progressive financial and/or business analysis experience
  • Minimum of 5 years in job or related position
  • Able to work in a fast-paced environment
  • Experience with Financial modeling and strategic planning
  • Strong Microsoft Excel skills
  • Strong analytical and communication skills
  • Adaptive experience is nice to have

Benefits include medical, dental, vision, life insurance, paid time off, and 401k.

TAG is an equal opportunity employer.

We will extend equal opportunity to all individuals without regard to race, religion, color, sex, pregnancy, childbirth or related medical conditions, sexual orientation, gender identity, national origin, disability, age, genetic information, marital status, veteran status, or any other status protected under applicable federal, state, or local laws.

If you need accommodations as part of the employment process, please contact Human Resources.

Willing to discuss pay commensurate with experience.



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