Corporate Financial Analyst

2 weeks ago

Tampa, Florida, United States National Pool Partners Full time


National Pool Partners (NPP) is a collective of enterprises dedicated to enhancing the pool service sector and ensuring a pleasurable pool ownership experience.

As a developing organization, we continuously seek to enrich our team with individuals who embody the following traits that resonate with our core principles:

Attributes:
- Positive attitude
- Customer-focused with a commitment to serving others and achieving results
- Self-motivated
- Dependable and eager to advance in a dynamic environment

As a valued team member, you will benefit from:
- Being part of a vibrant company with a people-centric culture
- Comprehensive medical benefits, including company-sponsored dental care
- 401k plan with company contribution
- Significant opportunities for personal and professional growth

Currently, we are in search of a Financial Planning & Analysis Specialist, and a brief overview of the role is outlined below.

If this position aligns with your expertise, skills, and interests, we encourage you to consider this opportunity and share it with potential candidates in your network.

Role Overview:

The Financial Planning & Analysis Specialist will leverage a solid grounding in accounting principles to employ Excel, Sage Intacct, Power BI, and other relevant tools to assess the company's financial and operational performance. This role includes developing financial and operational dashboards, creating ad-hoc reports, and contributing to both short-term and long-term strategic planning for the organization.


Key Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Assist in the preparation of monthly, quarterly, and annual financial reports under tight deadlines.
- Lead the analysis of budget versus actual performance on a monthly basis.

- Collaborate with Regional Directors regularly to discuss budget variances, update rolling forecasts, and address ad-hoc reporting requirements.

- Utilize feedback from Regional Directors to work with the Controller to enhance the accuracy of monthly financial statements.
- Review inventory and prepaid accounts concerning product cost for the reporting period as necessary.
- Provide standard weekly reports to investors and Board stakeholders.
- Actively engage in the annual budgeting process.
- Conduct ad-hoc financial modeling and analyses as required (e.g., margin analysis, volume/rate assessments, sensitivity analysis, payroll/headcount evaluations, fleet asset reviews, etc.).
- Depending on experience and qualifications, assist with cash flow forecasting.
- Support the maintenance of the company's accounting and ERP systems.
- Safeguard operations by maintaining confidentiality of financial information and plans.
- Travel to various regions to support branches; regional travel is less than 10%, which may include overnight stays.
- Perform other related duties as assigned.

Education, Licensure, and Experience Requirements:
- Bachelor's degree in Accounting (or Finance with substantial accounting exposure)
- 5+ years of experience in Finance/Accounting

Competencies/Skills:
- Highly organized multitasker capable of thriving in a fast-paced environment
- Excellent time management skills with a proven track record of meeting deadlines
- Comprehensive understanding of financial statement content, structure, and interrelationships
- Strong written and verbal communication abilities
- Exceptional interpersonal and customer service skills
- Strong analytical and problem-solving capabilities, with the ability to clearly present analytical findings
- Excellent organizational skills and attention to detail
- Willingness to work flexible hours during reporting and budgeting cycles
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, SharePoint, and CoPilot), with a strong emphasis on Excel (including but not limited to: Pivot tables, V/H/X Lookups, nested "IF" functions often combined with AND/OR syntax, conditional formatting, data validation)
- Experience with Sage Intacct preferred
- Experience in a multi-entity environment preferred
- Familiarity with Microsoft Power BI is a plus.

Environmental Conditions and Physical Requirements:

The environmental conditions and physical requirements described below are representative of those that must be met by an employee to successfully perform the duties and responsibilities of the job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the duties.

Environmental Conditions:

General Office Environment:
The noise level in the office environment is generally quiet.

Outdoor Service Environment:
The position may involve exposure to various work conditions at different client settings. Indoor conditions may include dust, heat, cold, noise, etc.

Outdoor conditions may involve exposure to seasonal weather, damp and/or dusty locations, freezing conditions, and hot conditions.

The noise level in the work environment is moderate.

Physical Requirements:

If performing office duties: The employee is required to sit, stand, hear, and use hands to operate all office equipment.

The employee must view computer monitors for extended periods. Vision requirements include close vision and the ability to adjust focus. The employee may occasionally be required to lift up to 25 pounds.

At client locations:

While performing the duties of the position, the employee is regularly required to stand, walk, sit, climb, bend, kneel, reach with hands and arms, crouch, crawl, twist, push/pull, and lift/carry regularly up to 15 lbs. throughout the day, with occasional lifting of up to 50 lbs. Hand, eye, and foot coordination is essential.

Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The ability to swim is necessary as this position may involve working near swimming pools.

The job description reflects the general details necessary to describe the duties and responsibilities of the position and shall not be construed as a detailed description of all the work requirements that may be inherent in the position.

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