Principal Financial Analyst

2 weeks ago


Irving, Texas, United States Shermco Industries Full time
About Shermco Industries

Since its inception, Shermco Industries has established itself as a leader in the electrical testing sector across North America. Our mission is to ensure that electrical power systems operate efficiently and safely.

In addition to our core services, we offer specialized divisions such as Professional Engineering, Rotating Machinery, Renewable Energy Services, and both Field and Local Repair Service Centers, positioning Shermco as a comprehensive solution for all electrical needs.

Our commitment to safety and exceptional client service is paramount. We pride ourselves on our ability to manage all aspects of electrical power systems.


Supported by Gryphon Investors, a prominent private equity firm dedicated to the sustainable growth and competitive enhancement of middle-market enterprises, Shermco is well-prepared for future challenges and opportunities.


Position:
Senior Financial Analyst

Overview

As a key member of the Financial Planning & Analysis (FP&A) team, you will contribute to budgeting, forecasting, reporting, and the maintenance of dashboard/reporting tools. Your role will involve preparing presentations for the Board or Executive Leadership Team (ELT) and conducting various analytics and KPI assessments.

You will collaborate closely with assigned business units, becoming the finance expert on their Profit & Loss statements, Work In Progress (WIP), KPIs, forecasts, and budgets.

Key Responsibilities

FP&A Support:
- Assist in the development of budgeting and forecasting processes, templates, and reporting tools.
- Participate in meetings to support financial planning initiatives.
- Prepare financial sections for Board presentations as directed by the Corporate Finance Director.

Financial Reporting:
- Aid in the preparation of month-end closing reports and support the FP&A Director in divisional closing calls.

Operational Finance Partnership:
- Monitor WIP for assigned business units and lead monthly closing calls with operational teams.
- Collaborate with billing and finance support to ensure accurate job details and pricing setups.

Financial Analysis:
- Analyze General Ledger postings for accuracy and investigate anomalies.
- Review revenue and gross margin results to prepare for closing discussions and provide insights to operational leaders.

Qualifications & Experience
- Bachelor's degree in finance, accounting, or a related field.
- Relevant experience in financial reporting and analysis.
- Advanced proficiency in Microsoft Excel and familiarity with Microsoft Office Suite.
- Experience with Microsoft SQL and Business Central/Dynamics is highly desirable.
- Strong communication and presentation skills, with the ability to convey financial concepts to non-financial audiences.
- Detail-oriented with excellent organizational skills and the ability to thrive in a fast-paced environment.

Other Requirements:
- Must pass a pre-employment drug test and background check.
- Shermco is an Equal Opportunity Employer and maintains a drug-free workplace.



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