Senior Financial Strategist for Business Growth

7 days ago


Lexington, Kentucky, United States Jobot Full time

As a Senior Financial Strategist for Business Growth, you will play a pivotal role in shaping the financial trajectory of our business unit.

About Us

We are a dynamic investment management firm dedicated to unlocking the potential of businesses. Our mission is to partner with companies to fuel growth and profitability through strategic initiatives and operational excellence.

You will be part of a talented team that thrives on collaboration and innovation. As a Senior Financial Strategist, your responsibilities will include:

Key Responsibilities
  • Overseeing and managing all financial activities within the business unit, including financial reporting, month-end close, general ledger, accounts payable and receivable, payroll, balance sheet, and job costing.
  • Conducting variance analysis to understand the difference between planned and actual performance and making recommendations for improvements.
  • Preparing, managing, and controlling the unit's budget and forecasts, ensuring all financial targets are met or exceeded.
  • Ensuring accurate job costing and billing for all projects within the business unit, including HVAC and plumbing.
  • Implementing and maintaining internal controls to ensure compliance with company policies and procedures, as well as regulatory requirements.
  • Providing financial leadership and guidance to operational teams, assisting them in understanding financial reports and data, and helping them make informed business decisions.
Requirements
  • A Bachelor's degree in Finance, Accounting, or a related field.
  • A minimum of 3 years of experience in a similar role, preferably within the construction, HVAC, or plumbing industry.
  • In-depth knowledge of financial reporting, month-end close, general ledger, accounts payable and receivable, payroll, balance sheet, variance analysis, budgeting, forecasting, job costing, and billing.
  • Strong analytical skills with the ability to analyze complex financial data and prepare financial reports, statements, and projections.
  • Excellent leadership and team management skills, with the ability to inspire and motivate a team.
  • Proficiency in using financial software and systems.
  • Strong communication and interpersonal skills, with the ability to present financial information in a clear and concise manner to non-financial stakeholders.
  • Exceptional organizational skills, with the ability to manage multiple tasks and projects simultaneously.
  • A high level of integrity and dependability with a strong sense of urgency and results-orientation.
What We Offer

We offer a competitive salary of $88,000 - $105,000 per year, along with a comprehensive benefits package, including medical/dental/vision coverage, 401(k) + match, bonus opportunities, LTD/STD insurance, life insurance, and paid time off (PTO). Join us in shaping the future of business and unleashing potential together.



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