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Senior Financial Analyst

2 months ago

Pasadena, Texas, United States Pinnacle Full time
Pinnacle is seeking a dynamic individual who exemplifies growth, impact, and excellence.

Position Overview

As a Senior Financial Analyst, you will be instrumental in the creation, oversight, and examination of financial data throughout Pinnacle. Your role will involve collaboration with various departments, including the Leadership Team, Operations, Sales, Board of Directors, and Finance.

Key Responsibilities
  • Collect, structure, analyze, and synthesize data across the organization, providing actionable insights aimed at enhancing operational efficiency, reducing costs, boosting revenue, and optimizing cash flow.
  • Develop comprehensive reports, models, and analytical tools that effectively visualize data for stakeholders.
  • Oversee the annual budgeting, forecasting, and long-term financial planning initiatives.
  • Manage all data sources, focusing on the development, centralization, quality control, and strategic direction of data management.
  • Engage with cross-functional teams to align financial strategies with organizational goals.
  • Lead the monthly financial reporting cycle, including variance analysis and management reporting.
  • Enhance financial processes, systems, and reporting capabilities to improve efficiency and accuracy.
  • Assess potential investments, mergers, and acquisitions to support growth strategies.
  • Collaborate with Business Development leaders to ensure accurate data in the Customer Strategy Manager platform.
  • Work with Project Managers to maintain accurate project data in the ERP system.
  • Analyze data from CSM and ERP systems to generate reports that highlight team performance metrics.
  • Identify performance risks and gaps through data analysis.
  • Provide insights to the President, CEO, and COO regarding team and project performance based on relevant data.
  • Ensure accessibility of systems for Partners, Managers, and Leads to monitor project and financial performance metrics.
Accountabilities
  • Ownership and management of data infrastructure.
  • Analysis and interpretation of data to drive organizational actions.
Required Qualifications
  • At least 5 years of relevant experience in financial analysis, finance, accounting, or related fields.
  • Experience with ERP systems.
  • Proficient in data management.
  • Exceptional financial modeling, analytical, and problem-solving capabilities.
  • Strong command of MS Office, particularly Excel, and knowledge of GAAP.
  • Excellent communication, presentation, and interpersonal skills.
  • Demonstrated proactive approach and ability to work efficiently and creatively.
  • Ability to prioritize objectives while managing daily tasks.
  • Strong influencing skills and capability to collaborate with leadership across the organization.
Preferred Qualifications
  • Bachelor's degree or higher in Finance, Economics, Accounting, Data Analytics, or Mathematics.
Technical Skills
  • Proficient in Microsoft Office Suite, with advanced knowledge of Power BI and Excel.
  • Familiarity with ERP systems, including Workday.
  • Quick learner of new software applications.
Reporting Structure

This position does not have direct reports.

Work Environment
  • Conditions may involve working in various settings, including proximity to office machinery and equipment. Extended or irregular hours may be required.
Physical Requirements
  • Ability to perform physical tasks such as walking, standing, sitting, kneeling, and lifting up to 30 lbs.
Tools and Equipment
  • Utilization of computers, calculators, copiers, and telecommunication devices is essential.
Disclaimer

This job description outlines the general duties and responsibilities associated with the position; it is not an exhaustive list of all tasks or skills required. Modifications may be made to accommodate individuals with disabilities.

Pinnacle is an equal opportunity employer and does not discriminate based on any protected characteristic.