Financial Planning and Analysis Specialist

2 months ago

Fort Worth, Texas, United States Peak Utility Services Group Full time
Job Summary

We are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Peak Utility Services Group. As a key member of our finance team, you will be responsible for building and ensuring critical support to our senior leadership. This role will focus on creating and maintaining financial tools, reporting mechanisms, business modeling, and financial planning processes that will effectively scale with our growth.

Key Responsibilities
  • Prepare comprehensive financial plans (budgets) and forecasts, including monthly/quarterly projections, annual operating business plans, and line of business budgets.
  • Administer and provide management variance analysis for company planning, forecasting, and reporting, including all dashboard, operating, and board reporting packages.
  • Organize and evaluate quantitative data to identify and explain trends, problems, and root causes.
  • Work cross-functionally to create visibility into project and company financial performance and understand key operational metrics within the organization to recommend new opportunities and risks.
  • Support internal and external financial and management reporting.
  • Review and monitor project financial performance results, including project profitability, project cash flow, and project risk profile, to ensure the health and wealth situation of the project.
  • Work with Operating Company leadership to balance budgets and manage cost forecasts.
  • Work with Operating Company leadership on management of change issues on projects.
  • Direct the process for the bottoms-up development of annual budget, resource planning analysis, and rolling forecast updates.
  • Support and assist department leadership in achieving stated targets and standards for financial performance.
  • Make recommendations as changes occur in business drivers, reporting requirements, and organization structures, and understand the implications on the overall company business model.
Requirements
  • Expert with Microsoft Office, especially Excel and PowerPoint.
  • Excellent analytical and modeling skills.
  • Functions well under pressure; consistently pays attention to accuracy and quality of work.
  • Sense of Urgency: Prioritizes well, shows energy, reacts to opportunities, instills urgency in others, and meets deadlines, creative problem-solver.
  • Experience in driving the strategic, financial analysis, and evaluation of potential M&A activity highly desirable.
  • Strong interpersonal and collaboration skills, with strong team building skills.
  • Experience as a strategic thinker that can effectively translate strategies into financial plans.
  • Has a proactive and constructive style of engagement with business leaders to earn credibility as a finance partner who adds value and helps drive business results.
  • Broad business acumen and problem-solving skills.
  • Demonstrated ability to lead cross-functional initiatives, with the ability to effectively manage multiple projects and competing priorities.
  • A self-directed leader able to adapt quickly to changes in priorities.
  • Roll-up-the-sleeves attitude and a hands-on approach.
  • Experience with financial statement analysis, a strong understanding of corporate finance concepts, and a solid understanding of U.S. GAAP.
  • Experience with ERP and/or budgeting preferred.
  • Knowledge of reconciling general ledger accounts.
  • Financial statement preparation and reconciliations.
  • Ability to maintain a high level of accuracy under time constraints.
  • Ability to maintain confidentiality concerning company financial data.
  • Strong interpersonal skills and solid team working abilities.
  • Sound work ethics and flexibility.
  • Strong decision-making and analytical thinking ability.
  • Complete knowledge of Microsoft Office and experience with enterprise accounting software.
Education and Experience
  • Bachelor's in Finance/related field or equivalent experience required, MBA highly preferred.
  • 7-10 years Corporate FP&A experience with 3-5 years of Management experience.
  • MBA highly preferred.
Additional Requirements
  • Possession of, or ability to obtain, a valid State of Residence Driver's License is required within two weeks of employment.
  • Candidates must pass criminal and Motor Vehicle Record (MVR) background checks and pass a pre-employment drug screen.

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