Financial Analyst

A growing PE-backed construction organization in the greater Central Florida area is seeking an experienced Financial Analyst with 1+ years of proven experience to join their FP& A team.

This is a full-time role with a hybrid work arrangement after the probationary and training period at their Clermont location (3 days in office/2 working from home)

In this role, you will be a true business partner with strong data, analytical, and presentation skills who can support decision-making through proactive, thoughtful, predictive, and data-driven analyses for several business entities. Responsibilities include leading the annual budget and quarterly forecasting cycles, monthly/quarterly management reporting, as well as working closely with senior management to review financial results and identify financial implications.

Job Description – Financial Analyst

• Collaborate with the Finance team and Senior leaders across business functions to develop, maintain, and enhance financial models, forecasts, and budgets.
• Assist in creating the Annual Operating Plan analysis.
• Monitor performance against the annual budget and run regular, comprehensive forecasts to monitor the Company's results and achievements for the departments under their responsibility.
• Prepare and maintain the weekly update of the sales forecast for the current month and quarter sales outlook against budget and forecast by revenue line.
• Prepare monthly and quarterly analysis by business line, customer, revenue line/product/project and other dimensions as required.
• Gather and analyze data related to sales performance, customer trends, and market dynamics.
• Analyze financial data and performance metrics to identify trends, risks, and opportunities, providing actionable insights to key stakeholders.
• Build financial reporting infrastructure including the reconciliation of financial data between the accounting systems, sales databases and operations platforms.
• Play a pivotal role in the preparation of management reports, variance analysis, and presentations for the Executive Management Team and for Board meetings.

Data Management &Reporting

• Ensure accurate and timely data collection, validation, and maintenance for FP&A activities.
• Regularly review, refine and improve upon data processes and tools to increase quality, reliability and reduce time of report preparation to enhance efficiency and accuracy.
• Create and maintain customized reports and dashboards and continue to enhance the use of relevant tools (e.g., NetSuite, Excel).
• Support due diligence and provide analytical and advisory support for acquisitions and integration of financial and administrative functions for acquired companies, as required.
• Prepare reports at the request of the CFO for the Executive Management Team and the Board of Directors on areas that fall within the scope of the role.
• Other duties as assigned particularly as the Company scales up and grows through acquisition.

Job Qualifications (Experience, Education, Knowledge, and Skills):

• Minimum of a university degree in Accounting, Finance, or Financial Management.
• 1+ years of progressive experience combining both financial planning and analysis activities.
• Proficiency in Microsoft Office (Excel, PowerPoint), data analysis tools, and different software platforms such as NetSuite,
• Excellent knowledge of automated financial and accounting reporting systems and processes.

Competencies Identified for Success

Time Management – Managing one’s own time with a proven ability to deliver quality work and meet deadlines. Ability to prioritize tasks and to delegate them when appropriate.

• Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• High energy/ positive can-do attitude
• Ability to define opportunities, collect data, establish facts, and draw valid conclusions.
• Ability to maintain a high degree of confidentiality and strong adherence to the practice of business ethics.
• Ability to make sound decisions and handle difficult personalities and situations independently.
• Analytical skills: Able to interpret complex financial, sales and operational data, draw meaningful conclusions, and provide actionable recommendations.
• Excellent communication skills, both written and verbal, with the ability to present findings and insights to diverse audiences.
• Detail-oriented mindset with a commitment to accuracy and data integrity.

This position offers competitive pay, Health insurance, a 401k, and PTO. Additional benefit packages, including Dental, Vision, Life, and Short—and Long-Term Disability plans, are available.

The compensation Range is $65k-$80k based on experience plus a discretionary bonus.

Please submit your resume for consideration. Steadfast Executive Search LLC is a premier executive search firm that focuses on placing highly qualified professionals in critical accounting and finance roles.

With our deep industry knowledge, extensive network, and unwavering commitment, we strive to match our candidates with organizations that share their values and aspirations. All applicants applying for U.S. job openings must be legally authorized to work in the United States.