Carriage Services

Financial Analyst

Carriage Services$75K — $90K *
Healthcare
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 2-3 years of financial analysis experience; experience in healthcare, hospitality, or deathcare a plus
  • Strong Excel and financial modeling skills; experience with ERP systems and financial reporting software
  • Experience with Power Query/Power BI is a plus and OneStream Mandatory
  • Excellent analytical and critical thinking skills
  • Strong written and verbal communication skills

Responsibilities

  • Analyze financial performance across multiple service lines (e.g., funerals, cemeteries, pre-need contracts, merchandise)
  • Monitor and track key performance indicators (e.g. case volume, market share, average revenue, profit margin)
  • Assist with business specific analysis regarding operating and financial performance, variance analysis, and controllable expenses
  • Monitor industry and demographic trends affecting service demand
  • Assist in analysis of the financial impact of capital investments (e.g., cemetery developments)
  • Conduct financial reviews with Directors or Regional leadership as needed
  • Perform training workshops for field leadership as needed
  • Assist in annual budgeting for field businesses

Benefits

  • Work in a hybrid model (4 days in office, 1 day from home)
  • Position located in a prime Houston area (Galleria)
  • Direct involvement with strategic growth and financial planning activities
  • Opportunity to train field leadership and collaborate with diverse teams
  • Engagement with various sectors of the business for comprehensive understanding
Full Job Description
We are seeking a detail-oriented Financial Analyst to support the financial planning, analysis, and strategic growth of Carriage. The Financial Analyst will be integral in providing data-driven insights that support operational efficiency, pricing strategies, and long-term planning.

Compensation: $75,000+ (Depends on Experience)

Job Type: Full time (In office 4 days +1 day from home)

Location: 3040 Post Oak Blvd. Houston Tx (Galleria Area) Must be located in Houston, TX prior to consideration

Key Responsibilities:
  • Analyze financial performance across multiple service lines (e.g., funerals, cemeteries, pre-need contracts, merchandise).
  • Monitor and track key performance indicators (e.g. case volume, market share, average revenue, profit margin).
  • Assist with business specific analysis regarding operating and financial performance, variance analysis, and controllable expenses.
  • Monitor industry and demographic trends affecting service demand.
  • Assist in analysis of the financial impact of capital investments (e.g., cemetery developments).
  • Conduct financial reviews with Directors or Regional leadership as needed
  • Perform training workshops for field leadership as needed.
  • Assist in annual budgeting for field businesses.

Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 2-3 years of financial analysis experience; experience in healthcare, hospitality, or deathcare a plus.
  • Strong Excel and financial modeling skills; experience with ERP systems and financial reporting software.
  • Experience with Power Query/Power BI is a plus and OneStream Mandatory.
  • Excellent analytical and critical thinking skills.
  • Strong written and verbal communication skills.

About Carriage Services

Carriage Services is a provider of funeral and cemetery services and merchandise in the United States. The company operates 186 funeral homes in 29 states and 32 cemeteries in 11 states. Carriage Services was founded in 1991 and is headquartered in Houston, Texas.
Learn more about Carriage Services
Size
1,139 employees
Market Cap
$396.7 million
Industry
Net Income
$16 million
Founded
2015
5 Year Trend
+8.7%
Revenue
$329.4 million
NASDAQ

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