The Senior Analyst, Capital Analytics supports The Heritage Group's ("THG") capital strategy through financial modeling, analysis, and reporting that informs capital allocation, liquidity planning, investment evaluation, and portfolio decisions. Sitting within Corporate Finance, the role helps build, maintain, and enhance financial frameworks that quantify value, risk, liquidity, and return tradeoffs. The role partners with FP&A, M&A, and operating company finance teams to support disciplined, data informed decision making across THG.
*This position is hybrid, located at our Indianapolis, IN office. Qualified candidates must currently reside or be within 75 miles of the Indianapolis, IN area*Essential Functions- Build and Maintain Dynamic Financial Models:
- Maintain and enhance THG's capital allocation and forecasting models
- Build and update scenario-based cash flow models and capital evaluation tools under established frameworks
- Track performance metrics and build visualizations that communicate value, risk, liquidity, and return tradeoffs
- Maintain consistency, documentation, and traceability across capital models
- Provide Insights on Capital Efficiency:
- Analyze capital efficiency using return on capital, risk-adjusted return metrics, and related performance measures
- Maintain WACC, hurdle rate, and return benchmarks to support capital deployment decisions
- Prepare analysis that compares investment opportunities, capital needs, expected returns, and liquidity implications
- Support Liquidity and Balance Sheet Planning:
- Collaborate with FP&A to update liquidity, cash flow, and balance sheet forecasts
- Analyze capital availability, investment pacing, and credit facility utilization under various scenarios
- Prepare analysis and materials that support capital structure, financing strategy, and balance sheet planning discussions
- Identify key sensitivities, risks, and assumptions for review with Corporate Finance leadership
- Cross-functional Collaboration and Communication:
- Build effective working relationships with Corporate Finance, FP&A, M&A, and operating company finance teams
- Prepare concise summaries, visualizations, and presentation materials for THG leadership and Board-level discussions
- Support valuation-related analysis and help integrate outputs into planning tools
- Contribute to analytical best practices, model documentation, and process improvement within Corporate Finance
- Share knowledge and help improve repeatability of key analyses
- Additional duties and responsibilities as assigned, including but not limited to continuously growing in alignment with the Company's core values, competencies, and skills.
Education Qualifications- Required Bachelor's Degree or Master's in Business, Finance, Accounting, Economics, Data Analytics or related field
Experience Qualifications- Required 3 to 5 years of experience in Corporate Finance, FP&A, Treasury, or other highly analytical finance roles
- Required strong financial modeling skills, including experience with financial statements, cash flow forecasting, scenario analysis, valuation, or investment return analysis
- Required working knowledge of corporate finance concepts, including cost of capital, capital structure, liquidity, valuation, and return metrics
Skills and Abilities- Critical skills:
- Quantitatively oriented with strong interest in financial modeling, analysis, and problem-solving
- Strong Excel and financial modeling skills; familiarity with Power BI, Python, or other analytics tools a plus
- Able to work with incomplete or imperfect information and clearly identify assumptions, risks, and data gaps
- Strong organizational skills with ability to manage multiple analyses and deadlines
- Proven ability to manage sensitive and confidential information
- Resourceful, detail-oriented, and intellectually curious
- Communication:
- Ability to synthesize analysis into clear insights, implications, and recommendations, especially in written format
- Comfortable explaining analytical work, defending assumptions, and incorporating feedback
- Communicates proactively with stakeholders to clarify expectations, timelines, and open questions
- Ability to build strong working relationships across finance and business teams
Working Conditions/Physical Demands- Work is primarily performed in an office or professional setting using standard business equipment; hybrid or remote work may be available based on role and business needs.
- Work is generally performed during standard business hours; occasional extended hours may be required to meet business or project demands.
- Minimal travel expected; occasional travel for meetings, training, or company events may be required.
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