ABOUT THE ROLEThe Sr. Finance Analyst / Finance Manager is a high-impact, highly visible role within the corporate finance function of a privately held independent industrial services provider. This individual will serve as a trusted business partner and analytical backbone across the organization - supporting financial planning, management reporting, cost analysis, and cash flow oversight.
RESPONSIBILITIESFinancial Planning & Forecasting- Support the annual budget and monthly forecast builds, including revenue, OpEx, and headcount modeling across business units
- Build and continuously improve financial models to support business decisions, scenario analysis, and sensitivity testing
- Prepare monthly management reporting packages with key performance indicators, trend analysis, and executive-level narratives
Reporting & Analysis- Draw accurate conclusions from complex data; build models that inform, not just report
- Analyze cost trends by service line, geography, and cost category; flag anomalies and recommend corrective actions
- Assist with month-end close activities in coordination with the Accounting team
- Conduct ad hoc analyses to support pricing decisions, CapEx evaluations, and strategic initiatives
- Maintain internal financial reporting infrastructure; identify opportunities to improve accuracy, automation, and presentation
Collaboration & Process Improvement- Partner with department heads to collect budget/forecast inputs and ensure accuracy of cost center data
- Identify opportunities to streamline recurring reporting and reduce manual work
- Maintain data integrity across planning tools and source systems
REQUIREMENTS- Bachelor's degree in Finance, Accounting, or a related field
- 3 - 6 years of progressive finance experience, including direct FP&A, financial reporting, and cost analysis responsibilities
- Experience in an industrial, construction, field services, or asset-intensive business environment strongly preferred
- Advanced proficiency in Microsoft Excel; strong financial modeling skills
- Working knowledge of GAAP and financial statement preparation
- Demonstrated ability to manage competing priorities, meet deadlines, and operate with a high degree of accuracy
- Strong communication skills - able to present financial information clearly to both financial and non-financial audiences
- Effectively communicates and negotiates project timelines with internal stakeholders to ensure alignment with business objectives
- Committed to developing the FP&A capabilities, critical thinking, and business acumen of junior analysts through active mentorship and guidance
PREFERRED- CMA or MBA (or active pursuit thereof)
- Experience in a private equity-backed company environment
- Experience working in and developing ERP systems (e.g., Infor, Sage, NetSuite) and BI tools (e.g., Power BI, Tableau)
- Background in job costing, project accounting, or service contract financials
- Experience supporting ownership or a board with reporting and presentations
TRAVELTravel: As needed, up to 25% (approx. 1 week per month on average)
BENEFITSBenefits Package, including:
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off and holidays
- Life and disability insurance
- Employee assistance program
- Professional development opportunities
