Financial Analyst [FP&A]
Salt Lake City, Utah
Our client, a rapidly growing environmental services company expanding operations in Utah, is currently seeking a talented financial partner to work closely with executives and senior business leaders across the company, supporting and enabling all levels of the organization to make informed, data-driven decisions to create sustainable financial performance and enhance shareholder value.
Additionally, this Financial Analyst will be responsible for internal executive reporting, planning, and ad hoc executive analytical requests. This position has a high level of exposure to executive management and insight into the financial results of the organization. The ideal candidate will have a critical eye for automation and process improvement in order to simplify routine processes and focus on advanced value-adding analysis.
Responsibilities:
Working directly with the VP of Finance, the Financial Analyst will be responsible for researching, compiling, and analyzing information on the technologies and market conditions to identify opportunities, provide recommendations, and prepare business plans.
Create executive and board-level presentations explaining key financial trends and supporting appropriate business decisions.
Collaborate with the Controller ensuring monthly financial reporting and analytics are complete, accurate, and timely, with reporting for an executive audience.
Contribute to annual planning and quarterly forecasting processes, owning the timeline for all groups within the company and understanding the treasury and other central functions.
Build and maintain Excel-based financial models, standard Excel-based reporting templates, and ad-hoc analysis.
Develop business partnerships with other departments.
Presentation preparation – Monthly Review, Quarterly review, Op Plan, etc.
Contribute subject matter expertise in various financial and non-financial related items.
Coordinate with founding team and the Board to assist in developing commercialization strategy, business plans, financial models, and pitch decks.
Provide support to the executive team in pitching for angel, seed or venture capital; including but not limited to conducting research on target market size, industry trends and competitive analysis, and conducting quantitative and qualitative market research to support informed economic decision-making.
Research and compile information related to market trends, product demand, customer demographics, existing competitors, value-added technologies, market geography, and potential competitive advantages utilizing search engines, market databases, and other business research tools.
Summarize and analyze data with recommendations related to research findings.
Provide support in identifying related funding opportunities.
Obtain feedback from subject matter experts regarding opportunity potential and recommended development/strategy.
Communicate clearly with Board to ensure close coordination and informed decision-making.
Work independently, while collaboratively, with minimal direction and supports complex cost and profit centers.
Perform ad hoc analytical requests as needed.
Other duties as assigned.
Qualifications:
Strong MS Office, Excel and PowerPoint skills (experience with Sage X3 ideal)
Knowledge of database concepts and programming
Experience in reporting, planning and ad hoc analysis
Familiarity with oil and gas and/ or manufacturing environments
Familiarity with SEC and other regulatory environments
Excellent interpersonal and communication skills
Strong accounting and analytical skills: ability to organize and analyze large datasets, detect and correct errors, interpret and report results to various audiences, and take responsibility for data quality assurance
Be a critical thinker who possesses strong problem-solving skills and an ability to summarize information clearly and concisely, both written and verbally
Strategic focus with the ability and desire to dig deep in understanding the key drivers of the business and making recommendations for improvement
A desire and ability to find ways to continually improve processes and drive efficiency
Ability to handle periodic tight deadlines and occasional extra workload
Ability to contend with competing demands and occasionally changing requirements
Experience using queries and manipulating large datasets is a plus
3+ years of professional experience in accounting, budgeting, financial planning, reporting and analysis
Bachelor’s degree in a related or quantitative discipline (finance, economics, math, etc.) required;CPA or graduate degree in accounting and/or finance preferred
PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.