Financial Analyst

Our client is a leading private equity-backed industrial services company with approximately $250 million in annual revenue and operations across multiple markets throughout the United States. The company has built a reputation for operational excellence, customer service, and strong execution while continuing to expand through both organic growth and strategic acquisitions.

Backed by a premier private equity sponsor, the organization is entering an exciting phase of growth and transformation. This is an opportunity to join a high-performing finance team where you will gain broad exposure to executive leadership, business operations, financial planning, business intelligence, and strategic initiatives.

Position Summary

The Financial Analyst will play a key role in supporting the company’s financial planning, reporting, forecasting, and business analytics efforts. This individual will work closely with Finance, Accounting, Operations, and Executive Leadership to deliver insights that drive business performance and support strategic decision-making.

Key Responsibilities

• Assist in the preparation of monthly, quarterly, and annual financial forecasts and budgets.
• Support monthly financial reporting and variance analysis processes.
• Analyze business performance and identify trends, risks, and opportunities.
• Prepare management reports and presentations for senior leadership.
• Create and maintain dashboards and reporting tools using Power BI.
• Support KPI development and performance measurement initiatives.
• Assist with acquisition integration activities and ad hoc strategic projects.
• Utilize the ERP system for financial reporting, data analysis, and business support activities.
• Partner with Operations and Accounting teams to understand business performance drivers.
• Support process improvement, automation, and reporting enhancement initiatives.

Qualifications

Required:

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related field.
• 0-2 years of relevant experience.
• Strong academic record and analytical capabilities.
• Advanced Microsoft Excel skills.
• Excellent communication and problem-solving skills.

For Entry-Level Candidates:

• Meaningful internship experience is required and familiarity with the Microsoft Suite of tools.

Preferred:

• Experience with modern dashboarding tools (Tableau or Power BI)
• Exposure with modern financial reporting tools.

What You'll Gain

• Direct exposure to executive leadership and private equity ownership.
• Hands-on experience with forecasting, budgeting, business intelligence, and strategic finance.
• Opportunity to work extensively with the ERP system and Power BI.
• Broad visibility across finance, operations, and business strategy.
• Significant professional development and career advancement opportunities.

Compensation: $75,000 - $90,000 salary plus 5% bonus