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FINANCIAL ANALYST - CFA

Job Details

Charlotte - Charlotte, NC
Full Time
4 Year Degree
Manufacturing

Description

SUMMARY

The role is a key contributor in the CFA division and a direct advisor to the business team. This role is involved in key decisions and significant impact transactions and must be able to analyze and interpret a large amount of information from a variety of sources. It requires a large degree of independent activity gathering information, generating analysis, and presenting the information to inform and get feedback. This role requires someone with the mental capability to integrate a large amount of complex information to understand, analyze, and make recommendations for the direction of the business.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Create annual budget in cooperation with the corporate controller

  • Develop short term and long-term forecasts for the business performance based upon feedback from operations, service, and sales departments.

  • Identify opportunities and risks within the division related to project spending, departmental cost management, and other areas to provide insight to managers and directors.

  • Partner with the GM to align the team to the financial direction of the business and make decisions around hiring, support requirements, issues and other matters that require a change in direction.

  • Create budget plan for each project along with start date, project completion by month and project closure plans to establish monthly revenue forecasts.

  • Develop business line budgets, forecasts and analysis for service, parts, and installation businesses to assist team in making decisions on price increases, strategy and other business decisions.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

  • 5 years or more experience in project cost management in a construction industry or similar type of project cost accounting role

  • Demonstrated knowledge of P&L management and all the elements that build up a P&L.

  • Experience with financial forecasting requiring project progress projections and complex operations that are dispersed across a large geographic footprint.

  • Experience with MRP/ERP systems such as SAP, Dynamics Great Plains

  • Excellent analysis skills to be able to breakdown complex situations and determine the best possible alternatives or solutions. Understanding of the project at a detailed level in order to assess project status vs budget for reasons.

  • Experience summarizing financial information and communicating via presentations, documents, and training sessions to improve the financial understanding of the other divisional staff members as well as corporate leadership teams.

  • Familiarity with working within a global company and the complexity of having dotted line reporting relationships across the divisions.

  • Experience working across the entire organizational structure from CEO to direct employees and adjusting content and conversation accordingly.

  • Ability to create training and lessons for the teams to better understand their impact on the business and creating proactive tools for the team to track performance directly.

 

LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

MATHEMATICAL SKILLS
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

OTHER SKILLS
Microsoft Word, Excel, PowerPoint, and Outlook

REASONING ABILITY
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variable.

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; sit; climb or balance; and stoop, kneel, or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.

 

EOE, including disability/veterans.

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