Senior Financial Analyst - Independence, United States - Summit Companies

Description

Job Description

Are you interested in working for the nation's leading fire protection company and beginning a rewarding and satisfying career that helps save the lives of thousands each year? Do you want to be a part of a growing and expanding team of industry experts? If so, exploring career opportunities with Summit Companies may be right for you

Summit Companies, through its subsidiaries, is a full-service provider for fire detection, suppression, and security with a full suite of capabilities that includes design, installation, testing, inspections, and maintenance. We serve customers across many verticals on a local, regional, and national scale. We're proud of our well-deserved reputation for quality work that's completed by our talented and experienced installation workforce. Summit Companies is a dynamic organization with endless growth opportunities spanning over 100 locations in more than 30 states.

Our company is consistently recognized for service excellence in the fire protection industry. Summit Companies supports trade skills and workforce development by hosting Recognized Apprenticeships and on-the-job training (OJT) programs for new career-seekers. Many members of our leadership team serve as chair on NFPA code compliance committees, serve on regional safety boards, and support technical education in local schools. Summit Companies supports employees in their professional development by offering continued development, training, and education by encouraging NICET and other career-advancing certifications. We continually strive to be the Employer of Choice for highly motivated team members who want to succeed in a high-growth environment. We encourage initiative, independence, diversity, and personal career growth.

The combination of experience, knowledge, and customer service is the key to our performance and helps us achieve our goal of providing the highest quality of fire protection services to protect lives and property.

JOB SUMMARY:

The Senior Financial Analyst will work closely with executive management and will be responsible for designing and developing key financial models to provide accurate and timely insights and recommendations. These efforts will focus on supporting the company's growth, profitability, and financial objectives, in a fast-paced, growth focused organization. This position will also play a key role in preparing Board reporting and supporting inquiries from our financial sponsor.

ESSENTIAL JOB DUTIES:

• Develop and maintain complex financial models to evaluate business performance, support strategic initiatives, and drive focus on key metrics.
• Provide financial insights and recommendations to drive informed decision-making across the organization.
• Analyze financial data, industry trends, and market conditions to identify risks and opportunities, optimize resource allocation, and improve profitability.
• Analyze large data sets to evaluate quality of data, identifying areas to improve data quality through process change or expansion/contraction of data attributes.
• Evaluate both organic and acquisitive growth, including post-acquisition performance, to provide key insights into overall organization health, and organic initiative and acquisition performance.
• Support ad hoc analysis requests from executives, subsidiary leadership, and other internal and external customers.
• Continuously review and enhance financial processes, systems, and reporting methodologies to drive efficiency and accuracy, acting as a quality check of our internal reporting.
• Other duties may be assigned.
  

QUALIFICATIONS

The qualifications listed below are representative of the elements required to perform the job successfully; however, in some cases, an equivalent combination of Education, Training, Certifications and Experience may meet the job qualifications.
Education, Training, Certifications:

• Bachelor's degree in finance, economics, accounting, marketing, or related field.
• Master's degree or relevant certifications (e.g., CFA, CPA, CBAP, etc.) a plus.
  

Experience, Knowledge, Skill Requirements:

• 5+ years of proven, relevant experience in an upper middle market, private equity backed or public company
• Self-starter, with ability to take a lead role withing 12-18 months for a growing department
• Mastery of financial analysis against large data sets using a variety and tools and techniques to support clearly articulated reporting and conclusions.
• Meticulous documentation and organization, along with establishing effective ways to store and retrieve past analysis.
• A keen eye for detail and high level of accuracy is essential, along with working under tight deadlines while managing multiple tasks simultaneously.
• Excellent analytical and problem-solving skills, with the ability to work with large datasets and data visualization tools to create actionable insights.
• Experience in the fire life safety industry, or related service, construction, or manufacturing industry is an asset.
• Strong work ethic and ability to work independently in a multi-location team environment.
• Ability to build relationships with all levels within the business.

Communication Skills:

• Must have the ability to effectively read, write, and communicate in English with employees, executives, and board of directors.
• Must have the ability to effectively present complex issues to various levels within the organization, and be confident while facilitating related discussions
  

Systems and Software Skills:

• Financial systems experience with Oracle Fusion, Oracle EPM and Salesforce preferred
• Experience with PowerBI, Alteryx, or related data analytics programs preferred
• Expert level experience with Microsoft Office programs, particularly Microsoft Excel and PowerPoint
  

Other Qualifications:

• Familiarity with life safety-industry processes and technical terms is an asset
• Must be able to comply with Summit's Drug and Alcohol policy and Background screening requirements, which may also include customer specific requirements based on contractual agreement
• Valid driver's license with acceptable driving record, required

PHYSICAL & WORK ENVIROMENT REQUIREMENTS

Reasonable accommodations may be made to enable individuals with disabilities to perform essential job duties.

Physical Requirements:

While performing the duties of this job, the employee is required to sit and stand for long periods. Employee will occasionally be required to drive, bend, kneel, balance, lift <20lb, walk, stand, ascend/descend stairs, reach above and below shoulders, stoop, and twist.

Work Environment:

Employee will consistently be required to work indoors in an office or remote setting, work alone and with others. Employee will occasionally be required to wear appropriate personal protective equipment, as required by company safety policies. Employee may be required to travel.

Benefits

Summit Companies offers extensive training opportunities, career advancement, competitive pay, bonus opportunities, along with an industry leading and affordable benefits package for eligible employees. Our benefits package includes:

• Paid Vacation and Holidays
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k) Plan with Company Match
• Flexible Spending Accounts
• Long-Term Disability – Employer Paid
• Short-Term Disability – Employer Paid
• Additional Voluntary Ancillary Benefits such as Accident and Hospital Indemnity
• Life Insurance for Team Members and Dependents
• Employee Assistance Program
• Employee Referral Program

Our Core Values

PIPE

• We are PASSIONATE about life safety
• We have INTEGRITY (Do the right thing)
• We work in PARTNERSHIP with our customers and community
• We constantly strive for OPERATIONAL EXCELLENCE (Do things right)

Summit Companies participates in E-Verify & in alignment with our commitment to safety, we promote a drug-free workplace. Summit Companies is an equal-opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with a disability.

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