Sr. Financial Analyst, FP&A

Accounting and Finance Charlotte, North Carolina


Description

Position at CTE

As part of the LiftOne division at CTE, the Senior Financial Analyst, Financial Planning and Analysis (FP&A) serves as the trusted business advisor to the Vice President of Operations.  The role will navigate in a matrix environment, have secondary support requirements with Region Operations, and interact heavily with peer FP&A professionals.  With many sources of input, this role will need to question assumptions and challenge the status quo to strive for the best outcomes.  The role will ensure that the Company is driving Corporate strategies, productivity, pricing, and asset optimization.  The role will interface with multiple levels of the organization and will be key to connecting Region Operations with Corporate initiatives.  Additionally, this role serves to identify operational drivers that impact results by analyzing data, and converting it into meaningful KPI’s and actionable business intelligence.  Recommendations should support continuous improvement. 

The FP&A role is the bridge between Operations and sources of capital serving to link these two critical areas. They must use their “voice” to understand the details of the business and help to drive the business to its highest performance.

While other duties may be assigned, essential duties and responsibilities include the following:

 

Business Advisory Services

  • Partners with VP of Operations to profitably grow the business and meet strategic goals
  • Oversees Branch Operations performance and identifies key variance drivers
    • Calculates KPI’s (operational and financial)
    • Prepares performance dashboards
    • Interprets and presents reporting results
    • Assists in developing plans to address high-priority opportunities
    • Ensures delivery of Plan goals, proposes solutions to mitigate risks or drive delivery ahead of Plan
  • Provides annual pricing recommendation
  • Optimizes transportation expenses and recovery
  • Owns variable compensation program

Financial / Compliance

  • Ensures that internal controls are in place, functioning properly, and sufficient to protect company assets and the credibility of the financial results
  • Drives the annual budget process and ensures financials are accurate, reflecting key assumptions and initiatives
  • Administrate headcount planning and compliance
  • Prepares forecasts for regions and branches
  • Participates in the month- and year-end close process by reviewing branch / region financial statements noting anomalies for research / correction.
  • Provides analysis of monthly budget variances and identifies those that will be ongoing or changes to expense run-rates
  • Performs ad hoc analysis and projects as requested by leadership

Process Improvement

  • Works with Operations to identify opportunity areas
  • Assists in the implementation of new processes, works with training staff to document and train impacted individuals, and monitors acceptance / performance of these new processes

Basic Candidate Qualifications

  • Bachelor’s Degree
  • 4+ years of experience in Finance/Accounting roles with demonstrated career progression
  • Self-starter with high energy level; highly organized and follows through on commitments
  • Strong interpersonal and communication skills
  • Good data mining and analytical skills
  • Ability to understand/interpret complex data and communicate it in a simple way across functional groups
  • Experience with ERP systems, data warehouses, and financial management software
  • Highly proficient using Microsoft Excel and comfort with the remaining Office suite (Word / PowerPoint primarily)

Additional Candidate Qualifications:

  • MBA degree is preferred
  • FP&A experience desired and should include designing and building complex financial models to enable robust forecasting, annual budget modeling, capex modeling, or financial statement analytics
  • Experience working with a larger company that has multiple divisions (private or public)
  • Demonstrated champion of process improvement, preferably with processes/approaches used in lean manufacturing
  • Certificates, licenses, registrations: advanced business and/or financial certifications a plus (e.g. CFA, CMA, CPA, CIA, CGMA, CPM, etc.)
  • SAP, IBM Planning Analytics, Tableau/Power BI experience a plus

 

 

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. If you are unable to complete the application without an accommodation, please call 704-731-7701 for assistance.