Lead Financial Analyst

We are…

BlueTeam is a U.S. based service provider specializing in commercial restoration, construction and roofing — both domestic and international — and our clients are the world’s premier commercial portfolio owners and operators.

We are a turnkey provider for portfolio managers, owners, asset managers and operators, and we continue to grow our services to meet our clients’ needs. Our continued expansion of services, unrelenting project performance and transparent billing practices have allowed BlueTeam to become and remain an industry leader for clients in the hospitality, senior care, multi-family, industrial and other commercial property sectors.

Join the exciting BlueTeam!

The Lead Financial Analyst will be responsible for supporting the consolidated reporting, forecasting, budgeting, and analysis of the company’s financial performance, including P&L, Balance Sheet, and Cash Flow statements with related business specific and macro-economic metrics. This role will also contribute to the enhancement of financial forecasting and reporting processes through the development and optimization of Power BI and EPM platforms. This role has no supervisory responsibilities.  

What you’ll do….

• Prepare various monthly and annual financial statements with related schedules, including debt compliance documents.
• Analyze actual results and key financial metrics to identify trends and monitor variances to the prior year, budget and forecast, and create commentary for financial reporting based on observed analysis.
• Support the development and automation of management reporting packages and presentations for senior leadership.
• Ensure accurate consolidation and reporting of financial data across multiple business units and regions through Excel and other visualization techniques.
• Assist in streamlining financial reporting processes, implementing best practices, and driving automation initiatives.
• Support ad-hoc financial analysis and reporting requests from senior leadership and business units utilizing various databases and working with various operational areas to assist with business decision making and strategy.
• Assist in the preparation and completion of the monthly forecast and annual budget with related schedules and presentations.
• Perform financial modeling as part of planning and forecasting to enhance process efficiency, support new initiatives, and to accurately capture changing business economics and structure.
• Assist in the preparation of support schedules as requested for the annual audit and tax compliance.
• Participate in special projects as requested.
• Identify process improvement opportunities and participate in the implementation of the solution.
• Perform other assigned tasks and duties as requested by manager.  

What you’ll need…

Qualifications 

• Must be a team player who is also able to work independently and adhere to BlueTeam’s core values.
• Knowledge of or experience within the construction industry a plus.
• Desire to understand the “big picture” and ability to learn the key trends and levers that drive the business.
• Trending and forecasting experience which incorporates critical thinking skills required.
• Proficiency in Acumatica or other construction ERP software applications preferred.
• Advanced proficiency in Microsoft Office is required, especially Excel and PowerPoint. Advanced Excel skills, with proficiency in financial modeling and data analysis required.
• Proficiency in data visualization tools such as Power BI or Tableau required.
• Proficiency in Planful, Hyperion, Datarails, or similar EPM software application required.
• Ability to maintain a high level of confidentiality required.
• Ability to present financial information to a non-financial audience.
• Confidence to bring up data gaps and provide insights into why and recommendations around potential solutions
• Must be collaborative and able to work with employees at all levels of the organization.
• Must have the ability to exercise discretion and independent judgment on assigned tasks and responsibilities.
• Must be detail-oriented with a high degree of accuracy, work well under pressure in a fast-paced environment, have the flexibility to deal with multiple changing priorities and be able to also meet deadlines within determined timeframes.
• Must be self-motivated and a critical thinker who possesses strong analytical and problem-solving skills.
• Must possess excellent organizational, communication and interpersonal skills.
• Must possess a process improvement mindset with willingness to challenge current processes.
• Experience in providing exceptional customer service to a broad base of stakeholders with ability and interest to learn business operations. 

Education and/or Experience 

• Bachelor’s degree in finance or accounting with a minimum of 5-7 years’ experience in an FP&A role, including financial reporting, required.
• MBA, CPA, or public accounting experience strongly preferred.

What you’ll get in return…

• Competitive Salary.
• Full range of Benefits including Medical, Dental, Vision.
• Employer paid Short Term Disability (STD) and Voluntary Long-Term Disability (LTD).
• Employer Paid and Voluntary Life Insurance.
• 4% employer match 401(K).
• Paid Time Off (PTO).
• Paid Holidays.

About Blue Team:

BlueTeam’s Mission is to cultivate and maintain mutually beneficial relationships with our clients. In order to accomplish that mission, BlueTeam strives to be mindful, respectful and understanding of our clients and their business needs.

Becoming valuable partners with our clients starts with building the best team possible: recruiting top talent, training them, supporting them, listening to them, and empowering them to help our clients solve their restoration, construction and roofing needs. BlueTeam is not just a “team” but a family based on our core values: integrity, transparency, and accountability.

We believe that with quality people and teamwork, we will achieve our goals of being a successful and well-structured profitable organization that will treat our clients fairly and with mutual respect, while recognizing our staff for their efforts and contributions.

BlueTeam is an Equal Opportunity Employer.​