Demo

Senior Financial Analyst

PF Holdings LLC Defunct
Willow, TX Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 5/8/2025

Responsible for creating and presenting various analyses and presentations used in the evaluation of the Company's performance, as well as other various financial planning and analysis tasks.

Essential Duties and Responsibilities

  • Compile, analyze and report financial data, including periodic (e.g., monthly, quarterly, and annual financial results) and other ad-hoc projects
  • Independently develop and maintain detailed financial models to forecast company results, identify trends, and support strategic initiatives
  • Manage corporate and departmental budgeting, forecasting, and review
  • Effectively communicate financial matters to and build relationships with operating divisions and other parts of the business
  • Evaluate capital project economics and potential mergers and acquisitions
  • Prepare presentations and analyses for meetings with senior executives
  • Create and present analyses for finance and strategic initiatives, including but not limited to model building, managing data rooms, and financial analysis
  • Develop internal and external analyses, corporate presentations, press releases and other communications for investors, board of directors, and other users
  • Analyze current and past trends in key performance indicators (KPI) (e.g., revenue, cost of sales, expenses, and operational metrics)
  • Evaluate Company's financial performance compared to competitors, overall industry, and market trends
  • Use financial reporting and general ledger systems to support internal and external needs for reports and other information
  • Performs other related duties as required

Educational and Other Requirements

  • Bachelor's degree / University degree or equivalent experience (Accounting or Finance preferred)
  • 3-5 years of experience in similar or equivalent roll
  • Previous experience in a similar role or financial services role
  • Ability to use sophisticated computer software programs to achieve job functions
  • Proficiency with MS Office Suite products including Excel, Word, and PowerPoint
  • Experience in creating three statement financial models
  • Ability to shift priorities and multi-task while meeting deadlines
  • Ability to work independently and as a member of team
  • Ability and willingness to travel is desired
  • Strong written and oral communication skills
  • Strong interpersonal skills and a desire to learn diverse skills in a corporate environment
  • Organized and detail oriented
  • Ability to work under pressure in a rapidly changing environment in order to meet deadlines
  • Ability to work diligently with little oversight
  • Ability to recognize sensitive, confidential, or material non-public information and maintain the confidentiality of such information
  • Mental and Physical Requirements :

  • Able to read, speak and write English.
  • Ability to use sophisticated computer software programs to achieve job functions.
  • Sitting - at desk or computer station, standing, walking, speaking, hearing - frequent.
  • Bending / Stooping, twisting, lifting - occasional.
  • Must be able to lift 30lbs.
  • Gripping, reaching, writing, fingering (data entry), handling (paper, files, etc.) - frequent.
  • Able to work under stressful conditions at times.
  • Fine Motor Skills - typing, 10-key, ability to write for extended periods of time.
  • Communication - phone communication, communication with personnel and vendors.
  • Seeing - able to see the computer screen.
  • Climbing - able to go up and down stairs.
  • Position will require a minimum of 40 hours per week unless otherwise directed by supervisor.
  • Employee Acknowledgment

    The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

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