Financial Planner & Analyst
Job Type
Full-time
Description

Are you a numbers whiz with a knack for turning data into actionable insights? We're looking for a dynamic Financial Planner and Analyst to join our team! Reporting directly to the Chief Financial Officer, you'll be at the heart of our financial strategy, helping to shape the future of our company. If you love diving into data, collaborating with a passionate team, and making a real impact, this job is for you! 


What You'll Do 

  • Data Detective: Collect and record historical financial data to uncover trends and insights. 
  • Database Guru: Manage and maintain our financial records database. 
  • Report Rockstar: Create and update financial analysis reports and models that drive decision-making. 
  • KPI Captain: Set and track key performance indicators (KPIs) and objectives to keep us on track. 
  • Team Collaborator: Work closely with accounting and operations teams to ensure financial harmony. 
  • Forecast Wizard: Use predictive, driver-based, and multi-scenario planning to create accurate financial forecasts. 
  • Library Keeper: Keep our financial records library and data store organized and up-to-date. 
  • Accuracy Advocate: Ensure timely and accurate financial reporting. 
  • Culture Champion: Promote ethics, integrity, and good governance across the organization. 
  • Support Specialist: Provide technical support to department heads as needed. 
  • Budget Buddy: Assist with budgets, forecasts, and financial modeling. 
  • Variance Investigator: Prepare variance analyses, risk/opportunity assessments, and ad hoc reports. 
  • Project Pioneer: Participate in corporate projects that impact the entire organization. 
  • Trend Tracker: Identify and research variances in forecasts, budgets, and prior-year expenses. 

What You'll Bring 

  • Experienced: Minimum 1 year of experience.  
  • Accounting Ace: Strong knowledge of accounting, financial, and operational principles. 
  • Communication Champ: Excellent interpersonal and communication skills. 
  • Ethics Enthusiast: High commitment to quality, ethics, and compliance. 
  • Problem Solver: Ability to navigate ambiguous situations with ease. 
  • Detail Dynamo: Superior attention to detail with the ability to manage multiple priorities and meet deadlines. 
  • Excel Expert: Proficiency in Excel and PowerPoint. 
  • Tech Savvy: Advanced skills in system, database, and data analysis. 
  • Team Player: Effective leadership and teamwork abilities. 
  • Analytical Aficionado: Capability to analyze financial data and prepare reports. 
Requirements
  • Education: Bachelor’s degree in accounting, finance, or business administration preferred. 
  • Experience: 2+ years of experience in accounting or financial analysis preferred. 
  • Industry Insight: Experience in the construction or field service industry is a plus. 
  • Strategic Mindset: Strategic planning and implementation experience is a plus. 
  • Tech Skills: Strong background in systems, databases, and information technology. 
  • ERP Experience: Experience with ERP systems; NetSuite experience is beneficial. 

Why Join Us? 

  • Innovative Environment: Work with a forward-thinking team that's always looking for new ways to innovate. 
  • Career Growth: Opportunities to develop your skills and advance your career. 
  • Impactful Work: Make a real difference in the company's financial health and growth. 
  • Fun Culture: Join a team that values collaboration, creativity, and having fun while working hard. 


Benefits 

  • Medical Insurance  
  • 401(K) Matching  
  • Paid Time Off, Sick Time 
  • Dog friendly office 
  • Casual dress code 

Salary Range 

$60,000-80,000 DOE 


At NG Companies, we believe in flexibility, adaptability, and equal opportunity for all. We're an affirmative action/equal opportunity employer, welcoming applicants of all races, colors, national origins, and religions. Our team is not just about work; we value collaboration, creativity, and having fun while delivering exceptional results.


Ready to make your mark? Apply now and be a part of our exciting journey!