Financial Analyst I at Carolina CAT
Charlotte, NC
About the Job
Join the Weisiger Group Team
As a family-owned company under our fourth generation of leadership, we have built our business based on the principles of trust, integrity, and a desire to help our customers and employees succeed.
Since 1926, we’ve supported the strength of our communities by supplying equipment for critical infrastructure and commerce, and by funding programs that advance social and economic vitality
Being around for nearly 100 years means we change and pivot to capture opportunities and avoid challenges
We make smart investments in our company and continuously improve as part of our vision to be a trailblazing company that’s built to last
We’re looking for hard-working, team-oriented professionals who enjoy working on new challenges every day
We believe our employees are the key to our success, and we’re committed to providing a work experience that helps our team grow to their full potential
Join a leading solutions provider and be a part of a group of highly skilled technicians, sales and support team members who exist to serve as a trusted partner to our customers, communities, and fellow employees.
Summary
The Financial Analyst serves as the trusted resource to LiftOne leadership and the broader FP&A team
This role supports department management in achieving business objectives, developing action plans to support the objectives and by forecasting results based on the performance of, and changes to, these action plans
This position will play a key role in preparing the annual budget and periodic forecasts in concert with management
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 and making recommendations to support their 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” on understanding the details of the business and to help drive the business to its highest performance.
THIS IS A HYBRID ROLE, CANDIDATE SHOULD BE BASED IN CHARLOTTE
Essential Functions
Business Advisory Services
Partners with region Region Vice Presidents (RVPs), Branch Managers, and their direct reports to profitably grow the business and meet strategic goals
Partners with Rental VP, Rental Area Managers, and FP&A Team to ensure proper allocation and balance of assets
Evaluates alternative uses of capital to ensure that projects are expected to return in excess of weighted average cost of capital and/or are supported by a sound business case
This includes modeling for rental fleet additions and learning from “wash out” analysis
Calculates KPI’s (operational and financial), prepares performance dashboards, interprets and presents results and assists in developing plans to address high priority opportunities.
Identifies trends and offers advice to mitigate or control costs.
Participates in developing our annual financial plan, running sensitivity analyses, and ensuring consistency in our financial modeling routines.
Partners with broader FP&A team to support various initiatives aimed at profitably growing the business and meeting strategic goals.
Assists with efforts to develop greater financial acumen in business, such as coaching employees in the operation on financial matters and identifying training opportunities, with the goal of having employees perform at their highest level
Financial / Compliance
Ensures that internal controls are in place, functioning properly and sufficient to protect company assets and the credibility of the financial results.
Prepares periodic forecasts for company near-term planning purposes.
Participates in the month- and year-end close process by reviewing financial statements noting anomalies for research and correction and identifies missing expenses requiring an accrual.
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 management.
Process Improvement
Works with operations to identify cumbersome processes, assesses whether existing process alleviates other functional issues and/or is net beneficial across multiple functions.
Designs, in concert with operations, alternative processes and makes recommendations to the FP&A team and the broader finance organization.
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.
Other duties as assigned.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily
The requirements listed below are representative of the knowledge, skill, and/or ability required
Reasonable accommodations may be made to enable qualifying individuals to perform the essential functions.
Education and/or Experience
Bachelor’s degree from a four-year college or university required.
2+ years of experience in an operations, data analytics, or finance role
Computer Skills
Proficient using Microsoft Excel
Microsoft Office (Word, Excel, Outlook and PowerPoint)
SAP experience preferred
IBM Planning Analytics experience preferred
Certificates, Licenses, Registrations
Advanced business and/or financial certifications a plus (e.g
CPA, CMA, CIA, CGMA, CPM, etc.)
Workplace Requirements
The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands
While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear
The employee is frequently required to sit
The employee must frequently lift, carry, push, pull and /or otherwise move up to 25 pounds
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment
While performing the duties of this Job, depending on site location, the employee may be exposed to moving mechanical parts and equipment
The employee may occasionally be exposed to high, precarious places, fumes or airborne particles; outside weather conditions and vibration
The employee may occasionally be exposed to wet and/or humid conditions; toxic or caustic chemicals; extreme cold; extreme heat and risk of electrical shock
The noise level in some work environments is occasionally loud.
We are an Equal Opportunity Employer
We require all employees to treat all our employees and candidates as equals
All personnel actions are conducted in the spirit of equal employment
We’re committed to recruit, train, promote and retain associates without regard to race, color, religion, gender, gender identification and expression, national origin, marital status, age, disability, genetic information, military status, sexual orientation or any other characteristic protected by applicable local, state or federal laws.
#Weisiger
As a family-owned company under our fourth generation of leadership, we have built our business based on the principles of trust, integrity, and a desire to help our customers and employees succeed.
Since 1926, we’ve supported the strength of our communities by supplying equipment for critical infrastructure and commerce, and by funding programs that advance social and economic vitality
Being around for nearly 100 years means we change and pivot to capture opportunities and avoid challenges
We make smart investments in our company and continuously improve as part of our vision to be a trailblazing company that’s built to last
We’re looking for hard-working, team-oriented professionals who enjoy working on new challenges every day
We believe our employees are the key to our success, and we’re committed to providing a work experience that helps our team grow to their full potential
Join a leading solutions provider and be a part of a group of highly skilled technicians, sales and support team members who exist to serve as a trusted partner to our customers, communities, and fellow employees.
Summary
The Financial Analyst serves as the trusted resource to LiftOne leadership and the broader FP&A team
This role supports department management in achieving business objectives, developing action plans to support the objectives and by forecasting results based on the performance of, and changes to, these action plans
This position will play a key role in preparing the annual budget and periodic forecasts in concert with management
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 and making recommendations to support their 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” on understanding the details of the business and to help drive the business to its highest performance.
THIS IS A HYBRID ROLE, CANDIDATE SHOULD BE BASED IN CHARLOTTE
Essential Functions
Business Advisory Services
Partners with region Region Vice Presidents (RVPs), Branch Managers, and their direct reports to profitably grow the business and meet strategic goals
Partners with Rental VP, Rental Area Managers, and FP&A Team to ensure proper allocation and balance of assets
Evaluates alternative uses of capital to ensure that projects are expected to return in excess of weighted average cost of capital and/or are supported by a sound business case
This includes modeling for rental fleet additions and learning from “wash out” analysis
Calculates KPI’s (operational and financial), prepares performance dashboards, interprets and presents results and assists in developing plans to address high priority opportunities.
Identifies trends and offers advice to mitigate or control costs.
Participates in developing our annual financial plan, running sensitivity analyses, and ensuring consistency in our financial modeling routines.
Partners with broader FP&A team to support various initiatives aimed at profitably growing the business and meeting strategic goals.
Assists with efforts to develop greater financial acumen in business, such as coaching employees in the operation on financial matters and identifying training opportunities, with the goal of having employees perform at their highest level
Financial / Compliance
Ensures that internal controls are in place, functioning properly and sufficient to protect company assets and the credibility of the financial results.
Prepares periodic forecasts for company near-term planning purposes.
Participates in the month- and year-end close process by reviewing financial statements noting anomalies for research and correction and identifies missing expenses requiring an accrual.
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 management.
Process Improvement
Works with operations to identify cumbersome processes, assesses whether existing process alleviates other functional issues and/or is net beneficial across multiple functions.
Designs, in concert with operations, alternative processes and makes recommendations to the FP&A team and the broader finance organization.
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.
Other duties as assigned.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily
The requirements listed below are representative of the knowledge, skill, and/or ability required
Reasonable accommodations may be made to enable qualifying individuals to perform the essential functions.
Education and/or Experience
Bachelor’s degree from a four-year college or university required.
2+ years of experience in an operations, data analytics, or finance role
Computer Skills
Proficient using Microsoft Excel
Microsoft Office (Word, Excel, Outlook and PowerPoint)
SAP experience preferred
IBM Planning Analytics experience preferred
Certificates, Licenses, Registrations
Advanced business and/or financial certifications a plus (e.g
CPA, CMA, CIA, CGMA, CPM, etc.)
Workplace Requirements
The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands
While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear
The employee is frequently required to sit
The employee must frequently lift, carry, push, pull and /or otherwise move up to 25 pounds
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment
While performing the duties of this Job, depending on site location, the employee may be exposed to moving mechanical parts and equipment
The employee may occasionally be exposed to high, precarious places, fumes or airborne particles; outside weather conditions and vibration
The employee may occasionally be exposed to wet and/or humid conditions; toxic or caustic chemicals; extreme cold; extreme heat and risk of electrical shock
The noise level in some work environments is occasionally loud.
We are an Equal Opportunity Employer
We require all employees to treat all our employees and candidates as equals
All personnel actions are conducted in the spirit of equal employment
We’re committed to recruit, train, promote and retain associates without regard to race, color, religion, gender, gender identification and expression, national origin, marital status, age, disability, genetic information, military status, sexual orientation or any other characteristic protected by applicable local, state or federal laws.
#Weisiger
