The Heritage Group · 5 days ago
Lead Capital Analyst
Indianapolis, IN
Full-time
Hybrid
Senior Level
5+ years expThe Heritage Group is a fourth-generation, family-owned business focused on construction and materials, environmental services, and specialty chemicals. The Lead Capital Analyst plays a crucial role in developing financial models and insights that inform investment and portfolio decisions, while collaborating with various teams to enhance capital allocation strategies.
ConstructionEnergyInfrastructureRecyclingVenture Capital
Responsibilities
Enhance THG’s proprietary capital allocation and forecasting models
Develop scenario-based cash flow models and capital evaluation tools
Track performance metrics and build visualizations that clarify value, risk, and tradeoffs
Ensure consistency and traceability across enterprise-level capital models
Analyze capital efficiency using risk-adjusted return on capital and related performance metrics
Maintain WACC benchmarks and assess investment returns to support capital deployment decisions
Collaborate with FP&A to update enterprise liquidity and balance sheet forecasts
Evaluate capital availability to inform investment pacing and credit facility utilization
Contribute analysis and participate directly in capital structure and financing strategy discussions
Build strong partnerships with finance leaders and operating company stakeholders
Contribute to Corporate Finance’s development as a center of analytical excellence
Support team capability-building and knowledge-sharing initiatives
Prepare concise summaries and visualizations for presentations to THG leadership and the Board
Provide limited analytical support for valuation work and integrate outputs into planning tools
Additional duties and responsibilities as assigned, including but not limited to continuously growing in alignment with the Company’s core values, competencies, and skills
Qualification
Required
Bachelor's Degree or Master's in Business, Finance, Accounting, Economics, Data Analytics or related field
minimum 5 years experience in roles requiring complex and dynamic financial modeling
proficiency in financial statement analysis and knowledgeable in corporate finance and portfolio theory
Quantitatively oriented and enjoy creative, complex financial modeling
Strong command of Excel and financial modeling
Adaptable to situations in which there might be disparate sources of imperfect information
Strong project management skills with ability to meet deadlines
Proven ability to manage sensitive and confidential information
Extremely resourceful, organized and detail-oriented
Ability to synthesize information into strategic insights, especially in written format
Comfortable verbally communicating your point of view and considering the input of others
Proactively communicates with all key stakeholders to clearly set expectations
Track record of building strong working relationships across all levels of an organization
Preferred
familiarity with Power BI or Python
Company
The Heritage Group
The Heritage Group specializes in energy, refining, chemicals, construction, environmental, and recycling sectors seeking opportunities.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Chad Peterson
Senior Vice President - Strategy + M&A
Jeremy Forest
VP, Strategy + M&A
Recent News
globalventuring.com
2025-11-12
Inside INdiana Business
2025-04-26
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