Apply on Employer Site

Legence · 1 day ago

Financial Analyst

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

Legence is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The Financial Analyst will partner closely with finance professionals and business leaders to analyze financial data, prepare investor materials, and support communication strategies that align with corporate goals.

ConsultingEnergy EfficiencyProfessional ServicesRenewable EnergyService Industry

No H1B

Responsibilities

Draft and update investor presentations, press releases, earnings call scripts, and Q&A documents

Assist in preparing SEC filings (10-K, 10-Q, 8-K) and related disclosures

Create fact sheets, FAQs, and other collateral for investor meetings

Attendance at investor meetings and presentations

Conduct benchmarking and peer analysis on valuation, financial metrics, and market positioning

Monitor analyst reports and summarize key insights for senior leadership

Track industry trends and macroeconomic factors impacting the company

Prepare competitive intelligence reports to support decision making

Conduct shareholder analytics to monitor ownership trends, identify key investors, and inform engagement strategies

Coordinate logistics for investor conferences, roadshows, and earnings calls

Respond to investor and sell-side inquiries with accurate and timely information

Assist with preparation of quarterly information needs for Lenders

Assist in preparing annual budgets and periodic forecasts

Monitor variances between actual results and forecasts, providing explanations and recommendations

Identify trends and provide insights to improve financial performance

Maintain financial models to support scenario planning and decision-making

Work closely with Finance, Accounting, Legal, and Communications teams to ensure consistency in messaging

Assist in the preparation of material for Monthly/Quarterly Reviews and Quarterly Board of Directors’ meetings

Support ad hoc projects related to capital markets, shareholder analysis, and strategic initiatives

Qualification

Financial AnalysisBudgetingInvestor RelationsMS Office SuiteFinancial ModelingAgilityProblem-SolvingOrganizational SkillsCommunication Skills

Required

2 to 4 years of progressive experience in Finance, Accounting or related field (Investment Banking / Equity Research, Private Equity, Corporate FP&A or IR.)

BS in Finance and/or Accounting or related field

Strong proficiency with MS Office suite (excel, PowerPoint)

Preferred

Manufacturing, construction engineering or related experience a plus

Experience with investor relations tools (CapIQ, IR Insight, etc.), OneStream and PowerBI considered a plus

Benefits

401(k) Plan with Company Match: Currently match contributions dollar-for-dollar up to 4% of eligible pay; immediate vesting.

Health & Welfare Benefits: Employer provided medical, dental, vision, prescription drug, Employee Assistance Program and accident & illness coverage.

Life and Disability Insurance: Employer provided basic life insurance and AD&D valued at 50K coverage amount with the option for voluntary buy up for additional coverage.

Time Off: Flexible non-accrual vacation; company holidays per policy.

Expenses: Business travel and related expenses reimbursed per company policy.