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CraneWorks, LLC · 4 weeks ago

Financial Planning & Analysis and Corporate Development Analyst/Associate - Houston, TX

Houston, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

CraneWorks, LLC is a leading dealer in the mobile crane industry based in Houston, Texas. They are seeking a Financial Planning & Analysis and Corporate Development Analyst/Associate to support financial planning, analysis, and reporting functions while being a primary liaison with the Board of Directors.

AutomotiveIndustrialManufacturingMechanical Engineering

Comp. & Benefits

Responsibilities

Prepare, modify, and oversee the reporting framework to ensure optimal business decisions are made:

Prepare monthly operating reports and weekly dashboards to review with management and shareholders

Review existing reporting with executives and modify reporting to reflect how management evaluates Company performance

Where needed, design reporting to provide information to manage the business more effectively

Provide recommendations to strategically enhance financial performance and business opportunities

Ensure the execution of month-end and quarter-end financial variance analysis:

Analyze financial results, including trends, budget, forecast and related variances

Review trends and drivers of financial performance to identify opportunities for improvement of business areas

Prepare for and participate in board meeting presentations

Ensure all relevant reporting deadlines are met

Support merger and acquisitions (M&A) activity

Support the Chief Executive Officer, Chief Operating Officer, Chief Financial Officer and financial sponsor in evaluating M&A targets

Support the Chief Financial Officer and financial sponsor with merger and acquisition modeling, analysis, and due diligence on potential targets

Conduct market research and competitive analysis to inform decision-making on potential acquisitions

Prepare presentations and reports for internal and external stakeholders, including the board of directors and investors

Assist in the development and execution of integration plans to ensure the successful combination of acquired companies

Manage the investment and capital expenditure analysis:

Assist the Chief Executive Officer and Chief Operating Officer in evaluating new markets

Support operations in producing ROI to business case modeling

Understand and develop the capital expenditure strategy

Assist in the budgeting and forecasting process:

Prepare annual budgets and quarterly reforecasts with input from senior executives

Maintain ownership of the P&L, Balance Sheet and Statement of Cash Flows financial model

Prepare and manage a detailed inventory forecast in conjunction with the VP of Sales and Inventory Manager

Ad-Hoc Analysis and Reporting:

Provide ad-hoc analysis and reporting as required by senior management or the financial sponsor

Assist in preparing presentations for the Board of Directors and other stakeholders

Cross-Functional Collaboration:

Work closely with seamlessly with Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, VP-level positions, finance, operations, and the financial sponsor to gather data, ensure alignment, and support company-wide financial initiatives

Participate in meetings with senior management to provide financial insights and recommendations

Qualification

Financial modelingFinancial analysisM&A supportAdvanced ExcelFinancial reporting toolsAnalytical thinkingCommunication skillsProblem-solvingTeam collaborationAdaptability

Required

2-4 years of experience in financial analysis; prior FP&A, investment banking, private equity, corporate development or management consulting experience required

Strong financial modeling skills, with experience in building and maintaining complex financial models

Proficient in financial analysis, including variance analysis, trend analysis, and scenario planning

Advanced Excel skills, with the ability to manipulate large datasets and perform sophisticated calculations

Experience with financial reporting tools and ERP systems

Excellent communication skills, with the ability to present complex financial information clearly and concisely

Strong analytical thinking and problem-solving abilities, with attention to detail

Capable of working independently and as part of a team

Proven ability to multi-task and manage numerous simultaneous projects

History of and work style that rolls-up sleeves and works hands on with team

Ability to forecast issues to understand potential impact both internally and externally

Ability to work well in high pressure situations to meet deadlines

A strong, hands-on knowledge of financial reporting and general accounting work