Financial Analyst

HOLT Group•San Antonio, TX

30d•Onsite

About The Position

This entry-level position provides financial analysis support across the enterprise. The role generally requires up to three years of experience and/or demonstrated job-relevant knowledge and skills. It follows instructions and pre-established guidelines and works under immediate supervision. The incumbent is expected to model alignment with the company's mission and core business values, collaborate with internal and external resources, and participate in ongoing self-development. The Financial Analyst creates and improves financial models for forecasting, budgeting, scenario planning, capital requirements, and financing structures. The role performs variance and other financial analyses, supports forecasting and budgeting cycles, provides debt covenant projections and analyses, and assists with diligence for potential acquisitions. The position also models and promotes the company's Values Based Leadership tools and processes and follows applicable safety and company policies. The position is generally performed in a professional office environment, often at a fast pace with unscheduled interruptions. Minimal travel is required, if any. It involves extended periods in a stationary position, occasional standing, walking, and stooping, constant movement and use of limbs, and occasional movement of materials or equipment weighing up to 25 pounds. The role frequently communicates with others and routinely uses standard office equipment.

Requirements

Bachelor’s degree in finance or accounting.
Intermediate Excel and financial modeling knowledge.
Eagerness to learn the technological skills needed to perform the job functions.
Strong research, problem-solving, and investigation skills, including the ability to assess alternative solutions, conclusions, approaches, and prevention strategies.
Ability to work independently and as part of a team in a fast-paced environment with frequent interruptions.
Excellent organizational, planning, multitasking, and time-management skills, with a deadline-oriented approach.
Excellent oral and written communication skills.
Excellent interpersonal skills to establish working relationships across departments and organizational levels.
Ability to read, write, listen to, and understand information and ideas presented through spoken words and sentences.

Nice To Haves

Master’s degree.
Up to three years of experience.
Presentation skills.
Knowledge of acquisition valuation methods, including discounted cash flow valuations, industry comparables, and internal rate of return analysis.

Responsibilities

Model, promote, reinforce, and reward consistent use of HOLT’s Values Based Leadership tools, models, and processes to support alignment with the company’s Vision, Values, and Mission.
Create, maintain, and improve forecasting and budgeting financial models for scenario planning related to operational initiatives.
Analyze actual results versus forecasted results and drive improvements to forecasting methodology.
Provide finance management with debt covenant projections and analyses.
Perform ad hoc analyses, including return on investment, company accretion/dilution, industry and market comparables, and discounted cash flow.
Assist with monthly, quarterly, and annual forecasting and budgeting cycles.
Create and maintain forecasting models for capital requirements and financing structures.
Support diligence for potential acquisition targets.
Work safely and adhere to applicable safety policies, company policies, procedures, and standards.
Perform other duties as assigned.