Financial Analyst

HOLT Group•San Antonio, TX
•Onsite

About The Position

This position is responsible for entry level financial analysis, providing support across the entire enterprise. Entry-level position – Generally has up to three years of experience and/or demonstrated job relevant knowledge/skills. Relies on instructions and pre-established guidelines to perform the functions of the job; works under immediate supervision. The incumbent in this position is expected to model the following practices daily: Demonstrate alignment with the company's mission and core business values, Collaborate with key internal/external resources, Participate in ongoing self-development.

Requirements

  • Bachelor’s degree in finance or accounting required
  • Up to three years of experience preferred
  • Intermediate Excel and financial modeling knowledge
  • Strong research, problem-solving, and investigation skills: identify the strengths and weaknesses of alternative solutions, conclusions, approaches, and prevention to problems
  • Ability to work both independently and in a team, in a fast-paced environment with frequent interruptions
  • Excellent organizational, planning, multi-tasking, and time management skills, deadline-oriented
  • Excellent oral and written communication skills, presentation skills are a plus
  • Excellent interpersonal skills to establish working relationships with multiple departments and various levels of the organization

Nice To Haves

  • Master’s degree is a plus
  • Knowledge in acquisition valuation methods such as using discounted cash flow valuations, industry comps, and internal rate of return analysis a plus
  • Eagerness to learn the technological skills needed to perform the job functions

Responsibilities

  • Creates, maintains, and improves forecasting and budgeting financial models that can be used in scenario planning for operational initiatives
  • Performs variance analysis on actual results versus forecasted results, and drive improvements to forecasting methodology
  • Provides finance management with debt covenant projections and analyses
  • Performs ad hoc key analysis such as return on investment, accretion/dilution to the overall company, industry / market comparables, and discounted cash flow
  • Assists in the forecasting and budgeting cycles on monthly, quarterly, and annual basis
  • Creates and maintains forecasting models used to plan for capital requirements and financing structures
  • Supports the diligence process for any potential acquisition targets
  • Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
  • Performs other duties as assigned
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