Financial Analyst

Legence•Houston, TX

41d

About The Position

Legence (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems—enhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world’s most technically demanding sectors, Legence counts over 60% of the Nasdaq-100 Index among its clients. As a core member of the Finance, the Financial Analyst will partner closely with other Finance professionals and business leaders across the Company, and interact with Legence’s investors, sell-side analysts and lender group. The Financial Analyst serves as a key link between the Company and the investment community and play a critical role in the financial planning & analysis cycles. This role involves analyzing financial data, preparing investor materials, and supporting communication strategies that ensure transparency and alignment with corporate goals. The analyst will collaborate with the finance, legal, and executive teams to provide precise and prompt information to both internal and external stakeholders. Position is based in Houston, Texas.

Requirements

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).

Nice To Haves

Manufacturing, construction engineering or related experience a plus
Experience with investor relations tools (CapIQ, IR Insight, etc.), OneStream and PowerBI considered a plus

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.

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. (For California employees, this is separate from California paid sick leave, if applicable.)
Expenses: Business travel and related expenses reimbursed per company policy.

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