Financial Analyst

Crest Industries•Pineville, LA

About The Position

Crest Operations is seeking a Financial Analyst to support credit management, lender reporting, financial modeling, and recurring financial analysis across multiple business units. The role helps maintain financial discipline, support liquidity and credit processes, and provide timely, accurate insights to finance leadership and business unit stakeholders. The Financial Analyst prepares monthly financial statements for select entities; maintains recurring portfolio and performance reports, cash flow forecasts, and long-term financial models; and supports multi-year budgets and forecasts. The role also manages customer credit checks and pre-qualification, prepares credit summaries, communicates credit decisions, and maintains customer credit data in the ERP system. The position supports monthly lender reporting packages, including compliance certificates, lender schedules, financial statements, and business-unit MD&A reports. It also provides ad hoc analysis and support for audits, valuations, and credit approvals, coordinating with business-unit leaders, accounting, project, and data analytics teams. Backup support for treasury operations may include remote deposit capture, internal debt maintenance, and corporate credit card administration.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
1–3+ years of experience in financial analysis, corporate finance, or accounting.
Strong analytical, modeling, and problem-solving skills.
High attention to detail and strong organizational skills.
Strong written and verbal communication skills.

Responsibilities

Prepare internally generated monthly financial statements for select entities.
Generate and maintain recurring portfolio and performance reports.
Prepare credit and financial metrics for executive and quarterly business reviews.
Maintain multi-year cash flow and forecasting models, including long-term financial models, supporting assumptions, and data inputs.
Support preparation of multi-year budgets and forecasts.
Initiate and manage customer credit checks and pre-qualification processes.
Review credit information and prepare credit summaries for finance leadership review.
Communicate credit decisions to operations and business unit teams.
Maintain customer credit data, limits, and holds within the ERP system; troubleshoot data issues and support credit data cleanup initiatives.
Support automation and reporting related to credit analysis.
Prepare monthly lender reporting packages, including compliance certificates, supporting lender schedules, financial statements, reporting packages, and business-unit MD&A reports.
Attend recurring business-unit review meetings and document outputs used in lender MD&A reporting.
Provide timely ad hoc financial analysis to support leadership decision-making.
Support internal and external financial requests, including audits, valuations, and credit approvals.
Coordinate with business-unit leaders, accounting teams, and project teams to gather required inputs.
Partner with data and analytics teams to ensure accuracy of financial metrics and dashboards.
Provide backup support for treasury-related functions as needed, including remote deposit capture, internal debt maintenance, and corporate credit card administration.