Financial Analyst
About The Position
At Carriage Services , we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you'll join a dynamic community dedicated to setting new standards in the Funeral and Cemetery profession. Join us on this exciting journey as we continue to shape the future of our industry. Carriage Services is an equal opportunity employer. We are seeking a detail-oriented Financial Analyst to support the financial planning, analysis, and strategic growth of Carriage. The Financial Analyst will be integral in providing data-driven insights that support operational efficiency, pricing strategies, and long-term planning.
Requirements
- Bachelors degree in Finance, Accounting, Economics, or a related field
- 23 years of financial analysis experience; experience in healthcare, hospitality, or deathcare a plus.
- Strong Excel and financial modeling skills; experience with ERP systems and financial reporting software.
- Excellent analytical and critical thinking skills.
- Strong written and verbal communication skills.
Nice To Haves
- Experience with Power Query/Power BI, and OneStream a plus.
Responsibilities
- Analyze financial performance across multiple service lines (e.g., funerals, cemeteries, pre-need contracts, merchandise).
- Monitor and track key performance indicators (e.g. case volume, market share, average revenue, profit margin).
- Assist with business specific analysis regarding operating and financial performance, variance analysis, and controllable expenses.
- Monitor industry and demographic trends affecting service demand.
- Assist in analysis of the financial impact of capital investments (e.g., cemetery developments).
- Conduct financial reviews with Directors or Regional leadership as needed
- Perform training workshops for field leadership as needed.
- Assist in annual budgeting for field businesses.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
