Financial & Asset Management Analyst
About The Position
At Loftin, we provide certainty in an uncertain world by delivering reliable generator power solutions our customers can count on. Family owned and operated for nearly 50 years, we’ve built a legacy on relationships, problem-solving, and doing things the Loftin way — with consistency, integrity, and a people-first mindset. We’re not just providing an elite experience in power – we’re empowering people. Our team is family-focused, growth-minded, and driven to provide solutions that last by developing people who never stop learning. When you join Loftin, you become part of something bigger — a community dedicated to powering progress and shaping a more dependable future. Who You Are You are a reliable, customer-focused problem solver. You effectively communicate, and listen, through cooperation and teamwork. You are always looking to improve whether learning something new or seeking ways to promote better quality. You are driven to do what it takes to get the job done! Mission: Deliver timely and accurate financial information and oversee the lifecycle of company assets, providing FP&A support that enhances management decision-making and protects capital investments. Obsessions: Assist in preparing financial reports, identifying trends, variances, and insights to help drive strategic decisions. Facilitate cross-department collaboration by working closely with finance and operational teams to provide data-driven insights and support business functions. Optimize financial processes to help streamline financial workflows, improve reporting efficiency, and support automation efforts. Maintain accurate and up-to-date asset records across the full equipment lifecycle, including acquisition, disposal, compliance, maintenance, fuel management, utilization, telematics, and ROI tracking Follow & update finance process playbooks. Expectations: To perform this job successfully, an individual must be able to perform each of the following expectations satisfactorily. Daily Oversee asset-related communications and requests to ensure all company needs are addressed efficiently. Weekly Ensure all asset-related expenses are paid timely i.e. tolls, licenses, misc. fees, etc. Monthly Prepare and distribute monthly financial reports to leadership by due date. Ensure all asset records are maintained and updated monthly. Quarterly Reconcile asset records against physical asset locations to ensure accuracy. Ad Hoc Prepare various financial reports and cost analysis as needed. Success Metrics: Most Critical Outcome: Ensure 100% monthly financial distribution and analysis to support management decision-making. Maintain accurate and complete financial records for all company assets throughout the full lifecycle, ensuring capital is protected and data is always audit-ready.
Requirements
- 3+ years administrative support/office management experience preferably in a similar industry.
- Strong attention to detail.
- Bachelor’s Degree in Business or Accounting, or equivalent relevant work experience.
- Impeccable customer service both internally and externally.
- Ability to deliver high quality work product.
- Strong reasoning and analytical skills.
- Highly competent in the use of Microsoft Office 360 and other Microsoft products/systems.
- Strong technical aptitude, including ability to learn new systems quickly and train/support team in adoption.
- Must be able to successfully pass a background investigation, which includes a motor vehicle check, and drug screen.
Responsibilities
- Assist in preparing financial reports, identifying trends, variances, and insights to help drive strategic decisions.
- Facilitate cross-department collaboration by working closely with finance and operational teams to provide data-driven insights and support business functions.
- Optimize financial processes to help streamline financial workflows, improve reporting efficiency, and support automation efforts.
- Maintain accurate and up-to-date asset records across the full equipment lifecycle, including acquisition, disposal, compliance, maintenance, fuel management, utilization, telematics, and ROI tracking
- Follow & update finance process playbooks.
- Oversee asset-related communications and requests to ensure all company needs are addressed efficiently.
- Ensure all asset-related expenses are paid timely i.e. tolls, licenses, misc. fees, etc.
- Prepare and distribute monthly financial reports to leadership by due date.
- Ensure all asset records are maintained and updated monthly.
- Reconcile asset records against physical asset locations to ensure accuracy.
- Prepare various financial reports and cost analysis as needed.
Benefits
- Choice of two subsidized Medical plans – PPO, and HDHP/HSA options
- Health Care and Dependent Care Flexible Spending Accounts
- Subsidized Dental and Vision plan
- Traditional 401(k) and Roth 401(k) plans, with an immediately vested dollar for dollar (up to 4%) employer match
- Disability – short-term & long-term, 100% employer paid
- Basic Life/AD&D, 100% employer paid
- Voluntary Life/AD&D available for employee, spouse and children
- Voluntary Critical Illness and Accident coverage
- Voluntary identify theft protection coverage
- Vacation and Paid Sick Time
- Paid Holidays
- Tuition Reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
