Financial Planning & Analysis and Corporate Development Analyst/Associate - Houston, TX

CraneWorks • Houston, TX

13d • Onsite

About The Position

The Financial Planning & Analysis (FP&A) and Corporate Development Analyst/Associate will be a critical member of the CraneWorks finance and accounting team. They will also serve as a primary liaison between the company and the Board of Directors/ownership. The selected individual will be tasked with creating and leading the organization’s FP&A capabilities and supporting M&A activity. This is a high visibility role in a dynamic, growth-oriented, private equity backed organization offering significant opportunities for career development. The FP&A and Corporate Development Analyst/Associate will play a crucial role in supporting the financial planning, analysis, and reporting functions of the company. This position is integral to providing insights that guide strategic decision-making at senior levels of the company and with the company’s financial sponsor. The FP&A and Corporate Development Analyst/Associate will be responsible for preparing monthly operating reports, forecasting business segments, and conducting financial modeling for budgeting, forecasting, and potential acquisitions. The FP&A and Corporate Development Analyst/Associate will also have wide latitude to employ best practices regarding their areas of influence and will work closely with all departments of the company.

Requirements

• 2-4 years of experience in financial analysis; prior FP&A, investment banking, private equity, corporate development or management consulting experience required.
• Strong financial modeling skills, with experience in building and maintaining complex financial models.
• Proficient in financial analysis, including variance analysis, trend analysis, and scenario planning.
• Advanced Excel skills, with the ability to manipulate large datasets and perform sophisticated calculations.
• Experience with financial reporting tools and ERP systems.
• Excellent communication skills, with the ability to present complex financial information clearly and concisely.
• Strong analytical thinking and problem-solving abilities, with attention to detail.
• Capable of working independently and as part of a team.
• Proven ability to multi-task and manage numerous simultaneous projects.
• History of and work style that rolls-up sleeves and works hands on with team.
• Ability to forecast issues to understand potential impact both internally and externally.
• Ability to work well in high pressure situations to meet deadlines.
• A strong, hands-on knowledge of financial reporting and general accounting work.
• BS in Accounting, Economics, Finance or Business Administration preferred.

Nice To Haves

• Experience in the heavy equipment dealership or rental industry extremely helpful, but not required.
• Experience in a private equity backed company or similar environment preferred.

Responsibilities

• Prepare, modify, and oversee the reporting framework to ensure optimal business decisions are made: Prepare monthly operating reports and weekly dashboards to review with management and shareholders. Review existing reporting with executives and modify reporting to reflect how management evaluates Company performance. Where needed, design reporting to provide information to manage the business more effectively. Provide recommendations to strategically enhance financial performance and business opportunities. Ensure the execution of month-end and quarter-end financial variance analysis: Analyze financial results, including trends, budget, forecast and related variances. Review trends and drivers of financial performance to identify opportunities for improvement of business areas. Prepare for and participate in board meeting presentations. Ensure all relevant reporting deadlines are met.
• Support merger and acquisitions (M&A) activity Support the Chief Executive Officer, Chief Operating Officer, Chief Financial Officer and financial sponsor in evaluating M&A targets Support the Chief Financial Officer and financial sponsor with merger and acquisition modeling, analysis, and due diligence on potential targets. Conduct market research and competitive analysis to inform decision-making on potential acquisitions. Prepare presentations and reports for internal and external stakeholders, including the board of directors and investors. Assist in the development and execution of integration plans to ensure the successful combination of acquired companies.
• Manage the investment and capital expenditure analysis: Assist the Chief Executive Officer and Chief Operating Officer in evaluating new markets. Support operations in producing ROI to business case modeling. Understand and develop the capital expenditure strategy.
• Assist in the budgeting and forecasting process: Prepare annual budgets and quarterly reforecasts with input from senior executives. Maintain ownership of the P&L, Balance Sheet and Statement of Cash Flows financial model. Prepare and manage a detailed inventory forecast in conjunction with the VP of Sales and Inventory Manager
• Ad-Hoc Analysis and Reporting: Provide ad-hoc analysis and reporting as required by senior management or the financial sponsor. Assist in preparing presentations for the Board of Directors and other stakeholders.
• Cross-Functional Collaboration: Work closely with seamlessly with Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, VP-level positions, finance, operations, and the financial sponsor to gather data, ensure alignment, and support company-wide financial initiatives. Participate in meetings with senior management to provide financial insights and recommendations.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees