Senior Analyst, Capital Analytics

The Heritage Group•Indianapolis, IN

2d•Hybrid

About The Position

The Senior Analyst, Capital Analytics supports The Heritage Group's ("THG") capital strategy through financial modeling, analysis, and reporting that informs capital allocation, liquidity planning, investment evaluation, and portfolio decisions. Sitting within Corporate Finance, the role helps build, maintain, and enhance financial frameworks that quantify value, risk, liquidity, and return tradeoffs. The role partners with FP&A, M&A, and operating company finance teams to support disciplined, data informed decision making across THG. This position is hybrid, located at our Indianapolis, IN office. Qualified candidates must currently reside or be within 75 miles of the Indianapolis, IN area

Requirements

Bachelor's Degree or Master's in Business, Finance, Accounting, Economics, Data Analytics or related field
3 to 5 years of experience in Corporate Finance, FP&A, Treasury, or other highly analytical finance roles
Strong financial modeling skills, including experience with financial statements, cash flow forecasting, scenario analysis, valuation, or investment return analysis
Working knowledge of corporate finance concepts, including cost of capital, capital structure, liquidity, valuation, and return metrics
Quantitatively oriented with strong interest in financial modeling, analysis, and problem-solving
Strong Excel and financial modeling skills
Able to work with incomplete or imperfect information and clearly identify assumptions, risks, and data gaps
Strong organizational skills with ability to manage multiple analyses and deadlines
Proven ability to manage sensitive and confidential information
Resourceful, detail-oriented, and intellectually curious
Ability to synthesize analysis into clear insights, implications, and recommendations, especially in written format
Comfortable explaining analytical work, defending assumptions, and incorporating feedback
Communicates proactively with stakeholders to clarify expectations, timelines, and open questions
Ability to build strong working relationships across finance and business teams

Nice To Haves

Familiarity with Power BI, Python, or other analytics tools

Responsibilities

Build and Maintain Dynamic Financial Models: Maintain and enhance THG’s capital allocation and forecasting models
Build and update scenario-based cash flow models and capital evaluation tools under established frameworks
Track performance metrics and build visualizations that communicate value, risk, liquidity, and return tradeoffs
Maintain consistency, documentation, and traceability across capital models
Provide Insights on Capital Efficiency: Analyze capital efficiency using return on capital, risk-adjusted return metrics, and related performance measures
Maintain WACC, hurdle rate, and return benchmarks to support capital deployment decisions
Prepare analysis that compares investment opportunities, capital needs, expected returns, and liquidity implications
Support Liquidity and Balance Sheet Planning: Collaborate with FP&A to update liquidity, cash flow, and balance sheet forecasts
Analyze capital availability, investment pacing, and credit facility utilization under various scenarios
Prepare analysis and materials that support capital structure, financing strategy, and balance sheet planning discussions
Identify key sensitivities, risks, and assumptions for review with Corporate Finance leadership
Cross-functional Collaboration and Communication: Build effective working relationships with Corporate Finance, FP&A, M&A, and operating company finance teams
Prepare concise summaries, visualizations, and presentation materials for THG leadership and Board-level discussions
Support valuation-related analysis and help integrate outputs into planning tools
Contribute to analytical best practices, model documentation, and process improvement within Corporate Finance
Share knowledge and help improve repeatability of key analyses
Additional duties and responsibilities as assigned, including but not limited to continuously growing in alignment with the Company’s core values, competencies, and skills.