Senior Financial Analyst, Financial Planning & Analysis
About The Position
Alliance Technical Group (ATG), a Blackstone-backed environmental compliance, testing, and monitoring platform with more than 60 locations across North America, is building its finance organization to support its growth. The Senior Financial Analyst will work directly with the Director of FP&A and alongside business unit leaders and the broader finance organization. The role supports the budget, rolling forecast, M&A integration model, and monthly leadership reporting, while helping strengthen the planning process through zero-based budgeting, rolling forecasts, and variance-to-plan analysis. The analyst will help develop and maintain financial models, reporting templates, and the management operating rhythm, including NetSuite Planning & Budgeting. This is a hands-on opportunity to build financial modeling and analytical capabilities and gain exposure to the CFO and business unit leadership. In the first year, success means running the forecast and budget process with minimal oversight while delivering accurate, timely work; producing variance analysis that informs monthly discussions with business unit leaders; providing reliable support for at least one acquisition integration from close through reporting; and becoming a trusted resource for challenging analytical work.
Requirements
- 2–4 years of progressive experience in financial planning and analysis, public accounting, or a related finance function.
- Strong financial modeling and analytical skills, with attention to detail.
- Advanced Excel fluency.
- Bachelor’s degree in Finance, Accounting, or Economics.
- Collaborative, high-ownership mindset and communication skills to work directly with business unit and executive leadership.
Nice To Haves
- CPA preferred.
- Big 4 public accounting experience strongly preferred.
- NetSuite and NetSuite Planning & Budgeting experience is a plus.
Responsibilities
- Support the enterprise-wide annual operating plan by compiling, testing, and consolidating a bottoms-up plan with business unit finance leads.
- Maintain and update the rolling revenue and EBITDA forecast using monthly actuals and operating data.
- Analyze monthly results against budget and forecast, explain variance drivers, and flag risks and opportunities.
- Support acquisition modeling and integrate newly closed deals into financial reporting and the forecast; track actual results against the deal thesis.
- Build and maintain monthly performance packages and flash reporting for business unit and executive leadership.
- Help build and maintain financial models, reporting templates, and the management operating rhythm, including NetSuite Planning & Budgeting.
- Respond to analytical requests from the Director of FP&A and CFO, including board deck support and one-off analyses.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Flexible Spending Accounts
- 401(k) plan with competitive match
- Continuing education and tuition assistance
- Employer-sponsored disability benefits
- Life insurance
- Employee Assistance Program (EAP)
- Paid time off
- Paid holidays
- Bonus floating holiday for employees hired before July 1
- Profit sharing or individual bonus programs
- Referral program
- Per diem and paid travel
- Employee discount hub
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
