Financial Analyst

JOB DESCRIPTION

Summary

The Financial Analyst provides accurate and data-based information on the company’s profitability, solvency, stability and liquidity for our Ready Mix/Aggregates and corporate divisions. 

Functional Responsibilities

Ø Exhibit a strong work ethic with the ability to take direction and work in a team setting and independently.

Ø Adhere to Permian Basin Materials Code of Conduct and company policies.

Ø Prepare and analyze monthly financial statements and presentations. Work closely with our Managers to explain monthly, YTD business activity, and significant variances to budget.

Ø Consolidate and analyze financial data (budgets, income statement forecasts, etc.) considering the company’s goals and financial standing.

Ø Provide creative alternatives and recommendations to reduce costs and improve financial performance.

Ø Develop financial models, conduct benchmarking, and process analysis.

Ø Conduct business studies on past, future, and comparative performance and develop forecast models.

Ø Identify trends, advise company, and recommend actions to the FP&A Manager based on sound analysis.

Ø Track and determine financial status by analyzing actual results in comparison with forecasts.

Ø Reconcile transactions by comparing and correcting data.

Ø Develop short-term and long-term financial forecasts and projections.

Ø Assist Operations in developing capital expenditure requests, including returns on investment, payback, and monthly reporting, etc.

Ø Assist with lender reporting requirements.

Ø Consult with management to guide and influence long-term and strategic decision making within the broadest scope.

Ø Drive process improvement and policy development initiatives that affect the company.

Ø Provide support and guidance to our managers to assist in analyzing and understanding financial reports.

Ø Perform such other duties as may be assigned.

Competencies

Ø Excellent communication skills with the ability to communicate with all levels of management as well as with professional staff and personnel outside of the organization.

Ø Knowledge of balance sheet, P&L, and cash flow statements

Ø Computer literate particularly in Microsoft Office applications including excellent Excel skills in pivot tables, v lookups, and financial modeling.

Ø Strong analytical skills

Ø Detail oriented

Ø Ability to work with tight deadlines.

Ø Critical thinking skills

Ø Initiative/self starter

Ø Team player

EXPERIENCE/TRAINING/CERTIFICATIONS 

Ø Proven working experience or training/education as a financial analyst

Ø Proficient in spreadsheets, databases, MS Office and financial software applications

Ø Outstanding presentation, reporting and communication skills

Ø Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis

Ø Well informed in current financial subjects, accounting, tax laws, money market and business environments

Ø Bachelor’s degree in Accounting or Finance required, CPA or CMA a plus

Ø Must be willing to travel to operations facilities to provide financial training and support.

PHYSICAL AND ENVIRONMENTAL REQUIREMENTS

Ø Candidate must be drug free.

Ø Must be able to:

o Lift or carry up to 20 pounds from floor to 3’ – 5’ occasionally,

o Lift or carry less than 10 pounds frequently (documents, supplies, small office machinery),

o Sit for extended periods of time with occasional walking and standing,

o Use hands and fingers to operate computers and other office machinery,

o Effectively communicate in verbal and written formats with internal and external personnel, clients, and vendors,

Ø Work is performed in a normal office environment.