Financial Analyst

In this role, the Financial Analyst will report directly to the Regional Finance Manager and play a key role in supporting finance functions across the West Region. This is a highly collaborative position that partners closely with the regional finance team, operations, and back-office functions to support the monthly close cycle, financial reporting, and ongoing analysis of regional results. The successful candidate is detail-oriented and analytical, comfortable working with large volumes of data, and eager to build broad exposure across corporate finance and accounting in a fast-paced, multi-site environment.

Duties will include, but are not limited to:

• Assist in the month-end close process, including the preparation of journal entries, accruals, and supporting documentation, working closely with the finance team to meet established deadlines.
• Review and analyze general ledger activity, researching variances and reconciling items and preparing adjusting entries as needed to ensure the accuracy and integrity of financial results.
• Compile and maintain supporting schedules and financial tracking tools, ensuring underlying data and documentation are complete, current, and audit-ready.
• Perform recurring analysis of key cost drivers and operating metrics, identifying trends, variances, and outliers and escalating items that warrant further review.
• Assist in the preparation and distribution of monthly financial reporting packages, and participate in financial review meetings with operations to help research and resolve open items.
• Serve as a day-to-day point of contact for finance-related inquiries from the field, coordinating follow-up and driving items to timely resolution, particularly during the close cycle.
• Collaborate with the finance team, operations, and back-office functions to gather information, clarify discrepancies, and support accurate and timely reporting across the region.
• Contribute to the continuous improvement of finance processes, reporting tools, and documentation standards, bringing forward suggestions to increase accuracy and efficiency.
• Perform ad hoc financial analyses, reporting, and special projects in support of the Regional Finance Manager and broader finance team as required.

To perform the job successfully, an individual should demonstrate the following competencies:

• Problem Solving – Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; knows when and how to escalate more complex issues.
• Attention to Detail & Quality – Demonstrates accuracy and thoroughness in journal entries and reporting; monitors own work to ensure quality; applies feedback to improve performance.
• Communication – Communicates clearly and professionally, both verbally and in writing; responds promptly to requests from operations and internal stakeholders; asks clarifying questions when needed.
• Teamwork – Works collaboratively with the Regional Finance Manager, the broader finance team, and operations; supports team priorities and pitches in wherever needed, especially during close.
• Business Acumen – Builds a working understanding of the business and how the region generates revenue; understands how day-to-day work connects to broader financial results.
• Technical Skills – Builds and maintains proficiency with financial systems and Excel; stays open to learning new tools and processes and shares tips and improvements with the team.
• Ethics – Works with integrity; keeps commitments; treats others with respect; accepts responsibility for own work.
• Organizational Support – Follows policies and procedures; completes administrative and reporting tasks accurately and on time.
• Planning/Organizing – Manages multiple deadlines and priorities, particularly during the monthly close cycle; works independently on assigned tasks.

• Bachelor's degree from a four-year college or university in Business, Finance, Accounting, or a related field, and 1–3 years of relevant financial or accounting experience (internship experience considered).

• Experience using Microsoft Office programs, particularly Excel (intermediate to advanced preferred), Word, and PowerPoint. Ability to navigate multiple web-based platforms and various computer programs.
• Knowledge of and/or prior experience with Sage Intacct, ADP Vantage, Bill.com, and Kronos preferred, but not required.

At UG2, a leader in facility services, we are committed to innovation, excellence, and client satisfaction. We are committed to developing the strongest customer relationships and the highest service delivery benchmarks in the marketplace.

Founded in 2012, UG2 is privately held and headquartered in Boston, Massachusetts. We also have regional offices in Chicago, Washington, D.C., New York City, West Palm Beach, Los Angeles, Sunnyvale, and Dallas.

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Based on experience