The Role
Performs entry-level financial analysis, including forecasting, budgeting, variance analysis, debt covenant projections, valuation, discounted cash flow analysis, capital planning, and acquisition diligence. Builds and maintains financial models for scenario planning and financing decisions, supports monthly, quarterly, and annual planning cycles, and provides analytical support to finance management across the enterprise.
Summary Generated by Built In
This position is responsible for entry level financial analysis, providing support across the entire enterprise.
Entry-level position – Generally has up to three years of experience and/or demonstrated job relevant knowledge/skills. Relies on instructions and pre-established guidelines to perform the functions of the job; works under immediate supervision.
The incumbent in this position is expected to model the following practices daily:
- Demonstrate alignment with the company's mission and core business values
- Collaborate with key internal/external resources
- Participate in ongoing self-development
Essential Functions
- Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
- Creates, maintains, and improves forecasting and budgeting financial models that can be used in scenario planning for operational initiatives
- Performs variance analysis on actual results versus forecasted results, and drive improvements to forecasting methodology
- Provides finance management with debt covenant projections and analyses
- Performs ad hoc key analysis such as return on investment, accretion/dilution to the overall company, industry / market comparables, and discounted cash flow
- Assists in the forecasting and budgeting cycles on monthly, quarterly, and annual basis
- Creates and maintains forecasting models used to plan for capital requirements and financing structures
- Supports the diligence process for any potential acquisition targets
- Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
- Performs other duties as assigned
Knowledge, Skills, and Abilities
- Strong research, problem-solving, and investigation skills: identify the strengths and weaknesses of alternative solutions, conclusions, approaches, and prevention to problems
- Ability to work both independently and in a team, in a fast-paced environment with frequent interruptions
- Excellent organizational, planning, multi-tasking, and time management skills, deadline-oriented
- Excellent oral and written communication skills, presentation skills are a plus
- Excellent interpersonal skills to establish working relationships with multiple departments and various levels of the organization
- Knowledge in acquisition valuation methods such as using discounted cash flow valuations, industry comps, and internal rate of return analysis a plus
- Ability to read, write, listen to and understand information and ideas presented through spoken words and sentences
Requirements
Education and Experience:
- Bachelor’s degree in finance or accounting required; master’s is a plus.
- Up to three years of experience preferred
- Intermediate Excel and financial modeling knowledge, with an eagerness to learn the technological skills needed to perform the job functions
Supervisory Responsibilities:
- None.
Travel:
- Minimal travel required, if any.
Physical Requirements:
- This position involves extended periods in a stationary position; additionally, occasional standing, walking, and stooping
- Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina
- Occasionally moves materials or equipment weighing up to 25 lbs.
- This role frequently communicates with others, must be able to exchange accurate information in these situations
- This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and copy machines
Work Environment:
- This job is generally performed in a professional office environment.
- Frequently works at fast pace with unscheduled interruptions.
Disclaimer:
Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.
About
HOLT Group is a renowned, family-owned company with a legacy spanning nearly a century. As a powerhouse across several industries, including heavy machinery, construction, consulting services, training, and technology, we prioritize people and values. Our commitment to a Values-Based Leadership® approach has led to trusted partnerships and collaborative endeavors. At the heart of our operations is HOLT CAT, the largest Caterpillar dealership in the nation, along with other companies focused on industrial & commercial selling, energy, technology, and training & development. We excel in selling, servicing, leasing, and renting top-of-the-line industrial machinery and are dedicated to powering the construction and industrial spaces with superior equipment. Moreover, we empower construction and development with advanced technology, along with bringing technical skills and Values-Based Leadership® to individuals and companies seeking sustainable growth. If you're seeking a fulfilling career, explore our job opportunities at HOLT Group and join our values-driven team.
Skills Required
- Bachelor's degree in finance or accounting
- Up to three years of relevant experience
- Intermediate Microsoft Excel knowledge
- Financial modeling knowledge
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The Company
What We Do
HOLT Group is a family-owned, values-driven enterprise headquartered in San Antonio, Texas, with a legacy spanning nearly a century. It operates as a powerhouse across several sectors, including heavy machinery, construction, energy, technology, and training. As the owner of the nation's largest Caterpillar dealership, HOLT CAT, the company excels in selling, servicing, and renting industrial equipment while prioritizing a people-first, Values-Based Leadership® approach to drive sustainable growth for its partners and customers.
