Financial Analyst

Description

Bell Supply seeks a Financial Analyst to support financial planning, forecasting, and business intelligence for the finance leadership team.

Bell Supply Company is a privately held energy equipment distributor with an 80-year history of serving the North American oil, gas, and energy markets. Founded in 1945 and backed by B-29 Investments, the company is one of the nation's leading independent providers of pipe, valves, fittings, and MRO solutions, supporting customers across production, gathering, processing, transmission, and related energy infrastructure applications.

Through extensive product availability, sophisticated supply chain capabilities, and customer-centric service, Bell Supply has become a trusted partner to many of the industry's leading operators and contractors. The company is distinguished by its entrepreneurial culture, strong customer relationships, operational agility, and commitment to value-added solutions that improve project execution and supply chain performance.

More information about the company can be found at www.bellpvf.com.

Bell Supply seeks an analytical and intellectually curious Financial Analyst to support financial planning, forecasting, business intelligence, treasury reporting, and management reporting. The role analyzes financial and operational information for short- and long-term business decisions, prepares standard and ad hoc reports, and assists with planning, budgeting, and forecasting across the company.

Reporting to the Chief Financial Officer and working closely with finance leadership, the analyst partners with operations, sales, supply chain, HR, and technology. The role suits an early-career finance professional who wants broad exposure and meaningful responsibility in a growing, entrepreneurial organization, with a path toward senior analyst responsibilities.

Title - Financial Analyst

Department - Finance

Reports to- CFO

FLSA status - Exempt

Travel - Up to 25%

Work setting - On-site at a Bell Supply location, with travel to customer and well sites as required

Financial Planning & Analysis

• Support the annual budgeting process and partner with all functions and departments on budget preparation.

• Prepare monthly rolling forecasts for the overall business and support long-range planning.

• Build and maintain integrated financial models, including income statement, balance sheet, and cash flow projections.

• Perform variance analyses and identify the drivers impacting financial and operational performance.

• Develop and monitor key financial and operating performance indicators across the business.

• Partner with operations, sales, and functional leaders to improve forecasting accuracy and performance accountability.

Business & Operational Analysis

• Conduct pricing analysis and modeling to support recommendations to the Sales organization.

• Analyze cost of goods sold, product cost, and margin performance.

• Perform inventory analysis, including turns, aging, and working capital impact.

• Model headcount, compensation, bonus, and variable compensation scenarios in support of HR.

• Build analyses from scratch based on requests and discussions with senior management.

• Conduct ad hoc analyses supporting strategic initiatives, profitability improvement, and operational decisions.

Business Intelligence & Reporting

• Build and enhance reporting and dashboards across Power BI, Tableau, NetSuite, and related platforms.

• Develop automated reporting tools that improve visibility, efficiency, and data accuracy.

• Partner with business stakeholders to define reporting requirements and deliver actionable analytics.

• Promote data integrity, consistency, and governance across reporting systems.

Management & Executive Reporting

• Prepare monthly management reporting and performance analyses with actionable insights.

• Assist in the preparation of quarterly Board of Directors materials, financial reviews, and executive reporting packages.

• Translate complex financial and operational information into concise, decision-oriented analyses.

Compliance

• Comply with, and support department compliance with, Company health, safety, and environmental policies.

• Comply with all applicable U.S. laws and security regulations.

• Other duties as required.

Requirements

The ideal candidate is an analytical finance professional who pairs solid technical skills with curiosity about the operational drivers of business performance. This person enjoys working with large data sets, building financial models, and turning information into insight that someone can act on.

The successful candidate will be comfortable in a fast-paced entrepreneurial environment, able to manage several objectives at once and reset priorities as they change, and will partner effectively across functions while keeping a high standard of accuracy. Equally important is the ability to explain financial concepts clearly to both financial and non-financial audiences.

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related discipline required.

• Approximately 2-5 years of experience in FP&A, corporate finance, accounting, consulting, or a related analytical role.

• Financial modeling, forecasting, budgeting, and analytical capability.

• Experience working with financial statements and key business performance metrics.

• High proficiency with the Microsoft Office suite, particularly Excel and PowerPoint.

• Experience with an ERP or financial reporting system such as NetSuite, SAP, or Oracle.

• Exposure to business intelligence platforms such as Power BI and/or Tableau, or a clear willingness to learn them.

• Familiarity with SQL, Python, or other data transformation tools is advantageous.

• Demonstrated ability to manage multiple priorities and work across functional teams despite frequent interruptions.

• Strong written and verbal communication skills, including presenting findings and recommendations to leadership.

• High degree of intellectual curiosity, initiative, and attention to detail.