The Role
The Lead Financial Analyst supports consolidated financial reporting, forecasting, budgeting, variance analysis, financial modeling, audit schedules, and management reporting. The role develops and automates reporting through Excel, Power BI, and EPM platforms, ensures accurate reporting across business units, identifies process improvements, and provides financial insights to senior leadership and operational teams.
Summary Generated by Built In
Job Title: Lead Financial Analyst
Department: Accounting
Reports To: CFO
FLSA Status: Exempt
Company Summary
BlueTeam is a US-based provider of national disaster recovery, remediation, reconstruction, renovation, and roofing services for commercial properties. Our core business focuses on cleanup and mitigation efforts for recovery from fire damage, roof leaks, flooding, pipe bursts, and post-disaster remediation due to severe weather. We exclusively serve commercial sectors including hospitality, senior housing, healthcare, commercial offices, municipalities, multifamily living, and institutional markets.
SUMMARY: The Lead Financial Analyst will be responsible for supporting the consolidated reporting, forecasting, budgeting, and analysis of the company’s financial performance, including P&L, Balance Sheet, and Cash Flow statements with related business specific and macro-economic metrics. This role will also contribute to the enhancement of financial forecasting and reporting processes through the development and optimization of Power BI and EPM platforms. This role has no supervisory responsibilities.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Prepare various monthly and annual financial statements with related schedules, including debt compliance documents.
- Analyze actual results and key financial metrics to identify trends and monitor variances to the prior year, budget and forecast, and create commentary for financial reporting based on observed analysis.
- Support the development and automation of management reporting packages and presentations for senior leadership.
- Ensure accurate consolidation and reporting of financial data across multiple business units and regions through Excel and other visualization techniques.
- Assist in streamlining financial reporting processes, implementing best practices, and driving automation initiatives.
- Support ad-hoc financial analysis and reporting requests from senior leadership and business units utilizing various databases and working with various operational areas to assist with business decision making and strategy.
- Assist in the adoption and implementation of new accounting guidance and principles as requested.
- Assist in the preparation and completion of the monthly forecast and annual budget with related schedules and presentations.
- Perform financial modeling as part of planning and forecasting to enhance process efficiency, support new initiatives, and to accurately capture changing business economics and structure.
- Assist in the preparation of support schedules as requested for the annual audit and tax compliance.
- Participate in special projects as requested.
- Identify process improvement opportunities and participate in the implementation of the solution.
- Participate in Accounting special projects as requested.
- Identify process improvement opportunities and participate in the implementation of the solution.
- Perform other assigned tasks and duties as requested by manager.
QUALIFICATIONS:
- Must be a team player who is also able to work independently and adhere to BlueTeam’s core values.
- Knowledge of or experience within the construction industry a plus.
- Desire to understand the “big picture” and ability to learn the key trends and levers that drive the business.
- Trending and forecasting experience which incorporates critical thinking skills required.
- Advanced proficiency in Microsoft Office is required, especially Excel, Outlook, and Word. Advanced Excel data compilation and analysis skills (pivot tables, complex formulas, etc.).
- Proficiency in Acumatica or other construction ERP software applications preferred.
- Proficiency in Planful, Hyperion or similar EPM software application required.
- Proficiency in data visualization tools such as Power BI or Tableau required.
- Ability to maintain a high level of confidentiality required.
- Ability to present financial information to a non-financial audience.
- Confidence to bring up data gaps and provide insights into why and recommendations around potential solutions
- Must be collaborative and able to work with employees at all levels of the organization.
- Must have the ability to exercise discretion and independent judgment on assigned tasks and responsibilities.
- Must be detail-oriented with a high degree of accuracy, work well under pressure in a fast-paced environment, have the flexibility to deal with multiple changing priorities and be able to also meet deadlines within determined timeframes.
- Must be self-motivated and a critical thinker who possesses strong analytical and problem-solving skills.
- Must possess excellent organizational, communication and interpersonal skills.
- Must possess a process improvement mindset with willingness to challenge current processes.
- Experience in providing exceptional customer service to a broad base of stakeholders with ability and interest to learn business operations.
EDUCATION and/or EXPERIENCE:
- Bachelor’s degree in finance or accounting with a minimum of 5-7 years’ experience in an FP&A role, including financial reporting, required.
- MBA, CPA, or public accounting experience strongly preferred.
PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to type and look at a computer screen for long periods of the day. The employee must be able to sit for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required.
NOTE: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. BBMK Contracting, LLC dba BlueTeam (BlueTeam) is a Drug Free Workplace as well as an Equal Opportunity Employer. Qualified applicants shall be considered for all positions without regard to race, color, sex, religion, national origin, age, disability, veteran status, or any other status protected by federal, state or local law.
Skills Required
- Bachelor’s degree in finance or accounting
- 5–7 years of experience in an FP&A role, including financial reporting
- Advanced proficiency in Microsoft Office, especially Excel, Outlook, and Word
- Advanced Excel data compilation and analysis skills, including pivot tables and complex formulas
- Proficiency in Planful, Hyperion, or similar EPM software
- Proficiency in data visualization tools such as Power BI or Tableau
- Trending and forecasting experience with critical thinking skills
- Ability to present financial information to non-financial audiences
- Strong analytical, problem-solving, communication, organizational, and interpersonal skills
- Ability to maintain confidentiality and exercise discretion and independent judgment
- Ability to work collaboratively and independently in a fast-paced environment
- Process improvement mindset and ability to identify and implement solutions
- MBA, CPA, or public accounting experience
- Knowledge of or experience within the construction industry
- Proficiency in Acumatica or other construction ERP software
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The Company
What We Do
Blue Team is a national, non-franchised general contracting firm that specializes in commercial restoration, roofing and capital improvements. With one-of-a-kind, custom ERP technology, Blue Team serves as the industry leader for property owners and operators in senior care, health care, multi-family, hospitality and many other commercial property sectors. Our Everyday Mission is to cultivate and maintain mutually beneficial relationships with our clients. Here at Blue Team, we provide a variety of services. But above all, we are a Customer Service Provider. At the core of our company, we strive to be mindful, respectful and empathetic to client needs and expectations. Our dedication to better business begins by embracing our employees as family. At Blue Team, our associates are punctual, professional and committed to ethical, transparent business. We believe that with quality people and superior culture, Blue Team will continue its unprecedented success in the commercial construction and property repair space. Blue Team Restoration dba BBMK is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
