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Senior Financial Analyst

Plano, TX, United States

Company Overview: Our client is a premier designer and builder of high-end residential swimming pools and outdoor living spaces. Based in Texas, they specialize in custom pool design, renovation, and maintenance, aiming to create luxurious and functional outdoor environments for their clients. Known for quality craftsmanship and exceptional customer service, the company continues to set the standard in the industry.

Job Description:

Responsibilities: Conduct Financial Analysis and Modelling, including: Periodic Company and Business Unit Projections

Analysis of Marketing Spend and Return on Investment

Calculation of Customer Value and Acquisition Costs

Evaluation of Hypothetical and Discreet Scenarios (e.g., Greenfield, Sourcing, Inorganic Opportunities)

Monitoring Liquidity and Covenant Compliance

Managing Corporate and Business Unit SG&A

Create Presentation Materials for Investors and Internal Customers

Consolidate Subsidiary Accounting Data

Provide Operational Support for Marketing, Safety, and Human Capital Initiatives

Co-Administer Treasury, Fleet, and Credit Card platforms

Contribute to Weekly KPI Reporting, Monthly Closing, and Annual Financial Audits

Assist CFO with On-Boarding Acquired Companies and Train Staff

Qualifications: Energetic, forward-thinking, and creative individual with high ethical standards and a professional image

Strong working knowledge of financial processes, including consolidation and month-end close

Ability to manage increased workloads during peak times

Bachelor's degree in Accounting preferred

CPA license and experience at a nationally recognized professional services firm are highly desirable

Ability to work independently with minimal supervision

High proficiency in Microsoft Office (especially Excel) and, ideally, Microsoft Dynamics NAV / Business Central

Strong experience managing and overseeing reconciliation processes, monthly close, regulatory reporting, and similar functions

Excellent communication skills with the ability to relate to people at all levels of an organization

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