Veregy is an award-winning NAESCO-Accredited decarbonization company focusing on accelerating and simplifying the Energy Transition. We provide turnkey engineering and construction services designed to reduce our clients' energy and operating costs through the implementation of energy efficiency and infrastructure upgrades, smart building technology, fleet EV infrastructure, clean energy generation, and sustainability.
Do you want to be part of a TEAM who delivers Eco-Friendly Environments that Transform Lives? Then you are in the right place…start the application process today!

Summary of Position Functions

The Financial Analyst will play a critical role in supporting financial reporting processes, analyzing financial data, and providing support in creating new reporting structure and data analysis . You will work closely with the finance team and various departments across the organization to ensure accurate financial reporting, budgeting, forecasting, and performance analysis.

Essential Position Functions

• Conducts comprehensive financial analyses to support strategic decision-making, including but not limited to profitability analysis, cost-benefit analysis, variance analysis, and trend analysis.
• Assists in the preparation of annual budgets, monthly forecasts, and long-term financial plans. Monitors actual financial performance against budget and forecast, identifying areas of concern.
• Prepares accurate and timely financial reports for management, investors, and other stakeholders.
• Develops and maintains key performance indicators (KPIs) and dashboards to track operational and financial performance.
• Supports strategic initiatives and business development efforts through financial modeling, scenario analysis, and investment evaluation and assesses potential risks and opportunities associated with new projects or ventures.
• Identifies opportunities to streamline financial processes, improve data accuracy, and enhance reporting capabilities. Implements best practices to optimize efficiency and effectiveness in financial operations.
• Collaborates with cross-functional teams, including operations, sales, and engineering, to gather relevant data, analyze business performance, and support decision-making processes.
• Performs ad-hoc financial analysis and special projects as requested by management. Provides insights and recommendations to address specific business challenges or opportunities.
• Stays updated on industry trends, regulatory changes, and emerging technologies relevant to the energy services sector. Continuously enhances knowledge and skills through training and professional development activities.

Note: The statements contained herein describe the essential functions of this position but should not be an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workload.

Non-Essential Position Functions

• Other duties as assigned.

Supervisory Responsibilities

• None at this time.

Education and Qualifications
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's degree in Finance, Accounting, Economics, or Computer Science.
• Minimum of 3-5 years of experience in financial analysis or related roles.
• Strong understanding of financial principles, accounting standards, and financial reporting requirements.
• Proficiency in financial modeling, forecasting, and budgeting techniques.
• Advanced proficiency in Microsoft Excel and financial software systems including functions such as pivot tables, VLOOKUP, and financial modeling techniques.
• Proficiency in SQL Programming Language. Creating and editing Views. Creating queries and validating data. (Preferred but not required).
• Experience creating and adjusting reports inside of Crystal Reports. (Preferred but not required).
• Familiarity with construction, including knowledge of industry trends, market dynamics, and regulatory landscape. (Preferred but not required).
• Experience in the construction or related sectors is a plus.

Knowledge, Skills, and Abilities

• Knowledge and proficiency in building and maintaining complex financial models to analyze various scenarios, assess business performance, and support decision-making processes.
• Ability to interpret financial data, identify trends, and extract actionable insights to drive strategic initiatives and operational improvements.
• Ability to problem-solve and analyze complex issues, develop innovative solutions, and make data-driven recommendations to address business challenges.
• Ability to maintain meticulous attention to detail and accuracy in financial analysis, reporting, and documentation to ensure compliance with regulatory requirements and internal policies.
• Ability to work collaboratively with cross-functional teams, build relationships, and influence decision-making processes across different departments and levels of the organization.
• Ability to Commit to continuous learning and professional development, staying updated on best practices, emerging technologies, and industry standards relevant to financial analysis and energy services.
• Ability to work independently and efficiently manage time/workload.
• Ability to effectively respond to common inquiries or complaints from customers and staff.
• Knowledge of Veregy’s services and processes is required which can be obtained through intellect, technical inclination, and dedication to gain such knowledge.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to work independently and collaboratively in a fast-paced environment.
• Ability to effectively communicate and present complex financial information in a clear and concise manner to various stakeholders, including senior management and non-finance professionals.
• Ability to work under deadline pressure and extra hours if needed.

Certificates, Licenses, Registrations

• N/A

Travel Required

• N/A

Physical Demands

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Benefits

• Competitive Compensation.
• Paid Holidays, Paid Sick Leave, and Paid Time Off.
• Competitive Medical, Dental and Vision Plans.
• 401k Retirement Plan with Matching Employer Contributions (%).
• Employer Sponsored Life Insurance and AD&D Insurance.
• Employer Paid Short- and Long-Term Disability Insurance.
• Continued Education and Trade Certification Sponsorship (Specific Positions).
• Company Branded Trucks Provided (Specific Positions).

Please 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.

Veregy values diversity and is committed to building a workforce comprised of individuals with different backgrounds, experiences, and identities. Equal Employment Opportunity has been, and will continue to be, a fundamental principle at Veregy, where employment is based upon capabilities and qualifications without discrimination because of race, color, religion, sex, age, national origin, disability, veteran status, genetic history, sexual orientation, or any other protected characteristic as established by law. We strive to create an inclusive culture that empowers individuals to thrive, try new things, and grow together as one Veregy.

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