What are the responsibilities and job description for the Senior Financial Analyst - B2B position at DirectedLINK LLC?
Title: Senior Financial Analyst
Employment Type: Full-Time | Direct Hire
Compensation: $95,000–$115,000 base annually
Location: Miami, FL (Doral area)
Work Model: Onsite
Industry: Commercial and Industrial HVAC
Work Authorization: Applicants must be authorized to work in the United States for any employer. Sponsorship is not available for this position.
Company Overview
A growing alliance of commercial and industrial HVAC businesses operates through multiple businesses and locations. Its regional finance team supports operating leaders with planning, financial analysis, and reporting that connect business activity to profitability and cash flow.
Position Summary
Reporting to the Regional Controller, the Senior Financial Analyst will own key planning and analysis activities for the East Region. The role combines financial modeling with direct business partnership, helping leadership understand performance, evaluate investments, and act on changing conditions. It also offers scope to improve dashboards, reporting, and forecasting processes.
Key Responsibilities
- Turn monthly financial and operating results into clear explanations of performance, emerging risks, and opportunities.
- Coordinate regional budgets and forecasts across revenue, gross margin, commissions, SG&A, and cash flow.
- Evaluate bookings and backlog to improve visibility into future revenue and conversion timing.
- Build scenario models for growth plans, project economics, and investment decisions.
- Discuss results and recommendations with regional leaders and business-unit stakeholders.
- Develop KPI dashboards and automated recurring reports that make business drivers easier to monitor.
- Strengthen data accuracy and streamline workflows across Accounting and FP&A.
- Provide targeted analysis for strategic initiatives, special projects, and time-sensitive business questions.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related quantitative discipline.
- At least three years of progressive FP&A, corporate finance, strategic finance, or related analytical experience.
- Practical strength in financial modeling, budgeting, forecasting, and variance analysis, supported by advanced Excel skills.
- Experience with an enterprise financial or planning platform such as Oracle, Anaplan, Workday Adaptive, or a comparable system.
- Experience creating dashboards or automated reporting with Power BI, Tableau, or similar tools.
- Ability to connect financial statements and operating metrics to business performance and explain recommendations to senior leaders and non-finance partners.
Preferred Qualifications
- Finance support across multiple entities, locations, or decentralized operating businesses.
- Experience in B2B commercial or industrial businesses, including HVAC, distribution, manufacturing, or project-based operations.
- Exposure to project profitability, margin drivers, commission analysis, or backlog forecasting.
- Examples of improving planning processes, reporting systems, or finance automation.
Salary : $95,000 - $115,000