What are the responsibilities and job description for the Financial Analyst position at The Cook & Boardman Group, LLC?
Build Your Career Where You Matter
Join The Cook & Boardman Group, the nation’s leading provider of architectural doors, frames, hardware, specialty products, and complete security integration services.
At The Cook & Boardman Group, trust and communication are the foundation of how we work. We foster an inclusive, collaborative culture where your voice is heard, your ideas matter, and your career has room to grow. Whether you're a problem-solver, innovator, or passionate about service, you’ll thrive here.
Why Work With Us?
We’re committed to your success, personally and professionally. You’ll have access to:
The ideal candidate is a resource for the financial reporting, financial analysis and forecasting activities for The Cook & Boardman Group. This position will report to the FP&A Manager well as work closely with the Company’s accounting and finance teams.
This is a hybrid position (3 days a week) located in Winston-Salem, NC. We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas now or in the future.
Essential Functions
The physical demands described here are representative of those required to successfully perform the essential functions of this position. While performing the duties of this role, the employee will regularly communicate verbally and in writing, and must be able to see and hear in a typical office setting. The role frequently involves sitting, walking, standing, using hands to handle or feel, and reaching with arms and hands.
Work Environment
This position operates primarily in a professional office environment. It routinely involves the use of standard office equipment such as computers, phones, printers, copiers, and filing systems. Occasional business travel may be required.
Qualification Requirements
To perform this job successfully, an individual must be able to carry out each essential duty satisfactorily. The requirements listed represent the knowledge, skills, and abilities necessary for success in the role. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Equal Opportunity Employer
The Cook & Boardman Group is an Equal Opportunity Employer and a VEVRAA Federal Contractor. We are committed to providing equal employment opportunities to all qualified individuals, including minorities, females, protected veterans, and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Join The Cook & Boardman Group, the nation’s leading provider of architectural doors, frames, hardware, specialty products, and complete security integration services.
At The Cook & Boardman Group, trust and communication are the foundation of how we work. We foster an inclusive, collaborative culture where your voice is heard, your ideas matter, and your career has room to grow. Whether you're a problem-solver, innovator, or passionate about service, you’ll thrive here.
Why Work With Us?
We’re committed to your success, personally and professionally. You’ll have access to:
- Comprehensive Benefits: Health, dental, vision, prescription coverage, life insurance, and 401(k) with company match.
- Work-Life Balance: Generous paid time off for rest, family, and self-care.
- Career Growth: You’ll benefit from continuous learning, mentorship, and leadership training including access to C&B University, our in-house development program.
- Supportive Culture: Innovation, creativity, and teamwork are at the heart of everything we do.
The ideal candidate is a resource for the financial reporting, financial analysis and forecasting activities for The Cook & Boardman Group. This position will report to the FP&A Manager well as work closely with the Company’s accounting and finance teams.
This is a hybrid position (3 days a week) located in Winston-Salem, NC. We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas now or in the future.
Essential Functions
- Manage and perform:
- Financial analytics related to regional and operational budgets
- Income statement, balance sheet and cash flow analysis
- Variance, trend, scenario and sensitivity analysis
- Improve and streamline financial processes to deliver best practice
- Measurement and analysis of major business initiatives
- Drive results within organization through delivery and communication of actionable analytics to leadership and throughout the organization as appropriate
- Proactively maintains communications and transparency on analytics
- Special projects and analytical requests
- Develop information analytics / dashboards through data mining within the Company’s ERP
- Other relative duties as assigned
- Bachelor’s Degree in Finance, Accounting, Economics, or Business, or an equivalent combination of education/experience
- Current and valid US driver’s license preferred
- At least 2-5 years of experience in similar financial and/or planning roles in a complex multi-location business
- Ability to navigate ERP environment, familiarity w/ transforming reports, data and graphs into presentations that effectively communicate issues; experience with Microsoft Dynamics a plus
- Analytical experience using Excel, T-SQL, and/or other BI reporting tools; PowerBI experience a plus
- Query and report development experience using database tools to extract/integrate data from data-marts and/or cubes into Microsoft Excel or other BI reporting tools
- A working knowledge of and experience in financial planning & analysis processes to evaluate M&A opportunities, analyze complex operating budgets, capital appropriation requests & other business proposals
- Experience in developing financial models and related analytics
- Ideal candidates will have strong operational accounting and financial reporting skills
- Ability to build strong working relationships at all levels
- Effective Communication: an articulate person who will be effective in communicating with people at all levels of the organization
- Detail Oriented and Team Focused
The physical demands described here are representative of those required to successfully perform the essential functions of this position. While performing the duties of this role, the employee will regularly communicate verbally and in writing, and must be able to see and hear in a typical office setting. The role frequently involves sitting, walking, standing, using hands to handle or feel, and reaching with arms and hands.
Work Environment
This position operates primarily in a professional office environment. It routinely involves the use of standard office equipment such as computers, phones, printers, copiers, and filing systems. Occasional business travel may be required.
Qualification Requirements
To perform this job successfully, an individual must be able to carry out each essential duty satisfactorily. The requirements listed represent the knowledge, skills, and abilities necessary for success in the role. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Equal Opportunity Employer
The Cook & Boardman Group is an Equal Opportunity Employer and a VEVRAA Federal Contractor. We are committed to providing equal employment opportunities to all qualified individuals, including minorities, females, protected veterans, and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
