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The Cook & Boardman Group, LLC · 1 day ago

Financial Analyst

Winston-Salem, NC

Full-time

Onsite

Entry, Mid Level

2+ years exp

The Cook & Boardman Group is the nation’s leading provider of architectural doors, frames, hardware, specialty products, and complete security integration services. They are seeking a Financial Analyst to manage financial reporting, analysis, and forecasting activities, while collaborating closely with the accounting and finance teams.

ArchitectureCommercialConstruction

Responsibilities

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

Qualification

Financial analysisBudget managementFinancial modelingERP navigationExcel proficiencyT-SQL experiencePowerBI experienceEffective communicationDetail orientedTeam focused

Required

Bachelor's Degree in Finance, Accounting, Economics, or Business, or an equivalent combination of education/experience

At least 2-5 years of experience in similar financial and/or planning roles in a complex multi-location business

Min of 2Y sales XP – need to have Salesforce or some type of CRM

High understanding of the sales cycle – preferably XP with price/bid activity to win jobs

Ability to navigate ERP environment, familiarity w/ transforming reports, data and graphs into presentations that effectively communicate issues

Analytical experience using Excel, T-SQL, and/or other BI reporting tools

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

Detail Oriented and Team Focused

Preferred

Current and valid US driver's license preferred

Experience with Microsoft Dynamics a plus

PowerBI experience a plus

Benefits

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.

Company

The Cook & Boardman Group, LLC

For over 65 years, The Cook & Boardman Group has been at the forefront of the construction and security industries, evolving from a regional distributor into the nation’s largest provider of Doors, Frames, & Hardware Solutions and Electronic Security & Access Control.

Founded in 1955

Winston Salem, North Carolina, USA

1001-5000 employees