Financial Analyst

Job Description

Financial Planning Analyst | Colonial Group, Inc.

The Tone:
This is a full-time role at Colonial Group, Inc. Colonial Group, Inc. is a multigenerational, family-owned parent company overseeing a diverse portfolio of subsidiaries. The company builds significant value for its customers by leveraging strategic infrastructure, logistics expertise, and a broad range of products and services, all while striving for innovation and operational excellence. This Financial Analyst position is critical for providing essential financial analyses, recommendations, and strategic support across the group. The ideal candidate will serve as a vital liaison between accounting and operations, demonstrating a motivated desire to learn the business comprehensively and contribute to the growth of the finance department.

The TL;DR
• Role: Early Career
• Team: Reports to the Director of FP&A
• Mission: Provide financial analyses, recommendations, and support for Colonial Group while acting as a liaison between accounting and operations.
• Tech Stack: Excel, JD Edwards, Power BI

What You’ll Actually Do
• Process Optimization & Reporting: Collaborate with the Director of FP&A to develop and refine processes, aiming to improve financial analysis and reporting standards across Colonial’s subsidiary companies.
• Operational Business Insight: Partner closely with business leaders and operations teams to develop a deep understanding of the diverse business units and their financial drivers.
• Financial Data Analysis: Collect and analyze complex financial data by partnering with accounting, transforming raw information into actionable insights for strategic decision-making.
• Budgeting & Forecasting Support: Support the continued development and refinement of the annual fiscal year budget and ongoing forecasting processes.
• Performance Monitoring & Modeling: Identify and develop key performance indicators, closely analyze monthly sales and margin performance, and build/maintain Excel models to support comprehensive financial reporting and analysis.

The Must-Haves
• Background: Bachelor’s degree in finance, accounting, business, mathematics, or a related field.
• Experience: Working knowledge of Excel, including pivot tables and XLookup functions.
• Skills: Strong verbal and written communication, critical thinking, interpersonal skills, analytical skills, and problem-solving abilities.
• Bonus: Prior exposure to JD Edwards and Power BI platforms, and comfort with learning new software.