What are the responsibilities and job description for the Financial Planning Analyst position at OWL Services?
OWL Services is the premier sales, installation, program management and service provider to retail, commercial, fleet, aviation and marine, and emergency power generation companies across the U.S.
With 33 offices and distribution centers and more than 1,400 field service professionals, OWL delivers on a service platform that includes construction, compliance and testing, maintenance and repair, modernization and re-imaging, and EV charging solutions to keep businesses and people moving 24 hours a day, 7 days a week, 365 days a year.
OWL Services’ companies have received numerous awards over the years for exemplary customer service. Most recently it was the recipient of EVgo’s Deployment Excellence Award in its first-ever class of awardees in the National EV Charging Recognition Program.
Come join us! For more information visit OWLServices.com and follow us on LinkedIn.
The Role
Position Summary
OWL Services has an immediate opening for Financial Planning Analyst. The Financial Planning & Analyst is strategic member of the Finance organization responsible for supporting the senior leadership on company financial performance to ensure key metrics and expected returns on investment are achieved. This individual will oversee reporting and analysis of company-wide profitability and managed working capital, responsible for financial modeling needed to support key decisions for achieving the Company’s long-range financial goals and strategies, and identify areas of focus for the management and operational teams.
Responsibilities
- Strong financial acumen, and the ability to work well under pressure.
- Foster a high integrity business culture and a goal-oriented, accountable work environment.
- Responsible for driving and monitoring financial performance, analyzing and interpreting operating results and investigating variances and unusual items; and evaluating their effect on operations.
- Prepare, analyze, and interpret balance sheets and cash flow statements to assess the financial health of the organization.
- Develop and maintain complex Excel models to analyze and forecast financial performance.
- Provide detailed financial information and key performance indicators for decision making and make recommendations for action to the executive team.
- Develop, enhance, and maintain operational and ad-hoc reports to satisfy internal and external reporting requirements.
- Prepare and present reporting presentation packages.
Education and Experience
- Bachelor’s degree in accounting, finance, or another related field are required.
- At least 3 years of experience in FP&A.
Qualifications
- Bachelor's degree in Finance, Accounting, or related field; MBA or relevant professional certification (e.g., CFA, CPA) is a plus.
- Proven experience as a Financial Analyst with a focus on complex financial modeling and analysis.
- Experience in preparing and analyzing balance sheets and cash flow statements.
- Advanced proficiency in Microsoft Excel, including complex formulas and pivot tables.
- Excellent verbal and written communication skills
- Strong leadership, communication, and presentation skills.
- Strong project management skills
- Ability to work under pressure.
- Strong decision-making skills; the ability to influence internal customers.
Compensation and Benefits
- 10 Paid Holidays
- Flexible Time Off
- 401(k) Company Match
- Health, Dental, and Vision Insurance
- HSA and FSA
- Disability & Occupational Accident Insurance
- Company-Paid Life Insurance Policy
- Employee Assistance Program (EAP)
- World-class paid training program for you to learn the skills for long term career success.
Requisition #2286
