Phoenix Global

Financial Analyst

Phoenix Global Burns Harbor, Indiana, United States · $100K–$115K/yr

Business Consulting and Services · 11-50 employees

8 h ago
financial-analyst Mid (2-5 yrs) Full-time United States
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About the role

The Financial Analyst will support the AVP of Finance by developing forecasting models, preparing financial reports, and conducting quantitative analysis. They are also responsible for designing reports in ERP systems and identifying financial trends to support company objectives.

What they look for

Financial analysis Financial modeling Forecasting Budgeting Data analysis Oracle OneStream Excel Reporting Quantitative analysis Communication skills Problem solving Attention to detail Multi-tasking Process documentation

Requirements

Candidates must hold a bachelor's degree in Finance, Mathematics, or Engineering, with an MBA preferred. Proficiency in Excel and experience with financial modeling and ERP systems like Oracle or OneStream are required.

Benefits

401(k) Medical insurance Vision insurance Dental insurance Paid time off Life insurance Disability insurance Paid company holidays Tuition reimbursement Employee assistance program Telemedicine services Critical illness insurance Hospital insurance Accident insurance

Full description

Position Title: Financial Analyst

Reports To: AVP Finance

Location: Portage, IN

Overview of Position: Phoenix Global is the premier international provider of steel mill services. The company has been actively adding domestic and international subsidiaries and is seeking a Financial Analyst to support the AVP of Finance for the Northern and Southern Regions. The Financial Analyst will be an integral part of the growing finance and accounting team and will report directly to the AVP of Finance. The incumbent will assist with the preparation of monthly forecasts, financial reports, presentation materials, and provide ad hoc analysis for the organization.

Primary Responsibilities:

  • Actively assist in developing and optimizing the forecasting and reporting models
  • Prepare & standardize reports and projections
  • Identify trends in financial performance, identify risks & opportunities, and provide recommendations for improvement
  • Conduct quantitative analyses surrounding budgeting, forecasting and analysis to support company-wide objectives
  • Analyze and monitor trends from financial metrics to identify variances
  • Assist in developing finance and business presentations
  • Design reports in the company’s ERP system (Oracle) and consolidation/reporting package (OneStream)
  • Streamline data exchange between systems and sources
  • Document departmental processes
  • Perform any other tasks assigned to support and improve the overall team operations

Knowledge, Skills, & Abilities Required:

  • Superior analytical skills
  • Strong written and oral communication skills
  • Organized, flexible and easily adaptable to changing conditions and diverse teams
  • Ability to work well in high pressure situations in order to meet deadlines
  • Ability to multi-task and manage numerous simultaneous priorities
  • High energy, high ownership of work product
  • Must have a mix of attention to detail and a sense of urgency/results orientation
  • Ability to approach problems from different perspectives to suggest and implement solutions

Work Environment:

This job takes place in an office with weekly meetings in a Steel Mill, requiring a sense of high-level safety reverence using the required PPE for the environment.

Physical Demand:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to speak and listen in potentially noisy indoor and outdoor environments. The employee may be required to stand, walk on both flat and uneven surfaces, and climb stairs.

Required Education and Experience:

  • Bachelor's degree required, with a concentration in one of the following disciplines: Finance, Financial Systems, Mathematics, or Engineering
  • MBA or other graduate degree in Finance or related field, preferred
  • High degree of proficiency with Excel, including advanced functions
  • Demonstrated success in financial modeling and analysis
  • Experience with Oracle and/or OneStream preferred
  • Excellent interpersonal and customer service skills

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with notice.

AAP/EEO Statement:

Phoenix Global provides equal employment opportunities to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

Job Type: Full-time

Benefits:

  • 401(k)
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Paid time off

Schedule:

  • Monday – Friday
  • Onsite

Travel:

  • Local travel to Burns Harbor, IN and East Chicago, IN one to two times per week
  • Overnight travel to other facilities may be required

Compensation and Benefits

Base pay $100,000 to $115,000 annually based on experience.

Annual performance bonus target 10%.

In addition to competitive pay, we offer a comprehensive benefits package for employees and their families. This includes health care coverage (medical, dental, and vision), a 401(k)-retirement plan, life and disability insurance, paid time off, and paid company holidays.

We also provide a variety of supplemental programs designed to support overall wellbeing and everyday needs, such as optional life insurance for eligible family members, supplemental disability coverage, legal services, identity protection, critical illness, hospital and accident insurance, tuition reimbursement, chronic condition support programs, a 24/7 employee assistance program, and telemedicine services.

This document in no way states nor implies that these are the only responsibilities of, and the duties to be performed by, the employee occupying this position.

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