Financial Analyst

Who are we?

Norlee Group is the owner and operator of several highly regarded and successful electrical contracting companies including AEC Electrical Contractors, LLC in Jacksonville, Florida, Adkins Electric in Jacksonville, Florida, Colwill Enterprises, Inc., in Orlando / Tampa, Florida, Millennium Electric, Inc. in Orlando, Florida, Regency Electric, Inc., in Jacksonville, Florida, as well as Tietjen Technologies, Inc. in Jacksonville, Florida. We provide best-in-class electrical and communication solutions across our core markets. We do this through the expertise of our teams, holding the highest standards in job safety and employee education.

Position Summary :

The Financial Analyst plays a vital role in supporting the finance team by analyzing financial data, preparing insightful reports, and assisting with core financial functions such as forecasting, budgeting, and cash flow management. This position provides an excellent opportunity for a detail-oriented and analytical individual to strengthen their financial expertise while contributing to data-driven decision-making. Working in a dynamic and collaborative environment, the Financial Analyst will help identify trends and variances, offering valuable insights that support strategic business goals and operational efficiency.

Essential Duties and Responsibilities :

• Assist with financial integration duties related to mergers and acquisitions.
• Support the month-end and year-end close processes by ensuring timely and accurate completion of account reconciliations and journal entries.
• Coordinate with internal departments, including Accounts Receivable (AR) and Accounts Payable (AP), to gather inputs and prepare accurate weekly cash flow projections.
• Monitor and evaluate key financial performance indicators (KPIs), providing insights and recommendations to support strategic business objectives.
• Provide support on ad-hoc financial analysis and reporting requests from leadership to assist in decision-making and planning.
• Assist in the preparation and ongoing management of annual budgets and rolling forecasts, leveraging historical data and current trends.
• Prepare and assist in the timely completion of monthly, quarterly, and annual financial statements in accordance with reporting standards.
• Collaborate with cross-functional teams to collect, validate, and analyze financial data for budgeting, forecasting, and performance monitoring.
• Review and analyze trial balance details to detect potential posting errors and work with the accounting team to resolve discrepancies.
• Ensure accuracy, consistency, and data integrity across all financial documents and reporting tools.
• Analyze monthly financial results against budgeted figures, identify key variances, and provide explanations to support internal reporting.
• Contribute to the ongoing improvement of financial processes and systems to enhance reporting accuracy and operational efficiency.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and / or Experience

A Bachelor’s degree in Finance, Accounting, Data Analytics, Business Administration, or a related field is required. The ideal candidate will have at least 3+ years of experience in financial analysis, or a similar role, with a proven track record in cash flow forecasting and business analysis. Experience with financial modeling, acquisitions, and due diligence processes is preferred.

Mathematical Skills

The position requires proficiency in performing complex calculations, including financial analysis and budgeting. The candidate must have a strong understanding of financial terms and principles to effectively analyze and interpret data.

Computer Skills

Proficiency with Microsoft Office 365 tools is essential, particularly advanced Excel for data analysis and PowerPoint for reporting. Experience with data management systems and reporting tools, including database management and market research software, is important. Familiarity with financial software systems, such as ERP platforms, is a plus. Familiarity with reporting and data analysis tools (Tableau, Power BI and SQL are a plus).

Norlee Company, are equal opportunity employers. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.