Financial Analyst

Overview

Build Your Career Where You Matter. Join The Cook & Boardman Group, the nation’s leading provider of architectural doors, frames, hardware, specialty products, and complete security integration services. At The Cook & Boardman Group, trust and communication are the foundation of how we work. We foster an inclusive, collaborative culture where your voice is heard, your ideas matter, and your career has room to grow.

Whether you're a problem-solver, innovator, or passionate about service, you’ll thrive here.

We’re committed to your success, personally and professionally. You’ll have access to:

• 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:
  Continuous learning, mentorship, and leadership training including access to C&B University, our in-house development program.
• Supportive Culture:
  Innovation, creativity, and teamwork are at the heart of everything we do.

Be part of a team that invests in your future, celebrates your success, and values your contribution.

The ideal candidate is a resource for the financial reporting, financial analysis, and forecasting activities for The Cook & Boardman Group. This position reports to the Corporate Controller and collaborates with the Company’s accounting and finance teams.

• 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
• Measure and analyze major business initiatives
• Drive results by delivering and communicating actionable analytics to leadership and across the organization as appropriate
• Proactively maintain communications and transparency on analytics
• Special projects and analytical requests
• Develop information analytics / dashboards through data mining within the Company’s ERP
• Other related duties as assigned

• Bachelor’s Degree in Finance, Accounting, Economics, or Business, or an equivalent combination of education/experience
• Current and valid US driver’s license preferred
• At least 2–5 years of experience in similar financial and/or planning roles in a complex multi-location business
• Minimum 2 years of sales experience — must have Salesforce or some type of CRM
• Strong understanding of the sales cycle with experience in price/bid activity to win jobs

• Ability to navigate ERP environments; experience transforming reports, data, and graphs into presentations that effectively communicate issues (Microsoft Dynamics a plus)
• Analytical experience using Excel, T-SQL, and/or other BI tools;
  Power BI experience a plus
• Query and report development experience extracting data from data-marts and/or cubes into Excel or other BI tools
• Working knowledge of financial planning & analysis processes to evaluate M&A opportunities, analyze budgets, capital requests, and other business proposals
• Experience developing financial models and related analytics
• Strong operational accounting and financial reporting skills
• Ability to build strong working relationships at all levels
• Effective communication with people at all levels of the organization
• Detail-oriented and team-focused

The physical demands described here are representative of those required to successfully perform the essential functions of this position. The employee will regularly communicate verbally and in writing and must be able to see and hear in a typical office setting. The role frequently involves sitting, walking, standing, using hands to handle or feel, and reaching with arms and hands.

This position operates primarily in a professional office environment. It routinely involves the use of standard office equipment such as computers, phones, printers, copiers, and filing systems. Occasional business travel may be required.

To perform this job successfully, an individual must be able to carry out each essential duty satisfactorily. The requirements listed represent the knowledge, skills, and abilities necessary for success in the role. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

The Cook & Boardman Group is an Equal Opportunity Employer and a VEVRAA Federal Contractor. We are committed to providing equal employment opportunities to all qualified individuals, including minorities, females, protected veterans, and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.