Financial Analyst

About the role

Come join our team at Crest Operations!

With companies located across the United States, Crest Industries is committed to bringing together the best people and the right resources to meet today’s challenges and deliver the innovations of tomorrow. With significant recent growth and company acquisitions, Crest more than ever is a catalyst for change, using a little grit and a lot of determination to drive a forward movement for our customers and our employees.

Position Overview

Crest Industries is seeking a Financial Analyst to support credit management, lender reporting, financial modeling, and recurring financial analysis across multiple business units. This role plays a critical part in maintaining financial discipline, supporting liquidity and credit processes, and delivering timely, accurate insights to finance leadership and business unit stakeholders.

Core Responsibilities

Financial Reporting, Modeling & Recurring Analysis

• Prepare internally generated monthly financial statements for select entities.
• Generate and maintain recurring portfolio and performance reports.
• Prepare credit and financial metrics for executive and quarterly business reviews.
• Maintain multi-year cash flow and forecasting models.
• Maintain long-term financial models, including supporting assumptions and data inputs.
• Support preparation of multi-year budgets and forecast.

Credit Management & Customer Credit Reviews

• Initiate and manage customer credit checks and pre-qualification processes.
• Review credit information and prepare credit summaries for finance leadership review.
• Communicate credit decisions to operations and business unit teams.
• Maintain customer credit data, limits, and holds within the ERP system.
• Troubleshoot data issues and support ongoing credit data cleanup initiatives.
• Support automation and reporting related to credit analysis.

Lender Reporting Support

• Prepare monthly reporting packages sent to lending partners covering:
• Compliance certificates and supporting lender schedules.
• Financial statements and reporting packages to lenders.
• MD&A reports of business units performance.
• Attend recurring business unit review meetings and document outputs used in lender MD&A reporting.

Ad Hoc Analysis & Cross-Functional Support

• Provide timely ad hoc financial analysis in support of leadership decision-making.
• Support internal and external financial requests including audits, valuations, and credit approvals.
• Coordinate with business unit leaders, accounting teams, and project teams to gather required inputs.
• Partner with data and analytics teams to ensure accuracy of financial metrics and dashboards.

Treasury & Finance Operations (Backup Support)

• Provide backup support for treasury-related functions as needed, including remote deposit capture, internal debt maintenance, and corporate credit card administration.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 1-3+ years of experience in financial analysis, corporate finance, or accounting.
• Strong analytical, modeling, and problem-solving skills.
• High attention to detail and strong organizational skills.
• Strong written and verbal communication skills.

Additional information

We know how difficult it is to manage change and solve problems. Continuous improvement is hard work. Founded in 1958, we’ve seen our share of struggles. We’ve failed. We’ve learned and we’ve adapted. We will continue to grow and evolve to meet our customers’ ever-changing needs. To do this, there are three forces that we leverage that will not change: Our Solid Foundation, Innovation, and The Right People. When we bring these three forces together, we get a forward movement. Our logo reflects our respect for the past and our legacy but also supports where our industries are going.

The Right People

We hire people who share our values and we put the right people in the right seats, with the skill sets that fit our customers’ challenges and we work hard to develop our people. Our people come to work because it feels like home, no matter where they are from. We place each other above egos because, at Crest, our coworkers are like your family. And like family, we believe in honest and clear communication so that the path towards our customers’ success is a united effort.