Financial Analyst, Field Finance West

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What we expect

The first 3 letters in workplace safety are Y-O-U! TK Elevator is currently seeking an experienced Financial Analyst, Field Finance West located in Atlanta, GA.
The Financial Analyst, Field Finance supports the Field Finance organization by providing financial analysis, reporting, and operational support to regional finance leadership. This role partners closely with the Sr. Regional Director, Finance and Field leadership to support monthly close activities, backlog reviews, consolidations, and ad hoc financial analyses. The Financial Analyst will focus on delivering accurate and timely data, identifying trends, and supporting decision-making through strong analytical and collaboration skills while continuing to build financial acumen and business partnership capabilities.

ESSENTIAL JOB FUNCTIONS:

• Support forecasting, budgeting, and periodic reporting activities for Field Finance under the guidance of senior finance leadership
• Perform ad hoc financial analyses and reporting to support Field Finance initiatives and leadership requests
• Pull, validate, and consolidate data from ERP, CRM, and other financial systems to support monthly target achievement, backlog reviews, forecasting, and operational reporting
• Assist with monthly close processes, including variance analysis and preparation of standard reporting packages
• Support AP on-hold cleanup activities by researching issues, partnering with cross-functional teams, and tracking resolution
• Compile and analyze large data sets, summarizing findings into clear and concise insights for finance and field stakeholders
• Assist in the preparation of presentations and reporting materials for Field Finance leadership reviews
• Partner with Field Finance and operations stakeholders to understand business drivers and support data-driven decision-making
• Follow established processes while identifying opportunities for continuous improvement and standardization within Field Finance reporting and analysis
• Maintain accurate documentation and working knowledge of financial systems, reports, and business processes
• Proactively identify data issues or anomalies and escalate findings to senior finance team members as appropriate
• Support finance-led projects and initiatives as assigned
• Perform other duties as assigned

Who we are looking for

EDUCATION & EXPERIENCE:

• Bachelor's degree in Accounting, Finance or related field
• 2+ years of experience in financial analysis, accounting, or a related finance role
• Progress toward CPA, MBA, or other relevant financial certification, preferred
• Experience supporting budgeting, forecasting, reporting, or close activities, preferred
• Experience supporting field, sales, or operations-focused finance organizations, preferred
• Strong Excel skills, including formulas, pivot tables, and basic financial modeling; PowerPoint proficiency required
• Working knowledge of financial and accounting concepts, including budgeting, forecasting, and variance analysis
• Experience with SAP, Oracle, BI tools, or other financial reporting systems preferred
• Ability to analyze data, identify trends, and communicate results clearly and accurately
• Strong attention to detail and commitment to data accuracy
• Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Effective interpersonal and communication skills with the ability to collaborate across teams
• Ability to handle confidential and sensitive financial information with discretion
• Curiosity and willingness to learn business operations, financial processes, and systems
• Continuous improvement mindset with interest in increasing efficiency and standardization

What we offer

Provided they meet all eligibility requirement under the applicable plan documents, employees will be offered

• Medical, dental, and vision coverage
• Flexible spending accounts (FSA)
• Health savings account (HSA)
• Supplemental medical plans
• Company-paid short- and long-term disability insurance
• Company-paid basic life insurance and AD&D
• Optional life and AD&D coverage
• Optional spouse and dependent life insurance
• Identity theft monitoring
• Pet insurance
• Company-paid Employee Assistance Program (EAP)
• Tuition reimbursement
• 401(k) Retirement Savings Plan with company match: Employees can contribute a portion of their pay on a pre-tax or Roth basis. The company provides a dollar-for-dollar match on the first 5% contributed.

Additional benefits include:

• 15 days of vacation per year
• 11 paid holidays each calendar year (10 fixed, 1 floating)
• Paid sick leave, per company policy
• Up to six weeks of paid parental leave (available after successful completion of 90 days of full-time employment)

Eligibility requirements for these benefits will be controlled by applicable plan documents. This is intended to provide a general description of benefits and other compensation and is not a substitute for applicable plan documents or company policies.

Additional information

TK Elevator is an equal opportunity employer and committed to diversity. Qualified applicants will receive consideration for employment without regard to age, gender, race, color, religion, sexual orientation, gender identity, national origin, disability, and veteran status or any other protected status required by applicable law.

Applicants with disabilities who require reasonable accommodation in connection with the application process are encouraged to email us directly at View email address on click.appcast.io or call View phone number on click.appcast.io.

Contact

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