Sr. Financial Analyst

Analyst Role at Envent

We're looking for a sharp analyst who can own the full revenue data picture at Envent from invoice auditing and rep-level sales reporting all the way through to exec-level P&L packages and contract pricing strategy. This isn't a support role. You'll have real ownership, direct access to the CFO and VP of Sales, and your work will directly influence how we price, forecast, and grow.

Envent serves the industrial and petrochemical sectors, so familiarity with how field operations, job costing, and customer contracts work in that world is a genuine advantage here.

Monthly & Recurring Responsibilities:

• Audit invoice coding in Salesforce against actuals by region, rep, and service line, track down errors and fix them
• Run and distribute individual sales reports for 10 reps plus a summary for the VP of Sales
• Execute the QuickBooks → Salesforce invoice data upload
• Produce the weekly and monthly Labor Utilization Reports (ADP vs. FSL)
• Build and distribute the executive financial package: P&L by division, balance sheet trends, KPI dashboards
• Facilitate the Regional Operations P&L review and the Maintenance/Capex/Inventory Budget meetings
• Run backlog/forecast variance checks by rep and escalate gaps before they snowball

Pricing & Contracts:

• Work with the Contracts Manager and COO to analyze rate structures and find margin gaps between what we're invoicing and what the contracts actually say
• Build the data case for contract renewals and rate renegotiations
• Manage the rate sheet process and lead the effort to embed a quote margin tool into Salesforce

Broader Finance Work:

• Own the annual budget and monthly forecasting cycle end-to-end
• Build financial models for new service lines, CapEx decisions, and potential acquisitions
• Support external audit prep and ERP implementation

Experience We're Looking For:

Required: 3–5 years in financial analysis, revenue ops, or a similar data-heavy role. Bachelor's in Finance, Accounting, or related field. Advanced Excel — pivot tables, XLOOKUP, complex formulas. Salesforce experience: reports, data validation, rate sheets, quoting. Background in industrial, environmental, or O&G/petrochemical. Comfortable building automated reports and working in relational databases. Familiarity with contract terms and how rate structures work in practice. - Nice to Have: Power BI, Python or Snowflake, Excel VBA / Macros, CPA or MBA, Salesforce contracts & library functions, QuickBooks.

The Kind of Person Who Does Well Here:

You don't wait for someone to tell you there's a problem in the data. You find it first. You're comfortable going from a conversation with a field tech to a boardroom presentation without changing your depth, just your language. You manage multiple deadlines without dropping things, and you actually follow through once priorities are set.

This role interacts with everyone from operations leads to executive leadership, so clear communication matters as much as technical skill.