Financial Analyst

Financial Analyst

Energo is seeking a positive, goal-oriented Financial Analyst, reporting to the Controller. The successful candidate will play a key role in supporting the financial health of Energo's multiple business divisions. This role will be responsible for financial reporting, budgeting, forecasting, and analysis, with a particular focus on supporting our fuel oil supply and HVAC service lines. The ideal candidate is highly organized, comfortable working across multiple entities and cost centers, and has hands-on QuickBooks experience.

Responsibilities:

• Compile monthly KPI's and variance analyses across Energo's divisions
• Support budgeting and forecasting processes, including division-level cost and revenue tracking
• Analyze supply pricing, margins, and costs to support pricing and purchasing decisions
• Track profitability, labor costs, and job costing across projects and divisions
• Support accounts payable/accounts receivable functions and vendor/customer account reconciliations as needed
• Prepare ad hoc financial analyses and reports for leadership to support business decisions
• Assist with the preparation of materials for tax filings, audits, and lender/insurance reporting requirements
• Identify opportunities to improve financial processes, reporting accuracy, and efficiency across divisions

What Energo Offers:

• Competitive salary commensurate with experience
• Opportunity to grow within a well-established, expanding, family-owned company
• Exposure across multiple business lines, including HVAC, plumbing, fire suppression, fuel oil, energy services, and solar
• Collaborative, hands-on work environment

Position Requirements - Qualifications:

• Minimum 2 years of experience in a financial analyst, accounting, or related finance role (required)
• Proficiency in QuickBooks required
• Bachelor's degree in finance or accounting
• Strong Excel skills, including pivot tables, VLOOKUP/XLOOKUP, and financial modeling
• Excellent attention to detail and organizational skills
• Ability to manage multiple priorities and deadlines across several business divisions
• Strong analytical and problem-solving skills, with the ability to translate data into actionable insights
• Clear written and verbal communication skills
• Ability to work independently and collaboratively within a small, fast-paced finance team

Preferred Skills:

• Familiarity with job costing and project-based accounting (common in HVAC/mechanical services)
• Experience in the fuel oil supply and/or HVAC services industries
• Understanding of fuel oil pricing, hedging, or commodity cost tracking
• Experience supporting multi-entity or multi-division organizations
• Exposure to construction, energy services, or building services industries

Full-Time/Part-Time - Full-Time

Benefits - Health Insurance, Dental, Vision, 401k with Matching, Health Reimbursement Account, Life Insurance

Pay - $75,000 - $85,000 yearly

Exempt/Non-Exempt - Exempt

Location - Woodside

About the Organization - Energo is a rapidly growing energy supplier that provides a broad range of energy products and services to customers in NY and surrounding areas.