Senior Analyst, Capital Analytics

About The Heritage GroupThe Heritage Group is a fourth-generation, family-owned business focused on construction and materials, environmental services and specialty chemicals. Over the last 90+ years, the Heritage portfolio has grown to include more than 50 companies that employ more than 6,000 people. What unites this diverse group of businesses and individuals is our commitment to create a safer, more enriching, and sustainable world by harnessing the power of family.The Senior Analyst, Capital Analytics supports The Heritage Group's ("THG") capital strategy through financial modeling, analysis, and reporting that informs capital allocation, liquidity planning, investment evaluation, and portfolio decisions. Sitting within Corporate Finance, the role helps build, maintain, and enhance financial frameworks that quantify value, risk, liquidity, and return tradeoffs. The role partners with FP&A, M&A, and operating company finance teams to support disciplined, data informed decision making across THG.*This position is hybrid, located at our Indianapolis, IN office. Qualified candidates must currently reside or be within 75 miles of the Indianapolis, IN area*Essential FunctionsBuild and Maintain Dynamic Financial Models:Maintain and enhance THG’s capital allocation and forecasting modelsBuild and update scenario-based cash flow models and capital evaluation tools under established frameworksTrack performance metrics and build visualizations that communicate value, risk, liquidity, and return tradeoffsMaintain consistency, documentation, and traceability across capital modelsProvide Insights on Capital Efficiency:Analyze capital efficiency using return on capital, risk-adjusted return metrics, and related performance measuresMaintain WACC, hurdle rate, and return benchmarks to support capital deployment decisionsPrepare analysis that compares investment opportunities, capital needs, expected returns, and liquidity implicationsSupport Liquidity and Balance Sheet Planning:Collaborate with FP&A to update liquidity, cash flow, and balance sheet forecastsAnalyze capital availability, investment pacing, and credit facility utilization under various scenariosPrepare analysis and materials that support capital structure, financing strategy, and balance sheet planning discussionsIdentify key sensitivities, risks, and assumptions for review with Corporate Finance leadershipCross-functional Collaboration and Communication:Build effective working relationships with Corporate Finance, FP&A, M&A, and operating company finance teamsPrepare concise summaries, visualizations, and presentation materials for THG leadership and Board-level discussionsSupport valuation-related analysis and help integrate outputs into planning toolsContribute to analytical best practices, model documentation, and process improvement within Corporate FinanceShare knowledge and help improve repeatability of key analysesAdditional duties and responsibilities as assigned, including but not limited to continuously growing in alignment with the Company’s core values, competencies, and skills.Education QualificationsRequired Bachelor's Degree or Master's in Business, Finance, Accounting, Economics, Data Analytics or related fieldExperience QualificationsRequired 3 to 5 years of experience in Corporate Finance, FP&A, Treasury, or other highly analytical finance rolesRequired strong financial modeling skills, including experience with financial statements, cash flow forecasting, scenario analysis, valuation, or investment return analysisRequired working knowledge of corporate finance concepts, including cost of capital, capital structure, liquidity, valuation, and return metricsSkills and AbilitiesCritical skills:Quantitatively oriented with strong interest in financial modeling, analysis, and problem-solvingStrong Excel and financial modeling skills; familiarity with Power BI, Python, or other analytics tools a plusAble to work with incomplete or imperfect information and clearly identify assumptions, risks, and data gapsStrong organizational skills with ability to manage multiple analyses and deadlinesProven ability to manage sensitive and confidential informationResourceful, detail-oriented, and intellectually curiousCommunication:Ability to synthesize analysis into clear insights, implications, and recommendations, especially in written formatComfortable explaining analytical work, defending assumptions, and incorporating feedbackCommunicates proactively with stakeholders to clarify expectations, timelines, and open questionsAbility to build strong working relationships across finance and business teamsWorking Conditions/Physical DemandsWork is primarily performed in an office or professional setting using standard business equipment; hybrid or remote work may be available based on role and business needs.Work is generally performed during standard business hours; occasional extended hours may be required to meet business or project demands.Minimal travel expected; occasional travel for meetings, training, or company events may be required.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.#TheHeritageGroupSummaryLocation: Indianapolis, INType: Full time