Financial Planning Analyst

At PowerTech, we don’t just maintain systems: we power progress. As a trusted provider of commercial, industrial, and residential maintenance, electrical, and generator services, we deliver reliable solutions that keep our customers up and running when it matters most. We’re more than just a team. PowerTech is a power house of innovation and reliability, driven by a mission to provide top‑tier support to those who depend on uninterrupted power. We’re a fast‑growing company founded by entrepreneurs who value grit, innovation, and growth and built on the belief that people matter: our clients, our community, and most importantly, our team. At PowerTech, your skills are recognized, your ideas are heard, and your work makes a real impact. Join us and help drive the future of power solutions. We are seeking an ambitious, early‑career finance professional who is eager to build a strong foundation in both accounting and financial analysis. This role is designed as a unique development opportunity that begins by providing accounting support during a maternity leave coverage period and transitions into a Financial Planning & Analysis (FP&A) role focused on reporting, forecasting, business analysis, and strategic decision support. During the first several months, the individual will gain hands‑on experience with accounting operations, month‑end close activities, financial reporting, payroll, reconciliations, and compliance. Following the transition period, the role will evolve into a Financial Analyst position working directly with the VP of Finance to develop forecasting models, analyze business performance, create reporting tools, and support strategic decision‑making across the organization. This position is ideal for a motivated self‑starter who enjoys solving problems, learning new skills, and taking ownership of projects in a fast‑paced environment. Key Responsibilities Phase 1: Accounting & Financial Operations (Maternity Leave Coverage | First 3-6 Months) During the initial phase of this role, you will provide support for key accounting and financial operations activities while gaining a strong foundation in the company’s financial processes. Month‑end close activities Financial statement preparation General ledger maintenance and reconciliations AR/AP processing Payroll support Tax filings and compliance support Cash flow reporting Commercial property billing and receivables Ad hoc reporting and process improvement projects Phase 2: Financial Analyst Development (Following Initial Coverage Period) As you become familiar with the business, your responsibilities will transition toward financial planning, analysis, reporting, and strategic decision support under the mentorship of the VP of Finance. Budgeting and forecasting KPI reporting and dashboard development Variance analysis Business performance analysis Process automation and reporting improvements Board and ownership reporting support Cross‑functional business partnering Strategic projects and growth initiatives Qualifications Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field. 3+ years of relevant experience in finance, accounting, analytics, or business operations preferred. Strong analytical mindset and curiosity to understand how businesses operate. Advanced Excel skills or demonstrated ability to quickly learn financial modeling techniques. Exceptional attention to detail and commitment to accuracy. Strong communication skills and ability to work effectively with individuals at all levels of the organization. Self‑motivated learner who seeks opportunities to improve processes and take on new challenges. Ability to manage multiple priorities and meet deadlines in a fast‑paced environment. Experience with PowerBI, Tableau, SQL, or other reporting tools is a plus but not required. Physical Requirements Ability to remain in a stationary position (e.g., seated at a desk) for extended periods of time. Frequent use of hands and fingers for typing, handling documents, and operating office equipment (e.g., computer, phone, copier, fax). Ability to move about the office to access files, supplies, office equipment, and assist visitors. Occasional lifting or moving of items up to 25 pounds (e.g., office supplies, packages). Clear vision and hearing required for reading documents, computer work, and communicating effectively in person and via phone. Ability to speak clearly and be understood in one‑on‑one conversations and during phone calls. What We Value Delivering stable, reliable, and high‑quality work in every task. Responding positively to feedback, instructions, and constructive input. Asking thoughtful questions and seeking clarity to overcome challenges. Communicating proactively with leaders and peers about key updates or obstacles. Using time efficiently and taking initiative when workload allows. Offering help to colleagues and contributing to a team‑first culture. Working with minimal supervision while demonstrating self‑motivation and accountability. Maintaining dependable attendance, punctuality, and a strong on‑site presence when needed. Approaching communication with respect, empathy, and professionalism. Fostering collaboration, trust, and a positive workplace environment. Embracing continuous learning and professional growth. Demonstrating sound judgment and problem‑solving skills under pressure. Adapting quickly to shifting priorities or changing environments. Taking ownership of actions, outcomes, and contributions to company goals. Showcasing resilience, follow‑through, and a solutions‑oriented mindset. Potential for this position to be hybrid PowerTech is committed to providing equal employment opportunities in an inclusive and respectful workplace. We make all employment decisions based on qualifications, merit, and business needs without regard to race, color, national origin, religion, sex, sexual orientation, gender identity or expression, marital or family status, age, veteran status, disability, genetic information, political affiliation, or any other characteristic protected by applicable laws. PowerTech is proud to foster a work environment that values diversity and prohibits discrimination or harassment of any kind. #J-18808-Ljbffr