Senior Financial Analyst

Job Description

Job Description

Senior Financial Analyst
Len the Plumber/Master Trades Group | Hybrid (3 days in office/2 days remote) – Boothwynn, PA

Compensation: $120,000–$140,000 Annually
Classification: Full-Time | Exempt
Reports To: VP of Finance & Treasury

Join a Fast-Growing Home Services Platform

Master Trades Group is a private-equity-backed residential services platform operating 12+ trusted local Plumbing, HVAC, and Electrical brands across multiple states. Our brands share one mission: to deliver same-day, expert service rooted in trust, professionalism, and community reputation.

We’re looking for a Senior Financial Analyst to lead key internal and external reporting activities. In this role, you’ll deliver accurate, timely, and impactful financial reports that support executive leadership, our Private Equity sponsors, and lending partners—all while working closely with the VP of Finance and Treasury.

This role is best suited for someone who thrives in a fast-paced, high-volume environment and is looking for strong exposure and career growth.

What You’ll Do:

Executive & Internal Financial Reporting

• Lead the preparation, analysis, and delivery of monthly and quarterly internal management reports, ensuring alignment with business objectives and key performance indicators (KPIs).
• Collaborate with cross-functional teams (Accounting, Operations, and Business Units) to collect and validate financial and operational data.
• Develop and present executive-level financial reports and board materials that provide clear insights into financial performance, business trends, and strategic initiatives.
• Partner with the VP of Finance and Treasury on strategic presentations for the Board of Directors, PE sponsors, and executive leadership.

Private Equity & Lender Reporting

• Manage all aspects of financial reporting required by Private Equity sponsors and lending partners, ensuring compliance with complex reporting requirements and strict deadlines.
• Deliver high-quality, accurate, and timely reporting packages, including covenant calculations, lender compliance certificates, and performance dashboards.

Reporting Accuracy & Process Optimization

• Establish and continuously improve financial reporting processes, controls, and procedures to ensure accuracy, efficiency, and scalability.
• Conduct in-depth reviews of financial data to guarantee consistency, integrity, and reliability in reporting.
• Drive enhancements in reporting tools and dashboards.

Business Partnership & Cross-Functional Collaboration

• Collaborate closely with the operations and corporate teams to align financial reporting with forecasting, budgeting, and long-range planning activities.
• Partner with the Accounting team during the month-end close to ensure accurate financial results and timely analysis.
• Assist in the development and implementation of reporting systems, contributing to a data-driven culture across the organization.

Ad Hoc Analysis & Strategic Initiatives

• Support ad hoc financial analyses, special projects, and strategic initiatives as directed by the VP of Finance and Treasury and executive leadership.
• Provide financial modeling and scenario analysis to support investment decisions, capital allocation, and operational improvements.

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What We Are Looking For:

Education & Experience:

• Bachelor’s degree in Finance, Accounting, or a related field (MBA or equivalent professional certification preferred).
• 5+ years of experience in financial reporting, FP&A, or related finance roles.
• Experience in a Private Equity-backed company or lender reporting environment is highly preferred.

Technical & Analytical Skills:

• Advanced proficiency in Microsoft Excel & PowerPoint with hands-on experience using financial reporting systems (Oracle NetSuite preferred) and BI tools like Power BI or Tableau.
• Strong understanding of US GAAP, accounting principles, and financial consolidation processes.
• Exceptional analytical skills, with the ability to interpret complex data and provide strategic insights.

Key Competencies:

• Detail-Oriented: Ensures accuracy, completeness, and data integrity in all reporting.
• Strong Communicator: Can translate financial data into clear, concise reports for senior management, PE sponsors, and lenders.
• Highly Organized: Manages multiple priorities in a fast-paced, deadline-driven environment.
• Proactive & Solutions-Oriented: Continuously seeks process improvements and efficiencies.
• Team Player: Builds strong cross-functional relationships to drive business success.
• Private Equity Mindset: Operates with urgency, agility, and precision in a dynamic finance environment.

Comprehensive Benefits: Medical, dental, vision, 401(k) match, PTO, paid holidays, company-paid life, disability, EAP.