Sr. Financial Planning & Analysis Analyst at Heritage Construction + Materials in Indianapolis, Indiana

Job Description:

Build Your Career at Heritage Construction + Materials!

The Senior FP&A Analyst is responsible for providing actionable financial insights and strategic recommendations to support decision-making for Heritage Construction + Materials. This role involves creating and maintaining financial models, analyzing financial performance, preparing forecasts, monthly management reporting, and quarterly Board reporting and partnering the business operating companies to ensure alignment with company goals. The ideal candidate possesses strong analytical skills, a solid understanding of corporate finance, and excellent communication abilities.



This position requires U.S. work authorization




Essential Functions

• Financial, analytical, and strategic support on special projects, ad-hoc, and support long-term business needs


• Manage and support process to prepare detailed financial budgets and forecasts and financial and operational reporting


• Analyze financial performance by comparing and analyzing results and variances; identifying trends and recommending actions


• Manage large quantities of data into user-friendly reporting and analysis


• Create efficient process(es) for managing data from the various systems into the financial reporting that will be provided to management and the Board of Directors


• Manage data mapping from the various companies accounting systems into a new consolidated reporting system (Oracle EPM) and create new reporting


• Work effectively with business operating companies and cross-functional organizations to accomplish tasks by leading and coordinating information requirements


• Support in preparing high quality, professional, and accurate analysis, reporting and presentations for management and board of directors in a timely basis


• Develop detailed financial models for potential transactions, including but not limited to M&A and capital expenditures

• Additional duties and responsibilities as assigned, including but not limited to continuously growing in alignment with the Company's core values, competencies, and skills.

Education Qualifications

• Bachelor's Degree in Finance, Accounting, or equivalent practical experience is required

Experience Qualifications

• 5+ years of relevant experience in financial planning and analysis or corporate development


• Strong analytical skills with proficiency in Excel, Power Point and other financial analysis tools (such as Oracle EPM, Power BI, or Spreadsheet Server)


• Experience working with ERP systems and managing data and general ledger mapping from the systems to create reporting and analysis

Skills and Abilities

• Strong interpersonal skills with proven ability in building and developing relationships to drive effective collaboration


• Strong written and verbal communication skills, with the ability to convey various forms of information to broad audience Ability to prioritize and manage multiple tasks in a fast-paced environment


• Ability to work with and act in utmost confidentiality with sensitive company information.


• Detail-oriented with strong organizational skills


• Self-motivated and passionate with a drive for success enthusiastic about delivering high-quality accurate work and making a difference in your function, our company, and our industry


• Have a strong ownership mentality and drive for results


• Advanced proficiency in Excel and financial analysis tools, with an understanding or curiosity of data architecture and experience with advanced planning & analytical tools (ex. Oracle EPM, MS Power BI) is a major plus.


• Experience with forecasting and budgeting processes.


• Demonstrated work experience: financial statement analysis (Income Statement, Balance Sheet, and Cash Flow), modeling, and reporting; critical thinking, executive presentations, and dashboard reporting


• Strong problem-solving skills and ability to think creatively to identify solutions


• Ability to communicate financial information effectively to non-financial stakeholders.

About Heritage Construction + Materials



Heritage Construction + Materials (HC+M) is part of The Heritage Group, a privately held, family-owned business headquartered in Indianapolis. HC+M has core capabilities in infrastructure building. Its collection of companies provides innovative road construction and materials services across the Midwest. HC+M companies, including Asphalt Materials, Inc., Evergreen Roadworks, Milestone Contractors and US Aggregates, proudly employ 3,000 people at 68 locations across seven states. Learn more at www.heritagebuilds.com.


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.


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