Job Description
Job DescriptionDescription:
For over 88 years, Vortex has been dedicated to one mission: Delighting the Customer. Today, we’re on a journey to become America’s leading provider of high-quality, customer-centric commercial and industrial door services. Join us in shaping the future of an established brand that’s driven by integrity, innovation, and service excellence.
Job Summary & Essential Functions
We are seeking a Senior Financial Analyst to join our Finance team in Irvine, CA. In this role, you’ll play a critical part in driving strategic decision-making through financial modeling, forecasting, and performance analysis. Reporting to the Director of Finance, you’ll partner closely with business leaders and service centers across the organization to provide insights that fuel smart growth and operational success.
* This is an on-site position based in Irvine, CA. *
Key Responsibilities
- Build Financial Models: Develop and maintain detailed models to forecast revenue, costs, and profitability across multiple scenarios.
- Lead Budgeting Efforts: Work with cross-functional teams and regional service centers to build and monitor annual budgets.
- Forecast Performance: Generate regular forecasts based on market trends and internal initiatives.
- Analyze KPIs: Monitor key performance indicators, identify trends, and suggest improvement opportunities.
- Create Reports: Deliver insightful financial reports and dashboards for senior leadership.
- Strategic Support: Provide financial input on long-term planning and investment decisions.
- Cost Optimization: Identify and support cost-saving initiatives across departments.
Collaborate & Communicate: Share insights with stakeholders and communicate complex data clearly and professionally.
Requirements:
Required Experience/Education/Training/Certifications
To perform this job successfully, an individual must possess the outlined experience level, education, training, minimum years of experience, product, or industry knowledge plus any certifications to be considered.
- Bachelor’s degree in Finance, Accounting, or Business Administration.
- CPA a plus
- 5–7+ years of experience (or 4–5 years with Big 4, Fortune 1000, or M&A experience).
- Advanced Microsoft Excel skills required; Power BI, Power Query, Salesforce, MS Dynamics, or Certinia is a plus.
- Strong grasp of financial principles, accounting systems, and business operations.
- Excellent analytical, communication, and time management skills.
- A collaborative mindset with a passion for continuous improvement.
- High attention to detail, with a strong sense of accountability and data accuracy.
- Proven ability to work independently and manage multiple priorities in a fast-paced environment.
- Leadership skills and experience facilitating meetings and supporting cross-functional teams.
Work Environment and Safety Equipment Required
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job.
· While performing the duties of this job, the employee is occasionally required to stand, walk; sit; use hands to finger, handle, or feel, occasionally lift one to five pounds.
· Working Conditions are in office.