Lead Financial Analyst Corporate Accounting

Job Summary

• The Lead Financial Analyst is an integral part of the monthly financial close
• and consolidation, corporate financial reporting, compliance reporting, and
• analysis for management.  Reporting to the Financial Systems Manager, this team
• of two works with and in support of corporate accounting, division controllers,
• the financial reporting director, and both the group and corporate controllers.

• The successful candidate will combine strong technical accounting and financial
• analysis skills with the ability to manage multiple deadlines, consistently
• deliver accurate reporting, and communicate effectively with stakeholders. This
• position does not allow for sponsorship or relocation assistance.

This role operates on a flexible hybrid schedule (4 days in office per week).

Key Responsibilities

• Financial Reporting and Analysis
• The position will be accountable for reporting and preparation of reporting

• templates. Works closely with the corporate accounting department and
• division controllers with focus on consolidating the monthly close including
• topside and elimination, tax and treasury entries.

• Financial Reporting:  Provide ad hoc reporting and analysis utilizing Excel

• based Spreadsheet Server reporting capabilities.  This position will develop
• and maintain reports and processes for accounting teams working in division
• operations in support of the Group Controller.

Compliance and Reporting

• International Legal Entities:  Responsible for monthly accounting, account

• reconciliation and reporting for various holding companies.  Provide support
• for audit requests.

• SEC Reporting: Support the Financial Reporting Director with reports and

• analysis in support of the compilation of financial statements in accordance
• with SEC reporting requirements.

• Investor Relations: Assist the Corporate Controller in preparation of slide

presentations for investors, management and board members.

• Internal Reporting: Provide routine and ad hoc consolidated reporting and

analysis to corporate management and internal audit.

Financial Planning and Analysis

• Participate in the consolidated budgeting and forecasting process.
• Prepare plan schedules, variance analysis, and supporting reports for

management review.

Required Qualifications

• Bachelor’s degree in Accounting required.
• Minimum 8+ years of relevant experience.
• Revenue, finance or accounting experience is essential.
• Ability to work with senior stakeholders and manage priorities.
• Commitment to maintain accurate, timely and confidential financial

information.

• Strong PC skills to include: spreadsheets, graphs and presentation slides.
• Demonstrated proficiency using MS Office.
• Willingness to work occasional overtime for certain tasks, as required. (i.e.

board, plan, or SEC related)

• Strong analytical, problem-solving, and communication skills.
• Superior analytical skills-macro (financial trends, comparisons,

relationships) and micro (getting to the "root cause").

• Ability to work independently and responsibly.
• Excellent attendance and punctuality.
• Must be a highly motivated self-starter.
• Attend occasional in house and outside training sessions.
• Learn and comply with policies and procedures, work instruction, and Safety

Rules and Regulations.

Preferred Qualifications

• CPA or MBA
• Experience in the construction, manufacturing, or other project-based

industries.

• Experience with percentage-of-completion accounting and revenue recognition.
• Big Four public accounting or industry experience.
• Experience supporting SEC reporting, quarterly audits, or investor relations.
• Experience with Oracle EBS, EPM, Spreadsheet Server, or similar financial

systems.

• Experience working with international legal entities or tax-structured

holding companies.

Working Conditions

• The employee typically performs duties in a normal office environment. There

• will be some work in a manufacturing environment and exposure to the elements
• of our factory.  Additionally there may be some work performed in the field
• with exposure to construction sites or active customer facilities.

• It is the policy of Powell Industries to promote safe working conditions for

• ALL employees, to make available where necessary special equipment to protect
• employees against specific hazards, to reduce accidents through prevention
• programs and to establish rules that are designed for the safety of all. It
• is the responsibility of each employee to adhere to this policy, as well as
• to observe all safety practices and exercise every precaution for the safety
• of accidents.

Physical Requirements

• The physical demands described here are representative of those that must be

• met by an employee to successfully perform the essential functions of this
• job. Reasonable accommodations may be made to enable individuals with
• disabilities to perform the essential functions.

• Regularly required to use hands to touch, hold, handle, or feel.
• Frequently required to stand; walk; sit; reach with hands and arms; stoop,

kneel, crouch, or crawl; and talk or hear.

• Must occasionally lift and/or move up to 65 pounds.
• Maintaining body equilibrium and agility to prevent falling when walking,

standing, crouching, ascending or descending stairs.

LI-CAB