Legence
Financial Analyst - Legence
Legence, San Jose, California, United States, 95199
Legence, a Blackstone portfolio company, is an Energy Transition Accelerator that provides advisory services and implementation focused on financing, designing, building, and servicing complex systems in mission-critical and high performance facilities. With five decades of expertise in the built environment, Legence has a proven track record of reducing carbon emissions, implementing renewables, lowering utility costs through efficiency consumption, and making systems run better at unmatched speed and scale.
Position Summary
As a member of the Finance team, the Financial Analyst will partner closely with other Finance and Accounting professionals across the company, Legence’s business leaders as well as our investor, Blackstone.
Key responsibilities for the Financial Analyst
Key responsibilities include monthly and quarterly financial analysis, support monthly close process, annual budgeting, longer-term forecasting, Board and Lender material preparation, financial integration of newly acquired companies, data management, and other initiatives.
Specific Areas of Ownership
Financial Analysis:
Review and analyze business unit and consolidated Legence financial statements and KPIs (backlog, labor hours, etc.) to summarize key drivers for variances from budget/forecast and sequential trends for senior management. Generate new analytical views of performance for management and Board. Evaluate potential areas of growth and synergies across the Legence portfolio.Budgeting:
Collaborate with business unit leaders and corporate leadership team to support the annual budget cycle. Help to create and maintain consolidated budget financial model. Support preparation of materials and analytics to be distributed to the board, executive leadership and lenders.Forecasting:
Help to maintain corporate financial model, which includes a near-term forecast, by updating financials and assumptions on a quarterly basis. Financial model includes three statements and will be utilized to provide accurate revenue, EBITDA, cash flow, liquidity, and covenant ratios.Communication with Board of Directors and Lenders:
Prepare materials for quarterly Board of Directors’ meetings and quarterly calls with lenders. Support treasury and capital raising efforts to facilitate go-forward M&A growth.M&A Integration:
Partner with accounting and M&A team to integrate newly acquired companies into Legence financial reporting for management.Data Management:
Lead efforts to review and improve quality of project-level data received from business units on a monthly basis, by providing feedback to business-unit controllers and driving process improvements. Partner with consultants to utilize existing finance software platform more efficiently, to provide analytical views of Company performance and make data more accessible for senior management team.
Critical Competencies
PROBLEM-SOLVING:
Able to identify patterns beyond noise or incomplete information by demonstrating a willingness to engage by asking questions and drive toward cogent conclusions and decision points. Demonstrate strong judgment to turn information into insights, practical solutions, and decision-ready recommendations. Able and eager to collaborate.COLLABORATION:
Legence is a fast-growing Company, creating lots of opportunities for process improvements. We are looking for candidates that are able to take initiative in providing input where they see areas for improvement.ORGANIZED:
Able to set priorities and build action plans to drive timely execution. Thorough, methodical, and result-oriented with great attention to detail. Able to combine the predictability of standard operating procedures with the flexibility of continuous process improvement. Able to manage multiple work-streams.TECHNICAL:
Strong understanding of three financial statements, work experience with Microsoft Office, and financial modeling experience.
Desired Qualifications
1 to 2 years of experience in a Finance role (Investment Banking, Equity Research, Private Equity, Corporate Finance, and related fields).Bachelor’s Degree in Finance and/or Accounting.Financial modeling/forecasting experience. Proficiency in Microsoft Excel a must.
Unable to provide sponsorship for this position.
Health And Welfare Benefits
Health and WelfareMedicalDentalVisionPrescription drugEmployee assistance program
Personal Benefits
Paid vacationCompany-paid holidaysSick leave
Financial Benefits
401(k) retirement savings planCompany-paid long-term disability insuranceAD&D insuranceLife insurance
Contingent Employment Statement
Offers of employment for this role may be contingent upon successfully passing a background check and/or drug screen. Execution of screens will vary based on role requirements and Company policy. All background checks and drug screens will be done in accordance with applicable federal, state, or local law.
Equal Employment Opportunity Employer
Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
Reasonable Accommodations
If you require assistance applying online, email ta@wearelegence.com. Please include a description of the specific accommodations you are requesting as well as the job title and requisition number of the position for which you are applying. If you are selected for an interview, please notify your recruiter of your accommodation needs. All efforts to provide reasonable accommodations will be made.
To all recruitment agencies
Legence and its affiliate companies do not accept unsolicited agency resumes. Do not forward resumes to our career’s alias or employees of Legence and/or its affiliate companies. Legence and/or its affiliate companies are not responsible for any fees related to unsolicited resumes. Any third-party recruiting agreements for Legence and its affiliate companies may only be executed by Legence Holdings LLC’s CHRO or Director of Talent Acquisition, without exception. All others are done without proper authorization and will not be honored. We will not be responsible for any fees under any third-party recruiting agreement not executed by said authority.
Pay Transparency Nondiscrimination Provision
Legence and its affiliate companies will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
Apply Now
#J-18808-Ljbffr
Position Summary
As a member of the Finance team, the Financial Analyst will partner closely with other Finance and Accounting professionals across the company, Legence’s business leaders as well as our investor, Blackstone.
Key responsibilities for the Financial Analyst
Key responsibilities include monthly and quarterly financial analysis, support monthly close process, annual budgeting, longer-term forecasting, Board and Lender material preparation, financial integration of newly acquired companies, data management, and other initiatives.
Specific Areas of Ownership
Financial Analysis:
Review and analyze business unit and consolidated Legence financial statements and KPIs (backlog, labor hours, etc.) to summarize key drivers for variances from budget/forecast and sequential trends for senior management. Generate new analytical views of performance for management and Board. Evaluate potential areas of growth and synergies across the Legence portfolio.Budgeting:
Collaborate with business unit leaders and corporate leadership team to support the annual budget cycle. Help to create and maintain consolidated budget financial model. Support preparation of materials and analytics to be distributed to the board, executive leadership and lenders.Forecasting:
Help to maintain corporate financial model, which includes a near-term forecast, by updating financials and assumptions on a quarterly basis. Financial model includes three statements and will be utilized to provide accurate revenue, EBITDA, cash flow, liquidity, and covenant ratios.Communication with Board of Directors and Lenders:
Prepare materials for quarterly Board of Directors’ meetings and quarterly calls with lenders. Support treasury and capital raising efforts to facilitate go-forward M&A growth.M&A Integration:
Partner with accounting and M&A team to integrate newly acquired companies into Legence financial reporting for management.Data Management:
Lead efforts to review and improve quality of project-level data received from business units on a monthly basis, by providing feedback to business-unit controllers and driving process improvements. Partner with consultants to utilize existing finance software platform more efficiently, to provide analytical views of Company performance and make data more accessible for senior management team.
Critical Competencies
PROBLEM-SOLVING:
Able to identify patterns beyond noise or incomplete information by demonstrating a willingness to engage by asking questions and drive toward cogent conclusions and decision points. Demonstrate strong judgment to turn information into insights, practical solutions, and decision-ready recommendations. Able and eager to collaborate.COLLABORATION:
Legence is a fast-growing Company, creating lots of opportunities for process improvements. We are looking for candidates that are able to take initiative in providing input where they see areas for improvement.ORGANIZED:
Able to set priorities and build action plans to drive timely execution. Thorough, methodical, and result-oriented with great attention to detail. Able to combine the predictability of standard operating procedures with the flexibility of continuous process improvement. Able to manage multiple work-streams.TECHNICAL:
Strong understanding of three financial statements, work experience with Microsoft Office, and financial modeling experience.
Desired Qualifications
1 to 2 years of experience in a Finance role (Investment Banking, Equity Research, Private Equity, Corporate Finance, and related fields).Bachelor’s Degree in Finance and/or Accounting.Financial modeling/forecasting experience. Proficiency in Microsoft Excel a must.
Unable to provide sponsorship for this position.
Health And Welfare Benefits
Health and WelfareMedicalDentalVisionPrescription drugEmployee assistance program
Personal Benefits
Paid vacationCompany-paid holidaysSick leave
Financial Benefits
401(k) retirement savings planCompany-paid long-term disability insuranceAD&D insuranceLife insurance
Contingent Employment Statement
Offers of employment for this role may be contingent upon successfully passing a background check and/or drug screen. Execution of screens will vary based on role requirements and Company policy. All background checks and drug screens will be done in accordance with applicable federal, state, or local law.
Equal Employment Opportunity Employer
Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
Reasonable Accommodations
If you require assistance applying online, email ta@wearelegence.com. Please include a description of the specific accommodations you are requesting as well as the job title and requisition number of the position for which you are applying. If you are selected for an interview, please notify your recruiter of your accommodation needs. All efforts to provide reasonable accommodations will be made.
To all recruitment agencies
Legence and its affiliate companies do not accept unsolicited agency resumes. Do not forward resumes to our career’s alias or employees of Legence and/or its affiliate companies. Legence and/or its affiliate companies are not responsible for any fees related to unsolicited resumes. Any third-party recruiting agreements for Legence and its affiliate companies may only be executed by Legence Holdings LLC’s CHRO or Director of Talent Acquisition, without exception. All others are done without proper authorization and will not be honored. We will not be responsible for any fees under any third-party recruiting agreement not executed by said authority.
Pay Transparency Nondiscrimination Provision
Legence and its affiliate companies will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
Apply Now
#J-18808-Ljbffr