Posted Today
Financial Analyst
PlymouthOn-siteFull-time
AI Summary
Manages assigned accounts and analyzes customer and job-level financial data throughout the sales and installation lifecycle, partnering with sales, account management, operations, and finance teams to resolve discrepancies and build actionable reports.
About this role
Victors Home Solutions is one of the largest home improvement companies in the Midwest, honored to serve our homeowners with premium products, warranties, and the best customer experience in the industry. We pride ourselves on our expert workmanship in all aspects of home improvement, and hold commitment to consistent, high-quality work.
We are seeking a Financial Analyst with strong Account Management and sales experience to support the financial and operational performance of our growing roofing organization.
This is not a traditional accounting-focused position. The ideal candidate will have experience managing accounts or customer relationships, a strong understanding of sales processes, and the ability to use financial and business applications to identify trends, solve problems, and communicate actionable insights.
At Victors Home Solutions you’ll be surrounded and supported by dynamic, fun, engaged people! We’re not your average job - we do everything differently here. Built On Integrity isn’t just a motto - it’s our core philosophy. We love our people. We love our customers. We love our work.
Key Responsibilities
- Manage and monitor assigned accounts, ensuring accurate and timely financial and operational information.
- Partner and support with Sales, Account Management, Operations, and Finance teams to resolve account and financial discrepancies.
- Analyze customer and job-level financial information throughout the sales and installation lifecycle.
- Review transactions and financial data within various finance and business applications.
- Identify inconsistencies between systems and work with internal teams to resolve them.
- Build and maintain reports, dashboards, and tracking tools.
- Translate financial and operational data into clear information that sales and operational leaders can understand and act upon.
Skills, Knowledge & Expertise
- Availability to work a Monday through Friday schedule of 8:00am to 5:00pm
- Account Management experience preferred
- Sales experience preferred
- Service Titan experience preferred
- Ability and willingness to keep & maintain confidentiality
- Ability to multitask, prioritize, and organize efficiently
- Enthusiastic, hard-working, team player
- Experience in customer service
Benefits
- Competitive salary based on experience
- Health insurance
- Dental insurance
- Vision insurance
- 401(k) with match
- Paid time off
- Paid Holidays (8)
- Referral bonus
- Employee discount
Skills
Account ManagementBusiness ApplicationsDashboardsData AnalysisFinancial ApplicationsReportingSales ProcessesServiceTitan
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