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Sr. Financial LRP & Capital Strategy Analyst

Company: UPG Enterprises LLC
Location: Chicago
Posted on: May 16, 2022

Job Description:

Founded in 2014 by two successful entrepreneurs, UPG Enterprises, LLC is a high growth, privately held operator of world-class diversified industrial businesses. Our family of companies has been built from more than 15 acquisitions in the metals, manufacturing, distribution, and logistics segments. Approaching $1B in annual revenue, the UPG portfolio of companies operates more than 3 million square feet of manufacturing space, a fleet of 200+ trucks, and over 18 production facilities across the U.S., Canada, and Mexico. We take a long-term approach to business and pride ourselves on having a lasting foundation built upon a strong culture, mutual respect, excellent teams and an innovative entrepreneurial spirit.

The Sr. Financial Long Range Planning & Capital Strategy Analyst is responsible for providing critical operational and financial support to UPG's Divisional VP Finance. This highly visible role is responsible for supporting day-to-day business, partnering with the operations team, as well as driving best-in-class improvements in process and analytical capabilities. This will require a side-by-side partnership with Senior Leadership and the various leaders responsible for the success and profitability of UPG's portfolio companies.

Primary Duties and Responsibilities
Actively participate in monthly business reviews and provide analytical support (focused on strategic insights) to the commercial and operational leadership teams
Monitor and develop new performance indicators, highlighting trends and analyzing causes of unexpected variances
Look one step ahead - help build UPG's 3-5 year plans - comprehensive financial models including detailed and sensitized business plans
Evaluating financial returns to current and potential lenders/investors
Analyze financial data and create financial models for decision support
Increase productivity by developing and refining automated reporting and forecasting tools
Lead and assist with other special projects as necessary
Identify the drivers of financial performance on a facility level basis
Assist with the creation and refinement of forecasting templates to improve the accuracy, efficiency, and consistency of the forecasting process across UPG portfolio companies
Leverage organizational reporting tools (budgeting software, Tableau, etc.) to update forecasted performance throughout the year

Position Requirements
Bachelor's Degree in Accounting, Finance, Business or related quantitative discipline required
3+ years of Financial Analysis or related experience
Strong work ethic geared toward enacting change and a "whatever it takes" mentality, understanding there is meaningful opportunity to have an impact on the business
Proficient in the use of MS Office and financial management software.
An analytical mind with a strategic ability.
Excellent organizational and leadership skills.
Superior written and verbal communication skills
Experience with Tableau and other data visualization tools is a plus
Diversity & Inclusion Statement
UPG Enterprises LLC and its Affiliates is an equal opportunity employer committed to a diverse and inclusive workforce.

Keywords: UPG Enterprises LLC, Chicago , Sr. Financial LRP & Capital Strategy Analyst, Accounting, Auditing , Chicago, Illinois

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