Financial Analyst

About the role

Carriage Services is an equal opportunity employer seeking a detail-oriented Financial Analyst to support the financial planning, analysis, and strategic growth of Carriage. The Financial Analyst will provide data-driven insights to support operational efficiency, pricing strategies, and long-term planning.

Responsibilities

• Analyze financial performance across multiple service lines (e.g., funerals, cemeteries, pre-need contracts, merchandise).
• Maintain and track key performance indicators (e.g. case volume, market share, average revenue, profit margin).
• Assist with business-specific analysis regarding operating and financial performance, variance analysis, and controllable expenses.
• Monitor industry and demographic trends affecting service demand.
• Assist in analysis of the financial impact of capital investments (e.g., cemetery developments).
• Conduct financial reviews with Directors or Regional leadership as needed.
• Perform training workshops for field leadership as needed.
• Aid in annual budgeting for field businesses.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2–3 years of financial analysis experience; experience in healthcare, hospitality, or deathcare a plus.
• Strong Excel and financial modeling skills; experience with ERP systems and financial reporting software.
• Experience with Power Query/Power BI is a plus and OneStream Mandatory.
• Excellent analytical and critical thinking skills.
• Strong written and verbal communication skills.