Sr. Financial Analyst

About The Role

We’re looking for a sharp analyst who can own the full revenue data picture at Envent from invoice auditing and rep-level sales reporting all the way through to exec-level P&L packages and contract pricing strategy. This isn’t a support role. You’ll have real ownership, direct access to the CFO and VP of Sales, and your work will directly influence how we price, forecast, and grow.

Monthly & Recurring

• Audit invoice coding in Salesforce against actuals by region, rep, and service line, track down errors and fix them
• Run and distribute individual sales reports for 10 reps plus a summary for the VP of Sales
• Execute the QuickBooks → Salesforce invoice data upload
• Produce the weekly and monthly Labor Utilization Reports (ADP vs. FSL)
• Build and distribute the executive financial package: P&L by division, balance sheet trends, KPI dashboards
• Facilitate the Regional Operations P&L review and the Maintenance/Capex/Inventory Budget meetings
• Run backlog/forecast variance checks by rep and escalate gaps before they snowball
• Pricing & Contracts
• Work with the Contracts Manager and COO to analyze rate structures and find margin gaps between what we’re invoicing and what the contracts actually say
• Build the data case for contract renewals and rate renegotiations
• Manage the rate sheet process and lead the effort to embed a quote margin tool into Salesforce

Required Experience

• 3–5 years in financial analysis, revenue ops, or a similar data-heavy role
• Bachelor’s in Finance, Accounting, or related field
• Advanced Excel — pivot tables, XLOOKUP, complex formulas
• Salesforce experience: reports, data validation, rate sheets, quoting
• Background in industrial, environmental, or O&G/petrochemical
• Familiarity with contract terms and how rate structures work in practice

Nice to Have

• Power BI
• Python or Snowflake
• Excel VBA / Macros
• CPA or MBA
• Salesforce contracts & library functions
• QuickBooks