Financial Systems Analyst

The Company, Heritage and Philosophy

ML Holdings Company (ML) is a private investor and operator of businesses in construction, equipment rental, distribution, and other infrastructure related businesses. Presently, ML owns over a dozen operating businesses across 40+ locations and employs nearly 1,300 team members throughout the US and Canada.

Our heritage is growth through the acquisition of regional, family-owned businesses. Many of the companies we have acquired have 50-year histories in their local markets and have at times spanned 3 generations of family ownership. In most cases, we have maintained both the brand and the employee base of these acquired businesses. At ML, we strive to preserve the best parts of that legacy and culture, and to invest in the team and further growth initiatives to help each of these acquired businesses reach their highest potential for the benefit of their employees, their customers, and our shareholders.

Many small and mid-market business owners are looking to transition the ownership of their business, but they also feel a sense of responsibility to ensure that the business and its employees are treated with respect, by a company with high ethical standards and a sense of stewardship over outright growth.  They prefer a buyer who enhances their legacy and invests in their people, with a long-term focus. At ML, this is our business model, and we believe our track record, values, and down-to-earth approach positions us extremely well as a buyer of choice for these conscientious sellers of high-performing and strategically well-positioned businesses.

The Mission

Reporting to the Director of Finance Planning & Analysis (FP&A), Shared Services – Finance & Accounting, the Financial Systems Analyst will be a partner to key leaders throughout the company to assess business needs and reporting demands.  This role will be considered the in-house expert on various data analytics tools and the advancement of those tools for the betterment of ML Crane Group and its employees.

The ideal candidate will have strong knowledge of processes, analytics, data systems and interpersonal relationship building while understanding and striving to meet the company’s strategic goals, mission, core values and beliefs.

Position Overview

We are looking for a detail-oriented and highly analytical Financial Systems Analyst to support and enhance our reporting and data analysis functions. The Financial Systems Analyst will work closely with various teams, including Finance, Operations, and IT, to ensure that our financial systems are efficient, accurate, and aligned with the organization's goals and objectives.

Responsibilities

• System Maintenance and Support
  1. Develop dashboards and reports within supported ERPs.
  2. Monitor, maintain, and troubleshoot reporting systems to ensure smooth and uninterrupted operations.
  3. Collaborate with IT teams to resolve technical issues, implement upgrades, and ensure data integrity.
  4. Ensure security and appropriate levels of access for all ML Crane Group employees.
• Data Analysis and Reporting
  1. Develop and maintain financial reports, dashboards, and analytics tools using Power BI to support decision-making processes.
  2. Ability to analyze financial data using SQL and other data sources to identify trends, anomalies, and opportunities for improvement.
• Process Improvement
  1. Evaluate existing financial processes and systems to identify inefficiencies and propose solutions for improvement.
  2. Implement process enhancements to streamline workflows and enhance productivity.
  3. Lead or support continuous improvement efforts on internal processes.
  4. Strategize with key leadership on enhancements to reporting capabilities.
  5. Support all departments, most notably Operations, Finance and Sales, as needed with time-sensitive business needs.
  6. Evaluate and recommend alternative enterprise products and services for automated solutions based on business needs and help organize meetings with potential third-party vendors and key users.
• Compliance and Controls
  1. Ensure financial systems and processes adhere to industry regulations and internal controls.
  2. Assist in audits and compliance reviews, providing necessary documentation and information.
• User Training and Support
  1. Treat branch staff as key customers with focus on satisfaction.
  2. Provide training and support to end-users to maximize the utilization of systems.
  3. Create user guides and documentation to facilitate system usage as well as training new users on the dashboards and systems.
• Collaboration
  1. Collaborate with cross-functional teams to gather requirements and ensure the alignment of financial systems with business needs.
  2. Act as a liaison between Finance, IT, and other departments to drive system enhancements and projects.
  3. Collaborate with other functions seamlessly.
  4. Ability to work well autonomously and within a team in a fast-paced and deadline-oriented environment.

Individual Characteristics

• Demonstrates strong communication and customer service skills. Must be able to communicate effectively (verbal and written) with all levels of the organization from management/executives to end users. 
• Excellent technical and analytical abilities.
• Strong relationship builder with excellent interpersonal skills.
• Independent thinker - courage to fight for what he or she believes in.
• Able to understand operational needs and work with data to identify trends and develop solutions.

• Ability to work independently and as part of a team.

• Strong attention to detail and a commitment to accuracy.

Physical Requirements

The Americans with Disabilities Act (ADA) requires employers to identify essential functions of a role. As a result, this job requires the employee to:

• Regularly spend long hours sitting and using office equipment and computers.
• Regularly work on repetitive tasks, hold the arm and hand in one position or hold the hand steady while moving the arm.
• Regularly use headphones and earpiece.
• Position may require occasional travel via airfare to remote offices.

Experience

• Bachelor's degree in Finance, Accounting, Information Technology, or a related field.
• Four or more years of experience in financial systems analysis, data analysis, or related roles.
• Strong proficiency in data analytics and visualization and experience utilizing APIs.
• Proficiency in financial software systems and tools (e.g., ERP systems, accounting software), Power BI, and SQL.
• Excellent interpersonal communication and organization skills to build strong relationships within peer network and senior leadership.
• Knowledge of financial regulations and compliance standards.
• Project management skills are a plus.
• Strong ability to drive accountability both for self and others to meet commitments.
• Comfortable managing ambiguity and able to operate efficiently.
• Address operational concerns and issues while monitoring overall customer satisfaction.
• Experience in developing and implementing operational procedures and policies.
• High degree of proficiency in MS Office Suite, Outlook & Internet applications.

EEO Statement

ML Holdings Company provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.