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Financial Analyst
Legence • Houston, TX 77007 • Posted 9 days ago
Financial Analyst
Legence • Houston, TX 77007 • Posted 9 days ago
In-person • Full-time • $80,000-$93,000/yr • Mid Level
**About Legence**
Legence (https://www.wearelegence.com/) (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems-enhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world's most technically demanding sectors, Legence counts over 60% of the Nasdaq-100 Index among its clients.
As a core member of the Finance, the Financial Analyst will partner closely with other Finance professionals and business leaders across the Company, and interact with Legence's investors, sell-side analysts and lender group.
The Financial Analyst serves as a key link between the Company and the investment community and play a critical role in the financial planning & analysis cycles. This role involves analyzing financial data, preparing investor materials, and supporting communication strategies that ensure transparency and alignment with corporate goals. The analyst will collaborate with the finance, legal, and executive teams to provide precise and prompt information to both internal and external stakeholders.
Position is based in Houston, Texas.
**Key Responsibilities**
Investor Materials and Meetings
+ Draft and update investor presentations, press releases, earnings call scripts, and Q&A documents.
+ Assist in preparing SEC filings (10-K, 10-Q, 8-K) and related disclosures.
+ Create fact sheets, FAQs, and other collateral for investor meetings.
+ Attendance at investor meetings and presentations
Market & Peer Research
+ Conduct benchmarking and peer analysis on valuation, financial metrics, and market positioning.
+ Monitor analyst reports and summarize key insights for senior leadership.
+ Track industry trends and macroeconomic factors impacting the company.
+ Prepare competitive intelligence reports to support decision making
+ Conduct shareholder analytics to monitor ownership trends, identify key investors, and inform engagement strategies.
Investor, Sell-Side and Lender Engagement Support
+ Coordinate logistics for investor conferences, roadshows, and earnings calls.
+ Respond to investor and sell-side inquiries with accurate and timely information.
+ Assist with preparation of quarterly information needs for Lenders.
Financial Analysis & Forecasting
+ Assist in preparing annual budgets and periodic forecasts.
+ Monitor variances between actual results and forecasts, providing explanations and recommendations.
+ Identify trends and provide insights to improve financial performance.
+ Maintain financial models to support scenario planning and decision-making.
Board of Directors and Internal Engagement Support
+ Work closely with Finance, Accounting, Legal, and Communications teams to ensure consistency in messaging.
+ Assist in the preparation of material for Monthly/Quarterly Reviews and Quarterly Board of Directors' meetings.
+ Support ad hoc projects related to capital markets, shareholder analysis, and strategic initiatives.
**Critical Competencies**
+ ORGANIZED: Sense of urgency with ability to set priorities and build action plans to drive timely execution. Thorough, methodical and result-oriented with great attention to detail and accuracy. Professional demeanor and ability to handle sensitive information.
+ PROBLEM-SOLVING: Able to identify patterns beyond noise or incomplete information by demonstrating a willingness to engage by asking questions and articulating relevant problem statements to test hypotheses with hard data and drive toward cogent conclusions and decision points. Able to segregate beliefs and assumptions from facts. Demonstrate strong judgment to turn information into insights, practical solutions and decision-ready recommendations.
+ TECHNICAL: Strong understanding of accounting and finance. Ability to articulate complex data to multiple audiences with varying levels of financial acumen.
+ AGILE: Ability to multi-task. Capable of shifting from self-reliance and personal accountability, to cross-group collaboration. Adaptable and willing to adjust style to audience, learn and grow with the company.
**Qualifications**
+ 2 to 4 years of progressive experience in Finance, Accounting or related field (Investment Banking / Equity Research, Private Equity, Corporate FP&A or IR.)
+ BS in Finance and/or Accounting or related field
+ Manufacturing, construction engineering or related experience a plus
+ Strong proficiency with MS Office suite (excel, PowerPoint). Experience with investor relations tools (CapIQ, IR Insight, etc.), OneStream and PowerBI considered a plus
Salary: $80k-$93k, depending on experience.
Unable to provide sponsorship for this position.
\#LI-JS1 #LI-Remote
**Benefits Overview**
**401(k) Plan with Company Match:** Currently match contributions dollar-for-dollar up to 4% of eligible pay; immediate vesting.
**Health & Welfare Benefits:** Employer provided medical, dental, vision, prescription drug, Employee Assistance Program and accident & illness coverage.
**Life and Disability Insurance** : Employer provided basic life insurance and AD&D valued at 50K coverage amount with the option for voluntary buy up for additional coverage.
**Time Off:** Flexible non-accrual vacation; company holidays per policy. _(For California employees, this is separate from California paid sick leave, if applicable.)_
**Expenses** : Business travel and related expenses reimbursed per company policy.
**Reasonable Accommodations**
If you need assistance or accommodations during the application or interview process, please contact us at ta@wearelegence.com or your dedicated recruiter with the job title and requisition number.
**Employment Eligibility**
Candidates must have current work authorization in the U.S.; visa sponsorship is not available for this position.
**Third-Party Recruiting Disclaimer**
Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence.
**Pay Disclosure & Considerations**
Where pay ranges are indicated, please note that a successful candidate's exact pay will be determined based relevant job-related factors, including any of the following: candidate's experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.
**Equal Employment Opportunity Employer**
Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
EEO is the Law
**Job Details**
**Pay Type** **Salary**
**Education Level** **Bachelor's Degree**
**Travel Required** **Yes**
**Hiring Min Rate** **80,000 USD**
**Hiring Max Rate** **93,000 USD**
Legence (https://www.wearelegence.com/) (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems-enhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world's most technically demanding sectors, Legence counts over 60% of the Nasdaq-100 Index among its clients.
As a core member of the Finance, the Financial Analyst will partner closely with other Finance professionals and business leaders across the Company, and interact with Legence's investors, sell-side analysts and lender group.
The Financial Analyst serves as a key link between the Company and the investment community and play a critical role in the financial planning & analysis cycles. This role involves analyzing financial data, preparing investor materials, and supporting communication strategies that ensure transparency and alignment with corporate goals. The analyst will collaborate with the finance, legal, and executive teams to provide precise and prompt information to both internal and external stakeholders.
Position is based in Houston, Texas.
**Key Responsibilities**
Investor Materials and Meetings
+ Draft and update investor presentations, press releases, earnings call scripts, and Q&A documents.
+ Assist in preparing SEC filings (10-K, 10-Q, 8-K) and related disclosures.
+ Create fact sheets, FAQs, and other collateral for investor meetings.
+ Attendance at investor meetings and presentations
Market & Peer Research
+ Conduct benchmarking and peer analysis on valuation, financial metrics, and market positioning.
+ Monitor analyst reports and summarize key insights for senior leadership.
+ Track industry trends and macroeconomic factors impacting the company.
+ Prepare competitive intelligence reports to support decision making
+ Conduct shareholder analytics to monitor ownership trends, identify key investors, and inform engagement strategies.
Investor, Sell-Side and Lender Engagement Support
+ Coordinate logistics for investor conferences, roadshows, and earnings calls.
+ Respond to investor and sell-side inquiries with accurate and timely information.
+ Assist with preparation of quarterly information needs for Lenders.
Financial Analysis & Forecasting
+ Assist in preparing annual budgets and periodic forecasts.
+ Monitor variances between actual results and forecasts, providing explanations and recommendations.
+ Identify trends and provide insights to improve financial performance.
+ Maintain financial models to support scenario planning and decision-making.
Board of Directors and Internal Engagement Support
+ Work closely with Finance, Accounting, Legal, and Communications teams to ensure consistency in messaging.
+ Assist in the preparation of material for Monthly/Quarterly Reviews and Quarterly Board of Directors' meetings.
+ Support ad hoc projects related to capital markets, shareholder analysis, and strategic initiatives.
**Critical Competencies**
+ ORGANIZED: Sense of urgency with ability to set priorities and build action plans to drive timely execution. Thorough, methodical and result-oriented with great attention to detail and accuracy. Professional demeanor and ability to handle sensitive information.
+ PROBLEM-SOLVING: Able to identify patterns beyond noise or incomplete information by demonstrating a willingness to engage by asking questions and articulating relevant problem statements to test hypotheses with hard data and drive toward cogent conclusions and decision points. Able to segregate beliefs and assumptions from facts. Demonstrate strong judgment to turn information into insights, practical solutions and decision-ready recommendations.
+ TECHNICAL: Strong understanding of accounting and finance. Ability to articulate complex data to multiple audiences with varying levels of financial acumen.
+ AGILE: Ability to multi-task. Capable of shifting from self-reliance and personal accountability, to cross-group collaboration. Adaptable and willing to adjust style to audience, learn and grow with the company.
**Qualifications**
+ 2 to 4 years of progressive experience in Finance, Accounting or related field (Investment Banking / Equity Research, Private Equity, Corporate FP&A or IR.)
+ BS in Finance and/or Accounting or related field
+ Manufacturing, construction engineering or related experience a plus
+ Strong proficiency with MS Office suite (excel, PowerPoint). Experience with investor relations tools (CapIQ, IR Insight, etc.), OneStream and PowerBI considered a plus
Salary: $80k-$93k, depending on experience.
Unable to provide sponsorship for this position.
\#LI-JS1 #LI-Remote
**Benefits Overview**
**401(k) Plan with Company Match:** Currently match contributions dollar-for-dollar up to 4% of eligible pay; immediate vesting.
**Health & Welfare Benefits:** Employer provided medical, dental, vision, prescription drug, Employee Assistance Program and accident & illness coverage.
**Life and Disability Insurance** : Employer provided basic life insurance and AD&D valued at 50K coverage amount with the option for voluntary buy up for additional coverage.
**Time Off:** Flexible non-accrual vacation; company holidays per policy. _(For California employees, this is separate from California paid sick leave, if applicable.)_
**Expenses** : Business travel and related expenses reimbursed per company policy.
**Reasonable Accommodations**
If you need assistance or accommodations during the application or interview process, please contact us at ta@wearelegence.com or your dedicated recruiter with the job title and requisition number.
**Employment Eligibility**
Candidates must have current work authorization in the U.S.; visa sponsorship is not available for this position.
**Third-Party Recruiting Disclaimer**
Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence.
**Pay Disclosure & Considerations**
Where pay ranges are indicated, please note that a successful candidate's exact pay will be determined based relevant job-related factors, including any of the following: candidate's experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.
**Equal Employment Opportunity Employer**
Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
EEO is the Law
**Job Details**
**Pay Type** **Salary**
**Education Level** **Bachelor's Degree**
**Travel Required** **Yes**
**Hiring Min Rate** **80,000 USD**
**Hiring Max Rate** **93,000 USD**