Senior Financial Analyst

About Forterra

Forterra is a leading provider of autonomous systems for ground-based movement in the working world. Amongst some of the earliest innovators in the field of driverless technology, Forterra is focused on building systems that protect front-line soldiers and enable civilian workers in our industrial base. Forterra is the go-to provider of ground autonomy solutions for the U.S. Department of Defense, which harnesses the technology for asymmetric warfare in critical conditions.

About the role

Forterra's Finance team is seeking a motivated and versatile Senior Financial Analyst who will play a critical role across all aspects of our financial operations. From preparing monthly, quarterly, and annual financial statements, to supporting investor relations, you'll help Forterra maintain compliance, achieve strategic goals, and drive operational efficiencies. You will collaborate closely with internal stakeholders-from Business Development to Operations-as well as with external resources such as auditors, tax advisors, and financing partners. Forterra is a fast-growing company at the early stages of growth. In keeping with our dynamic environment, members of our Finance team must be resourceful, creative, and eager to take ownership of complex projects. The Financial Analyst role demands attention to detail, adaptability, and a proactive mindset to meet Forterra's evolving business needs. In addition to financial reporting and forecasting, you will handle budgeting, investor relations, board reporting, and process improvements. Experience across all these areas is not required, but a willingness to learn and adapt is essential.

What you'll do

• Be a Key Member of a Small, Dynamic Finance Team:
• • Collaborate closely with colleagues in Accounting, Business Development, and Operations to support Forterra's financial health and growth.
  • Embrace diverse responsibilities and step into leadership roles on major projects that significantly impact our company's trajectory.
• Drive Financial Reporting & Compliance:
• • Prepare monthly, quarterly, and annual financial statements, ensuring accuracy and alignment with company objectives.
  • Support annual financial audits by partnering with the accounting team and external auditors to address requests and maintain compliance.
  • Own and manage reporting timelines driven by the company's agreements with investors and members.
  • Maintain accurate investor information, including issuance of annual W-9s and coordination with external tax advisors for the preparation of annual K-1s.
• Forecasting & Analysis:
• • Work with the Business Development team to create revenue forecasts, factoring in demand planning insights from Operations and assessing their impact on cash flow.
  • Develop and maintain financial models for regular reporting, forecasting, and strategic planning-including BOM cost and unit economics for hardware and software sales.
  • Provide ad-hoc financial analysis to internal stakeholders, informing critical decisions that shape Forterra's growth.
  • Review and interpret contracts to ensure revenue and cash flows are forecasted accurately and recognized at the appropriate intervals.
• Budget Management:
• • Collaborate with department heads to formulate, track, and manage budgets across the organization.
  • Identify and analyze variances against budget, recommending corrective actions to help teams meet financial targets.
• Investor Relations & Board Reporting:
• • Support investor updates and maintain positive relationships with financing parties.
  • Prepare board presentation materials that communicate Forterra's financial performance, forecasts, and strategic initiatives.
• Systems & Process Improvements:
• • Partner with the Business Systems & Integration team to implement and manage financial systems that enhance reporting capabilities and data accuracy.
  • Proactively identify and recommend process improvements to streamline workflows and strengthen Forterra's finance function.
• Ad-Hoc Projects & Additional Responsibilities:
• • Take on special projects as they arise to support the broader finance department and the company's strategic goals.
  • Be prepared to adapt to shifting priorities and handle new challenges in a fast-paced environment.

Qualifications

• Mission-First Mindset - We put the needs of the mission and our customers first and understand that the US and its allies have no preordained right to victory in any future conflict.
• Ownership Mentality - We're looking for owners; those who have a natural bias to assume responsibility, a healthy dose of skepticism, and contribute to a culture of performance.
• Technical Aptitude and Intellectual Curiosity - We are first and foremost a technology company, working at the leading edge of capabilities like machine learning, autonomy, distributed networking, and multi-modal sensor fusion.
• Structured Thinker and Problem Solver - Leading technical programs requires clear communication and well-thought-out plans. A solution-driven approach, the ability to distill complexity into its essential, digestible components, and the ability to supervise execution are critical to ensure mission success.
• 360 Degree Leader - We are a non-hierarchical organization with a matrix structure that is dynamic and evolving. We expect you to be self-aware enough to recognize your position of unstated leadership within the company. You should have a demonstrated ability to lead and influence people through both formal and informal constructs and in situations where there is lack of clarity across teams.

Preferred Qualifications

• Experience with financial software (e.g., NetSuite).
• Advanced financial modeling skills.
• Prior involvement in M&A transactions, investor relations, or fundraising activities.

Education & Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related field .
• 2+ years of relevant experience in financial analysis or accounting.
• Extensive experience with advanced Formulas and Functions in Excel.
• Experience preparing and analyzing financial statements.

US Salary Range:
$115,000 - $125,000

Location:
Hybrid
10% - 25% travel may be required.

The salary range for this role is an estimate and is based on a wide variety of compensation factors. The salary offered to candidates will vary based on a variety of factors including (but not limited to) relevant work experience, education, specialized training, critical expertise, training, and more. Equity in Forterra is included in most of our full-time, high-demand roles and is therefore considered part of Forterra's overall compensation package. In addition to base salary and equity, Forterra offers competitive benefits for full-time employees including:

• Premium Healthcare Benefits: Three plan options, including an HSA-eligible plan, with Forterra covering 80% of the plan premium for you and your dependents.
• Basic Life/AD&D, short and long-term disability insurance plans 100% covered by Forterra, plus the option to purchase additional life insurance for you and your dependents.
• Extremely generous company holiday calendar including a winter break in December.
• Competitive paid time off (PTO) offering 20 days accrued per year.
• A minimum of 7 weeks fully paid parental leave for birth/adoption.
• A $9k annual tuition reimbursement or professional development stipend.
• Fully stocked beverage refrigerators with all the Celsius your little heart desires.
• 401(k) retirement savings plan, including traditional, Roth 401(k), and after-tax deferral with company match up to 4%.

Your recruiter will be able to share more information about our salary and benefits offering during the hiring process.

Forterra is an equal-opportunity employer, providing and promoting equal employment opportunity in accordance with local, state, and federal laws. Forterrans are unique, talented individuals who are united through a shared passion to deliver autonomous systems that enable national resilience and a robust supply chain. All qualified applications will receive equal consideration for employment.