Financial Planning & Analysis Analyst

Description

• Assist with the annual and quarterly budgeting and forecasting processes
• Analyze and report on capital expenditures.
• Conduct revenue & GP analysis by project, line of business, product type, and industry.
• Participate in WIP review calls and maintain accurate backlog records.
• Analyze trends in overbilling/underbilling and their impact on AR, AP, and cash flow.
• Assist in the preparation of monthly and quarterly business review and Board decks, including KPIs, which will be presented to executive leadership and the private equity firm.
• Design and prepare ad-hoc reports as requested by internal stakeholders and the private equity sponsor.
• Develop automated reporting and forecasting tools for more efficient use of data.
• Provide M&A support to private equity and management during the diligence and integration process
• Assist with project-level analysis, including revenue, costs, and margin.
• Analyze WIP-related entries for accuracy and completeness.
• Prepare monthly, quarterly, and annual financial reports with a focus on variance analysis.
• Become a SME (subject matter expert) of Accumatica and project mgmt. system and data to drive process improvements, improve data integrity, and provide better support for our internal customers.
• Provide analysis, forecasting, trending, and reporting of financial and business-related data to Business Unit leaders

Requirements

• Ability to design and streamline reporting solutions using automation or data visualization. tools (e.g., Power BI, SQL, and/or Tableau are a plus).
• Proficiency across P&L, cash flow, and balance sheet; treasury knowledge a plus.
• Bachelor’s degree in accounting, Finance, or related field required. An MBA or CFA is a plus.
• Strong proficiency with MS Office Tools, especially Excel.
• 5+ years of experience in finance roles, preferably within the construction industry.
• Ability to work independently on a wide variety of projects.
• Two years of professional experience as an analyst, accountant, auditor, or computer programmer analyst OR a valid CPA (Certified Public Accountant) certificate with at least one year of professional experience as an accountant, auditor, or computer programmer analyst.
• Acumatica or similar ERP experience is a plus.
• Bachelor’s degree in finance, Accounting, Economics, or related major is required; an MBA, related master’s degree, or CFA is a plus.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance