Financial Analyst-Planning & Analysis, Sr

Overview

Primary purpose: The Financial Analyst, Sr., is responsible for various financial analysis and process controls, including those for the Company’s construction entity. This role will be a key member of the Planning & Analysis team and work closely with a wide variety of organizations to perform essential functions.

Job Description

Primary purpose: The Financial Analyst, Sr., is responsible for various financial analysis and process controls, including those for the Company’s construction entity. This role will be a key member of the Planning & Analysis team and work closely with a wide variety of organizations to perform essential functions.

• Maintain monthly capital project forecasts
• Coordinate with and assist cost center owners with forecast updates
• Maintain monthly revenue (construction entity) and expense forecasts
• Prepare AFEs for capital and expense projects
• Maintain detailed records related to RFPs, project costing, and bid analysis
• Perform billing and analysis for monthly activity
• Create monthly post-billing reports
• Provide insights into financial performance and project status
• Build out and maintain KPI dashboards and summaries for management review
• Prepare data requests as needed for internal and external auditors
• Assure adherence to applicable customer and supplier contract
• Assist with preparation of the monthly earnings and forecast report
• Provide financial analysis and data trend analysis
• Compile and build metrics around combined financial and operational data points
• Prepare financial analyses and assist with other ad hoc projects as requested
• Assist with the company-wide budget process
• Assist with system testing, implementation, and maintenance as needed
• Interact with a wide variety of internal and external stakeholders with tact, courtesy, and professionalism
• Maintain a regular, dependable attendance and a consistently high level of performance
• Will work non-traditional hours as needed
• Maintain a high regard for personal safety, for the safety of company assets and employees, and the public

• Bachelor’s degree from an accredited institution in Finance, Accounting, or a related discipline

• 5+ years of experience actively involved in a relevant and related role
• Must have a fundamental understanding of accounting and financial principles
• Intermediate level in MS Office applications that may include but are not limited to Excel, Word, PowerPoint, and Outlook

• Must possess and maintain a valid driver’s license and a driving record satisfactory to the company and its insurers (for travel)

• Attention to detail and strong organizational skills are critical
• Must be able to work with confidential and sensitive information in a professional manner
• Must demonstrate effective communication skills
• Must be dependable with a stable work history
• Consistent ability to meet deadlines
• Ability to work a flexible schedule, including evenings, weekends and/or holidays as needed

All the physical requirements listed below are those that may be necessary for an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Sitting; standing; walking or moving throughout facility; driving; talking; seeing (specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus); hearing; feeling; bending or stooping; squatting or crouching; reaching; kneeling; pushing; pulling; lifting up to 25 lbs.
• Minimal safety hazards; general office working conditions.
• Must be able to sit for prolonged periods of time.
• The employee is regularly required to use hands to type, touch, handle, or feel. The employee is required to talk and hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk and climb or balance. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.