Financial Analyst

Equix is a privately held construction firm that develops companies and professionals in the technical and construction services industries across the country. Equix performs a variety of utility and infrastructure projects offering full-service, construction, and maintenance services, electric, oil and gas, heavy civil, pipeline, water and wastewater markets. We have a current opening for a Financial Analyst to support our organization in making informed financial decisions.

The Financial Analyst provides strategic financial guidance and plays a key role in the monthly closing process. This position leads efforts in financial reporting, budgeting, forecasting, and ad hoc analysis to support informed decision-making across the business units. Key responsibilities include developing revenue and expenditure forecasts, preparing budgets, tracking labor costs, analyzing customer profitability and creating three-year financial statements.

• Location:
  
  Fond du Lac, WI
• Wage:
  Depends on Experience
• Division:
  Equix, Inc.
• Posted: 8/28/2026 12:00:00 AM
• Location Name:
  Equix - Fond Du Lac

• Assist with developing and manipulating flexible models to evaluate the financial impact of various business initiatives under a range of assumptions and scenarios.
• Collaborate with Director of Financial Analysis & Planning while analyzing contract terms, managing change orders, and tracking project costs and revenues.
• Respond to inquiries from managers regarding financial results and special reporting requests, resolving issues, as necessary.
• Partner with operations for margin enhancement initiatives and assist project teams with financial guidance.
• Ability to work with precision and maintain accurate financial records.
• Work with the accounting team to meet month-end close deadlines.
• Collaborate with managers throughout the company to support initiatives and goals.
• Forecast quarterly and annual profits, revenue, and expenses, providing insight and highlighting risks with potential impacts on financial performance.
• Track KPIs and prepare financial reports for leadership presentation and review.
• Coordinate with the Director of Financial Analysis & Planning and the executive team on long-term financial planning goals, cash needs and other financial obligations.
• Review accounting transactions for data accuracy and financial reporting integrity.
• Prepare and present clear and concise financial reports to senior management, offering insights into financial trends and opportunities for improvement.
• Prepare ad hoc reporting, presentations, and financial documentation reports using Microsoft Excel and PowerPoint.
• Support the development and maintenance of business reports from Company ERP and other reporting systems.
• Assist in helping divisional leaders understand financials.
• Assist in interim and year-end financial audit.
• Help develop and measure key business drivers.
• Performs other duties as assigned.

• Bachelor's degree in finance, accounting, or related field.
• At least 1-3 years of experience in financial analysis, preferably within the construction industry.
• Excellent interpersonal skills are critical along with the ability to build and maintain relationships.
• Detail orientation, strong analytical and critical thinking skills, and a desire to learn the business will drive success in this role.
• Ability to present financial information to a non-financial audience.
• Strong organizational and multitasking skills to meet deadlines.
• Process-oriented to thrive in a dynamic, fast-paced work environment maintaining accuracy of data.
• Effective communication skills will be essential along with the ability to perform in a high‑pressure environment.
• Experience working with Viewpoint Vista ERP or…