Financial Planning & Analysis

About the role

This position is designated as hybrid (3 days per week in-office) and may be based in one of the following STV locations: New York, NY, Frisco, TX, or Dallas, TX.

Responsibilities

• Aid in the development of annual budgets and quarterly forecasts, offering strategic insights and recommendations to optimize financial performance.
• Conduct monthly variance analyses to highlight any discrepancies from the budget and forecast, and suggest improvements for future periods.
• Analyze financial data to uncover trends, assess risks, and explore growth opportunities.
• Create and maintain financial reports to support decision-making across the organization.
• Ensure future work is accurately reflected in project-level forecasts.
• Compile reporting data for business insurance renewals and AAC industry trade publications.
• Enhance financial processes, systems, and reporting capabilities to boost efficiency and accuracy.

Requirements

• Bachelor’s degree in Finance or Accounting. A master’s degree or professional certification (e.g., CPA) is a plus.
• One to two years of experience in Big 4 audit, tax, or transaction advisory.
• Experience in the AEC industry is a plus.
• Strong financial modeling and analytical skills.
• Proficiency in financial software and tools (e.g., Excel, financial planning software, ERP systems).
• Excellent verbal and written communication abilities – ensuring clarity and audibility of work products and thought processes.
• Detail-oriented with strong organizational and time management skills.
• Ability to manage multiple priorities.

Key Competencies

• An analytical mindset with the ability to interpret complex financial data.
• Strong problem-solving skills and a proactive approach to identifying and addressing issues.
• Effective interpersonal skills / a desire to collaborate and contribute to the goals of the team.
• A high level of integrity and ethical standards.
• Adaptability and willingness to embrace change in a dynamic environment.

Benefits

• Health insurance, including an option with a Health Savings Account
• Dental insurance
• Vision insurance
• Flexible Spending Accounts (Healthcare, Dependent Care and Transit and Parking where applicable)
• Disability insurance
• Life insurance and Accidental Death & Dismemberment
• 401(k) Plan
• Retail Counseling
• Employee Assistance Program
• Paid Time Off (starting at 16 days)
• Paid Holidays (9 days)
• Back-Up Dependent Care (up to 10 days per year)
• Parental Leave (up to 80 hours)
• Continuing Education Program
• Professional Licensure and Society Memberships