Sr. Financial Analyst

Responsibilities

• Support the annual budget and monthly forecast builds, including revenue, OpEx, and headcount modeling across business units
• Build and continuously improve financial models to support business decisions, scenario analysis, and sensitivity testing
• Prepare monthly management reporting packages with key performance indicators, trend analysis, and executive-level narratives
• Analyze cost trends by service line, geography, and cost category; flag anomalies and recommend corrective actions
• Conduct ad hoc analyses to support pricing decisions, CapEx evaluations, and strategic initiatives
• Maintain internal financial reporting infrastructure; identify opportunities to improve accuracy, automation, and presentation
• Collaborate with department heads to collect budget/forecast inputs and ensure accuracy of cost center data
• Identify opportunities to streamline recurring reporting and reduce manual work

Requirements

• Bachelor's degree in Finance, Accounting, or a related field
• 3 - 6 years of progressive finance experience, including direct FP&A, financial reporting, and cost analysis responsibilities
• Experience in an industrial, construction, field services, or asset-intensive business environment strongly preferred
• Advanced proficiency in Microsoft Excel; strong financial modeling skills
• Working knowledge of GAAP and financial statement preparation
• Demonstrated ability to manage competing priorities, meet deadlines, and operate with a high degree of accuracy
• Strong communication skills — able to present financial information clearly to both financial and non-financial audiences
• Effectively communicates and negotiates project timelines with internal stakeholders to ensure alignment with business objectives
• Committed to developing the FP&A capabilities, critical thinking, and business acumen of junior analysts through active mentorship and guidance
• PREFERRED: CMA or MBA (or active pursuit thereof)
• Experience in a private equity-backed company environment
• Experience working in and developing ERP systems (e.g., Infor, Sage, NetSuite) and BI tools (e.g., Power BI, Tableau)
• Background in job costing, project accounting, or service contract financials
• Experience supporting ownership or a board with reporting and presentations

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and holidays
• Life and disability insurance
• Employee assistance program
• Professional development opportunities