This role focuses on strategic financial analysis and reporting to present operational and financial activity to the Company in clear and concise formats, in support of data-driven decision-making. This includes serving as a financial business partner in the development of forecasts, budgets and financial reviews to guide and influence short and long-term financial initiatives. The position reports to the Director of Finance.

 Skills

• Advanced Excel skills (pivot tables, vlookup, complex formulas)


• Proficiency in business intelligence tools (e.g., Power BI, Tableau)


• Experience with enterprise resource planning (ERP) systems


• Programming skills (Python, R, or SQL) for data analysis (preferred)


• Financial modeling and forecasting expertise


• Data visualization capabilities

Responsibilities

• Develop and maintain sophisticated financial models and forecasts


• Present operational and financial performance to the business through creation and development of Power BI reporting


• Design and generate detailed financial reports for multiple levels of leadership, including variance analysis, revenue/expense and profitability metrics, and KPI tracking


• Develop and automate reporting processes to improve efficiency and data accuracy


• Partner with project teams to analyze project financial performance and optimize resource allocation


• Perform forecasting & budgeting variance and forecasting analysis for various levels of management


• Assist contributors by providing information needed for forecast and budget preparation, implementation, and control


• Assist on all Board of Director and Management presentations and conduct ad hoc analysis as required

 Expectations

• Apply strategic, analytical thinking and display business acumen


• Produce clear written and verbal communication


• Exhibit strong attention to detail and effective project/time management


• Collaborative approach to work


• Embrace our Purpose, Vision, and Value

 Requirements

• Four-year college degree in Accounting, Finance, Economics, Business Administration, or related field strongly preferred


• 1-3 years experience in financial planning and analysis or related field is required


• Advanced experience with enterprise-level accounting software and Microsoft Office 365 applications including but not limited to Excel and PowerPoint is required


• Power BI or related data visualization experience strongly preferred


• Experience with project-based financial planning and analysis in consulting, architecture/engineering, or professional services industry preferred