Construction Financial Analyst: Forecasting & Reporting

Equix, Inc.; Fond du Lac (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical plans

Weekly pay

Wellness program

Dental and vision plans

FSA and HSA options

401k with employer match

Disability insurance

Life insurance

Paid Time Off

Holidays

Employee assistance program

Employee referral program

Job summary

Equix, Inc. is seeking a Financial Analyst to support strategic financial decision-making across projects. The role focuses on financial reporting, budgeting, forecasting, and ad hoc analysis to guide senior management.

You will develop revenue and expense forecasts, track labor costs, analyze customer profitability, and prepare three-year financial statements while partnering with operations to enhance margins.

Qualifications

• Bachelor’s degree in finance, accounting, or related field.
• 1–3 years of financial analysis experience, preferably in construction.
• Strong interpersonal, analytical, and communication skills.
• Ability to present financial information to non-financial audiences.
• Experience with Viewpoint Vista ERP or similar systems is a plus.

Responsibilities

• Develop and manipulate flexible financial models to evaluate business initiatives under various scenarios.
• Collaborate with Director of Financial Analysis & Planning to analyze contracts and track project costs and revenues.
• Prepare and present financial reports to senior management and leadership.
• Forecast quarterly and annual profits, revenue, and expenses; identify risks and opportunities.
• Support month-end close and ad hoc reporting to aid decision-making.

Skills

Interpersonal skills

Detail orientation

Analytical thinking

Communication skills

Organizational skills

Multitasking

Travel readiness

Education

Bachelor's degree in finance or accounting

Tools

Viewpoint Vista ERP

Microsoft Excel

PowerPoint

Job description

Equix, Inc. is seeking a Financial Analyst to support strategic financial decision-making across projects. The role focuses on financial reporting, budgeting, forecasting, and ad hoc analysis to guide senior management.

You will develop revenue and expense forecasts, track labor costs, analyze customer profitability, and prepare three-year financial statements while partnering with operations to enhance margins.