Construction Project Financial Analyst

Upchurch; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Paid time off and holidays

Professional development support

Job summary

Upchurch is seeking a Project Financial Analyst to act as a strategic financial partner for Project Managers and Operations Leaders on construction projects. The role combines project accounting, forecasting, and cost management to provide visibility into budgets, costs, and profitability.

The incumbent will monitor budgets, analyze variances, manage billing, identify financial risks, and deliver actionable insights to drive project success across the Southeast and beyond.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, Construction Management, or related field.
• 3+ years of experience in project accounting, project finance, construction accounting, or financial analysis within the construction industry.
• Experience supporting commercial construction, MEP, or related construction operations.
• Strong understanding of job costing, project budgets, forecasting, billing, and project financial reporting.
• Ability to interpret financial information and communicate findings to non-financial stakeholders.
• Advanced proficiency in Microsoft Excel.

Responsibilities

• Partner with Project Managers to monitor and analyze the financial performance of active construction projects.
• Review project budgets, costs, committed costs, forecasts, and profitability throughout the project lifecycle.
• Assist Project Managers with financial planning, cost projections, and revenue forecasting.
• Identify potential cost overruns, budget variances, and financial risks and recommend corrective actions.
• Support project closeout activities, including final cost reviews and reconciliation.
• Prepare and maintain project financial reports, dashboards, and performance metrics.
• Analyze project financial results and communicate trends, risks, and opportunities to Operations and Finance leadership.
• Track key project indicators including gross margin, earned revenue, billing status, cash flow, and profitability.
• Assist with Work-in-Progress (WIP) reporting and project reviews.
• Develop ad hoc financial analyses to support operational decision-making.

Skills

Financial analysis

Budgeting

Forecasting

Communication with stakeholders

Excel proficiency

Education

Bachelor's degree in Accounting, Finance, Business, Construction Management, or related field

Tools

Sage Intacct

BuildOps

Microsoft Excel

Job description

Company Overview

Upchurch is a rapidly growing, full-service building engineering company providing mechanical, plumbing, HVAC, and electrical services across the southeastern United States. Founded in 1970 and headquartered in Horn Lake, MS, Upchurch has grown through both organic expansion and strategic acquisitions, establishing a strong reputation for quality, reliability, and service excellence. We offer end-to-end solutions—from design and installation to ongoing maintenance and emergency support—helping clients maximize building performance, energy efficiency, and equipment lifespan.

Position Summary

The Project Financial Analyst serves as a strategic financial partner to Project Managers and Operations Leaders, helping ensure the financial health and success of construction projects from kickoff through closeout. This role combines project accounting, financial analysis, forecasting, and operational support to provide visibility into project performance, costs, commitments, billings, cash flow, and profitability.

The ideal candidate has experience supporting construction projects and understands how project financial management impacts overall project execution. This individual will work closely with Project Managers to monitor budgets, analyze variances, manage billing and cost reporting, identify financial risks, and provide actionable insights that drive project success.

Key Responsibilities

• Partner with Project Managers to monitor and analyze the financial performance of active construction projects.
• Review project budgets, costs, committed costs, forecasts, and profitability throughout the project lifecycle.
• Assist Project Managers with financial planning, cost projections, and revenue forecasting.
• Identify potential cost overruns, budget variances, and financial risks and recommend corrective actions.
• Support project closeout activities, including final cost reviews and reconciliation.

Reporting & Analysis

• Prepare and maintain project financial reports, dashboards, and performance metrics.
• Analyze project financial results and communicate trends, risks, and opportunities to Operations and Finance leadership.
• Track key project indicators including gross margin, earned revenue, billing status, cash flow, and profitability.
• Assist with Work-in-Progress (WIP) reporting and project reviews.
• Develop ad hoc financial analyses to support operational decision-making.

Billing & Cost Management

• Support customer billing processes and ensure timely, accurate invoicing.
• Review project expenses and validate cost allocations.
• Monitor committed costs, subcontractor costs, purchase orders, and change orders.
• Partner with Project Managers to improve cost controls and financial accountability across projects.
• Assist with collections and resolution of billing discrepancies as needed.

Cross-Functional Partnership

• Serve as a trusted financial resource for Project Managers and Operations teams.
• Help translate financial data into actionable business insights for field and project leadership.
• Collaborate with Accounting, Operations, and Executive Leadership to ensure alignment on project performance and reporting.

Minimum Qualifications

• Bachelor's degree in Accounting, Finance, Business, Construction Management, or related field.
• 3+ years of experience in project accounting, project finance, construction accounting, or financial analysis within the construction industry.
• Experience supporting commercial construction, specialty contracting, MEP, mechanical, electrical, plumbing, or related construction operations.
• Strong understanding of job costing, project budgets, forecasting, billing, and project financial reporting.
• Ability to interpret financial information and communicate findings to non-financial stakeholders.
• Advanced proficiency in Microsoft Excel.

Preferred Qualifications

• Experience supporting projects ranging from $1 million to $300 million in value.
• Experience with ERP, accounting, and project management systems such as Sage Intacct, BuildOps, or similar platforms.
• Experience supporting multiple Project Managers and large-scale projects simultaneously.
• Knowledge of WIP reporting, revenue recognition, and construction financial management practices.

Benefits

• Competitive pay based on experience.
• Health, dental, and vision insurance.
• Paid time off and holiday pay.
• Opportunities for professional development and certification assistance.

Equal Employment Opportunity

Upchurch Companies provides equal employment opportunities to all employees and applicants. We prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.