Finance Analyst: FP&A & Construction Analytics

Recruit CRM; Napa (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Recruit CRM in Napa, California is seeking a Financial Analyst to join the corporate finance team onsite. This early-career role offers exposure to FP&A, construction finance, and project analytics with room for growth and direct collaboration with leadership.

The position emphasizes building financial models, dashboards, and actionable insights from large data sets while supporting budgeting and forecasting and tax compliance. Onsite work and a collaborative environment are provided.

Qualifications

• Bachelor's degree in finance, accounting, economics, business administration or related field.
• At least two years of financial analysis, FP&A, accounting, project controls, tax or related discipline.
• Strong understanding of financial statements and fundamental accounting principles.
• Advanced Microsoft Excel skills.
• Ability to organize and analyze large, complex data sets.
• Strong written and verbal communication skills.

Responsibilities

• Support the annual budgeting and ongoing forecasting processes.
• Develop financial models, cash-flow projections and scenario analyses.
• Prepare financial analysis and reporting for executive leadership.
• Analyze financial results and identify emerging trends, risks and opportunities.
• Translate financial information into clear, actionable business recommendations.
• Assist department and operational leaders with financial planning and decision-making.
• Analyze the financial performance of active construction projects.
• Evaluate revenue, costs, margins, profitability, backlog and forecast information.
• Support project managers in understanding project forecasts and financial results.
• Develop tools that provide project teams with better visibility into performance.
• Investigate budget variances, cost trends and discrepancies.
• Combine financial and operational data from multiple systems and spreadsheets.
• Help leadership identify opportunities to improve project performance and profitability.
• Develop and maintain executive dashboards, operational KPIs and management reports.
• Create clear and useful reporting for Finance, Operations and executive leadership.
• Work with large financial and operational data sets.
• Extract and analyze information from ERP and accounting systems.
• Improve the accuracy, efficiency and usability of recurring reports.
• Support the future development of a centralized financial-data repository.
• Use Excel, Power BI, SQL or similar analytical tools to organize and interpret data.
• Identify opportunities to automate recurring reports and manual processes.
• Participate in finance-system, reporting and data-analytics initiatives.
• Evaluate the use of AI and automation within Finance, Accounting, tax compliance and Operations.
• Help create scalable processes that can support continued organizational growth.
• Research new tools and recommend practical improvements.
• Assist with monthly, quarterly and annual state and local tax compliance.
• Support sales and use tax, gross-receipts tax and other applicable filings.
• Research tax requirements associated with new project locations.
• Assist with registrations, filing requirements and ongoing compliance obligations.
• Help respond to tax notices and support audits.
• Coordinate with internal accounting personnel, external tax advisors and taxing authorities.
• Serve as a Finance and Accounting contact for payroll-tax administration.
• Monitor and reconcile federal, state and local payroll-tax filings and payments.
• Support the annual W-2 reconciliation and correction process.
• Research payroll requirements when employees begin working in new jurisdictions.
• Deep tax expertise is not required. The company understands that this is an unusual component of a Financial Analyst position and will provide training and knowledge transfer. The successful candidate must be comfortable researching unfamiliar requirements, asking questions and learning new areas.

Skills

Excel

Analytical skills

Communication skills

Data analysis

Problem solving

Attention to detail

Education

Bachelor's degree in finance or accounting

Tools

Power BI

SQL

Vista by Viewpoint

Job description

Recruit CRM in Napa, California is seeking a Financial Analyst to join the corporate finance team onsite. This early-career role offers exposure to FP&A, construction finance, and project analytics with room for growth and direct collaboration with leadership.

The position emphasizes building financial models, dashboards, and actionable insights from large data sets while supporting budgeting and forecasting and tax compliance. Onsite work and a collaborative environment are provided.