Financial Analyst

Shawmut Design and Construction; Boston (MA); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

ESOP

401(k) with company match

Paid time off

Volunteer day

Tuition reimbursement

Pet insurance

Job summary

Shawmut Design and Construction seeks a Financial Planning & Analysis Analyst to join its Corporate Finance team. The role blends FP&A expertise with financial systems, dashboards, data integration, and AI-enabled automation.

The ideal candidate will prepare reports, build dashboards, improve workflows, and support data-driven decisions across the organization, leveraging Excel and BI tools in a collaborative environment.

Qualifications

• 1-3 years of FP&A, financial analysis, or related finance experience.
• Bachelor’s degree in Finance, Accounting, Information Systems, or related field.
• Strong Excel skills with advanced formulas, pivot tables, and data analysis.
• Knowledge of SQL and data visualization tools.
• Experience with ERP/EPM/BI systems and data flows.
• Experience with Hyperion/Board/FMW is a plus.

Responsibilities

• Prepare, analyze, and interpret financial reports, forecasts, and budgets.
• Develop and maintain dashboards and data visualizations for stakeholders.
• Support system integrations and improve data flows and reporting.
• Identify AI-enabled automation opportunities to streamline FP&A processes.
• Design, build, and maintain dashboards and self-service analytics.
• Collaborate with IT and accounting to improve data connectivity.
• Ensure accuracy and completeness of financial data through validation.
• Support system upgrades, integrations, and user training.
• Advance financial modeling, analytics, and reporting capabilities.
• Assist budgeting and forecasting reports with timely submissions.

Skills

Microsoft Excel

SQL

Data Visualization

Education

Bachelor's degree in Finance/Accounting/IS

Tools

ERP systems

EPM systems

BI tools

Hyperion

Board

FMW

Job description

Overview

At Shawmut Design and Construction, we take pride in the culture we've built as a 100% employee-owned company - one that’s been recognized with more than100 Best Place to Work awards. We’ve been honored as a National Fortune Best Workplace, a Fortune Best Workplace for Women, Millennials, and Parents, and one of America’s Best Employers by Forbes - along with numerous regional recognitions across our 15 offices nationwide.

Here’s a glimpse into what we offer:

• Health, Dental, and Vision Insurance.
• Employee Stock Ownership Plan (ESOP)-Be an employee-owner!
• 401(K) with Company Match - Receive a company match up to 4% of your eligible pay.
• Generous Paid Time Off - vacation and sick time, 12 holidays, summer Fridays, and a yearly volunteer day.
• The Extras - Cell phone, laptop, tuition reimbursement, pet insurance, financial planning services, and more.

*Please note: this position works out of our Boston office 3x per week, with the option to work from home 2x per week.

Responsibilities

Shawmut is seeking ahighly motivated Financial Planning & Analysis Analyst with a strong focus on finance systems management to join our Corporate Finance team. The candidate will combine traditional FP&A expertise with hands-on experience in financial systems, dashboarding, data integration, and AI-enabled automation. This role will play a critical part in preparing financial reports, building dashboards, improving system workflows, delivering analytics, and supporting data-driven decision-making across the organization. The successful candidate is a strong Excel user, detail-oriented, an effective problem solver, eager to learn new technologies, and thrives in collaborative environments.

• Prepare, analyze, and interpret financial reports, forecasts, and budgets to support business objectives.
• Develop and maintain interactive dashboards and data visualizations to provide actionable insights for stakeholders.
• Leverage financial systems and tools to streamline processes, improve data integrity, and enhance reporting efficiency.
• Identify and implement AI-enabled automation opportunities to reduce manual work, improve reporting accuracy, and accelerate recurring FP&A processes.
• Design, build, and maintain dashboards, reports, and self-service analytics that translate financial and operational data into clear, actionable insights.
• Support finance system integrations by partnering with IT, accounting, and business stakeholders to improve data flows, reporting structures, and system connectivity.
• Collaborate with cross-functional teams to gather requirements, solve problems, and implement process improvements.
• Ensure accuracy and completeness of financial data through rigorous attention to detail and data validation procedures.
• Support system upgrades, integrations, and user training as needed.
• Continuously seek opportunities to enhance financial modeling, analytics, and reporting capabilities.
• Assist in the development and maintenance of budgeting and forecasting reports. Coordinate with corporate departments and group finance for timely and completeness of submissions.

Qualifications

• Experience:1-3 years of experience in FP&A, financial analysis, or a related finance function.
• Education: Bachelor’s degree in Finance, Accounting, Information Systems, or a related field.
• Additional Role Specific Skills:
  • Experience in construction, engineering or similar industries preferred but not required.
  • Some FP&A experience preferred but not required.
  • Strong proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis tools.
  • Knowledge of database querying (e.g., SQL) and data visualization tools.
  • CPA, CFA, or other relevant certifications are a plus.
  • Experience working with financial systems (e.g., ERP, EPM, BI tools) and a solid understanding of system structures and data flows.
  • Experience with financial planning software is a plus (e.g., Hyperion, Board, FMW).
  • Working knowledge of dashboarding, business intelligence, and data visualization tools, with the ability to present complex data clearly to finance and business stakeholders.
  • Exposure to AI, automation, or workflow tools that support reporting, data validation, variance analysis, forecasting, or process improvement is preferred.
  • Ability to understand system integrations, data mapping, and upstream/downstream impacts across ERP, EPM, BI, and related finance platforms.
  • Demonstrated analytical and problem-solving skills with high attention to detail.
  • Eagerness to learn new technologies and adapt to changing business needs.
  • Strong organizational skills and the ability to manage multiple priorities in a fast-pace environment.
  • Excellent communication and interpersonal skills; proven ability to collaborate effectively with colleagues at all levels.

EEO Information

Shawmut prohibits discrimination against any staff member or applicant on the basis of race, color, sex, sexual orientation, gender identity/expression, age, religion, national origin, marital status, veteran status, pregnancy, physical or mental disability, genetic information, disability, creed, citizenship status, or any other legally protected characteristic.

Salary Range Information

Boston Base Salary Range: $75,000 - $90,000The range stated is specific to Boston. Placement within the listed range depends on many factors including, but not limited to years of experience, project size capability (for Construction & Field roles) and internal company equity.