Financial Analyst

Equix, Inc.; Fond du Lac (WI); On-site; USD 65,000 - 85,000; Full time

Job summary

Equix, Inc. is a privately held construction firm delivering utility and infrastructure projects across the country.

The Financial Analyst provides strategic financial guidance and leads the monthly close process, including budgeting, forecasting, reporting, and ad hoc analysis to support informed decisions across business units. The role focuses on developing revenue and expenditure forecasts, tracking labor costs, analyzing profitability, and presenting clear financial reports to senior

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• 1–3 years of financial analysis experience, preferably within the construction industry.
• Excellent interpersonal skills are critical along with the ability to build and maintain relationships.
• Ability to present financial information to a non-financial audience.

Responsibilities

• Develop and manipulate flexible models to evaluate the financial impact of initiatives under various scenarios.
• Collaborate with the Director of Financial Analysis & Planning while analyzing contract terms, change orders, and tracking project costs/revenues.
• Respond to inquiries from managers regarding financial results and ad hoc reporting requests.
• Partner with operations for margin enhancement initiatives and provide financial guidance to project teams.

Skills

Financial analysis

Budgeting

Forecasting

Financial reporting

Excel

PowerPoint

GAAP knowledge

Interpersonal skills

Education

Bachelor's degree in Finance/Accounting

Tools

Viewpoint Vista ERP

Microsoft Excel

Microsoft PowerPoint

Job description

Location: Fond du Lac, WI

Wage: Depends on Experience

Division: Equix, Inc.

Posted: 8/28/2026 12:00:00 AM

Location Name: Equix - Fond Du Lac

Equix is a privately held construction firm that develops companies and professionals in the technical and construction services industries across the country. Equix performs a variety of utility and infrastructure projects offering full-service, construction, and maintenance services, electric, oil and gas, heavy civil, pipeline, water and wastewater markets. We have a current opening for a Financial Analyst to support our organization in making informed financial decisions.

The Financial Analyst provides strategic financial guidance and plays a key role in the monthly closing process. This position leads efforts in financial reporting, budgeting, forecasting, and ad hoc analysis to support informed decision-making across the business units. Key responsibilities include developing revenue and expenditure forecasts, preparing budgets, tracking labor costs, analyzing customer profitability and creating three-year financial statements.

Essential Duties and Responsibilities:

• Assist with developing and manipulating flexible models to evaluate the financial impact of various business initiatives under a range of assumptions and scenarios.
• Collaborate with Director of Financial Analysis & Planning while analyzing contract terms, managing change orders, and tracking project costs and revenues.
• Respond to inquiries from managers regarding financial results and special reporting requests, resolving issues, as necessary.
• Partner with operations for margin enhancement initiatives and assist project teams with financial guidance.
• Ability to work with precision and maintain accurate financial records.
• Work with the accounting team to meet month-end close deadlines.
• Collaborate with managers throughout the company to support initiatives and goals.
• Forecast quarterly and annual profits, revenue, and expenses, providing insight and highlighting risks with potential impacts on financial performance.
• Track KPIs and prepare financial reports for leadership presentation and review.
• Coordinate with the Director of Financial Analysis & Planning and the executive team on long-term financial planning goals, cash needs and other financial obligations.
• Review accounting transactions for data accuracy and financial reporting integrity.
• Prepare and present clear and concise financial reports to senior management, offering insights into financial trends and opportunities for improvement.
• Prepare ad hoc reporting, presentations, and financial documentation reports using Microsoft Excel and PowerPoint.
• Support the development and maintenance of business reports from Company ERP and other reporting systems.
• Assist in helping divisional leaders understand financials.
• Assist in interim and year-end financial audit.
• Help develop and measure key business drivers.
• Performs other duties as assigned.

Qualifications:

• Bachelor's degree in finance, accounting, or related field.
• At least 1-3 years of experience in financial analysis, preferably within the construction industry.
• Excellent interpersonal skills are critical along with the ability to build and maintain relationships.
• Detail orientation, strong analytical and critical thinking skills, and a desire to learn the business will drive success in this role.
• Ability to present financial information to a non-financial audience.
• Strong organizational and multitasking skills to meet deadlines.
• Process-oriented to thrive in a dynamic, fast-paced work environment maintaining accuracy of data.
• Effective communication skills will be essential along with the ability to perform in a high-pressure environment.
• Experience working with Viewpoint Vista ERP or related financial systems and/or construction accounting experience is preferred but not required.
• Strong knowledge in Microsoft Excel and PowerPoint.
• Knowledge of GAAP and construction-specific financial practices preferred.
• Team player with the ability to work cross-functionally in a matrixed reporting environment.
• Ability to travel to our various offices with occasional overnight travel.
• Professionally handle sensitive and confidential information.

Benefits:

• Multiple medical plan options
• Weekly pay
• Wellness program
• Dental and vision plans
• FSA and HSA options
• 401k savings plan with employer match
• Financial protection products
• Short and long term disability, life, accident, critical illness
• Legal shield and ID theft plans
• Employer-paid life insurance
• Paid Time Off and paid holidays
• Employee assistance program
• Employee referral program

All applicants must be willing to submit to a pre-employment drug test, background check, and motor vehicle record check.

**Equal opportunity employer, including veterans, and individuals with disabilities**