Financial Analyst

Equix; Fond du Lac (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Weekly pay

401k with employer match

Dental and vision plans

PTO and paid holidays

Wellness program

Employee assistance program

Job summary

Equix in Fond du Lac, WI seeks a Financial Analyst to support financial decision making, monthly close, forecasting, budgeting, and reporting across business units.

You will develop revenue and expenditure forecasts, analyze project costs, and prepare management reports using Excel and PowerPoint. A Bachelor's degree in finance or accounting with 1–3 years of construction industry experience is preferred.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• 1–3 years of experience in financial analysis, preferably within the construction industry.
• Excellent interpersonal skills and ability to build relationships.
• Detail orientation with strong analytical and critical thinking.
• Ability to present financial information to a non-financial audience.
• Strong organizational and multitasking skills to meet deadlines.
• Experience with Viewpoint Vista ERP or related financial systems preferred.
• Proficiency in Microsoft Excel and PowerPoint.
• GAAP and construction-specific financial practices preferred.

Responsibilities

• Assist in developing and manipulating flexible financial models.
• Collaborate with Director of Financial Analysis & Planning on contract terms and project costs.
• Prepare and present financial reports to senior management.
• Forecast quarterly and annual profits, revenue, and expenses.
• Track KPIs and provide insights into financial trends and opportunities.

Skills

Analytical thinking

Interpersonal skills

Detail orientation

Communication

Multitasking

Education

Bachelor's degree in finance

Bachelor's degree in accounting

Tools

Viewpoint Vista ERP

Microsoft Excel

Microsoft PowerPoint

Job description

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.
• Multiple medical plan options
• Weekly pay
• Wellness program
• Dental and vision plans
• FSA and HSA options
• 401k savings plan with employer match
• 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**