Financial analyst

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

Location: Napa, California
Schedule: Full-time, onsite

A well-established and rapidly growing engineering organization is seeking a Financial Analyst to join its corporate finance team in Napa.

This is an exceptional opportunity for an early-career financial professional who wants significantly more exposure, responsibility and growth than a traditional Financial Analyst position. Candidates need only two years of relevant experience, but will have the opportunity to work directly with the Controller, executive leadership, project managers and operational leaders.

The Financial Analyst will help transform financial and operational data into meaningful business insights. Rather than simply producing reports, this person will investigate trends, analyze project performance, build management tools and help leadership understand what the numbers mean for the business.

The position offers exposure to FP&A, construction finance, project analytics, executive reporting, tax compliance, systems improvement and emerging AI and automation tools. It is ideal for someone who is analytical, curious, technically capable and eager to build a long-term career within a growing organization.

KEY RESPONSIBILITIES

FINANCIAL PLANNING AND ANALYSIS

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

PROJECT AND OPERATIONAL ANALYTICS

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

REPORTING, DASHBOARDS AND BUSINESS INTELLIGENCE

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

PROCESS IMPROVEMENT AND AUTOMATION

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

TAX AND PAYROLL COMPLIANCE

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.

QUALIFICATIONS

Bachelor's degree in finance, accounting, economics, business administration or a related field

At least two years of experience in financial analysis, FP&A, accounting, project controls, tax or a 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 analytical, research and problem-solving abilities

Intellectual curiosity and a desire to understand the story behind the numbers

Excellent attention to detail and commitment to accuracy

Strong written and verbal communication skills

Ability to manage multiple deadlines and priorities

Willingness to research and learn unfamiliar financial and tax-related topics

Ability to communicate financial information effectively to non-finance professionals

PREFERRED EXPERIENCE

Construction, engineering or project-based industry experience

Construction accounting, job-cost reporting or project-financial analysis

Budgeting, forecasting and financial modeling

Executive dashboards, KPIs and management reporting

Power BI, SQL or another business-intelligence or analytical tool

Vista by Viewpoint or another construction ERP/accounting platform

Multi-state sales and use tax or payroll-tax compliance

ADP or another payroll-tax service provider

AI, automation or financial process-improvement initiatives
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