Financial Analyst

DAVENPORT; Winston-Salem (NC); On-site; USD 75,000 - 105,000; Full time

Job summary

DAVENPORT seeks a financial professional to oversee and analyze engineering project finances throughout their lifecycle. You will partner with project managers, operations, and accounting to monitor budgets, revenue, forecasts, and performance, identifying risks to ensure profitable, contract-compliant delivery.

Responsibilities include tracking budgets, costs, revenue, utilization, and WIP; preparing reports; developing dashboards and KPIs; and maintaining data integrity across project systems.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field.
• 2–5 years in project financial analysis, controls, or operational finance in A/E/C.
• Knowledge of GAAP and general ledger activities, reconciliations, journal entries, accruals, and financial statements.
• Experience with project budgets, revenue recognition, utilization, and WIP.
• Strong Excel skills; comfortable with numerical data.
• Proficiency in Microsoft Office (Excel, Word, Outlook).
• Ability to clearly communicate financial information to non-finance teams.

Responsibilities

• Monitor project budgets, costs, revenue, utilization, WIP, and profitability.
• Track performance against approved budgets and forecasts; identify variances, trends, and financial risks.
• Monitor compliance with project financial controls, follow up on forecast updates, and elevate exceptions or risks.
• Support project setup, maintenance, and forecasting within DAVENPORT’s project management systems.
• Prepare and distribute recurring financial and operational reports (utilization, workload, WIP, performance).
• Develop and maintain dashboards and KPIs used by leadership and operations.
• Collaborate with Project Managers, Operations, and Accounting to ensure financial data is accurate and timely.
• Train staff on information when necessary and support process improvements.

Skills

Analytical skills

Communication skills

Independent worker

Time management

Education

Bachelor's degree in Finance, Accounting, Business, or related field

Tools

Deltek Ajera

Microsoft Office

Excel

Job description

Provide financial oversight and analytical support for engineering projects throughout their lifecycle. This role partners with project managers, operations, and accounting to monitor budgets, revenue, forecasts, and performance; identify financial risks and scope changes; and ensure projects are delivered profitably, in compliance with contractual requirements, and aligned with company financial objectives. The position also supports broader accounting and financial management activities and may cross-train in additional Finance and Accounting functions to support departmental coverage and business continuity.

Duties and Responsibilities

• Monitor project budgets, costs, revenue, utilization, WIP, and profitability.
• Track project performance against approved budgets and forecasts; identify variances, trends, and financial risks.
• Monitor compliance with project financial controls, follow up on required forecast updates, and elevate exceptions or financial risks in accordance with established procedures.
• Support project setup, maintenance, and forecasting within DAVENPORT’s project management systems.

Reporting, Forecasting, and Analysis

Prepare and distribute recurring financial and operational reports, including:

• Utilization and productivity
• Workload and staffing capacity
• Work-in-progress (WIP)
• Project and company performance summaries

Assist with project-level and company-wide forecasting and financial projections.

Develop and maintain dashboards and KPIs used by leadership and operations.

Collaboration and Data Integrity

• Partner with Project Managers, Operations, and Accounting to ensure financial data is accurate, timely, and consistently applied.
• Train staff on information when necessary.
• Support process improvements related to project financial tracking and reporting.

Additional Responsibilities

• Support and cross-train in general accounting and financial management functions, including reconciliations, month-end activities, financial reporting, and other accounting processes, to provide departmental coverage and support business continuity.
• Perform other related duties as assigned.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• 2–5 years of experience in project financial analysis, project controls, or operational finance in A/E/C industry.
• Working knowledge of generally accepted accounting principles and experience with general ledger activity, account reconciliations, journal entries, accruals, and financial statements.
• Experience working with project budgets, revenue recognition, utilization, and WIP.
• Strong Excel skills and comfort working with numerical and analytical data.
• Experience with Deltek Ajera or similar project-based financial systems preferred.
• Proficiency in Microsoft Office (Excel, Word, Outlook).
• Ability to clearly communicate financial information to non-finance team members.

Demonstrated Abilities

• Self-starter able to work independently with minimal supervision.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong written and verbal communication skills.
• Collaborative and professional when working across teams.
• Adaptable and able to learn new systems and tools efficiently.

Physical Requirements

• Frequently required to sit, talk and hear.
• Frequently required to walk, use hands to type data, operate business machines, dial the telephone and reach with hands and arms.
• Frequently lift and/or move 5-10 lbs. and occasionally lift and/or move up to 15 lbs.
• Specific visions abilities required for this job include close vision and the ability to adjust focus.