Financial Analyst II

Veit & Company; Rogers (MN); In loco; USD 70.000 - 95.000; Tempo pieno

Descrizione del lavoro

Veit & Company in Minnesota seeks a Financial Analyst II to independently analyze financial and operational results, develop forecasts, and explain key drivers to project managers and business leaders. The role supports project profitability, WIP reporting, budgeting, backlog analysis, billing, and internal reporting.

You will partner with project managers and finance leaders to monitor performance, cash flow, and data integrity; participate in cost‑to‑complete reviews; and support process

Competenze

• Bachelor's degree in accounting/finance or related field with 2–4 years of experience.
• Ability to analyze financial results, identify trends, and forecast performance.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Strong communication and presentation skills to explain financial information.

Mansioni

• Analyze financial results, identify trends and variances, and explain drivers to stakeholders.
• Participate in cost‑to‑complete reviews and record billing adjustments.
• Track backlog revenue and expected margins in forecasts and reports.
• Perform profit fade analysis and explain risks to finance and project leaders.
• Process job cost and GL adjusting entries; support WIP and project reporting.
• Develop dashboards and monthly reporting packages for management.

Conoscenze

Financial analysis

Forecasting

Communication

Presentation

Attention to detail

Formazione

Bachelor's degree in accounting/finance

CCIFP certification (preferred)

Strumenti

Microsoft Excel

Power BI

SQL

Crystal Reports

Viewpoint Vista

HCSS

Spreadsheet Server

PowerPoint

Descrizione del lavoro

POSITION SUMMARY:

The Financial Analyst II independently analyzes financial and operational results, identifies trends and variances, develops forecasts, and explains key financial drivers to project managers and business leaders. This role supports project profitability, project accounting, work‑in‑progress (WIP) reporting, budgeting, backlog analysis, billing and collections, and internal financial reporting. The Financial Analyst II partners with project managers and finance leaders to monitor project performance, cash flow, and data integrity; participate in the monthly cost‑to‑complete process; and support process and reporting improvements. Success in this role requires strong analytical skills, attention to detail, and a solid understanding of construction project cycles and financial principles.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Analyze financial results, identify trends and variances, and explain key business drivers to project managers and business leaders.
• Participate in monthly cost‑to‑complete review meetings with project managers and record billing adjustments for over/under billing, actual work performed, approved change orders, and expected margin changes.
• Track and report backlog revenue and expected profit margins as part of recurring forecasting and reporting.
• Perform profit fade analysis, identify contributing factors, and explain trends, variances, and potential risks to finance and project leaders.
• Process job cost and general ledger adjusting entries.
• Track and analyze inventory valuations and record job‑related inventory usage.
• Identify process improvement and technology enhancement opportunities that improve accuracy, efficiency, and financial visibility; support related implementation efforts as assigned.
• Develop and maintain dashboards and monthly reporting packages for project managers, business leaders, and finance leadership.
• Prepare and support project accounting, WIP reporting, project reporting, and project forecasting.
• Support project structure, data governance, and financial data integrity within applicable systems and reporting processes.
• Perform recurring operational analysis and benchmarking to explain trends, variances, and potential risks.
• Assist with budgeting, resource allocation analysis, billing, and collections.
• Review financial results and scorecards with stakeholders, explaining key trends, variances, and potential risks.
• Assist with year‑end audit reconciliations and account analysis processes.
• Keep the supervisor informed of known issues or actions that may affect the ability to successfully complete assignments or adversely affect company operations.
• Perform other projects or duties as assigned by management.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

• Bachelor's degree in accounting, finance, or a related field and 2-4 years of relevant experience; or an equivalent combination of education and experience.
• Ability to analyze financial results, identify trends and variances, develop forecasts, and clearly explain key financial drivers with moderate guidance.
• Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
• Strong written, verbal, interpersonal, and presentation skills, with the ability to explain financial information clearly to individuals and groups, including management, employees, vendors, and business partners.
• Ability to calculate discounts, interest, variances, percentages, and related financial metrics.
• Ability to interpret written, oral, and diagram‑based instructions and solve problems involving multiple variables in standardized situations.
• Ability to prioritize competing demands, respond to high‑priority needs, meet deadlines, and produce accurate, timely work in a fast‑paced environment.
• Ability to comply with company policies and procedures and applicable laws, regulations, and codes.

PREFERRED KNOWLEDGE, SKILLS, AND ABILITIES:

• Experience in construction accounting is highly desirable.
• CCIFP certification is preferred.
• Experience with Viewpoint Vista and/or HCSS is highly desirable; working knowledge of Spreadsheet Server, Power BI, SQL, and Crystal Reports is preferred.

OTHER:

Must be able to work extended hours, up to 12 hours per day, during peak periods as needed.

PHYSICAL DEMANDS:

The physical demands described are representative of those required to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee frequently communicates with employees and clients and must be able to exchange accurate information. Additional functions include standing and/or sitting in a stationary position for extended periods of time; using a computer/laptop in an office environment with natural and/or fluorescent lighting (50%+); navigating between office building floors; regularly attending off‑site meetings or events; and liftin