Financial Analyst II, Energy

Welty Shared Services LLC; Fairlawn (OH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) Contributions

Paid Time Off

Job summary

Welty Energy & Infrastructure (WE&I) is seeking a Financial Analyst to join our Akron-based team. This in-office role focuses on financial planning, reporting, and data integrity across multiple projects.

You will work closely with internal and external stakeholders to deliver accurate analyses and insightful recommendations. The ideal candidate has 2–4+ years of experience, strong Excel skills, and a proactive, detail-oriented work style.

Qualifications

• Bachelor’s Degree in accounting, finance, business, mathematics or related field.
• 2–4+ years of relevant financial analysis experience.
• Familiarity with client-specific financial systems or ability to learn quickly.
• Proficiency in financial planning, reporting and analysis.
• Strong communication and interpersonal skills.
• Detail-oriented, organized work style.
• Intermediate Excel with formulas, lookups, and pivot tables.

Responsibilities

• Lead the preparation, analysis, and maintenance of financial planning materials.
• Identify and support process improvements within financial management.
• Coordinate with stakeholders to ensure accuracy and consistency of financial data across project lifecycles.
• Mentor and onboard staff as needed.
• Develop subject matter expertise in client-specific software and tools.
• Collaborate cross-functionally to meet financial deadlines and stakeholder expectations.
• Maintain high-quality deliverables with ownership.

Skills

Financial Analysis

Excel

Communication

Attention to Detail

Education

Bachelor's Degree

Tools

Finance software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Professional Fairlawn, OH, US

10 days ago Requisition ID: 1171

Welty Energy & Infrastructure (WE&I) is looking for a Financial Analyst to join our growing Financial Analyst team!

Who is Welty Energy?

Welty Energy, an affiliate of Welty Enterprises, is a professional services company specializing in program and project management, transmission line engineering, distribution engineering, substation engineering and construction oversight on transmission, substation and distribution projects ranging in voltages from 4kV to 765kV.

Headquartered in Akron, OH, and working nationally, Welty Energy currently manages approximately $500 million in construction projects for electric utilities in the Midwest and Northeast regions of the U.S.

Welty Energy is looking to add a Financial Analyst that contributes to successful project execution by enhancing financial planning, analysis, and reporting efforts while reinforcing client-centric practices and driving process efficiencies.

The ideal candidate will be based in Akron, OH. This is a full-time, in-office position, and candidates are expected to work onsite at our Akron office.

• Lead the preparation, analysis, and maintenance of financial planning materials, including forecasts, accruals, and budget tracking, with minimal oversight.
• Identify and support the implementation of process improvements and efficiencies within the financial management framework.
• Independently coordinate with internal and external stakeholders to ensure accuracy, transparency, and consistency of financial data across project lifecycles.
• Provide mentorship, support, and contribute to onboarding new staff, as needed.
• Deliver thoughtful alternatives and financial solutions when reviewing budget changes or resource allocation scenarios.
• Conduct QA/QC on financial deliverables, ensuring client systems are updates, and pay strong attention to detail in all deliverables.
• Serve as a reliable contributor to board and committee meetings, assisting in the preparation of materials and attending when required.
• Take the initiative in developing subject matter expertise in client-specific software and tolls and demonstrate ongoing self-directed learning.
• Support Continuous improvement by proposing enhancements to financial systems, reporting, and workflows.
• Collaborate cross-functionally to meet financial deadlines, stakeholder expectations, and evolving project needs.
• Demonstrating proficiency in core interpersonal and technical skills, including communication, ethical judgement, organization, teamwork, and Excel.
• Applying advanced attention to detail and time management to ensure all tasks meet the required standards and deadlines.
• Supporting data integrity by maintaining consistent and accurate financial information across platforms and databases.
• Prioritizing tasks strategically and aligning deliverables with business and client objectives.
• Creating and interpreting reports with a strong understanding of data analysis, financial reporting, and key performance indicators (KPIs).
• Supporting financial modeling tasks and applying insights into projects and client-specific challenges.
• Delivering excellent customer satisfaction by consistently responding to client needs and maintaining productive relationships.
• Pursuing opportunities to support organizational improvement.
• Participating in feedback loops and contributing to lessons learned for continuous growth and process evolutions.
• Function independently and competently in all beginner-level skills; begin to demonstrate confident use of proficient-level skills.
• Share knowledge and provide peer-to-peer mentorship while also receiving coaching from senior team members.
• Engage actively in the development of internal processes and best practices.
• Maintain high-quality deliverables with consistency and ownership.
• Collaborate openly with teammates and leadership to foster a productive, inclusive, and goal-oriented work environment.

What we require:

• Bachelor’s Degree in: accounting, finance, business, mathematics or related field.
• 2-4+ years of relevant financial analysis experience
• Familiarity with Client-specific financial systems and databases, or ability to learn them quickly.
• Demonstrated proficiency in financial planning, reporting, and analysis.
• Strong communication and interpersonal skills.
• A proactive, detail-oriented, and organized work style.
• Intermediate proficiency with Excel, including formulas, lookups, and pivot tables.

We offer a comprehensive benefits package, including health, dental, and vision insurance, paid time off, and 401(k) contributions.

See our Culture video here to learn more about what makes Welty Energy such a great place to work for!

Important Notice to US Applicants:

Welty Energy, an affiliate of Welty Building Company, LLC., is an at-will employer.