Financial Operations Analyst — Forecasting & Budgets

The Haskell Company; Dallas (TX); On-site; USD 60,000 - 115,000; Full time

Job summary

The Haskell Company in Dallas is seeking a financial analyst to support project and group budgeting, forecasting, and reporting. This role helps manage cash flow, costs, revenue, and compliance across multiple systems and stakeholders.

You will collaborate with teams to prepare standard financial deliverables, assist in training on company tools and procedures, and travel as needed. Bachelor’s degree or 4+ years experience is preferred; Power BI and Procore knowledge is advantageous.

Qualifications

• Bachelor's degree or 4+ years of relevant experience in lieu of degree.
• Solid analytical ability with strong written and verbal communication skills.
• Knowledge of business intelligence tools such as Power BI.
• Familiarity with ERP/Project Management platforms (Procore, EcoSys, JD Edwards).

Responsibilities

• Coordinate with stakeholders to prepare standard financial deliverables for review and approval using multiple systems.
• Demonstrates competency in the financial management systems.
• Monitor cash flow, budgets, revenue, costs, and forecasts across multiple systems.
• Maintain budgets setup and reconciliation.
• Communicate and coordinate impacts of contract terms on financials, including payment terms and tax requirements.
• Oversee project and group accounting processes (AP & AR).
• Assist in administration, coordination, and compliance of required programs.
• Oversee financial reporting requirements as necessary.
• Conduct audits to ensure compliance and status of health.
• Assist in financial forecasting as required.
• Train teams in financial related processes and procedures.

Skills

Analytical ability

Written and verbal communication

Education

Bachelor's degree in business administration, accounting or construction management

Tools

Power BI

Procore

EcoSys

JD Edwards

Job description

The Haskell Company in Dallas is seeking a financial analyst to support project and group budgeting, forecasting, and reporting. This role helps manage cash flow, costs, revenue, and compliance across multiple systems and stakeholders.

You will collaborate with teams to prepare standard financial deliverables, assist in training on company tools and procedures, and travel as needed. Bachelor’s degree or 4+ years experience is preferred; Power BI and Procore knowledge is advantageous.