Senior Financial Analyst

Caliber Engineering Solutions; Chicago (IL); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading engineering firm in Chicago seeks a Senior Financial Analyst to manage project financials and forecasts. The ideal candidate will have a strong background in project financial analysis, ideally within utilities or engineering sectors, and demonstrate excellent communication and organizational skills. This role prioritizes a collaborative and dynamic work environment, requiring a minimum of 5 years of relevant experience.

Qualifications

• 5+ years of experience in project financial analysis or accounting.
• Experience managing financial forecasting, spend tracking, and contract compliance for projects exceeding $100K.
• Strong experience in utilities or engineering sectors preferred.

Responsibilities

• Manage project financials from setup through close-out.
• Communicate effectively with Project Managers and stakeholders.
• Monitor and update monthly project forecasts.
• Conduct monthly budget check-ins with leadership.

Skills

Project-based financial analysis

Forecasting and budgeting

Detail-oriented

Excellent communication skills

Organizational skills

Education

Undergraduate degree in Finance, Accounting, Business Administration or related field

Tools

Financial systems

Advanced Excel skills

Job description

Overview

Join to apply for the Senior Financial Analyst role at Caliber Engineering Solutions.

At Caliber Engineering Solutions, we specialize in offering streamlined solutions to the challenges faced by companies in the utility and power distribution industries. We blend engineering expertise, efficient project management, and a commitment to continuous process improvement to ensure top-tier power system solutions. We believe our employees are our greatest asset and empower our company, positioning ourselves for long-term growth and achievement.

When you join Caliber, you become part of a dynamic startup team that prioritizes quality, efficiency, improvement, and sustained success.

Key Responsibilities

• Managing project financials from setup through close-out, including creating the project in appropriate client systems, reviewing initial submission material for accuracy and completeness, and ensuring accurate project accounting.
• Communicating and collaborating effectively with Project Managers, finance teams, clients, and other stakeholders to ensure alignment on project budgets, forecasts, and spend.
• Owning the accuracy of financial forecasting by integrating and actively reviewing data from project progress, material reports, spend authorizations, and more.
• Monitoring and updating monthly individual project forecasts and identifying potential financial risks early.
• Coordinating spend authorization requests to maintain proper financial oversight on projects exceeding $100K.
• Identifying risks and discrepancies in project spend and working proactively with PMs and finance to resolve issues and optimize outcomes.
• Maintaining an organized approach to project financial documentation, forecast entries, and spend to support timely invoicing and project close-out.
• Conduct monthly budget check-ins with leadership to review department budgets, compare latest budget estimates to actual spend, assess risks and opportunities, and more.

The Ideal Candidate

• Strong experience in project-based financial analysis, ideally within utilities, engineering, or related industries.
• Skilled at forecasting, budgeting, and tracking large-scale project spend with high attention to detail and accuracy.
• Possess a growth mindset, continuously looking for ways to improve processes and enhance financial software tools/dashboards.
• Exhibit excellent communication skills, with the ability to translate financial information for project teams and leadership.
• Demonstrate strong organizational and multitasking abilities, managing multiple projects and deadlines effectively.
• Comfortable working collaboratively in a dynamic, fast-paced environment.

Qualifications

• Undergraduate degree in Finance, Accounting, Business Administration, or a related field.
• 5+ years of experience in project financial analysis or accounting, preferably in utilities or engineering sectors.
• 5+ years of experience in managing financial forecasting, spend tracking, and contract compliance for projects exceeding $100K.
• Proficiency with financial systems and project accounting tools; advanced Excel skills required.

Preferred Experience

• Experience in the utility or power distribution sector, with familiarity in working with large utilities.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales
• Utilities