Senior Financial Analyst

Elliot Services; Lexington (KY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Short-term Disability Insurance

Long-Term Disability Insurance

401K with company match

Employee Stock Ownership Program

Paid Vacation

Job summary

Davis H. Elliot Company, Inc. in Lexington, KY is seeking a Senior Financial Analyst to lead FP&A functions, including budgeting, forecasting, and reporting. You will build financial models, analyze performance, and provide insights to drive strategic decisions with strong Excel and system skills.

The role requires collaboration with business leaders, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Construction/engineering experience is preferred.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• MBA preferred.
• 5+ years of FP&A, corporate finance, budgeting, forecasting, or financial reporting.
• Experience using OneStream, Hyperion, or similar enterprise financial planning systems.
• Advanced proficiency in Microsoft Excel, including financial modeling, forecasting, and data analysis.
• Strong understanding of financial statements, budgeting processes, and performance analysis.
• Experience Preparing executive-level reporting and presenting financial recommendations.
• Proven ability to analyze large data sets and translate findings into actionable business insights.
• Strong analytical, problem-solving, and critical-thinking skills.
• Exceptional attention to detail and commitment to data accuracy.

Responsibilities

• Lead budgeting processes and support departmental budget development.
• Prepare monthly, quarterly, and annual forecasts with scenario planning and variance analysis.
• Analyze financial performance against budget and forecast.
• Develop and maintain complex financial models to support decisions.
• Prepare monthly management reporting packages, dashboards, and KPIs.
• Identify trends, risks, and opportunities through financial and operational analysis.
• Partner with department leaders to evaluate performance and provide financial guidance.
• Support long-range planning and growth strategies.
• Utilize OneStream for budgeting, forecasting, and reporting activities.
• Monitor operating expenses and capital spending for cost optimization.
• Present analyses and recommendations to finance leadership.
• Develop ad hoc analyses to support strategic initiatives.
• Assist with financial modeling for investments and capital projects.

Skills

FP&A

Budgeting

Forecasting

Financial modeling

Excel

Data analysis

Communication

Stakeholder management

Leadership

Education

Bachelor’s degree in Finance/Accounting/Economics/Business

MBA (preferred)

Tools

OneStream

Hyperion

Enterprise financial systems

Job description

Join a team that powers communities and builds careers. Davis H. Elliot Company, Inc. is a 100% Employee-Owned company committed to excellence through continuous improvement in Safety, Quality, and Productivity for the benefit of our employee-owners, customers, and suppliers. Since 1946, Elliot has built a reputation as a trusted leader in engineering, energy delivery, technical services, and technology solutions. When you join Elliot, you're more than an employee, you're an owner with the opportunity to grow your career, make a meaningful impact, and share in our success.

Snapshot:

The Senior Financial Analyst is a key member of the Finance team responsible for supporting the company's financial planning and analysis (FP&A) functions through budgeting, forecasting, reporting, financial modeling, and strategic analysis. This position partners closely with business leaders and functional departments to provide actionable financial insights that drive operational and strategic decision-making.

The Senior Financial Analyst will lead budgeting and forecasting processes, develop financial models, analyze organizational performance, prepare management reporting, and identify opportunities to improve financial results. This role requires strong analytical abilities, advanced Excel and financial systems expertise, and the ability to effectively communicate financial findings to leaders across the organization.

A Day in the Life:

• Lead annual budgeting processes and support departmental budget development.
• Prepare monthly, quarterly, and annual forecasts, including scenario planning and variance analysis.
• Analyze financial performance against budget, forecast, and prior-year results.
• Develop and maintain complex financial models to support business decisions and strategic initiatives.
• Prepare monthly management reporting packages, dashboards, and KPI reporting.
• Identify trends, risks, and opportunities through detailed financial and operational analysis.
• Partner with department leaders to evaluate business performance and provide financial guidance.
• Support long-range planning initiatives and organizational growth strategies.
• Utilize OneStream for budgeting, forecasting, and reporting activities.
• Monitor operating expenses and capital spending while identifying opportunities for cost optimization.
• Present financial analyses and recommendations to finance leadership and operational stakeholders.
• Develop ad hoc analyses and reporting to support strategic initiatives and executive decision-making.
• Assist with financial modeling related to investments, capital projects, and business initiatives.
• Continuously improve financial processes, reporting capabilities, and analytical tools.
• Collaborate with Accounting to ensure financial reporting accuracy and consistency.
• Support system enhancements, testing, and implementation projects as needed.
• Perform other duties as assigned.

Qualifications & Skills:

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
• MBA preferred.
• 5+ years of progressive experience in Financial Planning & Analysis (FP&A), corporate finance, budgeting, forecasting, or financial reporting.
• Experience using OneStream, Hyperion, or similar enterprise financial planning systems.
• Advanced proficiency in Microsoft Excel, including financial modeling, forecasting, and data analysis.
• Strong understanding of financial statements, budgeting processes, and performance analysis.
• Experience preparing executive-level reporting and presenting financial recommendations.
• Proven ability to analyze large data sets and translate findings into actionable business insights.
• Strong analytical, problem-solving, and critical-thinking skills.
• Exceptional attention to detail and commitment to data accuracy.
• Excellent verbal and written communication skills.
• Ability to build relationships and partner effectively across departments and levels of leadership.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Experience within construction, utilities, engineering services, or related industries preferred.
• Strong business acumen and ability to influence decisions through data-driven recommendations.
• Demonstrated initiative, adaptability, and continuous improvement mindset.

Benefits & Culture:

Our success is based on our customers' confidence in us, our people's loyalty, hard work, and performance, and the traditions with which Mr. Davis H. Elliot began the company in 1946. We know that strong teams are built by fostering a culture of respect, collaboration, and shared success. Some of the benefits we offer our team include:

• Short-term Disability and Long-Term Disability Insurance
• Company Paid Life Insurance w/ additional Voluntary Life Insurance
• 401K w/ company match
• Employee Stock Ownership Program
• Paid Vacation

Accessibility: If you need an accommodation as part of the employment process please contact Human Resources at
Phone: [phone] x1504

Email: [e-mail]