Senior Financial Analyst

Davis H. Elliot Company, Inc.; Lexington (KY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401K with company match

Employee Stock Ownership Plan

Disability Insurance

Paid Vacation

Life Insurance

Job summary

Davis H. Elliot Company, Inc. in Lexington, KY seeks a Senior Financial Analyst to support FP&A functions, budgeting, forecasting, and strategic analysis. You will develop financial models, provide insights to leaders, and drive improvements across the organization.

The role requires 5+ years in FP&A, advanced Excel skills, and strong communication abilities. Experience with OneStream/Hyperion is preferred. Join a 100% employee-owned company offering growth opportunities.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
• 5+ years of progressive FP&A/finance experience.
• Experience with OneStream, Hyperion, or similar planning systems.
• Advanced Microsoft Excel skills for modeling and analysis.
• Strong analytical, problem-solving, and communication abilities.
• Ability to influence decisions through data-driven recommendations.
• Construction, utilities, or engineering services experience preferred.

Responsibilities

• Lead annual budgeting processes and 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.
• 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 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.

Skills

FP&A experience

Advanced Excel

Analytical thinking

Communication skills

Cross-functional collaboration

Multi-priority management

Industry knowledge (construction/util)

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field

MBA preferred

Tools

OneStream

Hyperion

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:

• Medical, Dental, Vision Insurance
• 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
• Servant Leadership Training