Sr Financial Analyst

XL Construction Corporation; Oakland (CA); On-site; USD 110,000 - 118,000; Full time

Job summary

XL Construction Corporation in Oakland, CA is seeking a Senior Financial Analyst to lead budgeting, forecasting, reporting, and data analysis. You will work with the VP of Finance and business leaders to translate strategy into actionable plans and build BI reports and data models.

You will develop and maintain financial analyses, partner with Operations on data-driven decisions, and drive process improvements across budgeting and reporting in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field required.
• 5+ years of accounting, forecasting, reporting, and analysis experience.
• Construction accounting and/or public accounting experience preferred.
• Strong financial skills with reporting and analysis experience.

Responsibilities

• Budgeting and forecasting with financial guidelines and schedules.
• Provide financial analysis and monthly reporting support.
• Develop internal financial reporting packages and BI dashboards.
• Lead process improvements for budgeting and reporting.
• Translate strategy into financial modeling and insights.
• Collaborate with Operations using data insights for decisions.
• Support cross-functional projects as Finance representative.

Skills

Financial analysis

Excel

Communication

Cross-functional

Time management

Education

Bachelor's degree in Finance/Accounting or related field

Tools

ViewPoint Vista

Power BI

Smart Sheets

Prophix

Job description

Position Summary:

The Senior Financial Analyst position is responsible for financial analysis and reporting in the areas of budgeting, forecasting, reporting, and analysis. Additional responsibilities may include monthly reports; monitoring and analyzing financial, statistical, and operational data trends; and special projects as requested.

This individual will work with the VP of Finance and Business Leaders to translate strategy into actionable plans, leverage in-depth analysis to provide the story behind the numbers and respond to business changes with agility. Also providing analytical support to Operations through the creation and maintenance of various BI reports, analysis, PowerPoint presentations, data models, and analytical tools.

Responsibilities:

• Budgeting and Forecasting: Includes the preparation of appropriate analysis to support the development of financial guidelines as well as the development and implementation of financial planning schedules and procedures at all levels of the Company. Review and analyze budgets and make appropriate recommendations to management.
• Financial Analysis: Provide financial and analytical support to internal customers. Review and analyze actuals versus budget.
• Financial Reporting: Support the development, implementation, and maintenance of comprehensive internal financial reporting package to support the monthly preparation of business unit, department and consolidated financial statements. This includes maintenance of hierarchies to keep reporting in sync. Work with ViewPoint - Vista, Power BI, Smart Sheets and Prophix.
• Process Improvement: Identify and lead process improvement initiatives. Assist on cross-functional teams, as required, to improve budgeting and financial reporting processes.
• Continuously seek new ways to leverage business data to offer fresh insights and aid decision making.
• Translate business strategies, initiatives, and projects into effective financial modeling.
• Act as Finance representative for cross-functional projects
• Understand the business and information needs of business owners and translate those needs into BI/analytics/reporting requirements.
• Support the design, development, and maintenance of ongoing metrics, reports, data mining, analyses, dashboards, PowerPoint presentations etc. that drive meaningful, timely, and actionable insights and can be easily interpreted by users.
• Work with Operations team and utilize data insights to help drive predictive operational behavior.

Knowledge, Skills and Abilities:

• Bachelor’s degree in Finance, Accounting, or related field of study required.
• 5+ years' relevant work experience in accounting, financial forecasting, reporting, and analysis
• required. Experience in Construction accounting and/or public accounting preferred.
• Ability to work in a fast-paced unstructured environment; excellent financial skills; expertise with financial reporting and analysis including balance sheets, profit and loss, return on asset and investment, metrics and measurements, etc.
• Strong Excel skills including pivot tables, vlookups, and ODBC connections.
• Strong communication (oral and written), interpersonal, and organizational skills required. Must demonstrate ability to successfully interact effectively with all levels in the organization.
• High level of initiative and critical thinking to formulate business issues into analytical problems and devise actionable solutions.
• Ability to work cross functionally and support multiple senior level internal clients.
• Comfortable working with large volumes of data and diligence when managing detail.
• Time management and ability to complete work under tight deadlines.

Core Competencies:

• XLI Steward
• Managerial Courage
• Bridge Builder
• People Builder
• Continuous Learner
• Business Acumen
• Strategic Edge

Compensation

In accordance with California pay transparency requirements, the base salary range for this position is $110,100 – $117,500 annually, depending on experience and qualifications. Total compensation may include a performance-based bonus.