Strategic FP&A Analyst for Tech-Focused Infrastructure

Trinnex; Helena (MT); On-site; USD 90,000 - 149,000; Full time

Job summary

CDM Smith is seeking a Senior Financial Analyst to partner with leadership in financial planning, forecasting, and strategic decision support. You will lead budgeting, model long-range plans, and analyze project metrics to drive profitability and efficiency across the portfolio.

The role emphasizes collaboration with Operations and Project Accounting, development of dashboards, and reporting to executives using Power BI and Oracle systems.

Qualifications

• Experience in FP&A, corporate finance, project accounting, or a related financial role.
• Strong budgeting, forecasting, financial modeling, and performance analysis.
• Knowledge of revenue recognition principles and project financial management.
• Proven ability to translate complex financial data into actionable business recommendations.
• Experience partnering with business leaders and cross-functional stakeholders to influence decisions and improve performance.
• Advanced Microsoft Excel and financial modeling expertise; Strong Microsoft Office Suite skills.
• Strong analytical and problem-solving capabilities.
• Experience with financial reporting, KPI development, and business performance analysis.
• Experience with Power BI or similar business intelligence tools.
• Proficiency with Oracle ERP or other enterprise financial systems.

Responsibilities

• Partner with Trinnex leadership to provide financial insights, forecasting, and recommendations that support strategic decision-making and business growth.
• Lead budgeting, forecasting, financial modeling, and long-range planning processes.
• Analyze financial and operational performance, including revenue, profitability, project margins, resource utilization, and key business metrics.
• Monitor project financial performance, identify risks and opportunities, and provide actionable recommendations to improve business outcomes.
• Collaborate with Operations and Project Accounting teams to support revenue recognition, contract review, client billing, and financial compliance activities.
• Develop and maintain executive dashboards, KPI reporting, financial analyses, and management presentations.
• Support financial controls, process improvement initiatives, and operational efficiency efforts across the business.
• Leverage Power BI, Oracle, Excel, and other enterprise systems to enhance reporting, analytics, automation, and decision-making capabilities.

Skills

FP&A

Budgeting

Forecasting

Financial Modeling

Revenue recognition

Stakeholder partnering

Excel

Power BI

Oracle ERP

Analytical skills

Education

Bachelor's degree

Tools

Power BI

Oracle ERP

Excel

Job description

CDM Smith is seeking a Senior Financial Analyst to partner with leadership in financial planning, forecasting, and strategic decision support. You will lead budgeting, model long-range plans, and analyze project metrics to drive profitability and efficiency across the portfolio.

The role emphasizes collaboration with Operations and Project Accounting, development of dashboards, and reporting to executives using Power BI and Oracle systems.