Equix is a privately held construction firm that develops companies and professionals in the technical and construction services industries across the country. Equix performs a variety of utility and infrastructure projects offering full-service, construction, and maintenance services, electric, oil and gas, heavy civil, pipeline, water and wastewater markets. We have a current opening for a Financial Analyst to support our organization in making informed financial decisions.
The Financial Analyst provides strategic financial guidance and plays a key role in the monthly closing process. This position leads efforts in financial reporting, budgeting, forecasting, and ad hoc analysis to support informed decision-making across the business units. Key responsibilities include developing revenue and expenditure forecasts, preparing budgets, tracking labor costs, analyzing customer profitability and creating three-year financial statements.
Essential Duties and Responsibilities:
- Assist with developing and manipulating flexible models to evaluate the financial impact of various business initiatives under a range of assumptions and scenarios.
- Collaborate with Director of Financial Analysis & Planning while analyzing contract terms, managing change orders, and tracking project costs and revenues.
- Respond to inquiries from managers regarding financial results and special reporting requests, resolving issues, as necessary.
- Partner with operations for margin enhancement initiatives and assist project teams with financial guidance.
- Ability to work with precision and maintain accurate financial records.
- Work with the accounting team to meet month-end close deadlines.
- Collaborate with managers throughout the company to support initiatives and goals.
- Forecast quarterly and annual profits, revenue, and expenses, providing insight and highlighting risks with potential impacts on financial performance.
- Track KPIs and prepare financial reports for leadership presentation and review.
- Coordinate with the Director of Financial Analysis & Planning and the executive team on long-term financial planning goals, cash needs and other financial obligations.
- Review accounting transactions for data accuracy and financial reporting integrity.
- Prepare and present clear and concise financial reports to senior management, offering insights into financial trends and opportunities for improvement.
- Prepare ad hoc reporting, presentations, and financial documentation reports using Microsoft Excel and PowerPoint.
- Support the development and maintenance of business reports from Company ERP and other reporting systems.
- Assist in helping divisional leaders understand financials.
- Assist in interim and year-end financial audit.
- Help develop and measure key business drivers.
- Performs other duties as assigned.
Qualifications:
- Bachelor's degree in finance, accounting, or related field.
- At least 1-3 years of experience in financial analysis, preferably within the construction industry.
- Excellent interpersonal skills are critical along with the ability to build and maintain relationships.
- Detail orientation, strong analytical and critical thinking skills, and a desire to learn the business will drive success in this role.
- Ability to present financial information to a non-financial audience.
- Strong organizational and multitasking skills to meet deadlines.
- Process-oriented to thrive in a dynamic, fast-paced work environment maintaining accuracy of data.
- Effective communication skills will be essential along with the ability to perform in a high-pressure environment.
- Experience working with Viewpoint Vista ERP or related financial systems and/or construction accounting experience is preferred but not required.
- Strong knowledge in Microsoft Excel and PowerPoint.
- Knowledge of GAAP and construction-specific financial practices preferred.
- Team player with the ability to work cross-functionally in a matrixed reporting environment.
- Ability to travel to our various offices with occasional overnight travel.
- Professionally handle sensitive and confidential information.
Benefits:
- Multiple medical plan options
- Weekly pay
- Wellness program
- Dental and vision plans
- FSA and HSA options
- 401k savings plan with employer match
- Financial protection products
- Short and long term disability, life, accident, critical illness
- Legal shield and ID theft plans
- Employer-paid life insurance
- Paid Time Off and paid holidays
- Employee assistance program
- Employee referral program
All applicants must be willing to submit to a pre-employment drug test, background check, and motor vehicle record check.
**Equal opportunity employer, including veterans, and individuals with disabilities**