Financial Analyst

Job Purpose

Provide financial oversight and analytical support for engineering projects throughout their lifecycle. This role partners with project managers, operations, and accounting to monitor budgets, revenue, forecasts, and performance;
identify financial risks and scope changes;
and ensure projects aredelivered profitably, in compliance with contractual requirements, and aligned with company financial objectives. The position also supports broader accounting and financial management activities and may cross-train in additional Finance and Accounting functions to support departmental coverage and business continuity.

Duties and Responsibilities

Project Financial Management

• Monitor project budgets, costs, revenue, utilization, WIP, and profitability.
• Track project performance against approved budgets and forecasts;
  identify variances, trends, and financial risks.
• Monitor compliance with project financial controls, follow up on required forecast updates, and escalate exceptions or financial risks in accordance with established procedures.
• Support project setup, maintenance, and forecasting within DAVENPORT’s project management systems.

Reporting, Forecasting, and Analysis

Prepare and distribute recurring financial and operational reports, including:

• Utilization and productivity
• Workload and staffing capacity
• Work-in-progress (WIP)
• Project and company performance summaries

Assist with project-level and company-wide forecasting and financial projections.

Develop and maintain dashboards and KPIs used by leadership and operations.

Collaboration and Data Integrity

• Partner with Project Managers, Operations, and Accounting to ensure financial data is accurate, timely, and consistently applied.
• Train staff on information when necessary.
• Support process improvements related to project financial tracking and reporting.

Additional Responsibilities

• Support and cross-train in general accounting and financial management functions, including reconciliations, month-end activities, financial reporting, and other accounting processes, to provide departmental coverage and support business continuity.
• Perform other related duties as assigned.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• 2–5 years of experience in project financial analysis, project controls, or operational finance in A/E/C industry.
• Working knowledge of generally accepted accounting principles and experience with general ledger activity, account reconciliations, journal entries, accruals, and financial statements.
• Experience working with project budgets, revenue recognition, utilization, and WIP.
• Strong Excel skills and comfort working with numerical and analytical data.
• Experience with Deltek Ajera or similar project-based financial systems preferred.
• Proficiency in Microsoft Office (Excel, Word, Outlook).
• Ability to clearly communicate financial information to non-finance team members.

Demonstrated Abilities

• Self-starter able to work independently with minimal supervision.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong written and verbal communication skills.
• Collaborative and professional when working across teams.
• Adaptable and able to learn new systems and tools efficiently.

Physical Requirements

• Frequently required to sit, talk and hear.
• Frequently required to walk, use hands to type data, operate business machines, dial the telephone and reach with hands and arms.
• Frequently lift and/or move 5-10 lbs. and occasionally lift and/or move up to 15 lbs.
• Specific visions abilities required for this job include close vision and the ability to adjust focus.

Reports To

CFO

Direct Reports

None

Tagged as: Excel, Financial Modeling, Forecasting, Project Management