Lead Financial Analyst

Finance Supervisor – Project Based

Keen Search is working on an confidential search with a growing and well-established specialty construction company to identify a Lead Financial Analyst – Project Finance and Operations team.

This is a hands-on finance role supporting project financial performance, operational decision-making, and overall business results. Construction or EPC experience is required. We are specifically looking for someone with hands-on experience in job costing, project accounting, WIP, project controls, cost forecasting, and project profitability.

This is an excellent opportunity for a Senior Financial Analyst, Senior FP&A Analyst, Senior Project Accountant, Project Controls professional, or Finance Supervisor who is ready to take on broader responsibility within a project-based organization.

Financial Planning

• Leads the annual financial planning process including targets, key drivers, and alignment with regional strategic and operational plans
• Performs scenario planning based on market conditions, external factors, risks, opportunities, and required action plans
• Manages quarterly forecast updates, including changes, risks, opportunities, and gap-closing plans
• Work with project management team to assess project progress and results for accurate accounting and forecasting. Ensure change orders and contingencies are reported consistent to policy
• Monitor progress billings, aged A/R, and initiate collection follow-up on slow pay accounts with Project Managers
• Develops department-level spending plans aligned with strategic and operating plans

Financial Analysis

• Maintains in-depth financial understanding of project results/forecasts, customer/segment performance trends, and spending to partner with Operations Leadership on any improvement plans
• Delivers financial analysis with actionable insights across the markets, customers, segments, resource planning, and cost structure
• Leads investment analysis to ensure strategic fit, ROI, and optimal capital allocation
• Supports Operations Leadership on competitive analysis. This includes identifying insights to influence strategy, operations, and defense plans

Project Financial Leadership

• Provides financial insights on pricing, project selection, and cash curve
• Ensures financial targets and in-process project performance measures are effective and enabling optimal results
• Manages the SGA Hourly Rate update process to ensure appropriate cost recovery and GAAP accuracy
• Ensures appropriate internal controls and reporting of subsistence, truck/gas rent, T&E, contingencies, retention, T&M and govt jobs, etc.
• Reviews estimate revisions (internal & external) to ensure job measures and financials are fully updated
• Monitors project cashflow & over/under billings to ensure they are within the standard company guidelines;
  reports any discrepancies to leadership
• Partners with Operations Manager on Project Engage & Review Audit process to understand performance progress and areas to improve

Reporting

• Leads management financial reporting against budget and prior periods, providing actionable insights at the department level. This includes ensuring clarity of performance trends and recommendations to improve results
• Ensures cost code accuracy to facilitate quality analysis/reporting as well as follow GAAP standards
• Supports month-end closing cycle: ensuring tie-out to Project Mgr. projections, understanding drivers on jobs over 100% to reset, evaluating accrued cost, etc.
• Maintains deep understanding of Vista and Power BI systems as region superuser to support the functions as well as optimize analysis and reporting

Admin Financial Leadership

• Establishes and oversees implementation of accounting controls and procedures on a regional basis
• Assists implement corporate change initiatives and acts as liaison between corporate accounting and operating regions
• Conducts administrative functions of the department in accordance with Baker policies and applicable laws and regulations

Requirements

• Bachelor’s degree in accounting, finance, or construction management from an accredited four-year college or university
• 5+ years’ experience with 3 years at a project-driven business including understanding of percentage of completion accounting
• Experience supporting multiple locations and operating effectively within a matrix reporting structure
• Worked in a business unit/region supporting operations while building awareness and acumen
• Embraces latest technologies, inquisitive to determine appropriate application
• ERP system experience required;
  working knowledge of the Vista System is a plus but not required
• Experience creating, analyzing, and distributing Power BI reports utilizing multiple data sources preferred
• Working knowledge of accepted accounting principles (“GAAP”) including job cost and construction accounting principles & processes
• CPA, MBA, and/or other advanced certification (CCFIP) a plus

Ideal Industry Background

Candidates with experience in the following environments are encouraged to apply:

• EPC / Engineering, Procurement & Construction
• Commercial Construction
• Specialty Contracting
• General Contracting
• Other project-based construction environments

Tagged as: Clari, Financial Modeling, Forecasting, Power BI, Project Management