Senior Financial Analyst

Position Title

Senior Financial Analyst (FP&A / Strategic Finance)

Position Purpose

The Senior Financial Analyst leads builds and executes the firms financial planning analysis forecasting and reporting functions serving as the primary finance partner to the Chief Financial Officer by delivering advanced financial insight disciplined analysis and decision support. The Chief Financial Officer retains responsibility for financial strategy external accountability and final decision authority.

Essential Functions

Financial Leadership

• Lead and support the execution of firmwide financial planning analysis forecasting and performance reporting in support of CFO-defined financial strategy
• Serve as the primary finance partner to the Chief Financial Officer by providing rigorous analysis insight and recommendations to inform executive-level decision-making
• Establish financial frameworks standards and processes that align with firms long-term growth and scalability
• Identify financial risks and opportunities and proactively recommend actions

Budgeting Forecasting & Financial Modeling

• Develop monitor and report on the annual operating and capital budgets
• Create financial models and forecasts to support business planning and strategic initiatives
• Analyze variances between actual results and forecasts; clearly communicate drivers and implications
• Evaluate proposed changes in staffing methods investments and operations for financial impact

Pricing Contracts & Profitability

• Lead fee and pricing analysis and develop pricing recommendations
• Create maintain and improve fee-estimating templates and financial tools
• Support contract management through financial review and risk assessment
• Analyze profitability by service line market and project
• Identify underperforming services or projects and recommend corrective actions

Financial Reporting & Analysis

• Prepare financial reports dashboards and projections based on detailed analysis
• Evaluate firmwide financial performance by comparing actual results to plans and forecasts
• Prepare clear concise financial presentations and supporting materials for the CFO to present to executive leadership and other stakeholders
• Analyze project-level performance including strengths weaknesses and margin drivers
• Assess the financial impact of firm policies procedures and strategic initiatives

Cost Accounting & Capital Planning

• Oversee cost accounting practices and equipment cost analysis
• Establish and enforce cost analysis policies and procedures
• Analyze capital needs and develop investment recommendations for CFO review and approval

Short- & Long-Term Incentives

• Lead analysis and calculation of short- and long-term incentive programs
• Provide insight on incentive structures to support performance and retention

Mergers & Acquisitions & Strategic Growth Support

• Perform detailed financial analysis and due diligence for potential mergers acquisitions and strategic investments
• Build and maintain detailed acquisition and valuation models including scenario analyses to support the CFOs evaluation of strategic opportunities
• Analyze target firm financials backlog contracts and operational risks
• Support the CFO by analyzing financial implications risks and scenarios related to strategic fit deal structure and post-acquisition performance Assist with post-acquisition financial planning reporting structures and performance tracking

Team & Function Development

• Work closely with the accounting team to ensure accurate financial reporting and decision support
• Design scalable finance processes tools and reporting structures
• Assist in defining the structure and future roles of the finance function

Supervisory/Coaching Responsibilities

None. Expected to build and lead the finance function over time as the firm grows.

Physical Requirements

While performing the duties of this job the associate is occasionally required to stand; walk; sit; use hands to operate handle maneuver and manipulate objects tools or controls; reach with hands and arms; use manual dexterity to operate computer keyboard calculator and telephone; talk and hear; climb stairs; balance; stoop kneel. Specific vision abilities required by the job include close vision distance vision color vision peripheral vision depth perception and the ability to adjust focus.

Minimum Requirements

• Bachelors degree in Finance Accounting or related field (masters degree preferred)
• 7 years of progressive finance experience including financial planning and analysis
• Demonstrated ability to operate independently and take full ownership of financial responsibilities
• Advanced proficiency in financial modeling and Microsoft Excel
• Strong analytical skills with the ability to translate complex data into actionable insights
• Excellent communication skills with the ability to support and influence leadership through analysis
• Strong organizational skills and ability to manage multiple priorities in a dynamic environment

Work Environment

The associate works in an office and outside potentially exposed to a variety of environmental conditions.

Hours of Work and Travel

Position requires 40 hours per week. Travel to visit clients tour project sites and other office locations on a regular basis is required. Nights away from home and weekend commitments to the firm its associates and clients are required.

Experience comes in different forms; many skills are transferable and passion goes a long way. Here at TBS we are in the business of cultivating people and you are set up to succeed if you identify strongly with these values / behaviors;Growth oriented Trustworthy Responsive Works hard smart & safe Builds a positive team & family spirit and are Enthusiastic & energetic.

We also know that diversity of background and thought can enhance problem-solving and encourage more creative thinking which is why we are dedicated to adding new perspectives to the team.

Our purpose is investing in people to enhance communities and that commitment has endured for over 100 years. We pride ourselves in doing this by recruiting hiring and retaining diverse passionate and forward-thinking talent. T. Baker Smith is an equal opportunity employer and we are dedicated to providing an inclusive and diverse environment for all associates.