Financial analyst

FINANCIAL ANALYST

Location: Napa California
Schedule: Full-time onsite

A well-established and rapidly growing engineering organization is seeking a Financial Analyst to join its corporate finance team in Napa.

This is an exceptional opportunity for an early-career financial professional who wants significantly more exposure responsibility and growth than a traditional Financial Analyst position. Candidates need only two years of relevant experience but will have the opportunity to work directly with the Controller executive leadership project managers and operational leaders.

The Financial Analyst will help transform financial and operational data into meaningful business insights. Rather than simply producing reports this person will investigate trends analyze project performance build management tools and help leadership understand what the numbers mean for the business.

The position offers exposure to FP&A construction finance project analytics executive reporting tax compliance systems improvement and emerging AI and automation tools. It is ideal for someone who is analytical curious technically capable and eager to build a long-term career within a growing organization.

KEY RESPONSIBILITIES

FINANCIAL PLANNING AND ANALYSIS

• Support the annual budgeting and ongoing forecasting processes

• Develop financial models cash-flow projections and scenario analyses

• Prepare financial analysis and reporting for executive leadership

• Analyze financial results and identify emerging trends risks and opportunities

• Translate financial information into clear actionable business recommendations

• Assist department and operational leaders with financial planning and decision-making

PROJECT AND OPERATIONAL ANALYTICS

• Analyze the financial performance of active construction projects

• Evaluate revenue costs margins profitability backlog and forecast information

• Support project managers in understanding project forecasts and financial results

• Develop tools that provide project teams with better visibility into performance

• Investigate budget variances cost trends and discrepancies

• Combine financial and operational data from multiple systems and spreadsheets

• Help leadership identify opportunities to improve project performance and profitability

REPORTING DASHBOARDS AND BUSINESS INTELLIGENCE

• Develop and maintain executive dashboards operational KPIs and management reports

• Create clear and useful reporting for Finance Operations and executive leadership

• Work with large financial and operational data sets

• Extract and analyze information from ERP and accounting systems

• Improve the accuracy efficiency and usability of recurring reports

• Support the future development of a centralized financial-data repository

• Use Excel Power BI SQL or similar analytical tools to organize and interpret data

PROCESS IMPROVEMENT AND AUTOMATION

• Identify opportunities to automate recurring reports and manual processes

• Participate in finance-system reporting and data-analytics initiatives

• Evaluate the use of AI and automation within Finance Accounting tax compliance and Operations

• Help create scalable processes that can support continued organizational growth

• Research new tools and recommend practical improvements

TAX AND PAYROLL COMPLIANCE

• Assist with monthly quarterly and annual state and local tax compliance

• Support sales and use tax gross-receipts tax and other applicable filings

• Research tax requirements associated with new project locations

• Assist with registrations filing requirements and ongoing compliance obligations

• Help respond to tax notices and support audits

• Coordinate with internal accounting personnel external tax advisors and taxing authorities

• Serve as a Finance and Accounting contact for payroll-tax administration

• Monitor and reconcile federal state and local payroll-tax filings and payments

• Support the annual W-2 reconciliation and correction process

• Research payroll requirements when employees begin working in new jurisdictions

Deep tax expertise is not required. The company understands that this is an unusual component of a Financial Analyst position and will provide training and knowledge transfer. The successful candidate must be comfortable researching unfamiliar requirements asking questions and learning new areas.

QUALIFICATIONS

• Bachelors degree in finance accounting economics business administration or a related field

• At least two years of experience in financial analysis FP&A accounting project controls tax or a related discipline

• Strong understanding of financial statements and fundamental accounting principles

• Advanced Microsoft Excel skills

• Ability to organize and analyze large complex data sets

• Strong analytical research and problem-solving abilities

• Intellectual curiosity and a desire to understand the story behind the numbers

• Excellent attention to detail and commitment to accuracy

• Strong written and verbal communication skills

• Ability to manage multiple deadlines and priorities

• Willingness to research and learn unfamiliar financial and tax-related topics

• Ability to communicate financial information effectively to non-finance professionals

PREFERRED EXPERIENCE

• Construction engineering or project-based industry experience

• Construction accounting job-cost reporting or project-financial analysis

• Budgeting forecasting and financial modeling

• Executive dashboards KPIs and management reporting

• Power BI SQL or another business-intelligence or analytical tool

• Vista by Viewpoint or another construction ERP/accounting platform

• Multi-state sales and use tax or payroll-tax compliance

• ADP or another payroll-tax service provider

• AI automation or financial process-improvement initiatives
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