The Financial Analyst is responsible for managing and analyzing financial data within a construction or project-based environment. This role requires proficiency in QuickBooks Desktop, advanced Excel skills, and a strong attention to detail. The Financial Analyst plays a critical role in generating reports, reconciling accounts, analyzing labor efficiency, and ensuring accurate billing.
Job Description
• Run and distribute daily financial reports, providing management with accurate and timely updates on billings, project status, and labor efficiency.
• Reconcile actual billings with anticipated billings for health insurance, ensuring that discrepancies are identified and addressed promptly.
• Analyze labor efficiency by comparing the time paid in the payroll system with the time recorded as billable to clients.
• Identify missing time entries, investigate potential causes of missing billable time, and collaborate with the technical manager to resolve these issues.
• Reconcile completed jobs by comparing the contracted price in D-tools with actuals in QuickBooks.
• Create new reporting and automation tools to provide management with accessible and actionable financial data.
• Record revenue and costs by project, creating invoices and booking journal entries on a weekly basis to ensure the accurate financial tracking of each project.
• Review service billing data to ensure the accurate billing of labor and equipment before sending invoices to customers.
• Create custom reports as needed to analyze the status of jobs, including equipment orders, labor hours, and other financial metrics, to assist management in decision-making.
• Perform regular bank reconciliations, ensuring that the company’s financial accounts are properly maintained and discrepancies are resolved.
• Reconcile credit card transactions, ensuring that all expenses are accounted for accurately and consistently.
• Perform balance sheet account reconciliations to ensure the accuracy and integrity of financial records.
• Prepare and submit sales tax returns in compliance with relevant tax laws and deadlines.
Required Qualifications
• QuickBooks Desktop experience is required.
• Strong proficiency in Excel, including pivot tables, VLOOKUPs, CONCATENATE, and other advanced functions.
• Meticulous attention to detail with the ability to identify and resolve discrepancies in financial data.
• Clear and coherent in both written and verbal communication skills, with the ability to work collaboratively across different teams and departments.
• Strong analytical and problem-solving skills to assess financial data and identify trends or potential areas for improvement.
• Effective organizational skills with the ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Schedule: 8 AM to 5 PM EST
