KNOWLEDGE, SKILLS & ABILITIES

• Strong proficiency with MS Excel (pivot tables, financial modeling), PowerPoint, Word, and Outlook.
• Experience improving processes and leveraging technology for efficiency.
• Analytical mindset with the ability to assess large datasets, identify trends, and provide actionable insights.
• Extensive experience performing root cause analysis and recommending solutions.
• Ability to prepare executive-level reporting packages with financial analysis, KPIs, and business insights.
• Strong communication skills, with the ability to explain results to both financial and non-financial leaders.
• Knowledge of accounting principles including balance sheets, income statements, financial statements, and consolidations.
• Comfortable working under tight deadlines in a fast-paced environment.

QUALIFICATIONS

• Bachelor’s degree in Accounting, Finance, or a related field (MBA or CPA a plus).
• 3–5 years of experience in financial analysis or a related role.
• Knowledge of project accounting and/or construction industry preferred.
• Demonstrated ability to create and implement custom reporting solutions.
• Track record of influencing senior executives and driving decision-making.
• Advanced Excel skills (power user level).
• Strong customer focus and ability to thrive in a collaborative team environment.

ABOUT THE ROLE

Reliance One is hiring for one of our clients seeking a Sr. Financial Analyst/Associate Manager Finance to join their Finance team. This role will directly support the Sr. Director of FP&A in consolidated financial planning and analysis, creating templates, leading budgeting/forecasting processes, and preparing key board and lender presentations. You’ll play a critical role in variance analysis, root cause analysis, and delivering insights to senior leadership.

WHAT YOU’LL DO

• Communicate monthly financial results through PowerPoint presentations to Regional VPs and executive leadership.
• Support quarterly and monthly board meetings, including job variance analysis, trailing twelve months (TTM) job results, and safety KPIs.
• Maintain databases of critical operational information, including job results by month.
• Support quarterly forecasting and annual budgeting by coordinating with Operations Finance leaders and creating consolidated templates.
• Lead the SG&A budget process, gathering historical spending and working with departmental leaders to develop budget templates.
• Load data into ERP systems for forecasts/budgets, support dashboards, and maintain jobs data.
• Track and maintain monthly add-backs used for lender leverage compliance.