Operations Financial Analyst

POSITION SUMMARY

The Operations Financial Analyst is responsible for providing financial and operational analysis to support the successful execution and completion of construction projects. This role involves analyzing project costs, tracking budgets, preparing reports, and assisting in the decision-making process. The ideal candidate will have a strong background in construction management, finance, or related fields, with excellent analytical skills and attention to detail.

The right candidate will be highly organized, detail-oriented, proactive, flexible, and able to represent our company professionally and courteously. Critical thinking, written and verbal communication are an integral part of this position.

ESSENTIAL FUNCTIONS

· Review/Analyze project budgets and costs with Project Managers (including materials, labor, and subcontractor expenses) to ensure alignment with project plans.

· Monitor and track project expenditures against budgeted costs, identifying and reporting variances.

· Provide detailed cost reports and forecasts to project managers and senior management.

· Assist in the preparation and maintenance of project budgets, including initial estimates, change orders, and cost updates.

· Develop and maintain financial models to forecast project costs, cash flow, and profitability.

· Prepare and present regular project status reports, including financial performance, schedule progress, and key metrics.

· Generate work-in-progress (WIP) reports, identifying potential risks and recommending corrective actions.

· Compile and analyze data for closed projects, identifying lessons learned and areas for improvement.

· Assist potential project risks related to costs, schedule, and scope, and provide recommendations for mitigation.

· Audit Final lien releases for project closures.

· Assist in the development of contingency plans to address unforeseen project challenges through the Fade Report.

· Work closely with project managers, estimators, and finance teams to ensure alignment of project financials with company goals.

· Communicate project financial status and issues to stakeholders, ensuring transparency and informed decision-making.

· Facilitate meetings to discuss project performance, risks, and opportunities with cross-functional teams.

· Maintain and update project data in project management and financial systems.

· Ensure accuracy and integrity of data related to project costs, schedules, and performance metrics.

· Other duties and tasks, as assigned periodically.

SUCCESS FACTORS

· Intermediate proficiency with Microsoft Office.

· Excellent oral and written communication skills; must possess professional manners and a customer-service mindset.

· Ability to work well independently and with a team in a fast-paced work environment.

· Ability to work under pressure and multitask.

· Excellent attention to detail, organization skills, and resourcefulness.

· Must have strong organizational skills, flexibility, and the ability to prioritize work assignments.

· Strong analytical skills with the ability to interpret financial data and project metrics.

· Proficiency in construction management software and financial software.

· Advanced MS Excel skills, including the ability to create complex spreadsheets, financial models, and reports.

· Extended knowledge and skills in software such as Spectrum, Procore, and Power BI.

WORKING CONDITIONS/PHYSICAL REQUIREMENTS

· Daily desk work and computer work.

· A typical office environment with standard working hours. Occasional overtime may be required during peak periods.

EXPERIENCE AND EDUCATION

· Bachelor’s degree in Construction Management, Engineering, Finance, Business, or a related field.

· 3-5 years of experience in construction project analysis, cost analysis, or a related role.

· Experience in the construction industry, particularly in project controls or financial management.

· Familiarity with project management methodologies and tools

Job Type: Full-time

Pay: $75,000.00 - $85,000.00 per year

Benefits:

- 401(k)

- Dental insurance

- Health insurance

- Health savings account

- Paid time off

- Vision insurance

Education:

- Bachelor's (Required)

Experience:

- ERP systems: 2 years (Required)

License/Certification:

- Driver's License (Preferred)

Ability to Commute:

- Sacramento, CA 95817 (Required)

Work Location: In person