What are the responsibilities and job description for the Senior Financial Analyst position at Creative Financial Staffing (CFS)?
Position Overview
The Senior Financial Analyst will play a critical role in analyzing financial performance, supporting strategic initiatives, and enhancing reporting and forecasting capabilities. This position requires a strong understanding of the construction, heavy equipment, or manufacturing industries. Ideal candidates will have hands-on experience with data analytics tools like Power BI or SQL and be comfortable building complex queries and reports.
Key Responsibilities
#INAPR2025
The Senior Financial Analyst will play a critical role in analyzing financial performance, supporting strategic initiatives, and enhancing reporting and forecasting capabilities. This position requires a strong understanding of the construction, heavy equipment, or manufacturing industries. Ideal candidates will have hands-on experience with data analytics tools like Power BI or SQL and be comfortable building complex queries and reports.
Key Responsibilities
- Develop, maintain, and analyze financial models to support forecasting, budgeting, and long-term planning
- Partner with project managers and operations to provide financial insights and performance tracking on active jobs
- Prepare monthly and quarterly reports, dashboards, and KPIs for senior leadership
- Build and optimize SQL queries and Power BI dashboards for real-time financial and operational insights
- Analyze job costs, margins, variances, and financial trends to identify risks and opportunities
- Collaborate with accounting during month-end close to ensure accurate job costing and reporting
- Evaluate capital expenditures, equipment utilization, and return on investment for strategic decision-making
- Support external audits and internal compliance requirements as needed
- Bachelor’s degree in Finance, Accounting, Business, or related field
- 5 years of experience in financial analysis, preferably within construction, heavy equipment, or manufacturing
- Proficiency with financial systems and tools; strong Power BI and/or SQL skills required
- Advanced Excel skills and experience with ERP systems (e.g., Viewpoint Vista, Sage, JD Edwards, or similar)
- Strong analytical thinking, attention to detail, and ability to synthesize complex data
- Excellent communication and presentation skills
- Ability to thrive in a fast-paced, project-driven environment
- Competitive salary and performance-based bonus
- Comprehensive benefits package including health, dental, and vision insurance
- 401(k) with company match
- Opportunities for professional growth and development
- A collaborative, hands-on team environment
#INAPR2025
Salary : $100,000 - $130,000
