What are the responsibilities and job description for the Financial Analyst position at Spicer Group, Inc.?
FINANCIAL ANALYST
POSITION SUMMARY
We are seeking a highly motivated and detail-oriented Financial Analyst to join our finance team at Spicer Group, Inc., a leading engineering, surveying, and planning firm. This role will support key financial functions, including financial reporting, budgeting, forecasting, and analysis, while playing a critical role in special projects that drive business performance. The ideal candidate will have strong analytical skills, attention to detail, and experience with financial software tools, specifically Deltek Vantagepoint, SAP Concur, Microsoft Office Suite and preferably Workday Adaptive Planning.
THE COMPANY
Spicer Group, Inc. is a multi-disciplinary engineering, surveying, and planning firm. We have ten offices in Michigan and one in Georgia. Spicer Group prides itself on our core values of commitment to growth, great client relationships, excellent services and solutions, maintaining a team environment, and having integrity in all we do. We are seeking a candidate who will strive to uphold these values.
Spicer Group, Inc. offers a comprehensive benefits package that reflects our respect and commitment for our employees, their contributions, professional goals, and personal goals. This includes, but is not limited to: sick, vacation, and holiday pay; fitness membership reimbursement; a 401(k) match program; profit sharing; health, dental, and vision insurance options; and much more! In addition to our benefits package, we host employee appreciation events once a month as a thank you to all our employees’ hard work and dedication!
KEY RESPONSIBILITIES
Financial Reporting & Analysis
- Prepare monthly, quarterly, and annual financial reports, ensuring accuracy and alignment with company objectives.
- Analyze financial performance, including variances from budget and prior periods, and provide insights to management.
- Assist with the preparation of consolidated financial statements and other key reports for executive leadership.
- Support the finance team with ad hoc financial analysis and reporting as needed.
Budgeting & Forecasting
- Lead the budgeting and forecasting processes, including preparation of budgets for various departments, projects, and cost centers.
- Collaborate with department heads to collect and review budget assumptions, ensuring financial accuracy and alignment with operational goals.
- Conduct regular forecasting updates to identify trends, risks, and opportunities, and provide recommendations for adjustments.
Financial Accounting
- Assist in preparation of financial statements including income statement, balance sheet, and cash flow statement.
- Participate in month end and year end close process including account reconciliations and adjusting journal entries.
- Support finance leadership and external accounting firm in completion of annual financial statement review and overhead audit.
Special Projects & Business Support
- Work on various financial modeling and analysis projects, including capital expenditures, cost-benefit analysis, and pricing strategies.
- Participate in business performance improvement initiatives by analyzing financial data and providing actionable insights.
- Support strategic business planning by assessing financial implications of potential projects, acquisitions, or operational changes.
Systems and Tools Management
- Utilize Deltek Vantagepoint and Workday Adaptive Planning to streamline financial processes, improve reporting accuracy, and enhance decision-making.
- Assist in the maintenance and updating of financial systems and tools to ensure data integrity and efficiency.
- Provide training and support to finance team members on financial systems and software usage.
Cross-functional Collaboration
- Collaborate with project managers, engineers, and other stakeholders to ensure financial information is accurate and timely for project-related decision-making.
- Provide financial insights to non-finance personnel, helping them to understand financial data in the context of operational goals.
Physical presence is an essential function of this job.
The list of specific duties and responsibilities is intended to be representative of the tasks performed within this classification. The omission of a specific duty or responsibility does not preclude assigning duties not listed herein if such duties and responsibilities are a logical assignment to the position.
QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (CPA or CMA designation a plus).
- 2-4 years of experience in financial analysis, budgeting, or accounting, preferably within an engineering, construction, or project-based environment.
- Background in financial accounting, financial statement preparation, account reconciliation, month end close and ad hoc reporting.
- Proficiency in financial software tools, preferably Deltek Vantagepoint or similar project based ERP.
- Strong proficiency in Microsoft Excel (advanced formulas, pivot tables, financial modeling).
- Knowledge of financial reporting, budgeting, forecasting, and variance analysis.
- Excellent attention to detail, organizational skills, and ability to work under tight deadlines.
- Strong communication skills, with the ability to present complex financial information to both financial and non-financial audiences.
- Ability to work collaboratively in a team-oriented environment.
PREFERRED SKILLS & EXPERIENCE
- Experience in an engineering, construction, or project-based industry.
- Familiarity with project accounting and cost control in a project-driven business environment.
- Ability to drive process improvements and efficiencies in financial workflows.
- Experience with ERP systems and integration between financial systems and operational tools.
- Familiarity with Federal Acquisition Regulation Overhead reporting.
