Financial Analyst I

Welty Shared Services LLC • Fairlawn, OH

2d

About The Position

The Financial Analyst I plays a critical role in supporting the financial health and strategic decision-making of a construction company. This entry-level position involves analyzing financial data, preparing reports, and assisting in budgeting and forecasting processes to ensure projects are financially viable and aligned with company goals. The analyst will collaborate closely with project managers and senior finance staff to monitor costs, identify trends, and provide actionable insights that drive efficiency and profitability. By maintaining accurate financial records and performing variance analysis, the Financial Analyst I helps the organization manage risks and optimize resource allocation. Ultimately, this role contributes to the company’s ability to deliver construction projects on time and within budget while supporting long-term financial sustainability.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Proficiency in Microsoft Excel and financial modeling techniques.
• Basic understanding of accounting principles and financial statements.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.

Nice To Haves

• Experience or internship in the construction industry or a related field.
• Familiarity with construction project management software and ERP systems.
• Knowledge of cost accounting and project budgeting specific to construction.
• Certification such as CFA Level I or CPA in progress.
• Advanced skills in data visualization tools such as Power BI or Tableau.

Responsibilities

• Collect, analyze, and interpret financial data related to construction projects and company operations.
• Prepare detailed financial reports, including budget forecasts, cost analyses, and variance reports.
• Assist in the development and monitoring of project budgets to ensure alignment with financial objectives.
• Collaborate with project managers and other departments to gather financial information and support decision-making.
• Support month-end and year-end closing activities by reconciling accounts and ensuring data accuracy.
• Identify financial trends and provide recommendations to improve cost control and operational efficiency.
• Maintain up-to-date knowledge of industry financial regulations and best practices.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level