Financial Analyst

Agent

3d•Remote

About The Position

We are seeking a mid to senior-level Financial Analyst to support our growing restoration company. You will play a critical role in setting up and managing financial operations across our parent company and multiple micro restoration entities operating under a pseudo-franchise model. This is a strategic, internally-focused role focused on financial infrastructure, forecasting, and multi-entity accounting management.

Requirements

5+ years of accounting and financial analysis experience
Construction or restoration industry experience (highly preferred)
Proven experience managing multiple P&L statements and entities
Strong accounting knowledge; ability to set up charts of accounts and entities independently
QuickBooks, Microsoft Outlook, Teams, SharePoint, Xactimate, and Lever360 CRM (or similar CRM systems)
Must have worked with US-based construction operations
Advanced Excel and financial modeling skills
Strong analytical and problem-solving abilities
Ability to work with multiple entities and complex P&L structures
Detail-oriented with strong organizational skills
Proactive, strategic mindset for forecasting and planning
Ability to learn new software systems quickly
Clear communication skills

Nice To Haves

Franchise accounting or franchise business model experience
Familiarity with restoration-specific accounting practices
Experience with job costing systems
CPA or accounting certification
Experience with multiple P&L management for small business units

Responsibilities

Manage accounts receivable and accounts payable for multiple entities
Oversee bookkeeping for micro restoration companies
Prepare quarterly tax filings (Hawaii general excise sales tax, state and federal estimated taxes)
Maintain accurate financial records using QuickBooks
Set up chart of accounts for multiple entities using restoration-specific templates
Configure and manage P&L statements for each micro restoration company
Establish accounting infrastructure for franchise-model business units
Ensure compliance across multiple legal entities
Develop forward-looking financial forecasts and budgeting models
Conduct job costing analysis using Lever360 CRM data and integrated purchase orders
Create strategic financial reports to support growth decisions
Analyze profitability by job, crew, and entity
Support decision-making on when to launch new micro restoration units
Monitor and optimize job costing processes in Lever360
Integrate labor costs (hourly rates and burden rates) with material costs
Develop and refine compliance processes for job-level P&L tracking
Work with Xactimate estimating software for pricing and invoicing accuracy