Financial Planning and Analyst

Baker Construction•Monroe, OH

1d•Onsite

About The Position

The Financial Planning & Analysis Analyst (FP&A) prepares budgets and forecasts, analyzes financial results, tracks key metrics, and contributes to process-improvement efforts to strengthen operational and financial efficiency. The role supports Baker Construction’s financial planning and performance by partnering with leaders across the business. It will be located in Monroe, Ohio, through December 2027, and then transition to Sharonville, Ohio. Occasional travel to regional offices or project sites is expected, with travel listed as up to 25%.

Requirements

Bachelor's degree in Finance, Accounting, or a related field.
Eight years of experience in financial planning and analysis.
Strong knowledge of financial and accounting principles (GAAP) and financial statement analysis.
Experience with ERP systems and business intelligence (BI) tools.
Advanced proficiency in Microsoft Excel, PowerPoint, and data visualization.
Uphold the highest level of integrity and confidentiality.
Ability to read, analyze, and interpret business-related periodicals, journals, technical procedures, and governmental regulations.
Ability to prepare and write routine correspondence.
Ability to perform basic mathematical calculations and apply fractions, percentages, and proportions to practical situations.
Ability to analyze cost data and make financial projections based on available information.
Ability to prepare accounting and financial analyses, including detailed cost projections, forecasts, and scenario-based financial models.
Ability to present information and respond to questions from managers, clients, customers, and coworkers.
Strong financial modeling and analytical skills.
Strong attention to detail and ability to solve practical problems in situations with limited standardization.
Ability to interpret written, oral, diagrammatic, or schedule-based instructions.
Ability to use time-management skills to prioritize workflow and meet deadlines.
Ability to work independently and collaboratively in a fast-paced, cross-functional environment.
Excellent communication and interpersonal skills.

Nice To Haves

Construction or project-based industry experience.

Responsibilities

Support the annual budgeting process and quarterly forecasting across the organization.
Collaborate with operational and finance leaders to gather and validate key assumptions.
Analyze historical performance and market trends to strengthen financial projections.
Deliver accurate, timely forecasts to guide strategic decision-making.
Conduct variance analysis to explain deviations from budget and forecast results.
Prepare monthly management reports, dashboards, and key performance indicators (KPIs).
Analyze financial trends, risks, and opportunities to support strategic decision-making.
Partner with operations, finance, and accounting teams to enhance reporting accuracy, consistency, and efficiency.
Collaborate with department leaders to manage SG&A and overhead expenses.
Monitor and report departmental spending versus budget, highlight variances, and identify cost-saving opportunities.
Educate functional leaders on key financial drivers and the impact of business decisions on performance.
Identify, recommend, and implement process improvements to increase FP&A efficiency and reporting quality.
Drive automation initiatives using BI tools and ERP systems to streamline financial workflows.
Develop and refine performance metrics that drive accountability and operational visibility.
Provide data-driven insights and financial guidance to business stakeholders as a strategic advisor.
Strengthen cross-departmental communication to align financial objectives with operational priorities.
Support company-wide initiatives to improve financial literacy and strategic understanding across teams.
Identify and assess financial risks on significant company projects and develop mitigation strategies.
Travel occasionally to regional offices or project sites.