Position Overview

Efficient operations are essential for Davey Resource Group, Inc. (DRG) to perform work for our clients in the communication and utility industries. It is critical that operations managers can see and analyze financial information to help them make better business decisions and proactively understand and remediate risks.  The Lead Financial Analyst will be integral to tracking key metrics, reporting on those metrics, and working closely with operations teams to perform root cause analysis on issues that arise.  A strong working relationship with a high level of trust across the organization will be critical to success in this role. This role is highly interactive in a team environment and requires a high level of energy and a positive attitude.  The ideal candidate will have a strong accounting background, proven experience in financial planning and analysis, and significant experience with SAP.

Job Duties

What You’ll Do: 

• Develop and maintain financial models to support budgeting, forecasting, and long-range planning.

• Conduct in-depth financial analysis to identify trends, variances, and opportunities for improvement, working with the Operations team to drive accurate projections and commentary.

• Prepare comprehensive financial reports and presentations for senior management and operations field management.

• Collaborate with various departments to gather financial data and ensure accuracy.

• Assist in the annual budget process and periodic re-forecasts.

• Support the monthly close process by providing insightful variance analysis, including accrual accuracy.

• Identify and implement process improvements to enhance efficiency and accuracy in financial reporting.

• Utilize SAP for data extraction, analysis, and reporting.

• Perform ad-hoc analysis and special projects as required.

Qualifications

Education

• Bachelor's degree in Accounting, Finance, or a related field.

• CPA or MBA a plus.

Experience

• 4-5 years of progressive experience in financial planning and analysis 

• Preferred background in utilities, telecommunications, construction or service industries working closely with Operations teams.

• Strong accounting background, including knowledge of GAAP and financial statement analysis.

• Experience with month-end close and/or preparation of expense accruals.

• Proven experience with SAP & SAC-P modules preferred.

• Experience with financial modeling and forecasting techniques.

• Familiarity with Google Suite (Sheets, Gmail, etc)

Skill Sets

• Technical Skills:

  • Advanced proficiency in Microsoft Excel, Google Sheets (e.g., pivot tables, VLOOKUPs, financial functions).

  • Strong understanding of financial principles and accounting concepts.

  • Proficiency in SAP for financial reporting and data analysis.

  • Experience with other financial planning software is a plus.

• Team Leadership: 

  • Provide technical guidance, strategic oversight, and mentorship to a team of analysts to ensure departmental excellence.

• Interpersonal Skills:

  • Ability to work independently and as part of a team.

  • Strong interpersonal skills and the ability to build effective working relationships.

  • Proactive and results-oriented.

  • Communication of complex finance topics with operational leadership

• Analytical Skills:

  • Excellent analytical and problem-solving abilities.

  • Ability to interpret complex financial data and translate it into actionable insights.

  • Strong attention to detail and accuracy.

• Communication Skills:

  • Excellent written and verbal communication skills.

  • Ability to present complex financial information clearly and concisely to diverse audiences.

Additional Information

What We Offer: * 

• Paid time off and paid holidays 
• Opportunities for advancement 
• 401(k) retirement savings plan with a company match 
• Employee-owned company and discounted stock purchase options 
• Group health plan 
• Employee referral bonus program 
• Locations throughout US in major cities and desirable areas 
• Scholarship program for children of employees 
• Charitable matching gift program 

*all listed benefits available to eligible employees