Financial Analysis

Financial Analyst

Position Summary:

The Financial Analyst will support financial planning, reporting, forecasting, and analysis across Mid-Am Building Solutions and its portfolio companies. This role will work with Finance, Accounting, and operating teams to analyze financial and operational performance, identify trends, and provide meaningful information to support business decisions. This position is fully remote, with a target base location in the IN, IL, MI, OH area. The ideal candidate should be within driving distance of the Mid-Am Building Solutions team and our operating companies.

This is an opportunity for an early-career finance professional to gain broad exposure across a growing, multi-company organization. The ideal candidate is analytical, curious, strong in Excel, and interested in developing a deeper understanding of both financial performance and business operations.

Key Responsibilities:

Financial Analysis & Management Reporting

• Prepare monthly budget and forecast-to-actual reporting by department and entity.
• Analyze financial results and investigate variances to understand key drivers of performance.
• Prepare supporting analysis and commentary for monthly financial reporting, including explanations of significant budget and forecast variances.
• Assist with preparation of management summaries highlighting financial performance, trends, and areas requiring additional attention.
• Support annual budgeting, forecasting, and periodic reforecasting activities.

Job Profitability Analysis

• Build and maintain monthly job-level reporting for revenue, cost, gross profit, and gross margin.
• Monitor project financial performance and identify jobs experiencing margin deterioration, unusual cost trends, or other changes in expected performance.
• Assist with investigating project-level variances and understanding the underlying drivers.
• Support analysis of backlog, project performance, and other operational trends.

Cash Flow Forecasting & Working Capital

• Maintain and update the rolling 13-week cash flow forecast.
• Incorporate expected AR collections, AP payments, payroll, subcontractor payments, and significant project cash requirements.
• Compare forecasted cash activity to actual results and investigate significant differences.
• Assist with analysis of working capital trends and cash conversion.

AR & Collections Analysis

• Maintain AR aging reporting and identify past-due customer balances.
• Track collection commitments, expected payment dates, and significant outstanding balances.
• Prepare weekly collections reporting for Finance leadership.
• Analyze collection trends and identify accounts requiring additional attention.

AP & Vendor Analysis

• Review AP aging and identify large, unusual, or unexpected invoices and balances.
• Assist with vendor statement reconciliations and research discrepancies.
• Track significant vendor and subcontractor payments.
• Incorporate expected payments into cash flow and working capital analysis.

KPI & Performance Reporting

• Help build and maintain financial and operational KPI dashboards.
• Track key metrics including revenue, backlog, gross margin, labor utilization, AR days, cash conversion, and other relevant measures.
• Analyze changes in KPIs and identify trends or unusual results requiring further review.
• Assist with improving the consistency of performance reporting across the organization.

Data Analysis & Reporting Improvement

• Support the standardization of job numbers, customer and vendor information, chart-of-accounts mappings, and other financial data.
• Maintain and improve recurring Excel-based financial reports.
• Identify opportunities to automate or streamline recurring reporting and analysis.
• Assist with improving the accuracy, consistency, and usability of financial data across the organization.

All Other Duties as Assigned

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 1–2 years of experience in banking, FP&A, financial analysis, accounting, corporate finance, or a related role.
• Strong Excel skills and the ability to work comfortably with detailed financial data.
• Understanding of financial statements and basic financial analysis concepts.
• Exposure to budgeting, forecasting, variance analysis, or financial modeling.
• Strong analytical and problem-solving skills with the ability to investigate issues and identify trends.
• Strong written and verbal communication skills.
• High attention to detail and ability to manage recurring reporting deadlines.

Preferred Qualifications:

• Experience in construction, specialty contracting, project-based businesses, or another job-cost environment is a plus.
• Familiarity with job profitability, project financial reporting, or working capital analysis.
• Experience with ERP, accounting, or financial reporting systems.
• Experience with Power Query, Power BI, or similar data and reporting tools is a plus.

Work Environment & Physical Requirements

• Primary work area is remote, requiring the ability to sit for extended periods of time.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Pay: From $65,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Education:

• Bachelor's (Preferred)

Work Location: Remote