Lead Financial Analyst

Position Overview Efficient operations are essential for Davey Resource Group, Inc. (DRG) to perform work for our clients in the communication and utility industries. Operational leaders must see and analyze financial information to make better business decisions, proactively identify risks, and remediate issues. The Lead Financial Analyst will track key metrics, report on these metrics, and collaborate with operations teams to conduct root‑cause analysis. Strong working relationships and high levels of trust across the organization are critical to success in this role. The ideal candidate brings 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 the US in major cities and desirable areas Scholarship program for children of employees Charitable matching gift program Equal Opportunity Employer Statement The Davey Tree Expert Company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to protected class, including race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national or ethnic origin, marital or familial status, disability, status as a protected veteran, status as an Aboriginal or Indigenous person, or other classification protected by law. Accommodations If requested by an employee or otherwise as required by law, reasonable accommodations will be made to enable employees with disabilities to perform essential job functions. Employment Type Permanent Job Type Full Time Travel Expectations Up to 25% #J-18808-Ljbffr