Senior Financial Analyst

Job Summary

Under the direction of the Senior Manager, Finance, the Senior Financial Analyst supports financial planning, budgeting, forecasting, and reporting activities for the organization and its subsidiaries. This role partners with business units to provide financial insights, improve reporting, and support decision-making. The position also contributes to financial modeling, cash flow forecasting, and process improvement initiatives.

Essential Duties And Responsibilities

• Support the annual budgeting process and quarterly forecasting cycles
• Prepare recurring financial reports and assist in developing materials for senior management and board presentations
• Perform financial analysis, including variance analysis, KPI tracking, and support for capital investment evaluations
• Assist with cash flow forecasting and liquidity planning
• Support financial oversight of projects through tracking, reporting, and analysis
• Contribute to M&A activities, including financial modeling, due diligence support, and integration analysis
• Develop and maintain financial models and reporting tools
• Provide ad hoc analysis and insights to support business decisions
• Partner with internal teams to improve financial processes, reporting accuracy, and efficiency
• Assist with internal audit requests and other special projects as needed

Position Requirements (Work Experience, Skills, Licenses, Etc.)

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field required
• 2–5 years of relevant finance or accounting experience
• Experience with budgeting, forecasting, and financial analysis
• Strong proficiency in Microsoft Excel and PowerPoint, including financial modeling and data analysis
• Strong analytical, problem-solving, and communication skills
• Ability to work independently and collaborate across teams

Additional Skills/Abilities Preferred, But Not Required

CPA with Big 4 experience preferred but not required.

• MBA preferred but not required.
• Experience in construction, engineering, or project-based industries strongly preferred.
• Familiarity with Cognos TM1/Planning Analytics, Power BI, or similar business intelligence tools.
• 2+ years Corporate Finance experience preferred.

ACCO Competencies

• Proactivity/Initiative: Recognizes what needs to be done and accomplishes it in a manner appropriate for one’s level/position and with minimal supervision.
• Perseverance: Shows wherewithal to fight for difficult goals despite challenges and to bounce back from adversity.
• Motivation/Dedication: Commits to excellence in pursuing unselfish goals. Initiates action with collective goals, takes responsibility, and shows personal humility.
• Technical Curiosity/Willingness to Learn: Interest in seeking out new experiences, knowledge, and candid feedback; demonstrating an openness to learning and change.
• Insight: The ability to gather and make sense of information that suggests new possibilities.
• Engagement: Shows a knack for using emotion and logic to communicate a persuasive vision and connect with people.
• People Skills: Is approachable and gains the mutual trust and respect of others. Understands people’s strengths & weaknesses and actively seeks to understand other perspectives.
• Communication: Fosters open, honest, candid and respectful communication. Effectively assesses, defines and communicates issues in a timely manner, both written and verbal.
• Teamwork: The ability to effectively work toward common goals with others by supporting, encouraging, and sharing information in an authentic and approachable manner.
• Big Picture: Understands and contributes to the organizations’ short- and long-term business strategy. On a personal level has independently developed a vision for short- and long-term career success.
• Problem-Solver: Ability to identify, analyze, and solve problems in support of personnel, group, department, or organizational objectives.
• Execution: Effectively takes a vision and translates into action by including the right people. Identify and remove barriers, when possible, to achieve results. Demonstrates appropriate compromise, effective time management, prioritization practices and holds team members (including themselves) accountable for their performance/conduct.
• Professionalism: Respectfully observes and challenges the status quo with intent for improvement. Can take direction, accept feedback, and take full responsibility for his/her actions. Lead by example through positive influence and ethical leadership with consideration of the entire organization.

Job Responsibility Level

No direct reports

Travel Requirements

Travel required 5-10% of the time to other office locations.

Hours

This is an exempt position. Workdays are scheduled from Monday through Friday. Typically, work hours begin and end between 9:00 am and 6:00 pm as scheduled with the position's supervisor. Occasional overtime may be necessary for business needs.

Physical Demands

• Must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 20 pounds.
• Specific vision abilities required by this job include close vision and ability to adjust focus.
• Prolonged sitting.
• Frequently required to reach with hands and arms.
• Occasionally required to stand; walk and stoop, kneel, crouch.

Competitive Wages

$89,500 -$122,750 annually. Applicants, please note that actual compensation is determined by several factors that are unique to each candidate, including but not limited to job-related skills, depth of experience, certifications, relevant education or training, and specific work location, among others. The offered wage or salary is only one aspect of an employee's total compensation.

#ACCO

Why join ACCO? ACCO Engineered Systems is one of the largest mechanical contractors in the country. Since 1934, owners and builders have selected ACCO to design, install, and maintain more than 250,000 mechanical projects. ACCO is dedicated to the design, fabrication, installation, maintenance and service of commercial and industrial HVAC, refrigeration, plumbing, process piping, and building automation systems. Whether your project is a low or high-rise office building, a shopping mall, hospital, semi-conductor fabrication facility or pharmaceutical manufacturing plant…ACCO can design, build, install, and maintain a mechanical system to meet your needs.

Here at ACCO, we are a part of something bigger. Just ask our customers: California Academy of Sciences, L.A. Live, and San Francisco 49ers Stadium. While we have been around for 80+ years, we continue to grow at a dynamic pace. And we are looking for talented individuals to join our team.

What's great about working at ACCO is that we’re a big enough company to be the leader in HVAC mechanical contracting in California and the Southwest U.S., but as a 100% employee-owned ESOP, we’re a private company with a family-oriented feel. Several of our employees have worked at ACCO for twenty-five, thirty, and even over forty years! Together, the employees of ACCO are comprised of intelligent, dedicated, and entrepreneurial team members who put customers first and enjoy what they do.

ACCO IS AN EQUAL OPPORTUNITY EMPLOYER AA M/F/V/D.

We proudly hire U.S. Military Veterans, and those qualified are encouraged to apply.

Equal Employment Opportunity is The Law.|Pay Transparency Nondiscrimination Provision

ACCO will consider qualified applicants with criminal histories for employment.

Notice To Outside Recruiters

Hiring managers are not authorized to review or accept recruiting agreements from any outside recruiting agencies. Outside recruiting agencies should not submit unsolicited resumes without signing the company's recruiting agreement.