Financial Analyst (Itasca)

Position Summary

The Financial Analyst / Staff Accountant supports the Accounting and Finance department with financial reporting, general accounting, reconciliations, budgeting, forecasting, and financial analysis. Reporting directly to the Assistant Controller, this position is ideal for an early-career accounting or finance professional who is looking to develop a strong foundation in both accounting operations and financial analysis.

The position will work closely with the Assistant Controller and other members of the accounting team to ensure accurate financial information, support month-end close, analyze business performance, and improve financial reporting and processes.

Essential Duties & Responsibilities

Accounting & Month-End Close

• Assist with monthly, quarterly, and year-end closing activities.

• Prepare and post journal entries with appropriate supporting documentation.

• Perform general ledger account reconciliations and investigate discrepancies.

• Assist with bank, credit card, balance sheet, and other account reconciliations.

• Support the maintenance of accurate general ledger records.

• Assist with accruals, prepaid expenses, fixed assets, and other accounting schedules.

• Support Accounts Payable and Accounts Receivable activities as needed.

• Assist with audit requests and preparation of supporting documentation.

Financial Analysis & Reporting

• Assist in preparing monthly financial statements and management reports.

• Analyze actual financial results against budget, forecast, and prior periods.

• Research and explain significant financial variances.

• Assist with budgeting and forecasting activities.

• Prepare recurring financial reports and ad hoc analyses for management.

• Help maintain financial models, schedules, and reporting tools.

• Analyze revenue, expenses, margins, and other key financial metrics.

• Assist leadership with identifying financial trends and areas requiring further review.

Construction & Project Accounting Support

• Assist with project financial reporting, including revenue, costs, and profitability.

• Support Work-in-Progress (WIP) reporting and analysis.

• Assist with job cost reconciliations and research project cost discrepancies.

• Work with accounting and operations teams to ensure costs are accurately assigned to projects.

• Assist with financial analysis related to project performance and margins.• Develop an understanding of construction accounting concepts, including percentage-of-

completion accounting, retainage, committed costs, and job costing.

Process Improvement & Systems

• Assist with improving accounting processes, reporting, and internal controls.

• Maintain organized financial records and supporting documentation.

• Help identify opportunities to automate or streamline manual accounting processes.

• Support accounting system implementations, upgrades, and reporting improvements as needed.

• Ensure compliance with established accounting policies and procedures.

Qualifications

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

• 3-5 years of accounting, finance, internship, or related professional experience.

• Strong Excel, NetSuite experience a plus

• Experience in construction, utilities, telecom, manufacturing, public works or another unionized

environment welcomed.

• Ability to handle confidential data, meet strict deadlines and communicate with field and office

employees.

Work Environment & Physical Demands (OSHA / ADA Documentation)

Primarily an office-based position with routine computer and telephone work. The descriptions below reflect anticipated job demands and should be validated against actual duties and the workplace hazard assessment; they do not independently establish OSHA compliance.