Financial Analyst
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Job Description
Financial Analyst managing financial operations for a restoration company. Overseeing bookkeeping, financial forecasting, and multi-entity accounting functions.
Responsibilities:
- Manage accounts receivable and accounts payable for multiple entities
- Oversee bookkeeping for micro restoration companies
- Prepare quarterly tax filings (Hawaii general excise sales tax, state and federal estimated taxes)
- Maintain accurate financial records using QuickBooks
- Develop forward-looking financial forecasts and budgeting models
- Conduct job costing analysis using Lever360 CRM data and integrated purchase orders
- Create strategic financial reports to support growth decisions
- Analyze profitability by job, crew, and entity
- Support decision-making on when to launch new micro restoration units
- Monitor and optimize job costing processes in Lever360
- Integrate labor costs (hourly rates and burden rates) with material costs
- Develop and refine compliance processes for job-level P&L tracking
- Work with Xactimate estimating software for pricing and invoicing accuracy
Requirements:
- 5+ years of accounting and financial analysis experience
- Construction or restoration industry experience (highly preferred)
- Proven experience managing multiple P&L statements and entities
- Strong accounting knowledge; ability to set up charts of accounts and entities independently
- QuickBooks, Microsoft Outlook, Teams, SharePoint, Xactimate, and Lever360 CRM (or similar CRM systems) proficiency
- Must have worked with US-based construction operations.
Benefits:
- Flexible work arrangements
- Professional development opportunities
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