- Lead the annual budgeting process and recurring forecasting cycles.
- Own internal and external financial reporting, understand underlying data, and develop reporting tools and dashboards.
- Support monthly close, including commission accruals, payroll analysis, travel expense review, and select balance sheet reconciliations.
- Prepare, analyze, and communicate financial data, investigating significant variances.
- Incorporate AI technology to streamline analysis and the closing process.
- Partner with the VP of Sales to analyze customer profitability, bookings, and backlog trends.
- Support Branch General Managers and Project Managers with job performance analysis and multi-branch P&L insights.
- Conduct gross margin analysis and manage labor utilization reporting and analysis in support of the COO.
- Prepare and present financial data to private equity investors.
- Support financial analysis of M&A targets and integration of acquired businesses.
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