Financial Analyst - Project FP&A

At Clark Pacific, the Financial Analyst is a member of the Financial Planning & Analysis (“FP&A”) team and serves as the primary financial liaison to Project Management teams, supporting accurate project forecasts and reliable financial planning across Clark Pacific. This position coordinates monthly job cost projections, validates project estimate setup in the ERP system, and translates Project Management forecasts into monthly revenue, cost, margin, and cash flow projections used in the Company’s financial outlook. The Financial Analyst also supports quarterly and year-end percentage-of-completion estimates and owns the preparation of the monthly forecast presentation for executive leadership. The ideal candidate combines strong financial analysis with effective cross-functional communication and attention to detail.

Essential Duties and Responsibilities:

Reasonable accommodations may be made to enable qualified individuals to perform the essential functions.

• Serve as the primary FP&A liaison to Project Management teams for project financial planning, forecasting, and reporting.
• Validate that original project estimates, budgets, phase codes, and cost classifications are accurately established and maintained in the Company’s ERP system.
• Coordinate the monthly job cost projection cycle; collect, review, and consolidate updates from Project Managers to estimated costs at completion, revenue, margins, and project schedules.
• Analyze cost-to-date, commitments, remaining costs, and forecast changes; investigate variances and challenge inconsistent assumptions with Project Management.
• Translate project-level job cost projections into monthly revenue, cost, and gross margin forecasts for consolidated P&L planning.
• Support cash flow projections using expected project activity, billing, collections, and expenditure timing in coordination with FP&A and Accounting.
• Monitor changes from prior forecasts, including project timing shifts, margin movements, cost overruns, and emerging risks or opportunities.
• Coordinate with Job Cost Accounting and Project Management to reconcile ERP data, resolve discrepancies, and improve the integrity of project forecasts.
• Support quarterly and year-end percentage-of-completion estimates by reviewing costs incurred, estimated costs to complete, and forecast profitability with Accounting and Project Management.
• Prepare supporting schedules and analysis for financial reporting, close activities, and audit requests as needed.
• Own and prepare the monthly executive financial forecast deck, consolidating project-level projections and explaining key changes to revenue, costs, margins, and outlook.
• Develop clear variance commentary and executive-level insights on forecast performance, financial risks, and opportunities.
• Support annual budgeting, long-range planning, and ad hoc financial analyses related to the Company’s project portfolio.
• Maintain financial models, standardized templates, reporting processes, and controls to strengthen forecasting consistency and accountability.
• Use advanced Microsoft Excel, Power BI, SQL, Power Automate, and ERP reporting tools to analyze project performance and automate recurring reporting.
• Partner with Finance, Operations, Estimating, and Project Management to improve estimate-to-forecast workflows and project reporting.
• Maintain confidentiality when handling financial, employee, project, and proprietary business information.
• Perform other duties and special projects as assigned.

Education and Experience:

• Minimum of three years of experience as a Financial Analyst or similar role involving financial modeling, budgeting, forecasting, and financial reporting.
• Bachelor’s degree in finance, Accounting, Business, Economics, or a related field required.
• Experience in construction, manufacturing, engineering, or another project-based business preferred.
• Experience with job cost forecasting, project cost-to-complete estimates, or percentage-of-completion accounting strongly preferred.
• Experience developing monthly revenue, cost, profitability, and cash flow forecasts preferred.
• Advanced Microsoft Excel proficiency required.
• Knowledge of SQL, Power BI, Power Automate, Vista by Viewpoint, or similar ERP systems preferred.
• Experience preparing financial reporting and presentations for senior leadership is a plus.
• CPA, CFA, MBA, or other relevant professional certification is a plus.

Core Values:

• Determination: Meet challenges head on
• Innovation: Always look for better
• Well-Being: Seek the success, health and happiness of all

Benefits:

• Competitive compensation, being paid on a weekly basis.
• Health, Dental and Vision Insurance with the options of using Kaiser and VSP for vision!
• Medical FSA
• Dependent Care FSA
• Employer paid life insurance paid by Clark Pacific
• Voluntary Ancillary Benefits such as Critical Illness, Accident Insurance and Whole life insurance.
• 401k matching 100% of the first 3%, then 50% of the next 2%

Benefits will be subject to a waiting period