Analyst – Financial Planning & Analysis

Job Description

Financial Planning Analyst | Henkels & McCoy, Inc.

The Tone:
Henkels & McCoy, Inc. is a leading utility contractor, supporting crucial Power Delivery East/Central businesses with infrastructure services. This is a full-time role dedicated to financial planning. The Financial Planning Analyst role is essential for supporting financial planning, forecasting, budgeting, and performance reporting, directly contributing to informed decision-making and improved business performance across these critical operations by translating data into actionable insights.

The TL;DR
• Role: Early Career
• Team: Part of the finance department, collaborating with operations and project teams.
• Mission: To support financial planning, forecasting, budgeting, and performance reporting for the Power Delivery East/Central businesses, providing crucial financial insights and translating data into actionable recommendations to improve business performance and support decision-making.
• Tech Stack: Microsoft Excel, Oracle Fusion, JD Edwards, Vista, ERP systems.

What You’ll Actually Do
• Financial Reporting: Prepare comprehensive monthly, quarterly, and annual financial reports, conducting detailed variance analysis against established budgets, forecasts, and prior-year results.
• Forecasting & Budgeting: Support the annual budget and monthly forecast processes by developing and maintaining robust financial models and key performance metrics to guide business decisions.
• Performance Analysis: Analyze both financial and operational performance data to proactively identify critical trends, potential risks, significant opportunities, and deliver actionable insights for improving business outcomes.
• Strategic Partnership: Collaborate closely with operations and project teams to thoroughly evaluate project performance, assess profitability, monitor revenue, analyze labor utilization, and track cost trends across the Power Delivery East/Central businesses.
• Reporting & Process Enhancement: Design, create, and enhance reporting tools, dashboards, and management presentations to increase visibility into business performance, alongside implementing and optimizing ERP and other financial systems to drive process efficiency.

The Must-Haves
• Background: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Experience: 2–5 years of experience in Financial Planning & Analysis, budgeting, forecasting, accounting, or corporate finance, demonstrating proficiency in financial reporting processes, excellent communication and presentation skills, and the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Skills: Strong proficiency in Microsoft Excel for advanced financial modeling and data analysis; comprehensive understanding of financial statements and key business performance metrics; experience with ERP systems such as Oracle Fusion, JD Edwards, or Vista; and robust analytical, problem-solving, and critical thinking capabilities.