Financial Analyst

Fond du Lac, Wisconsin
Equix, Inc.
5/29/2025
Equix - Fond Du Lac, WI
Depends on Experience 
Location Fond du Lac, Wisconsin Wage Depends on Experience
Division Equix, Inc. Position Type
Posted 5/29/2025 Shift
Location Name Equix - Fond Du Lac, WI

Equix is a privately held construction firm that develops companies and professionals in the technical and construction services industries across the country.  Equix performs a variety of utility and infrastructure projects offering full-service, construction, and maintenance services, electric, oil and gas, heavy civil, pipeline, water and wastewater markets. We have a current opening for a Financial Analyst to support our organization in making informed financial decisions.

 

The Financial Analyst provides strategic financial guidance and plays a key role in the monthly closing process. This position leads efforts in financial reporting, budgeting, forecasting, and ad hoc analysis to support informed decision-making across the business units. Key responsibilities include developing revenue and expenditure forecasts, preparing budgets, tracking labor costs, analyzing customer profitability and creating three-year financial statements.

 

Essential Duties and Responsibilities:

  • Assist with developing and manipulating flexible models to evaluate the financial impact of various business initiatives under a range of assumptions and scenarios.
  • Collaborate with Director of Financial Analysis & Planning while analyzing contract terms, managing change orders, and tracking project costs and revenues.
  • Respond to inquiries from managers regarding financial results and special reporting requests, resolving issues, as necessary.
  • Partner with operations for margin enhancement initiatives and assist project teams with financial guidance.
  • Ability to work with precision and maintain accurate financial records.
  • Work with the accounting team to meet month-end close deadlines.
  • Collaborate with managers throughout the company to support initiatives and goals.
  • Forecast quarterly and annual profits, revenue, and expenses, providing insight and highlighting risks with potential impacts on financial performance.
  • Track KPIs and prepare financial reports for leadership presentation and review.
  • Coordinate with the Director of Financial Analysis & Planning and the executive team on long-term financial planning goals, cash needs and other financial obligations.
  • Review accounting transactions for data accuracy and financial reporting integrity.
  • Prepare and present clear and concise financial reports to senior management, offering insights into financial trends and opportunities for improvement.
  • Prepare ad hoc reporting, presentations, and financial documentation reports using Microsoft Excel and PowerPoint.
  • Support the development and maintenance of business reports from Company ERP and other reporting systems.
  • Assist in helping divisional leaders understand financials.
  • Assist in interim and year-end financial audit.
  • Help develop and measure key business drivers.
  • Performs other duties as assigned.

 

Qualifications:

  • Bachelor’s degree in finance, accounting, or related field.
  • At least 1-3 years of experience in financial analysis, preferably within the construction industry.
  • Excellent interpersonal skills are critical along with the ability to build and maintain relationships.
  • Detail orientation, strong analytical and critical thinking skills, and a desire to learn the business will drive success in this role.
  • Ability to present financial information to a non-financial audience.
  • Strong organizational and multitasking skills to meet deadlines.
  • Process-oriented to thrive in a dynamic, fast-paced work environment maintaining accuracy of data.
  • Effective communication skills will be essential along with the ability to perform in a high-pressure environment.
  • Experience working with Viewpoint Vista ERP or related financial systems and/or construction accounting experience is preferred but not required.
  • Strong knowledge in Microsoft Excel and PowerPoint.
  • Knowledge of GAAP and construction-specific financial practices preferred.
  • Team player with the ability to work cross-functionally in a matrixed reporting environment.
  • Ability to travel to our various offices with occasional overnight travel.
  • Professionally handle sensitive and confidential information.

 

Benefits: 

  • Multiple medical plan options
  • Weekly pay
  • Wellness program
  • Dental and vision plans
  • FSA and HSA options
  • 401k savings plan with employer match
  • Financial protection products
  • Short and long term disability, life, accident, critical illness
  • Legal shield and ID theft plans
  • Employer-paid life insurance
  • Paid Time Off and paid holidays
  • Employee assistance program
  • Employee referral program

 

Candidates must pass pre-employment screenings that may include a drug test, background check, reference checks, and driver's license check with an acceptable driving record. Equix is an Equal Opportunity Employer, D.O.T. drug testing participant, and e-Verify participant. We encourage minorities, women, people with disabilities, and veterans to apply.