Lead Financial Analyst

Company: Davey Resource Group, Inc.  
Locations: Richfield, OH  
Additional Locations: Richfield, OH 
Work Site: On Site   
Req ID: 225207 

Position Overview

Efficient operations are essential for Davey Resource Group, Inc. (DRG) to perform work for our clients in the communication and utility industries. It is critical that operations managers can see and analyze financial information to help them make better business decisions and proactively understand and remediate risks.  The Lead Financial Analyst will be integral to tracking key metrics, reporting on those metrics, and working closely with operations teams to perform root cause analysis on issues that arise.  A strong working relationship with a high level of trust across the organization will be critical to success in this role. This role is highly interactive in a team environment and requires a high level of energy and a positive attitude.  The ideal candidate will have a strong accounting background, proven experience in financial planning and analysis, and significant experience with SAP.

Job Duties

What You’ll Do:

• Develop and maintain financial models to support budgeting, forecasting, and long-range planning.

• Conduct in-depth financial analysis to identify trends, variances, and opportunities for improvement, working with the Operations team to drive accurate projections and commentary.

• Prepare comprehensive financial reports and presentations for senior management and operations field management.

• Collaborate with various departments to gather financial data and ensure accuracy.

• Assist in the annual budget process and periodic re-forecasts.

• Support the monthly close process by providing insightful variance analysis, including accrual accuracy.

• Identify and implement process improvements to enhance efficiency and accuracy in financial reporting.

• Utilize SAP for data extraction, analysis, and reporting.

• Perform ad-hoc analysis and special projects as required.

Qualifications

Education

• Bachelor's degree in Accounting, Finance, or a related field.

• CPA or MBA a plus.

Experience

• 4-5 years of progressive experience in financial planning and analysis 

• Preferred background in utilities, telecommunications, construction or service industries working closely with Operations teams.

• Strong accounting background, including knowledge of GAAP and financial statement analysis.

• Experience with month-end close and/or preparation of expense accruals.

• Proven experience with SAP & SAC-P modules preferred.

• Experience with financial modeling and forecasting techniques.

• Familiarity with Google Suite (Sheets, Gmail, etc)

Skill Sets

• Technical Skills:

  • Advanced proficiency in Microsoft Excel, Google Sheets (e.g., pivot tables, VLOOKUPs, financial functions).

  • Strong understanding of financial principles and accounting concepts.

  • Proficiency in SAP for financial reporting and data analysis.

  • Experience with other financial planning software is a plus.

• Team Leadership: 

  • Provide technical guidance, strategic oversight, and mentorship to a team of analysts to ensure departmental excellence.

• Interpersonal Skills:

  • Ability to work independently and as part of a team.

  • Strong interpersonal skills and the ability to build effective working relationships.

  • Proactive and results-oriented.

  • Communication of complex finance topics with operational leadership

• Analytical Skills:

  • Excellent analytical and problem-solving abilities.

  • Ability to interpret complex financial data and translate it into actionable insights.

  • Strong attention to detail and accuracy.

• Communication Skills:

  • Excellent written and verbal communication skills.

  • Ability to present complex financial information clearly and concisely to diverse audiences.

Additional Information

What We Offer: * 

• Paid time off and paid holidays 
• Opportunities for advancement 
• 401(k) retirement savings plan with a company match 
• Employee-owned company and discounted stock purchase options 
• Group health plan 
• Employee referral bonus program 
• Locations throughout US in major cities and desirable areas 
• Scholarship program for children of employees 
• Charitable matching gift program 

*all listed benefits available to eligible employees

​The Davey Tree Expert Company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to protected class, including race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national or ethnic origin, marital or familial status, disability, status as a protected veteran, status as an Aboriginal or Indigenous person, or other classification protected by law.

Utility Asset Management is a division of Davey Resource Group, Inc. (DRG), a Davey company. Davey has been employee-owned since 1979. Our engineering, field services, inspection, and construction teams help keep the world connected, supporting the infrastructure of our electric utility and communications partners. The Davey Tree Expert Company provides research-driven tree services, grounds maintenance and environmental and utility infrastructure consulting for residential, utility, commercial and environmental partners in the U.S. and Canada. We care about our clients, each other and the world around us. We offer the resources, size and stability of a big company while maintaining the culture, entrepreneurial spirit and feel of a small one. We invest in our people, offering industry-leading training, technology, and benefits that lead to a rewarding and safe work experience at all levels. Wherever you want to grow your career, there’s a place for you at Davey. To learn more, visit Davey.com.

Accommodations: If requested by employee or otherwise as required by law, reasonable accommodations will be made to enable employees with disabilities to perform essential job functions.

If you need assistance at any time, please contact us at 1-877-411-7601 or at Recruiting@davey.com.

Employment Type: Permanent 
Job Type: Full Time 
Travel Expectations: Up to 25%