Senior Financial Planning & Analysis Specialist

The role

This role drives the budget and forecasting process for the entire organization. You will provide financial analysis and insights to inform business decisions and support strategic planning.

What you will do

• Lead the annual budgeting process and ongoing forecasting activities.
• Prepare financial statements, management reports, KPIs, and dashboards.
• Develop and deliver financial presentations for the CFO, CEO, Partners, and Board of Directors.
• Monitor financial performance by analyzing actual results against budgets and forecasts.
• Develop and maintain financial models to evaluate business performance and strategic decisions.
• Serve as a financial advisor to leaders across various departments.
• Provide data-driven analysis to enable executive leadership to manage risk and optimize resources.
• Evaluate and enhance financial planning, reporting, and forecasting processes.

Required qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5-10 years of progressive experience in financial planning & analysis, budgeting, forecasting, or corporate finance.
• Ability to lead financial planning initiatives and partner with leadership.
• Financial analysis and problem-solving skills.
• Verbal and written communication skills.
• Advanced skills in Microsoft Excel.
• Experience using modern FP&A tools such as Vareto or Workday.
• Experience implementing a budget & forecast platform.
• Success in cross-functional team collaboration and relationship-building.

Nice to have

• MBA and/or professional certifications, such as a CPA, CMA, or CFA
• Experience within the AEC (Architecture, Engineering & Construction) industry
• Familiarity with Deltek VantagePoint
• Experience with M&A and integration activities
• Experience with Google Workspace tools

Benefits

• Medical (including an HSA High Deductible option)
• Dental
• Vision
• FSA
• Supplemental Life Insurance plans
• 100% company-paid Life Insurance
• Short-Term Disability
• Long-Term Disability coverage
• 401(k) plan with up to a 4% match
• Paid vacation and sick time
• 11 paid holidays
• Employee ownership options

Before you apply

• Employment requires passing a pre-employment background check and drug screen.

About the company

MacKay is an infrastructure and environmental services firm built on more than 50 years of experience. The company is in a phase of expansion, creating opportunities for employees to build long-term careers.