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Financial Analyst
Location
Mexico
Posted
68 days ago
Salary
$2.5K - $3K / month
Seniority
Senior
Job Description
Financial Analyst
Agent
• Manage accounts receivable and accounts payable for multiple entities • Oversee bookkeeping for micro restoration companies • Prepare quarterly tax filings (Hawaii general excise sales tax, state and federal estimated taxes) • Maintain accurate financial records using QuickBooks • Set up chart of accounts for multiple entities using restoration-specific templates • Configure and manage P&L statements for each micro restoration company • Establish accounting infrastructure for franchise-model business units • Ensure compliance across multiple legal entities • Develop forward-looking financial forecasts and budgeting models • Conduct job costing analysis using Lever360 CRM data and integrated purchase orders • Create strategic financial reports to support growth decisions • Analyze profitability by job, crew, and entity • Support decision-making on when to launch new micro restoration units • Monitor and optimize job costing processes in Lever360 • Integrate labor costs (hourly rates and burden rates) with material costs • Develop and refine compliance processes for job-level P&L tracking • Work with Xactimate estimating software for pricing and invoicing accuracy
Job Requirements
- Experience: 5+ years of accounting and financial analysis experience
- Industry Background: Construction or restoration industry experience (highly preferred)
- Multi-Entity Expertise: Proven experience managing multiple P&L statements and entities
- Accounting Background: Strong accounting knowledge; ability to set up charts of accounts and entities independently
- Software Proficiency: QuickBooks, Microsoft Outlook, Teams, SharePoint, Xactimate, and Lever360 CRM (or similar CRM systems)
- US Construction Experience: Must have worked with US-based construction operations.
- Nice-to-Have Qualifications: Franchise accounting or franchise business model experience
- Familiarity with restoration-specific accounting practices
- Experience with job costing systems
- CPA or accounting certification
- Experience with multiple P&L management for small business units
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