Financial Analyst

FINANCIAL ANALYST

POSITION SUMMARY

The Financial Analyst at Hogan Roofing plays a critical role in driving financial accuracy, operational efficiency, and strategic decision-making across the business. This position supports the Leadership Team through detailed job costing, budgeting, forecasting, margin analysis, and accounting support in a construction/roofing environment. The Financial Analyst ensures financials are delivered timely and accurately, supports accrual accounting and month-end close, maintains cost controls, and provides insights that guide profit optimization. This role partners closely with Operations, Estimating, and Sales to maintain strong financial discipline and inform business planning.

ABOUT HOGAN ROOFING

We are Hogan Roof, we provide roofing, gutters, and exterior services and we are growing by the day. Our mission is to improve the safety and comfort of our client’s communities through high-quality roofing services. We are Committed and Accountable in our pursuit to see every team member reach their personal, professional, and financial goals through the work we do together. Our core values are the backbone of our business and guide our hiring process: we are Transparent, Excellent, Ethical, and Inspirational.

OBJECTIVES

• Deliver accurate monthly job costing within 3 business days of month-end, including labor, materials, equipment, and subcontractor expenses.
• Support month-end close by preparing accrual entries, reconciliations, and variance analysis by the 10th calendar day each month.
• Maintain 100% accuracy in accrual accounting entries, including WIP schedules, revenue recognition, and cost allocations.
• Build and update the annual budget and monthly rolling forecast with leadership, incorporating operational inputs and market trends.
• Create a standardized job profitability report that provides visibility into margins, overruns, and cost drivers.
• Identify at least three cost-reduction or efficiency opportunities per quarter with meaningful financial impact.
• Provide daily/weekly dashboards for project performance, cash flow, AR/AP aging, and backlog analysis.
• Improve financial data integrity by auditing vendor invoices, PO processes, and expense coding for accuracy.
• Support pricing strategy by analyzing historical job performance, vendor costs, and competitive benchmarks.
• Enhance forecasting accuracy by maintaining updated pipeline, backlog, and production schedules.
• Strengthen collaboration with operations and estimating through regular job reviews and budget-to-actual analysis.
• Ensure compliance with internal controls and GAAP, including proper documentation, segregation of duties, and audit readiness.

COMPETENCIES

• Ability to interpret data, analyze trends, and identify actionable insights.
• Understands cost allocation, overhead, WIP, and margin analysis.
• Knowledgeable in revenue recognition, matching principle, and period close.
• Builds models that support informed decision-making.
• Pivots, lookups, modeling, and data visualization.
• Ensures accuracy in reporting and documentation.
• Ability to work closely with field, sales, and estimating teams.
• Anticipates issues and provides solutions.
• Ability to prioritize high-impact work under tight deadlines.
• Explains complex financial concepts in clear, simple terms.
• Experience with accounting systems (QuickBooks, Sage, Foundation, or similar).
• Maintains trust with sensitive financial information.
  
  

EDUCATION AND EXPERIENCE

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field
• 2–5 years of experience in financial analysis or accounting
• Experience in construction, roofing, or skilled trades strongly preferred
• Proficiency in accrual accounting, job costing, and financial reporting
• Intermediate to advanced Excel/Google Sheets skills

• Experience with construction accounting platforms (e.g., QuickBooks Contractor, Sage 100 Contractor, Foundation)
• Knowledge of WIP schedules, percent-complete revenue recognition, and GAAP compliance
• Experience supporting budgeting, forecasting, and KPI dashboards

PHYSICAL REQUIREMENTS

• Prolonged periods sitting at a desk and working on a computer