Sr Financial Analyst
XL Construction
•
Milpitas, CA
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Not Applicable
Posted March 29, 2026
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Responsibilities
Responsibilities
- Budgeting and Forecasting: Includes the preparation of appropriate analysis to support the development of financial guidelines as well as the development and implementation of financial planning schedules and procedures at all levels of the Company.
- Review and analyze budgets and make appropriate recommendations to management.
- Financial Analysis: Provide financial and analytical support to internal customers.
- Review and analyze actuals versus budget.
- Financial Reporting: Support the development, implementation, and maintenance of comprehensive internal financial reporting package to support the monthly preparation of business unit, department and consolidated financial statements.
- This includes maintenance of hierarchies to keep reporting in sync.
- Work with ViewPoint - Vista, Power BI, Smart Sheets and Prophix.
- Process Improvement: Identify and lead process improvement initiatives.
- Assist on cross-functional teams, as required, to improve budgeting and financial reporting processes.
- Continuously seek new ways to leverage business data to offer fresh insights and aid decision making.
- Translate business strategies, initiatives, and projects into effective financial modeling.
- Act as Finance representative for cross-functional projects
- Understand the business and information needs of business owners and translate those needs into BI/analytics/reporting requirements.
- Support the design, development, and maintenance of ongoing metrics, reports, data mining, analyses, dashboards, PowerPoint presentations etc. that drive meaningful, timely, and actionable insights and can be easily interpreted by users.
- Work with Operations team and utilize data insights to help drive predictive operational behavior.
Not Met Priorities
What still needs stronger evidence
Requirements
- 5+ years' relevant work experience in accounting, financial forecasting, reporting, and analysis
- Ability to work in a fast-paced unstructured environment; excellent financial skills; expertise
- with financial reporting and analysis including balance sheets, profit and loss, return on asset
- and investment, metrics and measurements, etc.
- Strong Excel skills including pivot tables, vlookups, and ODBC connections.
- Strong communication (oral and written), interpersonal, and organizational skills required.
- demonstrate ability to successfully interact effectively with all levels in the organization.
- High level of initiative and critical thinking to formulate business issues into analytical problems
- and devise actionable solutions.
- Ability to work cross functionally and support multiple senior level internal clients.
- Comfortable working with large volumes of data and diligence when managing detail.
- Time management and ability to complete work under tight deadlines.
Preferred Skills
- Experience In Construction Accounting And/or Public Accounting Preferred.
Education
- (Required) – Bachelor’s degree in Finance, Accounting, or related field of study required.
Description
Position at XL Industries Inc
Position Summary
The Senior Financial Analyst position is responsible for financial analysis and reporting in the areas of budgeting, forecasting, reporting, and analysis. Additional responsibilities may include monthly reports; monitoring and analyzing financial, statistical, and operational data trends; and special projects as requested.
This individual will work with the VP of Finance and Business Leaders to translate strategy into actionable plans, leverage in-depth analysis to provide the story behind the numbers and respond to business changes with agility. Also providing analytical support to Operations through the creation and maintenance of various BI reports, analysis, PowerPoint presentations, data models, and analytical tools.
Responsibilities
Budgeting and Forecasting: Includes the preparation of appropriate analysis to support the development of financial guidelines as well as the development and implementation of financial planning schedules and procedures at all levels of the Company. Review and analyze budgets and make appropriate recommendations to management.
Financial Analysis: Provide financial and analytical support to internal customers. Review and analyze actuals versus budget.
Financial Reporting: Support the development, implementation, and maintenance of comprehensive internal financial reporting package to support the monthly preparation of business unit, department and consolidated financial statements. This includes maintenance of hierarchies to keep reporting in sync. Work with ViewPoint - Vista, Power BI, Smart Sheets and Prophix.
Process Improvement: Identify and lead process improvement initiatives. Assist on cross-functional teams, as required, to improve budgeting and financial reporting processes.
Continuously seek new ways to leverage business data to offer fresh insights and aid decision making.
Translate business strategies, initiatives, and projects into effective financial modeling.
Act as Finance representative for cross-functional projects
Understand the business and information needs of business owners and translate those needs into BI/analytics/reporting requirements.
Support the design, development, and maintenance of ongoing metrics, reports, data mining, analyses, dashboards, PowerPoint presentations etc. that drive meaningful, timely, and actionable insights and can be easily interpreted by users.
Work with Operations team and utilize data insights to help drive predictive operational behavior.
Knowledge, Skills And Abilities
Bachelor’s degree in Finance, Accounting, or related field of study required.
5+ years' relevant work experience in accounting, financial forecasting, reporting, and analysis
Required. Experience In Construction Accounting And/or Public Accounting Preferred.
Ability to work in a fast-paced unstructured environment; excellent financial skills; expertise
with financial reporting and analysis including balance sheets, profit and loss, return on asset
and investment, metrics and measurements, etc.
Strong Excel skills including pivot tables, vlookups, and ODBC connections.
Strong communication (oral and written), interpersonal, and organizational skills required. Must
demonstrate ability to successfully interact effectively with all levels in the organization.
High level of initiative and critical thinking to formulate business issues into analytical problems
and devise actionable solutions.
Ability to work cross functionally and support multiple senior level internal clients.
Comfortable working with large volumes of data and diligence when managing detail.
Time management and ability to complete work under tight deadlines.
Core Competencies
XLI Steward
Managerial Courage
Bridge Builder
People Builder
Continuous Learner
Business Acumen
Strategic Edge
Compensation
In accordance with California pay transparency requirements, the base salary range for this position is $110,100 – $117,500 annually, depending on experience and qualifications. Total compensation may include a performance-based bonus.
Position at XL Industries Inc
Position Summary
The Senior Financial Analyst position is responsible for financial analysis and reporting in the areas of budgeting, forecasting, reporting, and analysis. Additional responsibilities may include monthly reports; monitoring and analyzing financial, statistical, and operational data trends; and special projects as requested.
This individual will work with the VP of Finance and Business Leaders to translate strategy into actionable plans, leverage in-depth analysis to provide the story behind the numbers and respond to business changes with agility. Also providing analytical support to Operations through the creation and maintenance of various BI reports, analysis, PowerPoint presentations, data models, and analytical tools.
Responsibilities
Budgeting and Forecasting: Includes the preparation of appropriate analysis to support the development of financial guidelines as well as the development and implementation of financial planning schedules and procedures at all levels of the Company. Review and analyze budgets and make appropriate recommendations to management.
Financial Analysis: Provide financial and analytical support to internal customers. Review and analyze actuals versus budget.
Financial Reporting: Support the development, implementation, and maintenance of comprehensive internal financial reporting package to support the monthly preparation of business unit, department and consolidated financial statements. This includes maintenance of hierarchies to keep reporting in sync. Work with ViewPoint - Vista, Power BI, Smart Sheets and Prophix.
Process Improvement: Identify and lead process improvement initiatives. Assist on cross-functional teams, as required, to improve budgeting and financial reporting processes.
Continuously seek new ways to leverage business data to offer fresh insights and aid decision making.
Translate business strategies, initiatives, and projects into effective financial modeling.
Act as Finance representative for cross-functional projects
Understand the business and information needs of business owners and translate those needs into BI/analytics/reporting requirements.
Support the design, development, and maintenance of ongoing metrics, reports, data mining, analyses, dashboards, PowerPoint presentations etc. that drive meaningful, timely, and actionable insights and can be easily interpreted by users.
Work with Operations team and utilize data insights to help drive predictive operational behavior.
Knowledge, Skills And Abilities
Bachelor’s degree in Finance, Accounting, or related field of study required.
5+ years' relevant work experience in accounting, financial forecasting, reporting, and analysis
Required. Experience In Construction Accounting And/or Public Accounting Preferred.
Ability to work in a fast-paced unstructured environment; excellent financial skills; expertise
with financial reporting and analysis including balance sheets, profit and loss, return on asset
and investment, metrics and measurements, etc.
Strong Excel skills including pivot tables, vlookups, and ODBC connections.
Strong communication (oral and written), interpersonal, and organizational skills required. Must
demonstrate ability to successfully interact effectively with all levels in the organization.
High level of initiative and critical thinking to formulate business issues into analytical problems
and devise actionable solutions.
Ability to work cross functionally and support multiple senior level internal clients.
Comfortable working with large volumes of data and diligence when managing detail.
Time management and ability to complete work under tight deadlines.
Core Competencies
XLI Steward
Managerial Courage
Bridge Builder
People Builder
Continuous Learner
Business Acumen
Strategic Edge
Compensation
In accordance with California pay transparency requirements, the base salary range for this position is $110,100 – $117,500 annually, depending on experience and qualifications. Total compensation may include a performance-based bonus.