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Financial Analyst

Financial Analyst - Equipment Finance

SUMMARY 

Mortenson is seeking a Financial Analyst to support the Equipment Solutions Service Group by enhancing financial acumen, optimizing processes, and driving accountability. This role, based in Minneapolis, MN, will deliver actionable insights and strategic decision-making support to ensure the financial success of the Equipment Solutions business.

RESPONSIBILITIES

  • Support the annual budget and quarterly forecasting processes with focus on increasing accuracy, understanding variances and providing insights, and driving accountability
  • Be an active participant in quarterly financial review meetings with Equipment Solutions and Operating Group Leadership teams
  • Create monthly and quarterly financial reporting packages for Mortenson Senior Leadership Team meetings
  • Help drive continuous process improvement by leveraging systems & technology and financial controls best practices
  • Exercise fiduciary responsibility by supporting the design and implementation of financial controls
  • Provide direct support to Equipment Solutions’ capital expenditure process by creating financial models and reviewing business cases
  • Track fleet value, fleet age, utilization and return on investment of owned equipment
  • Help define and track KPIs that have a direct correlation with the financial success of the Equipment Solutions business
  • Create and present business intelligence dashboards to Equipment Solutions group leadership to drive data-based decision making
  • Provide ad-hoc financial reporting & analysis as requested
  • Effectively work cross-functionally and with other Operating Groups while building relationships across the organization

QUALIFICATIONS

  • Bachelor’s degree in Accounting, Finance, Business Administration, or equivalent field
  • Experience with Microsoft Excel and ERP applications
  • Seeking candidates with strong:
    • financial and business acumen
    • ability to analyze & interpret data to provide business insights
    • continuous improvement mindset
    • analytical and critical thinking capabilities
    • executive presence and communication skills
    • sense of curiosity and desire to learn and develop
    • ability to effectively prioritize & handle simultaneous responsibilities and to work independently

A few benefits offered include: 

(for Non-Craft & Non-Union Craft working 25+ hours / week)

  • Medical and prescription drug plans that includes no additional cost vision coverage 
  • Dental plan 
  • 401k retirement plan with a generous Mortenson match
  • Paid time off, holidays, and other paid leaves 
  • Employer paid Life, AD&D, and disability insurance 
  • No-Cost mental health tool and concierge with extensive work-life resources
  • Tuition reimbursement 
  • Adoption Assistance
  • Gym Membership Discount Program

The base pay range for this role is $71,400 - $107,100. (Actual range is higher for the following office locations: Denver, CO and Chicago, IL – 5%, Seattle, WA, and Portland, OR – 10%, Washington, D.C. – 12.5%).

Base pay is positioned within the range based on several factors including an individual’s knowledge, skills, and experience, with consideration given to internal equity. This position is eligible for Mortenson’s incentive plan.

#LI-BS

Please make note: 

  • Visa sponsorship is not offered for this position.
  • Our postings are typically open a minimum of 5 days and an average of 44 days. 

ABOUT MORTENSON

As a top builder, developer, and EPC (Engineering, Procurement, and Construction), our expertise spans markets like sports, renewable energy, data centers, healthcare, and more. We are builders at heart, working to ensure the built environment has a lasting positive impact. 

Let’s Redefine Possible® 

Equal Employment Opportunity

Your uniqueness brings new and creative perspectives to the team. Mortenson is committed to providing equal opportunities of employment (EOE) to all individuals, regardless of your race, religion, gender, national origin, age, veteran status, disability, marital status or any other legally protected category.

Other Items to Note

  • Mortenson reserves the right to hire any individual without legal or financial obligation on unwanted solicitations.  No agency emails, calls, or solicitations are accepted  without a valid agreement.
  • Must be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, CPT, OPT, etc.). We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Average salary estimate

$89250 / YEARLY (est.)
min
max
$71400K
$107100K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Financial Analyst, Mortenson

Are you ready to take your financial expertise to the next level? Mortenson, a leading builder and developer in multiple markets including sports and renewable energy, is on the lookout for a Financial Analyst to join our Equipment Solutions Service Group in Minneapolis, MN. In this exciting role, you will enhance financial acumen, optimize processes, and drive accountability within the Equipment Solutions business. Your days will be filled with crunching numbers, creating actionable insights, and supporting strategic decision-making to ensure our financial success. From supporting annual budgets to tracking fleet values and presenting business intelligence dashboards, your contributions will be pivotal in guiding our leadership towards informed decisions. If you thrive in a fast-paced environment and have a knack for data analysis and strategic thinking, this is the perfect opportunity for you. Plus, at Mortenson, we value your well-being with competitive benefits including paid time off, a generous 401k match, and health plans designed to support you and your family. Join us in redefining possible and building a better tomorrow!

Frequently Asked Questions (FAQs) for Financial Analyst Role at Mortenson
What are the responsibilities of a Financial Analyst at Mortenson?

The Financial Analyst at Mortenson is responsible for enhancing financial acumen, optimizing processes, and driving accountability in the Equipment Solutions Service Group. Key duties include supporting the annual budget and quarterly forecasting processes, creating financial reporting packages, participating in financial review meetings, tracking fleet values and KPIs, and providing ad-hoc financial reporting. This role is essential in providing actionable insights and supporting strategic decision-making.

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What qualifications are needed for the Financial Analyst position at Mortenson?

To qualify for the Financial Analyst role at Mortenson, candidates must have a Bachelor’s degree in Accounting, Finance, Business Administration, or a related field. Experience with Microsoft Excel and ERP applications is also necessary. We seek individuals with strong financial acumen, analytical skills, continuous improvement mindset, and excellent communication abilities. The ideal candidate should be curious, self-motivated, and capable of handling multiple responsibilities.

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What benefits does Mortenson offer for the Financial Analyst position?

Mortenson offers a variety of benefits for the Financial Analyst role, including comprehensive medical and prescription drug plans, dental coverage, a generous 401k retirement plan, paid time off, and employer-paid life insurance. Additionally, employees benefit from a mental health tool, tuition reimbursement, adoption assistance, and discounts on gym memberships, ensuring a supportive work-life balance.

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What is the salary range for the Financial Analyst position at Mortenson?

The salary range for the Financial Analyst position at Mortenson is between $71,400 and $107,100, depending on factors like knowledge and experience. For certain locations, such as Denver and Chicago, the range is slightly higher. The role is also eligible for Mortenson’s incentive plan, making it a lucrative opportunity for qualified candidates.

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Is visa sponsorship available for the Financial Analyst role at Mortenson?

Unfortunately, Mortenson does not offer visa sponsorship for the Financial Analyst position. Candidates must be legally authorized to work in the U.S. without requiring employment visa status at the time of application.

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Common Interview Questions for Financial Analyst
Can you explain your experience with financial modeling as a Financial Analyst?

When answering this question, highlight specific financial models you have created in the past. Explain the purpose of each model, how you used it to drive decision-making, and the outcomes achieved. Emphasize your analytical skills and your ability to interpret financial data effectively.

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How do you prioritize competing responsibilities as a Financial Analyst?

Discuss the strategies you use to prioritize tasks, such as employing time management techniques and tools. Illustrate your thought process by providing examples of situations where you effectively managed multiple responsibilities and met deadlines. Focus on your ability to remain organized and flexible.

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Describe a time you contributed to process improvement in a financial context.

Share a specific example of a process you helped to enhance, detailing the steps you took and the results that followed. Discuss the aspects that led to improvement, and how your initiative positively impacted the team's efficiency or accuracy. This shows your commitment to continuous improvement.

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What software tools are you proficient in related to financial analysis?

Mention your experience with financial analysis tools such as Microsoft Excel and any ERP software you have used. Provide examples of how you utilized these tools for analytics or reporting to drive business insights, making sure to highlight any complex functions or advanced features you are familiar with.

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How do you ensure fiduciary responsibility as a Financial Analyst?

Discuss your understanding of fiduciary duty and the importance of ethical financial practices. Mention specific protocols or controls you follow to ensure compliance and accountability. Providing examples from your experience will strengthen your answer and show your commitment to ethical conduct.

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What key performance indicators (KPIs) do you consider essential for financial analysis?

Identify several KPIs relevant to financial health, such as return on investment, profit margins, and cash flow. Explain why these KPIs matter and how tracking them can inform strategic decisions. This demonstrates your ability to connect financial metrics with broader business goals.

Join Rise to see the full answer
How do you approach preparing financial presentations for leadership?

Talk about your process for creating engaging financial presentations, including research, data visualization, and storytelling. Mention any tools you use, and provide examples of how you tailored presentations to different audiences within leadership to ensure clarity and impact.

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Can you give an example of when you analyzed data to provide insights for a business decision?

Provide a specific scenario where your data analysis played a critical role in a business decision. Discuss the type of data you analyzed, the insights drawn from it, and the decision that resulted. Emphasize your analytical and critical thinking skills showcased through the process.

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What methods do you use to track and report fleet values and equipment utilization?

Explain how you leverage data analytics tools and systems to monitor fleet values and usage. Discuss the metrics you prioritize and how you utilize reporting to inform equipment acquisition strategies and improve investment returns.

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How do you stay updated on industry trends relevant to financial analysis?

Discuss your strategies for staying informed about industry trends, such as subscribing to financial news outlets, attending webinars, and participating in professional networks. Your proactive approach to learning will highlight your commitment to professional development within the financial sector.

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Our Purpose and Mission: We are inspired by a compelling purpose: Building structures and facilities for the advancement of modern society.® Our purpose is fulfilled through our mission: To create an exceptional customer experience.

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DATE POSTED
April 14, 2025

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