Senior Financial Analyst

As a Senior Financial Analyst at Mortenson, you will be responsible for supporting the Construction business in various financial activities, including planning, budgeting, forecasting, and decision support. You’ll assist Finance Business Partners in reviewing financial performance, prepare detailed reports and recommendations, and analyze variances to key operating metrics. Your role will also involve supporting the annual financial planning process and identifying areas for improvement, enhancing our overall financial reporting and analysis.

To qualify for the Senior Financial Analyst role at Mortenson, candidates should have a bachelor’s degree or equivalent experience, along with a minimum of five years of finance experience. Proficiency in Microsoft Excel and ERP applications is crucial, and experience in the construction industry, while beneficial, is not required. Due to the nature of the role, strong financial acumen, data analysis, and communication skills are essential for success.

Mortenson offers various benefits for the professional growth of its Senior Financial Analysts, including tuition reimbursement to support continued education and skill development. You’ll also have access to a range of resources that enhance your work-life balance. The environment encourages learning through collaboration and innovation, ensuring you have the tools and opportunities to advance in your finance career.

At Mortenson, Senior Financial Analysts enjoy a comprehensive benefits package, which includes medical and prescription drug plans with vision coverage at no additional cost, a solid dental plan, and a generous 401k retirement plan. Additional perks include paid time off, mental health resources, gym membership discounts, and more. These benefits reflect Mortenson's commitment to the well-being of its employees and their families.

Mortenson stands out as a reputable builder and developer that values its employees and promotes a team environment. The culture encourages diverse perspectives and fosters collaboration among team members. The commitment to positive impacts in the construction industry, along with competitive salary and benefits, makes Mortenson an appealing workplace for financial professionals seeking growth and meaningful contributions in their roles.

In responding to this question, be sure to highlight specific budgeting and forecasting processes you've managed in previous roles. Discuss the tools and methodologies you utilized, the challenges faced, and how your analysis supported business decisions. Showcase your ability to translate complex data into actionable insights that helped steer financial planning.

When answering this, describe your approach to customizing financial analysis for different departments. Emphasize your understanding of their unique needs, your communication skills in presenting data, and how you've adjusted your reports to align with each department's objectives. Provide examples of delivering financial recommendations that drove departmental success.

Discuss your preferred financial modeling techniques, such as what-if scenarios, variance analysis, or sensitivity analysis. Share why you choose these methods and how they enable you to provide insightful financial forecasts that assist decision-making at all levels. Be prepared to discuss specific models you’ve built and their impacts on the organization.

You should explain your project management skills and tools—for instance, how you use time management techniques or software to stay organized. Discuss your approach to prioritization, including assessing project impact and urgency, and how you communicate with teams to keep stakeholders informed. Providing examples of past experiences where you successfully managed multiple projects will enhance your answer.

Prepare for this by recounting a specific case where your financial analysis led to a crucial business decision. Describe the context, the analysis you performed, the outcome of that decision, and the skills you applied that made it possible. Make sure to focus on the measurable results that arose from your contribution.

In answering this question, reflect on a specific financial reporting challenge you encountered. Discuss the technical aspects of the challenge, your problem-solving process, and collaborative efforts that led to a successful resolution. Highlight the lessons learned and how they have influenced your approach to financial reporting since.

Outline the financial software and tools you’re proficient in, such as ERP systems, data visualization software, and Excel functionalities. Explain how you’ve utilized these tools to enhance financial reporting, modeling, or analysis. Providing specific examples of how these tools have improved efficiency or accuracy in your previous roles would be advantageous.

Share the steps you take to ensure accuracy in your analyses and reports, such as data validation, cross-referencing with other sources, and regular audits of your work. Discuss the importance of attention to detail and share any experiences where your diligence in maintaining accuracy prevented potential errors or oversights in project reporting.

Speak to your ability to adapt your communication style to different audiences, whether presenting to technical teams or non-financial stakeholders. Highlight your focus on clarity and conciseness, ensuring your points are easily understood. Provide examples of successful presentations or reports that received positive feedback from your audience.

In answering this question, reflect on what drives you in your career as a financial analyst. Whether it’s problem-solving, helping the business succeed, collaborating with teams, or enhancing financial performance, communicate your passion for the role. Tailor your response to align your motivations with Mortenson's mission and values to show you’re a good fit.