Senior Business & Financial Analyst

Position Title: ​Senior Business & Financial Analyst​

Position Location: Remote – work virtually anywhere in the United States

Salary

DLB recognizes salary ranges from job boards do not necessarily reflect our pay ranges. In many instances we out-compete those ranges for well-qualified candidates.

Job Summary

The ​Senior Business & Financial Analyst​ supports leadership across sales, finance, and project delivery teams by delivering insightful, data-driven analysis and reporting. This role is responsible for analyzing sales trends, financial performance, and project profitability to help guide strategic decisions and optimize operational outcomes. The analyst will collaborate with executives, department heads, and business intelligence developers to build dashboards, improve forecasting, monitor financial performance, and identify areas for improvement or automation.

This role requires strong analytical skills, financial acumen, and a proactive mindset to surface opportunities and communicate findings that drive business performance. The analyst must be comfortable managing multiple streams of work and communicating insights to both technical and non-technical stakeholders.

This individual will work collaboratively with business intelligence developers, controller, project managers, project accountants and executive stakeholders to ensure the accuracy, clarity, and effectiveness of business and financial reporting solutions. They will receive limited direction on day-to-day work and general instruction on new projects or strategic assignments.

The Senior Business & Financial Analyst will operate with a high degree of autonomy, receiving limited supervision for routine responsibilities and general guidance for complex or strategic initiatives. They may assist leadership on projects involving financial modeling, executive reporting, or cross-departmental analysis.

This individual will communicate and operate in alignment with the organization’s mission, values, and strategic goals, while supporting the objectives of the finance, sales, and project delivery teams.

Essential Functions

Sales Analysis & Reporting

• Facilitate monthly sales planning sessions by preparing and analyzing sales performance reports
• Monitor sales pipeline trends, win/loss metrics, and customer segmentation
• Support sales forecasting, including variance analysis vs. Targets and historical performance
• Conduct pricing, revenue, and margin analysis to support strategic decisions

Financial & Project Analysis

• Analyze company financial performance vs. Budget and forecast
• Partner with project managers and project accountants to track project budgets, profitability, and cost-to-complete estimates
• Conduct break-even, overhead rate, and fee structure analyses for departments or service lines
• Develop financial models for scenario planning and margin optimization

Executive Reporting & Financial Insights

• Maintain and enhance high-level Power BI dashboards for executive leadership, including reporting on net income, operating expenses, trade working capital, and net service revenue
• Collaborate closely with the CFO and owners to ensure dashboards reflect evolving strategic needs and business priorities
• Ensure accuracy, clarity, and timely delivery of executive-level reporting to support high-impact financial decisions

Business Intelligence & Reporting

• Collaborate with BI and software developers to design and maintain dashboards and visualizations
• Define data requirements and KPIs across sales, financial, and project performance areas
• Deliver ad hoc analyses in response to executive, finance, or operations team needs
• Ensure timely, accurate delivery of recurring management reports

Operational Support & Automation

• Identify areas where automation or system enhancements can improve analysis or reporting
• Complete industry surveys and benchmarks for performance comparison
• Support annual planning processes, including budget development and departmental goal tracking
• Performs other related duties as assigned

Completion of Assigned Tasks and Deliverables on Time and on Budget

Performs Other Related Duties as Assigned

Position Requirements (Advanced level for all the following, except as noted)

Technical Skills

• Expert-level Microsoft Excel, including advanced formulas, pivot tables, and charting
• Strong PowerPoint and Word skills for report development and presentations
• Experience with Power BI, SQL, or other BI/reporting tools
• Familiarity with ERP or project accounting systems
• Ability to leverage AI and emerging technologies to streamline workflows, optimize operational processes, and contribute to company-wide innovation.

Analytical & Professional Skills

• Strong analytical and financial modeling capabilities
• Ability to translate complex data into clear, actionable insights
• Excellent attention to detail and data accuracy
• Ability to prioritize, manage deadlines, and work independently or collaboratively
• Strong written and verbal communication skills for technical and non-technical audiences
• High degree of professionalism, confidentiality, and business judgment
• Proven ability to build strong, collaborative relationships across all levels of the organization
• Comfortable working in fast-paced environments with tight deadlines and shifting priorities

Physical Demands

The following physical demands must be met by the employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is

• Frequently required to remain in a stationary position
• Frequently moving through office, facility and other environments
• On occasion the employee may move equipment weighing up to 25 pounds

Travel / Relocation Requirements

• Up to 5%, this may include travel to any or all 50 US states
• Travel is defined as physically leaving home on behalf of business activities including but not limited to client sites, meetings with other employees, meeting for business development purposes, running errands on behalf of the business, attending industry conferences, etc.

Education / Experience

• Bachelor’s degree in business, finance, accounting, economics, or related field 

PLUS

• Minimum of eight years in business analysis, financial analysis, or sales operations analysis 
• Experience supporting professional services or project-based businesses

Benefits

DLB Associates offers a very competitive benefits package; highlights include

• Choice of comprehensive medical plans (including two PPO-style plans and a HDHP w/ HSA option)
• Dental and vision plans
• Comprehensive medical, dental and vision benefits extended to spouse / domestic partner and dependent children up to age 26
• 401k with company match and self-directed brokerage account option
• PTO including additional paid time off during the last week of the year
• Company paid life insurance coverage for employees and their eligible dependents
• Short and long-term disability, AD&D coverage
• Professional development opportunities, tuition reimbursement and professional licensing assistance
• Paid parental leave after one year of employment

DLB Associates is an EEO/Affirmative Action Employer and participates in the E-Verify program with the Department of Homeland Security. We encourage diversity in our workforce.

Are you ready to challenge yourself and redefine standards in the AEC industry? Apply now and join our award-winning team!​

​NOTICE TO THIRD PARTY AGENCIES:

DLB does not accept unsolicited resumes from recruiters, employment agencies, or other staffing services. Unsolicited resumes include any resume or hiring document sent to DLB in the absence of a signed Service Agreement where DLB has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including those submitted to hiring managers or other business leaders, will become the property of DLB and DLB will have the right to hire that candidate without reservation – no fee or other compensation will be owed or paid to the recruiter, employment agency, or other staffing service.