Financial Insights & Reporting Analyst
Rincon Consultants, Inc - Ventura, CA
Apply NowJob Description
About Us We are an award-winning California-based environmental consulting firm with 550+ professionals and more than 30 years of diverse experience serving clients in transportation, energy, water, infrastructure, private development, and government sectors. Our mission is to deliver practical, science-based environmental and planning solutions that support communities, infrastructure, and natural systems. As a people-centric organization, we value collaboration, fairness, and transparency, and are committed to fostering a workplace that supports both personal and professional growth while offering robust career opportunities. We are especially proud of our recent Great Place to Work? certification, which reflects an independent assessment of our culture and our team member experiences. About The Role We are seeking a Financial Insights & Reporting Analyst with three to five years of experience supporting Finance and Accounting organizations. This role is focused on financial reporting, analysis, and data-driven decision support, with strong emphasis on SQL-based data extraction, structured financial datasets, and repeatable reporting and data visualization.The ideal candidate has a solid grounding in accounting principles and financial reporting, combined with strong technical skills to query, validate, and analyze financial and project data from enterprise systems such as Microsoft Dynamics 365. This role partners closely with Finance leadership to deliver accurate, timely, and actionable financial insights that support month-end close, forecasting, budgeting, and project performance management within the Architecture, Engineering & Construction (AEC) and environmental consulting environment.How We Collaborate This role may offer a hybrid work setup, blending time in the office with remote work as business needs evolve. We enjoy coming together in person to collaborate, connect with teammates, and partner with clients, and may prioritize candidates who live within 50 miles of a Rincon office. Eligible office locations for this role include Carlsbad, Fresno, Los Angeles, Monterey, Oakland, Palm Springs, Riverside, Sacramento, San Luis Obispo, San Diego, San Jose, Santa Barbara, and Ventura. (Please note: While this role's location is listed as Ventura, we encourage you to apply if you reside in or near any of the CA locations listed above.)What Youll DoFinancial Reporting & AnalysisDevelop, maintain, and enhance standardized financial and operational metrics reports supporting month-end close, forecasting, budgeting, cash flow, and management reporting.Support project-based financial reporting, including revenue recognition, project profitability, labor utilization, and cost tracking.Produce recurring and ad hoc reports for Finance leadership, Project Managers, and Executive stakeholders.Data Extraction, Modeling & SQLWrite and optimize SQL queries to extract, transform, and validate financial and operational data from SQL Server data sources.Partner with Finance and IT to ensure alignment between source system data, reporting logic, and accounting rules.Business Intelligence & Reporting ToolsAutomate recurring reports and data refresh processes to improve efficiency, consistency, and data governance.Ensure reporting solutions align with Finance-controlled definitions, metrics, and hierarchies.Develop and maintain Power BI reports and dashboards that present financial data clearly and accurately for Finance and business stakeholders.Data Quality & ControlsEnsure data accuracy, completeness, and integrity across all financial reporting outputs.Document reporting logic, calculations, and assumptions to support transparency, auditability, and knowledge transfer.Assist in identifying and resolving data issues related to chart of accounts, financial dimensions, project structures, and source system configuration.Advanced Analytics & AutomationLeverage Microsoft Copilot, Power BI AI features, or other analytics tools to streamline reporting workflows and enhance financial analysis.Identify opportunities for automation, predictive insights, and improved self-service reporting within Finance.Cross-Functional CollaborationPartner with Finance, Accounting, and Project Management teams to translate financial requirements into scalable reporting municate financial insights clearly to both technical and non-technical audiences.Support continuous improvement of financial reporting processes and tools.What Youll BringRequired QualificationsBachelors degree in Finance, Accounting, Data Analytics, Information Systems, or a related field.Approximately 3-5 years of experience in financial analysis, financial reporting, or business intelligence within a Finance or Accounting function.Strong understanding of GAAP, cost accounting, project accounting, and financial close processes.Demonstrated ability to write and maintain SQL queries for financial reporting and analysis.Proficiency with:Microsoft Dynamics 365 (Finance & Operations preferred)SQL-based querying and data preparationPower BIExcel (advanced formulas, modeling, Power Query)Preferred QualificationsExperience in the AEC or environmental consulting industry.Familiarity with project-based accounting concepts such as WBS structures, labor utilization, and revenue recognition.Experience using Copilot, Power BI AI features, or other GenAI tools to support analytics and reporting efficiency is a plus.Key CompetenciesStrong financial and analytical thinking with attention to detailAbility to translate complex financial data into clear, actionable insightsStrong SQL and data problem-solving skillsEffective communicator with Finance and non-Finance stakeholdersHighly organized, detail-oriented, and committed to data qualityComfortable working cross-functionally in a fast-paced environmentWillingness to learn and adapt to evolving analytics and automation toolsInvesting in You The base salary range for this full-time position is $80,000-$100,000 plus a generous benefits program. Salary ranges are based on the market median of similar jobs, according to third-party salary benchmark surveys. Base pay is determined based on internal equity and a candidates job-related knowledge, skills, and experience.We offer a comprehensive Total Rewards Package designed to support employee well-being, growth, and financial security. Our benefits are designed to offer flexibility and choice, including health coverage options, employer-sponsored insurance, retirement benefits, generous time off, and programs that support learning, growth, and community engagement.Explore more about our culture, benefits, and life at Rincon on our
Created: 2026-03-26