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Financial Analyst - FP&A

Role overview

Qualifications

  • 1-3 years of experience in FPA, financial analysis, or a related finance function
  • Bachelor’s degree in Finance, Accounting, Information Systems, or a related field
  • Strong proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis tools
  • Knowledge of database querying (e.g., SQL) and data visualization tools

Responsibilities

  • Prepare, analyze, and interpret financial reports, forecasts, and budgets to support business objectives
  • Develop and maintain interactive dashboards and data visualizations to provide actionable insights for stakeholders
  • Leverage financial systems and tools to streamline processes, improve data integrity, and enhance reporting efficiency
  • Identify and implement AI-enabled automation opportunities to reduce manual work, improve reporting accuracy, and accelerate recurring FPA processes

About the company

Shawmut Design and Construction logo

Shawmut Design and Construction

Commercial & Industrial Construction

At Shawmut Design and Construction, we promise our clients a better building experience. As an award-winning construction management firm, we are dedicated to outperforming expectations every day—a responsibility we take seriously as employee-owners and a promise we make to each one of our partners. Right from the start—all the way to the ribbon cutting—we promise our clients a building experience that’s the very best. Winning for clients is our passion. We succeed when our clients enjoy the building process as much as the building itself. To be the best, we need to cultivate the best talent. We work to create an inclusive environment where everyone reaches their fullest potential, with a Diversity Leadership Council driving our journey toward diversity, equity, and inclusion. Shawmut is 100% employee-owned which means every employee has a vested interest in the success of the company and the success of our clients’ projects. As part owners through the Employee Stock Ownership Plan (ESOP), each employee takes pride in being part of a talent-driven and leading-edge organization focused on delivering exceptional client service.

Company details

Company typeLarge
IndustryCommercial & Industrial Construction
Company size1001 - 5000

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Job description

Overview:

At Shawmut Design and Construction, we take pride in the culture we’ve built as a 100% employee-owned company—one that’s been recognized with more than 100 Best Place to Work awards. We’ve been honored as a National Fortune Best Workplace, a Fortune Best Workplace for Women, Millennials, and Parents, and one of America’s Best Employers by Forbes—along with numerous regional recognitions across our 15 offices nationwide.

 

Here’s a glimpse into what we offer:

  • Health, Dental, and Vision Insurance.
  • Employee Stock Ownership Plan (ESOP) – Be an employee-owner!
  • 401(K) with Company Match – Receive a company match up to 4% of your eligible pay.
  • Generous Paid Time Off – vacation and sick time, 12 holidays, summer Fridays, and a yearly volunteer day.
  • The Extras – Cell phone, laptop, tuition reimbursement, pet insurance, financial planning services, and more.

 

*Please note: this position works out of our Boston office 3x per week, with the option to work from home 2x per week.

Responsibilities:

Shawmut is seeking a highly motivated Financial Planning & Analysis Analyst with a strong focus on finance systems management to join our Corporate Finance team. The candidate will combine traditional FP&A expertise with hands-on experience in financial systems, dashboarding, data integration, and AI-enabled automation. This role will play a critical part in preparing financial reports, building dashboards, improving system workflows, delivering analytics, and supporting data-driven decision-making across the organization. The successful candidate is a strong Excel user, detail-oriented, an effective problem solver, eager to learn new technologies, and thrives in collaborative environments.

 

  • Prepare, analyze, and interpret financial reports, forecasts, and budgets to support business objectives.
  • Develop and maintain interactive dashboards and data visualizations to provide actionable insights for stakeholders.
  • Leverage financial systems and tools to streamline processes, improve data integrity, and enhance reporting efficiency.
  • Identify and implement AI-enabled automation opportunities to reduce manual work, improve reporting accuracy, and accelerate recurring FP&A processes.
  • Design, build, and maintain dashboards, reports, and self-service analytics that translate financial and operational data into clear, actionable insights.
  • Support finance system integrations by partnering with IT, accounting, and business stakeholders to improve data flows, reporting structures, and system connectivity.
  • Collaborate with cross-functional teams to gather requirements, solve problems, and implement process improvements.
  • Ensure accuracy and completeness of financial data through rigorous attention to detail and data validation procedures.
  • Support system upgrades, integrations, and user training as needed.
  • Continuously seek opportunities to enhance financial modeling, analytics, and reporting capabilities.
  • Assist in the development and maintenance of budgeting and forecasting reports. Coordinate with corporate departments and group finance for timely and completeness of submissions.
Qualifications:

 

  • Experience:1-3 years of experience in FP&A, financial analysis, or a related finance function.
  • Education: Bachelor’s degree in Finance, Accounting, Information Systems, or a related field.
  • Additional Role Specific Skills:
    • Experience in construction, engineering or similar industries preferred but not required.
    • Some FP&A experience preferred but not required.
    • Strong proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis tools.
    • Knowledge of database querying (e.g., SQL) and data visualization tools.
    • CPA, CFA, or other relevant certifications are a plus.
    • Experience working with financial systems (e.g., ERP, EPM, BI tools) and a solid understanding of system structures and data flows.
    • Experience with financial planning software is a plus (e.g., Hyperion, Board, FMW).
    • Working knowledge of dashboarding, business intelligence, and data visualization tools, with the ability to present complex data clearly to finance and business stakeholders.
    • Exposure to AI, automation, or workflow tools that support reporting, data validation, variance analysis, forecasting, or process improvement is preferred.
    • Ability to understand system integrations, data mapping, and upstream/downstream impacts across ERP, EPM, BI, and related finance platforms.
    • Demonstrated analytical and problem-solving skills with high attention to detail.
    • Eagerness to learn new technologies and adapt to changing business needs.
    • Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
    • Excellent communication and interpersonal skills; proven ability to collaborate effectively with colleagues at all levels.
EEO Information:

Shawmut prohibits discrimination against any staff member or applicant on the basis of race, color, sex, sexual orientation, gender identity/expression, age, religion, national origin, marital status, veteran status, pregnancy, physical or mental disability, genetic information, disability, creed, citizenship status, or any other legally protected characteristic.

Salary Range Information:

Boston Base Salary Range: $75,000 - $90,000 The range stated is specific to Boston.  Placement within the listed range depends on many factors including, but not limited to years of experience, project size capability (for Construction & Field roles) and internal company equity.

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Marcus Rivera

Chief Revenue Officer

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