Financial Planning Analyst

Sargent is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to join our growing Finance team. This is a highly visible role that will work directly with our Chief Financial Officer and senior leadership, providing the financial modeling, analysis, and insights that help guide strategic and operational decisions across the company.

The Senior FP&A Analyst will play a key role in strengthening Sargent's financial planning, forecasting, and reporting capabilities while also supporting our growing mergers and acquisitions activity. We're looking for someone who enjoys digging into the numbers, building meaningful financial models, and turning complex data into clear, actionable insights.

What You'll Do

In this role, you will:

• Build, maintain, and continuously improve financial models supporting annual budgets, forecasts, and long-range planning.
• Perform variance, sensitivity, and scenario analyses and translate findings into meaningful recommendations for senior leadership.
• Develop KPI dashboards and reporting tools, including Power BI, to support decision-making throughout the organization.
• Prepare monthly and quarterly financial reporting packages and assist with executive and Board-level reporting.
• Provide financial modeling and analytical support for potential acquisitions, including valuation and deal-structure analysis.
• Assist with M&A due diligence, target screening, pipeline tracking, and post-close financial integration.
• Support the development of analyses related to growth investments and capital allocation.
• Partner with Finance, Accounting, Cost Control, and Operations to ensure accurate and consistent financial data and reporting.
• Support job cost analysis and the development of operational and financial KPIs.
• Identify opportunities to make financial planning and reporting processes more efficient, scalable, and accurate.
• Help expand Sargent's Power BI and broader FP&A analytical infrastructure.

What We're Looking For

The ideal candidate brings strong analytical skills, financial curiosity, and the ability to communicate effectively with both financial and operational leaders. You'll be successful in this role if you have:

• A bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 3–4 years of progressive experience in FP&A or a closely related analytical finance role.
• Strong financial modeling skills and advanced proficiency in Excel.
• A solid understanding of budgeting, forecasting, variance analysis, and financial planning principles.
• Familiarity with Power BI or a comparable data visualization platform.
• Excellent written and verbal communication skills, including the ability to make complex financial information understandable and actionable.
• Strong attention to detail and the ability to manage multiple priorities and deadlines.
• A collaborative approach and the ability to work effectively across Finance, Accounting, Operations, and senior leadership.

Even Better If You Have

• Exposure to mergers and acquisitions through corporate development, investment banking, transaction services, private equity, or an FP&A function.
• Experience in construction, heavy civil, or another project-based industry.
• Familiarity with employee-owned or ESOP companies.
• Progress toward or completion of a CFA, CPA, or comparable professional credential.

Why Sargent?

At Sargent, we're building for the long term. As an employee-owned company, our people have a direct stake in our success, and collaboration across departments is an important part of how we operate.

This role offers the opportunity to work closely with executive leadership, contribute to strategic initiatives and acquisitions, and help shape the financial tools and insights that support Sargent's continued growth.

We're looking for someone who brings integrity, curiosity, accountability, and a collaborative mindset—and who wants to make an impact as our company continues to grow.

Come build your future with Sargent.