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Senior Accountant, Financial Reporting & Analysis…
- AO Reed (San Diego, CA)
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About the Role:
We’re looking for a high-performing finance professional to join our team in a critical role that blends strategic analysis with hands-on accounting. Whether your strengths lean more toward financial reporting, forecasting, or operational accounting, this is an opportunity to own key parts of the financial cycle and help drive performance across the organization.
As a trusted partner to departments like AR/AP, Payroll, Operations, and Executive Leadership, you’ll deliver timely insights, support project accounting, and ensure accurate financial reporting. This is a role for someone who thrives in fast-paced environments, enjoys solving complex problems, and values precision, collaboration, and growth.
What You’ll Do:
• Support the monthly close process, including journal entries, account reconciliations, and reporting
• Partner with key departments (AR, AP, Payroll, Operations, Admin) to ensure accurate and timely financial data
• Prepare and analyze monthly financial packages, WIP schedules, accounting process templates, budgets, and variation analysis
• Support job cost accounting, project profitability reviews, and margin analysis
• Manage or assist with cash flow forecasts and performance monitoring
• Deliver forecasting, budgeting, and planning updates that reflect real-time business decisions
• Identify and communicate key trends, risks, and opportunities based on financial data and business objectives
• Translate financial information into clear, digestible insights for leadership and operational teams
• Provide analytical support throughout the business cycle that enhances the organization’s ability to make appropriate business decisions
• Conduct regular review of jobs to maximize company profitability
What You Bring:
• Bachelor’s degree in Accounting, Finance, Economics, or related field
• CPA preferred
• 5+ years of progressive experience in accounting or financial analysis
• Hands-on experience with financial close processes and reporting packages
• Expertise in Microsoft Excel; Power BI and ERP system experience highly valued
• Experience in construction or project-based industries is a strong plus
• Excellent attention to detail/data accuracy and strong communication skills—both written and verbal
• Strong ability to translate financial information into easily understood insights
• Self-starter with the ability to manage competing priorities and meet deadlines
Bonus Points For:
• Public company experience
• Strong understanding of percentage-of-completion accounting
• Familiarity with GAAP and intermediate accounting principles
• A growth mindset and eagerness to improve processes and add value
Why Join Us?
This is more than a numbers role, it’s a chance to make a real impact across the business. You’ll be part of a collaborative finance team that values precision, strategic thinking, and partnership. We offer competitive pay, professional development, and the opportunity to work in a company where your contributions are recognized and valued.
Unable to provide immigration sponsorship for this position.
\#LI-JS1 #LI-Onsite
About Legence
Legence, a _Blackstone Portfolio Company_ , is North America’s leading, integrated provider of energy efficiency and sustainability solutions for the built environment. Legence improves the performance of buildings, making the spaces that shape our lives healthier and more sustainable. We specialize in helping clients decrease operating costs, reduce carbon emissions, and enhance occupant well-being and productivity. From advisory services and design to construction and ongoing maintenance, we offer a comprehensive suite of Stackable Solutions™ across the entire building lifecycle. With over a century of experience, we have the expertise to implement high-performing projects with unmatched outcomes, serving industry leaders in mission-critical and other essential sectors such as data centers, semiconductors, life sciences, healthcare, education, and more.
Benefits Overview
**Health & Welfare** : Medical, dental, vision, prescription drug benefits, company-paid short term and long term disability, basic group life and AD&D, and mental wellness support through Spring Health.
**Time Off Benefits** : Paid vacation, company-paid holidays, and paid sick leave.
**Financial Benefits** : 401(k) retirement savings plan
Reasonable Accommodations
If you need assistance or accommodations during the application or interview process, please contact us at [email protected] or your dedicated recruiter with the job title and requisition number.
Third-Party Recruiting Disclaimer
Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence.
Pay Disclosure & Considerations
Where pay ranges are indicated, please note that a successful candidate’s exact pay will be determined based relevant job-related factors, including any of the following: candidate’s experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.
Equal Employment Opportunity Employer
Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
EEO is the Law
Job Details
Pay Type** **Salary
Education Level** **Bachelor’s Degree
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