The Senior Project Financial Analyst will own finance-related deliverables for Enterprise Technology projects and or/programs. This person will serve as a project controller and work closely with the existing Program Management team to support detailed financial tracking needs. Functions include assisting in financial budgeting/planning, tracking actuals vs forecast and AOP, preparing accruals, reviewing financial proformas, conducting financial forecasting, and liaising with program and project owners to ensure delivery is within budget.
Duties & Responsibilities:
• Establish and maintain strong relationships with appropriate business and functional partners to support and manage project financials for multiple active programs or projects
• Track detailed financials based on the project plan, commitments, contracts/SOWs, invoice management (day-to-day financial management of project spend)
• Prepare and update financial plans, forecasts, and other forward-looking financial reviews while proactively identifying issues and providing commentary
• Manage quarterly close activities and prepare quarter/year-end close entries; work with Accounting to prepare accruals, reclasses, prepaid expenses, and various journal entries as necessary
• Lead presentation meetings with project leaders concerning monthly forecasts and actuals; includes variance and cause of change explanations and effective storytelling that influences decision-making
• Review project proformas prior to routing for final approval and maintain Clarity Cost Plans for projects within their portfolio of projects
• Serve as point of contact for project financials inquiries/needs, and conduct ad-hoc analysis and reporting as requested by leaders and/or the Finance Consolidations team
• Assist in conducting weekly Business Operations Team (BOT) support hour sessions, and monthly training sessions regarding Enterprise Technology finance processes and functions
• Provide input on project accounting/finance process improvements
Basic Qualifications
• 5+ years of Project Controller (Sr. Financial Analyst) experience managing technology programs
• Experience managing multiple project financials, priorities, and tasks across teams
• Proficient in preparing detailed monthly financial project/program reports and leading meetings
• Strong analytical and problem-solving skillset with a creative mindset for increasing efficienciesand automation
• Advanced knowledge of MS Excel - proficient in developing pivot tables, graphs, and Excel formulas
• Excellent communication and interpersonal skills with the ability to effectively collaborate and communicate with executive leadership
• Experience with telling the story behind the numbers and summarizing detailed datasets into easy- to-understand presentations for executive leaders
Preferred Qualifications
• Experience with Clarity PPM
• SAP experience (pulling Actuals and other reports)
• Experience working for a large company and within a matrix organization
• Experience supporting technology organizations
Required Education
• Bachelors in Finance, Accounting, Business Management and/or a related field
• Project management skills (PMI Certification or equivalent a plus)
