Project Financial Analyst Resume Samples

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SL
S Leuschke
Shane
Leuschke
635 Kylie Mount
Chicago
IL
+1 (555) 937 1954
635 Kylie Mount
Chicago
IL
Phone
p +1 (555) 937 1954
Experience Experience
San Francisco, CA
Junior Project Financial Analyst
San Francisco, CA
Raynor and Sons
San Francisco, CA
Junior Project Financial Analyst
  • Create and maintain Excel spreadsheets ensuring accuracy of financial information including revenue and labor forecasts, proposal budgets, estimates to complete, estimates at completion
  • Creating and maintaining Excel spreadsheets, ensuring accuracy of financial information including revenue and labor forecasts, proposal budgets, estimates to complete, and estimates at completion
  • Assist with the financial section of the Quarterly Assurance Review and Project Management Reviews
  • Collect labor projections and create a revenue forecast to be reported to senior management for review
  • Utilizing CostPoint and Cognos 10, track hours, costs and burn rate across multiple projects and provide summary reports to project directors
  • Maintaining project work force and project labor categories
  • Utilizing CostPoint and Cognos 10 to track hours, costs and burn rate across multiple projects and provide summary reports to Project Directors
Houston, TX
Project Financial Analyst
Houston, TX
West, Hackett and Heaney
Houston, TX
Project Financial Analyst
  • Work with Project or Program Manager and Finance to create reports for project status
  • Develops work breakdown structures and task codes. Develops time phased expenditure plans
  • Providing direct support to the Program Manager for day-to-day analysis and reporting tasks to support overall financial management of the program
  • Timely reporting on issues impacting cash management and project performance. Address issues to meet 4 for 4 performance that impact earnings and cash
  • Working with corporate project finance teams to create and implement intercompany work orders
  • Work with corporate project finance team to create and implement intercompany work orders
  • Develop and manage project forecast models
present
Philadelphia, PA
Senior Project Financial Analyst
Philadelphia, PA
Padberg LLC
present
Philadelphia, PA
Senior Project Financial Analyst
present
  • Provide subject matter expertise and analytics in the development of project accounting and tracking processes
  • Present to Senior Management and Executive team on a monthly / quarterly basis
  • Improve and automate where possible
  • Participate in final budget and long term strategic planning presentations to upper management
  • Liaise with LOB analysts to execute reporting for LOB deployments
  • Assist in the planning and execution of long term strategy
  • Financial analytics to support ETS achievement of key initiatives and projects, including cost benefit initiatives and ROI
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of California, Irvine
Bachelor’s Degree in Business
Skills Skills
  • Good knowledge of financial statements and strong quantitative skills
  • Ability to apply detailed knowledge of organizational procedures to make independent decisions and serve as a credible resource for a senior management team
  • Strong initiative and ability to manage multiple projects as well as strong follow through skills
  • Excellent problem solving skills with ability to analyze situations, identify existing or potential problems, and recommend solutions
  • Extensive resources available for research, skills development and industry knowledge
  • Basic knowledge of FAR and federal government contract accounting
  • Ability to work with a high level of attention to detail and accuracy
  • Strong computer skills and advanced proficiency in Microsoft Excel
  • Ability to work across multiple projects simultaneously and be accountable to multiple team leads
  • Strong team player with the ability to take initiative and work well independently
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15 Project Financial Analyst resume templates

1

Project Financial Analyst Resume Examples & Samples

  • Working with business, technology, finance, project managers, and project management office(s) to lead and conduct analysis and create financial reports or dashboards for the Program and/or Portfolios on a recurring weekly/monthly basis
  • Providing direct support to the Program Manager for day-to-day analysis and reporting tasks to support overall financial management of the program
  • Highlighting key program financial issues and risks for presentation to appropriate senior executives for evaluation and mitigation purposes
  • Create financial templates for business benefit evaluation and tracking
  • Identifying, analyzing and reporting key trends at the overall program level related to financials
  • Proactively identify program issues or risks relating to finances and work with partners to develop recommendations to resolve
  • Work collaboratively with TD and TDI stakeholders and the Reporting team(s) to complete required enterprise level Program/Project/Portfolio reporting related to financials, issues and risks (Clarity, EPMO, senior management reporting)
2

Junior Project Financial Analyst Resume Examples & Samples

  • Bachelor’s degree required in the field of Finance, Economics, Accounting or Business Administration (or related field) and 1-3 years of experience
  • Knowledge of and experience with creating and tracking budgets
  • Knowledge of Cognos 10 and Costpoint
  • Basic knowledge of FAR and government contract accounting
  • Excellent verbal, oral, interpersonal, and written communication skills
  • Ability to work across multiple projects simultneously and be accountable to multiple team leads
  • Strong team player with the ability to take initiative and work well independently
  • Ability to work limited overtime on occasion
3

Project Financial Analyst Resume Examples & Samples

  • Bachelor's Degree (finance, accounting, business administration) is required
  • Minimum 5years of related experience is must
  • Experience working in MS Word and Outlook; Advanced skills in MS Excel
  • The position requires excellent attention to detail, the ability to establish and maintain excellent working relationships with other collaborating internal departments, and the ability in work effectively and efficiently in a multi-project environment
  • Experience creating and tracking budgets
  • Knowledge of Cognos 10 and CostPoint
4

Senior Project Financial Analyst Resume Examples & Samples

  • Preparation of company and project financials for functional leaders and internal executive teams
  • Support and drive the budgeting and forecasting process for multiple income statement items
  • Assist in the planning and execution of long term strategy
  • Evaluate financial impacts, analyze trends and isolate unique factors that contribute to the company’s growth
  • Participate in final budget and long term strategic planning presentations to upper management
  • 4-7 years of related Accounting or Financial experience
  • Technical understanding of advanced financial concepts and an ability to apply these concepts
  • Ability to effectively communicate effectively with Executive and functional operational leaders
  • Large ERP such as Oracle, SAP preferred
5

Senior Project Financial Analyst Resume Examples & Samples

  • Prepare monthly financial reporting and analysis to ensure that the Portfolio is on track to meeting and exceeding its financial and business objectives
  • Prepare monthly, quarterly forecast and annual planning portfolio financial results
  • Implement key performance indicators, trends and cost benefits where applicable
  • Liaise with LOB analysts to execute reporting for LOB deployments
  • Improve and automate where possible
  • Analyze actual monthly project spend and highlight material project cost variances from PM forecasted project costs to the business case / cost budget
  • Present to Senior Management and Executive team on a monthly / quarterly basis
  • Monitor and report on compliance to the Business Case Approval Policy
  • Participate in both the annual and long-term business plan for ETS
  • Provide subject matter expertise and analytics in the development of project accounting and tracking processes
  • Financial analytics to support ETS achievement of key initiatives and projects, including cost benefit initiatives and ROI
  • Analytics, and project costing / business cases
  • Expertise in accounting guidelines and rules, focus on project accounting
  • Ability to learn and assist in building automated processes
6

Project Financial Analyst Resume Examples & Samples

  • Project Management and interaction with senior project managers
  • Critical analytical support for major project costs decisions
  • Development of senior management presentations and facilitation of initiative approvals
  • Senior management monthly reporting and review sessions
  • Responsible for building models supporting overall project reporting and ability to analyze costs and being able to interpret and present findings to senior management
  • Ability to work under pressure with tight deadlines and still provide accurate results
  • Advanced skill in MS Excel and PowerPoint
  • Advanced interpersonal skills to communicate with senior project managers, development and construction managers
7

Project Financial Analyst Needed Resume Examples & Samples

  • Applies financial management tools and skills to prepare project checkbooks with input from the project manager that accurately reflect monthly/yearly budgets, forecast of future spends, and actual monthly expenditures. Checkbooks are updated monthly and used to support monthly project financial debriefs
  • Assist project manager in preparing, updating and analyzing project checkbooks including forecasts, actuals, and budgets by taking into account previous month expenditures and accruals/CPAs. Identify any challenges to current year or project overall budget. As part of the forecast, develop project risks and opportunities to the project yearly budget
  • Perform Ad-hoc analysis and special projects
8

Project Financial Analyst Resume Examples & Samples

  • Provide Financial and project management support of 25-30 projects within the Institute
  • Translate and communicates key policies and procedures to for scientists and technical staff
  • Develop Weekly, Monthly & Quarterly financial reports for Project Managers
  • Provide reporting on the projects milestones & deliverables
  • Assist project team in project close-out procedures
  • Prepare routine and special client progress reports as required
  • Develop Budget and Cost Sheet
  • Assist with Proposal Development and implementation
  • Maintain financial and work breakdown structures
  • Preparing purchase requisitions (PRs) and tracking procurements and service contracts throughout lifecycle of projects
  • Periodically assists the operations manager with oversight of the business operations for the Institute
  • Expertise: Must be able to work independently with limited direction from management; possess expertise in various business systems and financial software, and their use in regular budget and financial analyses and reporting; be a valued resource to specialists and administrators within the laboratory; and set a positive example for productive teamwork
  • Work-related Experience: Possess strong knowledge of general finance and accounting principles and government contracting principles; demonstrate initiative and a proactive approach to tracking operational, contractual, financial and business management requirements and financial status for the group; analyze program and group spending, understand different categories of spending, clearly communicate these differences to management and staff in the group and work effectively with the Division business office; understand and communicate to others a variety of policies and procedures including those of PNNL and Battelle; understand PNNL and Battelle organizational structure, and financial, contractual and management systems; understand DOE organizational structure, institutional relationships, and funding procedures
  • Breadth of relevant specialized knowledge and skills: Demonstrated organizational, interpersonal, written and verbal communication skills; demonstrated proficiency and skills in (1) managing a complex work environment with multi-faceted work assignments and a wide variety of external contacts; (2) contracts and finance budgeting and tracking; (3) computer-based and extensive use of software including Microsoft Project, Word, Excel, Access, Outlook, and PowerPoint; and the ability to learn a wide variety of PNNL business, project management and reporting systems; (4) good problem-solving skills; 5) capable of working in an interdisciplinary team environment; and (6) a reputation for integrity and trust
9

Project Financial Analyst Resume Examples & Samples

  • Write financial system test scripts
  • Execute test scripts
  • Open defects and manage the status of defects
  • Reconcile interfaces and reports
  • Perform analytics on converted financial data
  • Work with Project or Program Manager and Finance to create reports for project status
  • Access the client financial data system (SAP, PeopleSoft, Clarity etc.) and collect the data as needed to update project data
  • Strong oral and written communication skills. They need to be able to discuss and document defects with the technology team
  • Bachelor’s degree (Plus/But not a deal breaker if a good candidate)
  • Forecasting, Budgeting, Cash Flow process experience
  • Communication and Review experience
  • Analysis experience around the forecasting
  • Controller/Financial analyst experience
  • Strong partnering skills (especially with different levels of management)
  • Proven ability to multi-task (work several projects at a time)
10

Project Financial Analyst Resume Examples & Samples

  • Records revenue each month for Unit, Fee for Service and Fixed Price contracts
  • Loads project budgets into Oracle/Revenue Wizard and maintaining key member lists (project set up) and other project data in Oracle and associated systems and schedules
  • Prepares project level actual versus budget/forecast variance analysis monthly as well as monthly reports for distribution in analyzing monthly results
  • Coordinates monthly forecasting of financial results (backlog)
  • Timely preparation of project close out reconciliations including issue identification and escalation, if necessary
  • Serves as a key contact point for interpretation and investigation of financial results in assigned area for the assigned Project Manager(s)/Project Lead(s); and
  • Reviews executed Work Orders and Change Orders for bonus other anomalies
  • Works closely with Business Unit Controller to
  • Prepares key reports such as annual cost and expense budgets, cost rates, cost and expense forecasting, monthly utilization, headcount, revenue backlog analysis, and/or gross profit for assigned area
  • Assists in running P&L’s (Profit and Loss), G/L (General Ledger) account detail, and Project level reports for Business Unit Controller(BUC) review; and
  • Produces ad hoc reports as required with assistance
  • Monitors the overall health of assigned projects including but not limited to revenues, gross profit, receivables, and unbilled amounts as well as project close outs and reconciliations
  • Acts as back up for BUC in supporting and responding to requests received from project managers and others as needed
  • 2012 INC Research®, LLC. All rights reserved. Reproduction or transmission to others apart from the parties involved with this document in any form or by any means is not permitted without the prior written consent of INC Research®, LLC
11

Project Financial Analyst Resume Examples & Samples

  • Exceptional attention to detail, accuracy, organizational, interpersonal, and teamwork skills
  • Excellent financial, communication, and interpersonal skills as well as a high level of personal motivation to achieve with incomplete information
  • BA/BS degree in Business, Accounting, Finance, or equivalent education and experience including professional exams such as CIMA or ACCA
  • Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint) is essential
  • Project accounting experience is preferred
12

Project Financial Analyst Resume Examples & Samples

  • Develops program plans and performance measurement reports which satisfy company and customer requirements for program status and cost collection
  • Utilizes program planning systems to monitor performance. Identifies implication of schedule variances and suggests appropriate workaround recovery plans
  • Prepare proposals in accordance with company policy, customer requirements, and government regulations
  • Analyzes historical program performance data to develop cost and schedule estimates in response to requests for proposal submissions
  • Prepare supporting data to be used in proposal fact finding, audits and negotiations
  • Utilizes and adapts automated data collection and reporting systems and techniques to monitor program spending against the current forecast. Can prepare variance analysis and assess impact for future proposals
  • Develops work breakdown structures and task codes. Develops time phased expenditure plans
  • Will also provide back-up for the financial budgeting and reporting function, utilizing an on-line data collection and reporting tool
  • Experience in financial planning and analysis
  • Experience using Oracle or other ERP system
  • Experience within a DOD contracting environment
  • Scheduling experience utilizing MS Project
  • Must possess excellent analytical, conceptual, communication and interpersonal skills, in addition to the ability to think creatively
13

Project Financial Analyst Resume Examples & Samples

  • Bachelor’s Degree in Finance, Accounting, Real Estate or Building Construction
  • 4+years’ experience in Commercial Real Estate Development and/or large-scale construction projects
  • Strong computer skills and advanced proficiency in Microsoft Excel
  • Ability to work with a high level of attention to detail and accuracy
  • Highly organized and analytical with assigned work
  • Ability to follow processes/standards and produce consistent work products
  • Commitment to excel in a fast paced, customer service-oriented environment with multiple monthly deliverables and tight deadlines
  • Demonstrated self-starter working independently and taking responsibility for effectively managing own time and workload
  • Flexible and adaptable; proven ability to multi-task and reprioritize workload effectively given varying team requirements
  • Strengths in making decisions and solving problems with sound judgment
  • Initiative in collaborating and coordinating with all team members (internal and external) to successfully meet the objectives of the program
  • Maturity and organizational savvy to work with vendors, clients and internal team members all at levels
  • Customer service focus
  • Ability to work effectively both individually and as part of a team on a wide variety of tasks
  • Willing and able to adjust working hours to meet program and client deadlines
14

Project Financial Analyst Resume Examples & Samples

  • Support monthly SAP closing process and ensure all bookings are aligned and recorded correctly
  • Ensure allocation of general cost and common function cost is in line with agreed rules
  • Coordinate with Shared Accounting Service Center for month end closing and Treasury for banking and Hedge daily operation and reporting
  • Prepare OCF estimate and assist to consolidate estimate, forecast and budget
  • Support internal and external audit and SOX process
  • Prepare the list of all open BG’s and LC’s (customer & vendor) and circulate the same on monthly basis
15

Associate Project Financial Analyst Resume Examples & Samples

  • Applicant should have a minimum of a Bachelor's degree and 3+ years of experience is preferred
  • Budget development and tracking; cash flow monitoring, forecasting, budgeting, invoicing and reporting; monthly review of project and office financials; quarterly review of major projects; develop/ review of cost estimates and proposals
  • Proficiency in Microsoft Excel is required (complex formulas and macros)
  • Access database development and maintenance is preferred but not required
  • Oracle experience preferred, not required
16

AVP Project Financial Analyst Resume Examples & Samples

  • Produce the monthly project financial report for IGWG and ensure the information is accurate and timely prepared. Ensure the MI meets the needs of different stakeholders (BC&I COO, Group Finance, PMO, Business and others)
  • Provide business support using accurate, timely and reliable MI / Analytics to enhance the quality of senior decision making on project costs. Support the wider team in preparation of the IB overall budget ensuring that project costs are correctly reflected in the budget
  • Support the implementation of the BC&I project accounting process and the SAP module roll out
  • Technical financial business partnering at PMO level, to help build the overall picture and guide strategy delivery
  • Drive the completion of the project budget and planning processes; including leading the budget transfer process and managing financial upload into financial system
  • Production of project financials to support run rate and outlook submissions and identification of Risks and Opportunities
  • Month end project costs analysis and commentary
  • Support deep dive analytics for change related projects (e.g. accrual process improvements, shared services charging, contractor costs etc)
  • Review the GL and Navigator data to determine any material variance and consequent adjustment in the total costs of the projects
  • Support the operational risk process of the cost management Finance team in London and New York offices
  • ACA/ACCA or equivalent with experience in financial analysis and reporting
  • Prior experience of project accounting process
  • Proficient/Master in Excel and Power Point applications
17

Project Financial Analyst Resume Examples & Samples

  • Estimating Project costs, timescales and resource requirements in relation to the agreed charter/project plan. Provide regular feedback to the Finance Director, Project and Site Directors on the financial performance of the project
  • Supporting the Annan site management and project teams to provide sound financial advice and information
  • Escalate any issues or concerns to the Annan Project Steering group, via the Project Director, to ensure these are reviewed and action progressed
  • Undertake financial analysis and modelling for any project related financial considerations
  • Build constructive and collaborative relationships across the Annan site. Support key stakeholders as required on project planning and budgeting and, where necessary, challenge assumptions or decisions to ensure Johnson Matthey achieves the most cost effective solution and direction going forward
  • Engage with the Annan Management and Project Teams to coach and educate them on good financial practises
  • Liaise with other members of the Macfarlan Smith finance team to ensure the Annan site and project complies with financial policies, procedures and reporting requirements
  • Produce regular project financial reports according to the reporting schedule
  • Provide month end support to the Finance team
  • A full job description can be provided upon request
  • Good understanding of financial and management accounting
  • Previous project accounting experience preferable
  • Strong competence with MS Excel and analysis
  • Qualified ACCA/CIMA or qualification by experience
  • Ability to establish and maintain relationships across all levels. Good communicator with the ability to create financial understanding for non-financial members of the team. Ability to challenge constructively where required
  • Demonstrated ability to work under pressure and to meet deadlines
  • Able to sort through and analyse ambiguous information to make sound recommendations
18

Redevelopment Project Financial Analyst Resume Examples & Samples

  • Prepare financial models and write project approval memos
  • Review and report on actual project status compared to plan, including construction timing/expenditures and lease up pace/rates. Make recommendations to improve project execution
  • Monitor project budgets, review project expenses and reports to determine whether allocated funds are spent as specified
  • Coordinate and prepare regular communications to the larger team
  • Perform market research analysis
  • Coordinate comparable property studies
  • Manage project files for the team including designs, vendor contracts, etc
  • Manage the Requests for Quotations and Requests for Proposal from designers and vendors
  • Research vendor qualifications and make recommendations
  • Set up pre-construction design contracts with our Contract Administrators
  • Other ad hoc research and support as assigned
  • Development of new processes and improvements to current processes
  • Assist with "hands on, in the field" execution of the project including
  • Experience in financial modeling and business case development
  • Solid general management and leadership
  • Solid communication skills both written and verbal
  • Ability to recommend practical ways using innovation, good judgment, creativity and strategic thinking
  • 5 years of real - estate experience
  • Successful financial modeling experience
  • Ability to travel on a regular basis required
19

Project Financial Analyst Resume Examples & Samples

  • 4+ years’ experience in Commercial Real Estate Development and/or large-scale construction projects
  • Perform complex financial analyses with minimal supervision, including cash flow projections and estimates to complete
  • Ability to follow processes/standards and produce consistent work products, documents, and reports
  • Partner with stakeholders to ensure all internal controls are adhered to and program financial reports are accurately presented
  • Manage process of report distribution, list updates and follow up
  • Proactively identify and escalate cost savings opportunities, gaps and financial risks through collaboration with internal and external team members
20

Project Financial Analyst Resume Examples & Samples

  • 2+ years of professional work experience in business finance or complementary domains for Analyst
  • 4+ years of professional work experience in business finance or complementary domains for Sr. Analyst
  • Good understanding and work experience in the order to cash (O2C) process including contract management, revenue recognition, variance analysis, unbilled/unearned and cash flow management, and backlog forecasting
  • Knowledge of Peoplesoft Project module is preferred
  • Knowledge of Microsoft Office applications in mandatory
  • Strong analytical and numerical skills will be an asset
  • Team player who takes initiatives and supports colleagues and leaders
21

Project Financial Analyst Resume Examples & Samples

  • Provide basic-level financial reporting, forecasting, analysis and modeling to support management decision making
  • Prepare financial and business-related analysis, modeling and research
  • Synthesize large amounts of data into meaningful summarized reports to enhance leadership’s ability to understand the information and make decisions
  • Develop graphs, charts and presentations to clearly show data trends and projections
  • Analyze and monitor issues that affect Sales, Revenue, Earnings and Cash
  • Support or coordinate regarding general accounting and financial activities
  • Support functions such as operations, accounting, finance, and budget
  • Prepare financial reports for conformance requirements
  • Bachelor’s degree in Finance, accounting, business management or related degree
  • In lieu of degree, at least 3 years of finance or related experience
  • 1 year of related experience
  • Strong analysis and Excel skills
  • Sound business acumen skills
  • Organized and detailed-oriented
  • LI-AO
22

Project Financial Analyst Resume Examples & Samples

  • The position is responsible for the monthly consolidation and analysis of IT enterprise program and project financials
  • Responsibilities include tracking of the annually approved budget, collection of the monthly future forecast and billed costs, data reconciliation, report analysis and financial reviews with stakeholders
  • Additional duties include submission of the IT enterprise program or project financial data in Clarity to support management program operational reviews
  • The Financial Analyst is also responsible for testing improvements/enhancements of the financial reporting tools, support of financial management training delivery and development for IT project managers and creation the financial management process desk procedures
  • Experience in program/project financial management
  • Strong Excel knowledge and macro development experience
  • Proficiency in the Microsoft Office Suite of Tools
  • Experience with the client Financial processes and using the Ford financials systems: DORF Timekeeping System, IT Billing, Statement of Work tool, ITMS, PCAM
  • Ability to identify all sources of funding, setup financial tracking documentation
  • Proficient in cost control-tracking of actuals and committed spend against the spending forecast
  • Experience in financial reporting analysis and status reporting
  • Demonstrated ability to plan, organize and prioritize multiple tasks within a defined time period
  • Ability to work effectively with others
  • Bachelor’s degree or equivalent experience in relevant field
23

Project Financial Analyst, Singapore Resume Examples & Samples

  • Supports Business Unit Controller in
  • Drafts project level actual versus budget/forecast variance analysis monthly as well as monthly reports for distribution in analyzing monthly results
  • Drafts monthly forecasting of financial results (backlog)
  • Meets established deadlines for Revenue and Backlog submittals
  • Timely preparation of project close out reconciliations
  • Reviews, with assistance, executed Work Orders and Change Orders for bonus or other anomalies
  • Captures, assesses and consolidates results; and
  • Drafts key reports such as annual cost and expense budgets, cost rates, cost and expense forecasting, monthly utilization, headcount, revenue backlog analysis, and/or gross profit for assigned area
  • Updates predefined reports
  • Attends project meetings as applicable to support assigned areas. Attends project kick-off meetings to capture and process relevant data for set up of newly awarded projects onto financial systems and schedules. Attends monthly project review (MPRs) meetings to ensure understanding/concurrence of project status, potential issues and the accuracy of the forecast
24

Project Financial Analyst Resume Examples & Samples

  • Process improvement and quality of service and achieve efficiencies
  • Develop new reporting and analytical efficiencies and new initiatives
  • Heavy analytical work
25

Project Financial Analyst Resume Examples & Samples

  • Bachelor’s degree: Finance, Accounting, Business or related field
  • 3-5 Years experience in General accounting principles required; or equivalent combination of education and experience
  • Flexibility to move on short notice from task to task as priorities change
  • Proficiency in Power Point, Word, Access and SAP experience a plus
  • Project/capital experience preferred
  • Prior project experience in construction, theme park, or attraction desired
26

Project Financial Analyst Resume Examples & Samples

  • Prepares and Reviews Accounting Entries and Reconciles Accounts
  • Responsible for ensuring proper accounting treatment for invoices
  • Act as a liaison between finance and multiple business partners
27

Project Financial Analyst Resume Examples & Samples

  • Support Risk and Issue Management across key clients and initiatives
  • Supports the Senior Program Manager in cost/benefit analysis, financial planning, and tracking for strategic projects
  • Track and determine financial status of projects and programs by analyzing actual results in comparison with forecasts and budgets and conduct variance analysis
  • Compile and summarize data to structure reports on financial status and risks
  • Develop and manage project forecast models
  • Assist with managing departmental budgets
  • Assist with managing open headcount
  • Assist in maintaining monthly reporting for Departmental Key Performance Indicators
  • Bachelor’s Degree in Finance, Accounting, Statistics, or Economics
  • Ability to multitask and meet constant deadlines
  • Ability to Prioritize Tasks
  • Presentation, Communication, and Reporting skills
  • Strong competency using MS Office tools, including Word and Excel
  • Interest in the HealthCare Industry is a plus
28

Project Financial Analyst Resume Examples & Samples

  • Creating and maintaining Excel spreadsheets, ensuring accuracy of financial information including revenue and labor forecasts, proposal budgets, estimates to complete, and estimates at completion
  • Collecting labor projections and creating revenue forecasts to be reported to senior management
  • Collecting, drafting, and entering project financial information on monthly status reports/other reporting requirements as related to project budgets
  • Regularly communicating with Project Managers/Directors regarding status of project financials
  • Reviewing and approving client invoices before submission to client
  • Maintaining charge code lists
  • Working with corporate project finance teams to create and implement intercompany work orders
  • Assisting the Project Team in the preparation of various project reports, including development of ad hoc reports as needed
  • Must have experience working independently, possess strong analytical and problem solving skills, and be able to respond effectively to changing priorities
  • Experience working on a financial team supporting a government contracting organization
  • Aptitude for financial analysis
  • Ability to communicate effectively with project staff
  • Strong analytical, problem-solving, and decision making capabilities
  • Ability to be flexible, multi-task, prioritize, and manage multiple activities simultaneously in a fast-paced, changing environment
  • Superior attention to detail and the ability to meet stringent deadlines
29

Project Financial Analyst Resume Examples & Samples

  • Support tasks related to investigator payments, such as, IPA workflow management, allocation of work, manage process escalations, reconciliations and other IPA related administration
  • Responsible for timely processing of investigator payments
  • Update and review payment schedules in payment calendar for new studies
  • Review & sign off the vendor details in PS and linking of payee name in CTMS
  • Analyze the variances on projects and review the project performance
  • Meet with Project Managers to review plans and processes
  • Work with local Finance/PeopleSoft to reconcile and correct reconciliation report
  • Coordinate with Ops team to perform study close-out tasks and process close out payments
  • Discussion with the Operations team for project performance
  • Assist with other special project reporting and analysis as required
  • Assist on any adhoc reporting tasks
  • Finance & Accounting knowledge
  • Good knowledge of Microsoft Excel and Word
  • Ability to communicate with the ‘Clients’ & ‘Project Managers’ with accurate perception of speech
  • Sitting for extended periods of time if work calls
  • Master’s Degree in Finance or equivalent combination of education
30

Junior Project Financial Analyst Resume Examples & Samples

  • Utilizing CostPoint and Cognos 10 to track hours, costs and burn rate across multiple projects and provide summary reports to Project Directors
  • Reviewing and correcting staff timesheets when necessary
  • Reviewing and preparing for approval of subcontractor invoices
  • Maintaining project work force and project labor categories
  • Tracking burn rate and monitoring budget for travel and other direct costs
  • Bachelor’s degree required in the field of Finance, Economics, Accounting or Business Administration (or related field)
  • 1-2 years of experience
  • Basic knowledge of the Federal Acquisition Regulation (FAR) and government contract accounting
  • Excellent problem solving skills with ability to analyze situations, identify existing or potential problems, and recommend solutions
  • Ability to work across multiple projects simultaneously and be accountable to multiple team leads
31

Lead Project / Financial Analyst Resume Examples & Samples

  • Provide accurate financial reporting to AECOM task managers
  • Develop budgets (labor and ODC) for Program Offices
  • Costpoint experience preferred
32

Project Financial Analyst Resume Examples & Samples

  • Generally, assigned to smaller projects or assists in supporting larger/complex projects
  • Partners closely with Project Managers, Business Managers, office leaders, clients, and peers to achieve all 4 for 4 expectations, maximize earnings and cash and to meet client needs. Receive close guidance from Office Business Manager and/or Sr. Project Analyst
  • Monitors, coordinates and analyzes JPI exception reporting to ensure accurate reporting based on project performance and perform monthly and quarterly ER forecast for projects and office. Monitor and report on job budgets and costs, labor charges, expense detail, and work plans
  • Conducts earnings review (and required analysis) on assigned projects to identify errors and trends. Responsible for making necessary corrections under direction of Project Manager, Office Leader or Business Manager to ensure accurate reporting by established deadlines
  • Assists in preparing sub-consultant agreements, insurance and review of compensation (and payment) clauses, salary rates, and determining appropriate overhead rates
  • Timely reporting on issues impacting cash management and project performance. Address issues to meet 4 for 4 performance that impact earnings and cash
  • Ensures effective cash management by working with clients' established upfront processes on new contracts. Establish and maintain effective relationships with clients
  • 4 years project analysis experience or similar position in lieu of education
  • Individual must be energetic, self-directed and success focused
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Project Financial Analyst Resume Examples & Samples

  • Experience using the Oracle application is strongly preferred
  • Experience working in the A/E/C (Architecture, Engineering, Construction) business is preferred
  • Position requires strong analytical ability, good communication/interpersonal skills, organizational skills, technical accounting skills, and understanding of GAAP
  • Strong PC skills and ability to work in Microsoft Office applications, including Outlook, Excel, Word and Access, are required
  • Position requires ability to deal effectively and harmoniously with people at all levels of the organization and to represent the firm professionally
  • Good interpersonal skills are required to interact effectively with Project Managers and subcontractors