Project Finance Job Description

Project Finance Job Description

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Project finance provides regular updates and recommendations to Manager Financial Analysis II, Global QSR Commercial Finance and key project stakeholders on one price model project.

Project Finance Duties & Responsibilities

To write an effective project finance job description, begin by listing detailed duties, responsibilities and expectations. We have included project finance job description templates that you can modify and use.

Sample responsibilities for this position include:

Coordinates and leads the monthly and year end close with other team members, ensuring timely and accurate completion of all close-related activities
Reviews financial statements and balance sheet reconciliations
Coordinates with the corporate tax department on the completion of the year end returns
Helps oversee and coordinate the preparation of audit schedules/requests used in the audit examination
Participates in and helps direct the development, implementation and revision of financial policies, procedures, systems, and practices that are a part of the Company’s set of internal controls
Responsible for fixed asset tracking/accuracy
Responsible for administering commission payments/policy
Coordinates the administration and operation of complex financial systems
Provides financial assistance and support on complex corporate projects, system conversions, and new product development
Provide support to execution team leader and Head of PFNA on origination efforts, including preparation of client proposals

Project Finance Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Project Finance

List any licenses or certifications required by the position: PMP, CPA, PMI, PM, ACP, PRINCE2, PF, NYSC, MBA, NACM

Education for Project Finance

Typically a job would require a certain level of education.

Employers hiring for the project finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Business/Administration, Economics, MBA, Engineering, Education, Project Management, Management

Skills for Project Finance

Desired skills for project finance include:

Service type cost reimbursable
Fixed price and commercial contracts
Microsoft Office Suite
Credit analysis and administration
Project finance market
Financial risks and assumptions
Excel
Fixed price contracts
Revenue recognition
T&M

Desired experience for project finance includes:

Good knowledge and expertise in the use of project management methodologies and tools
3 to 5 years of related PCO experience
Evidence of leading small to large enhancements and small projects in Financial Services
Solid knowledge of SDLC (Software Development Life Cycle)
PMP or close to attaining same
Ability to work with a Senior Manager, but with minimal direction

Project Finance Examples

1

Project Finance Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of project finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for project finance
  • Attend client meetings and assist in pitching for new transactions
  • Supervise junior staff in preparation of pitch books for clients
  • Support junior staff in the preparation of internal revenue and return analysis for discussion with transaction team leader and Head of PFNA
  • Master data set up in SAP and TM1
  • Implement new cost center hierarchy to align with local and Global reporting requirements
  • Ensure assets are properly tagged and transferred to new legal entity
  • Ensure implementation of integrated reporting solution for local and global needs
  • Implement global charging model
  • Work with Process Managers to estimate resource requirements and defining project team roles and responsibilities
  • Develop and/or review estimates and estimating assumptions for the project's schedule, effort, and cost using established estimating models, leading practices, and past experience
Qualifications for project finance
  • Professional qualifications in PRINCE2 and/or PMI, PMP will be highly regarded
  • Ability to work largely independently, in a team environment
  • Excellent communicator (writing, listening and playing back, presenting)
  • Minimum of 5 years of experience in retail industry with good understanding in finance functional processes and transformation
  • Experience in documenting processes and controls
  • Be on the frontline every day
2

Project Finance Job Description

Job Description Example
Our growing company is hiring for a project finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for project finance
  • Review billing operations and documenting operational procedures for tasks such as incident management, case management, batch processing, change management, testing and more
  • Fulfil the billing requirements of integration projects including project management support, documenting billing requirements, supervising activities, closing actions, tracking progress and reviewing documentation
  • Support the billing operations team as required with projects and tasks including case management, bill run operations, billing analysis, incident management, projects, testing, refunds and credits processing and other tasks
  • Act as the integration point of contact for billing projects from within Revenue Assurance and Risk Management and also IT and the wider business
  • Work with all relevant teams for the continuous improvement of the end to end billing process
  • Work on billing related programmes to drive improvement, efficiency & integration initiatives
  • Analyze actual costs against budgets and track commitments and efforts with emphasis on performance against plans and collaboration agreements to ensure effective and accurate program cost reporting
  • Work with cross-functional teams, subject matter experts and external collaboration partners to manage and communicate Profit & Loss and Balance Sheet implications
  • Work closely with business unit finance and sales operations team to validate system data matches business data
  • Project manage data clean up to ensure tracking of data changes implemented in system by IS are correct
Qualifications for project finance
  • PMI / PRINCE 2 certification & previous experience with SAP is desirable
  • Qualified Accountant with a minimum of 5 years relevant work experience including a minimum of 3 years direct experience in managing/leading a project team
  • Experience in the finance/accounting shared services department of a multinational company
  • Effective individual contributor who is comfortable working on their own and across multiple different teams to achieve objectives
  • Must be comfortable in an environment of changing technologies and processes and
  • Self-motivated individual with strong accounting/auditing background, professional qualifications such as CICPA, ACCA or prior experience in big four is preferred solid understanding and experiences in US GAAP (or IFRS) and Chinese GAAP the corresponding tax systems
3

Project Finance Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of project finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for project finance
  • Ensure timely invoice processing
  • Initiate training sessions for all new staff on finance policies and procedures including client estimates/budgets, reconciliations, timesheet completion/compliance
  • Provides functional system support in standardized processing including annual tasks such as physical inventory, operating plans, and standards setting
  • Work with other areas of the organization to define the scope of the projects, to be approved by the relevant APC and T&F Executive and the PMI Director
  • Develop project plans to identify and sequence the activities needed to successfully complete the project
  • Executing the project, reviewing and updating the project plan
  • Plan, direct and address requests / enquires from the Global Implementation Project Team and ensure local timely and effective support for the transition onto the new General Ledger system
  • Develop reports and schedules for the Local Statutory accounts, local Corporation Tax, social insurance, withholding tax and VAT tax declarations
  • Knowledge of and the implementation of the data feeds from outsourced activities (client invoicing, external and internal bank statements, payroll, etc)
  • Own the various transition and implementation phases - from initial preparation to parallel testing phase, go live and post transition enhancement phases
Qualifications for project finance
  • Ability to establish programme controls and reporting to monitor progress and ensure business cases are delivered
  • Experience in billing an advantage but not essential
  • Experience of working on CRM and Billing Systems an advantage
  • Experience of tools such as SQL an advantage
  • Bachelor degree in finance or related majors
  • Big 4 experience required, with minimum 3 years working experience
4

Project Finance Job Description

Job Description Example
Our company is hiring for a project finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for project finance
  • Complete the monthly billing run, producing the Distribution Module Billing run report and sorting the back up into project specific folders
  • Assist other Project Services Representatives and business lines as directed by the VSA Finance Manager
  • Create and develop consolidated program milestones, interdependencies and communication plans dashboards to monitor integration status
  • Constructs and analyzes "what-if" scenarios for funding/project launch options under constraints and is responsible for presenting to IT Sr
  • Primary escalation for all project resource, schedule, or prioritization issues
  • Define and organize a project work plan
  • Report weekly status and elevate critical project risks to Director, REIT Compliance and Vice President of Tax & Treasury
  • Assist with the mentoring and training of junior team members
  • You will work with the current project team to build upon already completed work
  • You will play a supporting role to finance in the implementation of systems and processes
Qualifications for project finance
  • Ability to provide strong customer service and work cross-functionally with other teams across the organization
  • Perform varied functions within the program office to advance the work of the group focusing mainly on the program financials
  • Prior experience with program financials - reporting and forecasting in an FP&A environment, working knowledge of general accounting principles
  • Works well with other to achieve objectives and works independently given limited guidance
  • Bachelors degree in a scientific or quantitative field combined with top tier MBA a significant plus
  • OGood communication skill
5

Project Finance Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of project finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for project finance
  • Responsible for ensuring customers requirements are understood and met consistently and deal with VOC issues
  • Responsible for main project financials (sales, margin, CFOA, reserves)
  • Monthly review of JDE time and expense to review anomalies
  • Implementation & running of process improvement initiatives relating to the Governance of our BPO
  • Collaborate across functions and locations to harmonize deliverables and solutions
  • Maintain open communication with direct management regarding financial results and ensure Project Managers and other senior personnel are aware of risks and opportunities identified during project financial racking, revenue review, A/R, WIP
  • Provide functional subject matter expertise (where applicable)
  • Manage the capturing and reporting of data related to the FSC performance
  • Support the Head of US FSC Innovation & Communication as a point of contact for unmet needs, requests and ad hoc projects, ensuring accumulation of topics relevant to FRA
  • Support the process of funding individual projects into equity partnerships and debt funds
Qualifications for project finance
  • OFamiliar with SAP
  • OBe able to work in details
  • OProject controlling experience is preferred
  • O5-10 years working experience
  • Bachelor’s Degree in Financial area or business administration
  • Strong knowledge of business process practices

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