Project Financial Analyst Job Description
Project financial analyst
provides finance support to El Segundo based finance and commercial business team’s in day-to-day accounting, finance and contract management activities.
Project Financial Analyst Duties & Responsibilities
To write an effective project financial analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included project financial analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Responsibilities include location set up, maintenance and execution of tax and customs rules for merchandise movement trouble shooting and ad hoc request
Determines eligibility of Cooperative Projects and Condominium projects based on documentation review/analysis and communicates results to the appropriate individuals
Addresses and resolves inquiries via phone or email related to Cooperative Project and Condominium project investor guideline eligibility from internal and external associates
Position will assist in developing and implementing a Co-Op Project review process and creating policies & procedures of Cooperative Project Reviews
Analyze Budgets, Declarations, By-Laws, Co-op Questionnaires, Appraisals, Insurance, UCC's, Proprietary Leases, Stock Certificates, Financial Statements, and Lien Searches
Make a determination if additional information is required or if acceptable
Approve, condition or reject residential cooperative projects
Keep informed of current and acceptable practices and
Meet department service level agreements/turn times
Explore new ideas for workflow
Project Financial Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Project Financial Analyst
List any licenses or certifications required by the position: PMP, CFA, CIMA, ACCA, PMI, CISA, CPA, CAPM, PMBOK, CPM
Education for Project Financial Analyst
Typically a job would require a certain level of education.
Employers hiring for the project financial analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Education, Communication, English, Business/Administration, Economics, Management, Engineering
Skills for Project Financial Analyst
Desired skills for project financial analyst include:
Microsoft Office applications
Peoplesoft Project
Backlog forecasting
Compass
E3T
Finance & accounting practices relevant to a project based business
Finance systems & Excel
Microsoft Excel
Revenue recognition
Unbilled/unearned and cash flow management
Desired experience for project financial analyst includes:
Support departmental initiatives and identify ways to enhance effectiveness
Bachelors degree in accounting, finance, general business or related field
Strong analytical abilities/financial acumen
Strong root cause analysis/research abilities
Proven ability to operate under minimal supervision, with general guidance from leadership (typically requires 7+ years of job-related experience)
Ability to interact/collaborate with multiple business partners across various disciplines to fully understand business and system process/workflow movement
Project Financial Analyst Examples
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Project Financial Analyst Job Description
Job Description Example
Our growing company is hiring for a project financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for project financial analyst
- Conduct project based financial analysis on newly acquired overseas businesses
- Conduct feasibility studies and other market trend reports
- Manage project pipeline
- Provide project intake support activities including initial assessment of project financials and assignment of finance resources
- Create technology cost quotations for our businesses partners and manage the approval process
- Provide professional judgment and advice on project drivers, costs and benefits
- Support team in the development and continuous improvement of project reporting and processes
- Manage internal models to ensure compliance to bank policies
- Develop understanding of the Technology business environment, cost drivers, growth opportunities and competitive environment
- Provide detailed analysis of real time monthly project expenditures to ensure costs are properly coded and identify project fiscal discrepancies
Qualifications for project financial analyst
- Excel, Word, PowerPoint, Outlook, plus strong knowledge of fully integrated ERP systems
- Must demonstrate strategic and creative thinking, strong written and verbal communication skills including within a virtual business environment
- Ability to skillfully influence/interact with all levels of management and build broad business relationships across the organization
- System monitoring and testing experience for key operational risk controls
- Ability to work on multiple projects and maintain flexibility to respond/adjust to shifting priorities
- Ability to quickly identify core issues and respond in a fast-paced environment
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Project Financial Analyst Job Description
Job Description Example
Our growing company is hiring for a project financial analyst. 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 financial analyst
- Utilizes program planning systems to monitor performance
- Utilizes and adapts automated data collection and reporting systems and techniques to monitor program spending against the current forecast
- Co-ordinate all applicable company activities leading up to the finalisation of appropriate pricing for all proposals, tenders and quotations, taking into account all potential commercial risks, while ensuring that company guidelines, procedures and approval processes are followed
- Co-ordinate and monitor the cost estimation effort conducted by the bid and project teams to ensure that all costing data and hence pricing proposals are produced in an accurate and timely manner
- Responsible for all pricing responses to the customer ensuring that the price submitted reflects the approvals gained from management
- Ensure strict compliance with the company’s policies and procedures with respect to price preparation
- Responsible for the preparation of the Finance Memo and the Price and Cash Sheet and other supporting financial documentation when seeking approval to submit an offer to the customer
- Responsible for the preparation of other financial artefacts as required for the customer and the bid teams, including the Customer pricing schedule, Cash flow and Payment Plans, Conditions of offer
- Generate financial models as required per bid requirements for pricing, analysis and submissions
- Update, improve and maintain as required all standard costing/pricing templates used in the business
Qualifications for project financial analyst
- Strong execution, leadership and presentation skills (large and small audiences including executive management)
- Operational risk management experience in financial services or related field
- Experience in process engineering or design
- Prefer candidates with minimum 3 years Big 4 audit experience
- MUST be fluent in English, highly prefer candidates who have overseas exposure
- Bachelor degree in business (Accounting Designation an asset)
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Project Financial Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of project financial analyst. 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 financial analyst
- Support cost investigations by internal and external customer-appointed auditors
- Participate in contract negotiation with customers regarding pricing and payment issues as required
- Facilitate the handover of bids from Bid phase to execution phase
- Support department with ongoing detailed analysis of financial performance and forecasts for Turner and HBO
- Monitor, track and analyze key performance indicators
- Assist with the detailed review and analysis of divisional budget submissions
- Prepares invoices in accordance with contract requirements
- Maintains contract and billing files and makes changes and updates including but not limited to contract amendments, dates, key members, Scans contract and billing documents into data repository [N09 level only]
- Prepares labor adjustments, billing transfers and journal entries as needed
- Performs monthly billing reconciliation
Qualifications for project financial analyst
- Stand out for his/her judgment and analytical mind
- Strong MS Office (Excel, PowerPoint) and SharePoint skills
- Knowledge of current bank project tracking systems(Clarity) a must
- Conscientious worker, who can work independently or in a team setting with minimal supervision
- Degree holder in any relevant field
- Hands-on experience with PSGL, BI, MS ACCESS and Qlikview will be an advantage
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Project Financial Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of project financial analyst. 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 financial analyst
- Retrieves back-up documentation and copies for inclusion with invoices
- Prepares invoice certifications for small and minority business subcontractors
- Develop data summaries and presentation as required or on an ad-hoc basis
- Ensure complete and authenticated data is available for analysis throughout the term of the program and at program close-out
- Manage a strong grantee payment disbursement process, including identifying and reconciling production and goal variances to ensure accurate disbursements to program grantees, obtaining appropriate signatures prior to payment, and accurate reconciliation with systems of record
- Manage the accuracy of inputs into the Contacts Database, ensuring the timely update of grantee and sub-grantee information
- Interpret and synthesize data management system policies and procedures
- Assist in communicating with external program evaluators to ensure accurate data information
- Assist in highlighting program challenges and successes, recommending courses of action, and ensuring proper grant close-out documentation
- Manage relationships with data vendors and ensure accurate, quality data and visual data
Qualifications for project financial analyst
- Has a ‘can-do’ attitude/mindset
- Superior knowledge of financial analysis, forecasting, modeling and planning
- Expert ability in expense and capital planning, forecasting, modeling experience
- Expert ability to analyze data, identify trends and problem solve variances
- Ability to design, enhance, and effectively communicate processes and procedures
- Ability to be an effective team member while leading in areas of expertise
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Project Financial Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of project financial analyst. 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 financial analyst
- Assist in developing a training and technical assistance plan and orienting grantees to the project (via WebEx and other methods) to ensure understanding of grant project requirements
- Independently research various topics as assigned and provide accurate and timely summaries and analysis
- Time management, creating and monitoring deadlines
- Recognizing bottlenecks and finding a solution
- Analyzing problems and finding creative solutions
- Creating efficient processes by making manual work processes automatically
- Testing the new system
- Compile customer master data, update/source information as required
- Compile vendor master data and update/source information as required
- Define item master data and subscription plans ensuring consistency in nomenclature
Qualifications for project financial analyst
- Excellent financial, communication, and interpersonal skills high level of personal motivation to achieve with incomplete information
- Tertiary Qualification Accounting / Commerce or equivalent
- Demonstrated experience within a similar role (CA or CPA or similar qualified)
- Extensive experience in financial modelling with previous knowledge in project accounting or pricing
- Previous experience in working within a shared services environment would be highly desirable project knowledge within engineering, manufacturing and infrastructure
- Advanced skills in excel and demonstrated experience in working to tight project deadlines