Senior Financial Analyst

This is a fully remote position, open to applicants in Florida.

📋 Description

• Collaborate with project and program managers, Operations, and Accounting & Finance teams to assess project status, financial performance, budgets, forecasts, billing, schedules, and delivery risks.

• Evaluate project and portfolio financial outcomes to pinpoint variances, trends, risks, and opportunities.

• Create regular and on-demand financial reports, dashboards, forecasts, and management analyses using Oracle, Microsoft Excel, and other reporting or business intelligence tools.

• Supervise and assist with timely and accurate invoicing for intricate regional projects, clients, or programs.

• Analyze contracts to comprehend billing requirements, revenue recognition, fee structures, change provisions, and financial implications.

• Aid in project and contract setup, billing methodologies, budgets, and financial controls.

• Track WIP, AR, invoicing status, collections activity, project profitability, and crucial financial indicators.

• Assist with fee estimates, budget formulation, forecasts, change orders, resource planning, and project financial evaluations.

• Conduct quality assurance and control reviews of invoicing, collections, project financial data, and reporting; investigate any discrepancies.

• Deliver financial insights and recommendations to project leadership and Operations.

• Assist with escalated invoicing, reporting, analysis, and special projects.

• Manage the workload of the Regional Finance Team and financial initiatives.

• Engage in testing, enhancements, process improvements, and implementations for Oracle, billing applications, ERP, and reporting systems.

• Enhance financial reporting, project controls, invoicing, forecasting, and project delivery processes.

• Develop training materials and guide teams on financial processes, project controls, systems, and reporting.

• Address financial, billing, and project-control issues with both internal and external clients.

• Assist with procurement tasks, including requisitions, supplier onboarding, invoice review, receipt documentation, and credit card reconciliations.

• Present analysis, risks, trends, and recommendations during management and operational reviews.

• Adhere to safety and quality standards and undertake other assigned duties.

⛳️ Requirements

• Bachelor’s degree in finance, accounting, or a related field with a minimum of 7 years of experience, or at least 11 years of related experience in lieu of a degree.

• Master’s degree is preferred.

• In-depth knowledge of accounting and finance principles, including GAAP and calculations.

• Practical experience with database tools and manipulation/analysis software.

• Advanced proficiency in Excel, including pivot tables, VLOOKUP, and complex formulas.

• A valid driver’s license with an acceptable violation history may be necessary.

• Experience in project finance, operational finance, project controls, accounting, or financial analysis, including budgeting, forecasting, financial reporting, invoicing, revenue recognition, WIP, AR, and project performance analysis.

• Required hands-on experience with Oracle ERP or Oracle Cloud applications for project financial management, accounting, billing, reporting, or related financial tasks.

• Preferred experience with project management, financial reporting, data visualization, or business intelligence systems.

• Strong understanding of accounting concepts and practices related to project invoicing, revenue recognition, financial controls, and reporting.

• Ability to interpret contracts and translate contractual and financial requirements into clear guidance.

• Skill in conveying financial information clearly to both financial and non-financial stakeholders.

• Capacity to manage multiple priorities, work independently, collaborate across functions, and meet deadlines.

• Leadership, training, and mentoring capabilities are essential.

• Preferred experience in supporting complex projects, multi-project portfolios, regional operations, or major client programs in engineering, consulting, professional services, construction, or related project-based environments.

• Preferred experience improving ERP-enabled finance processes, financial reporting, project controls, or data quality.

• Preferred experience collaborating with project managers and operational leaders to enhance forecast accuracy, billing performance, cash flow, and project profitability.

• Preferred experience in developing financial training, procedures, dashboards, or management reporting.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life insurance

• 401(k) plan

• Paid time off and holidays

• Education reimbursement

• Various bonus programs

• 100 percent employee-owned company