Overview
This role supports financial reporting, forecasting, and strategic analysis within a complex, shared services environment. The position leads monthly close activities, including cost allocations and accruals, and delivers executive-level dashboards with actionable insights for senior leadership.
Responsibilities
- Prepare Profit and Loss analysis, including analysis of actual variances to forecasts; assist with division-level P&L responsibilities.
- Review Earned/Unbilled Reconciliations for accuracy and completeness; coordinate with finance staff to make necessary corrections.
- Review monthly project billing submissions for adequate supporting documentation and proper approvals.
- Track outstanding Accounts Receivable reports for management review.
- Prepare quarterly revenue adjustments required to correct revenue where billed indirect rates exceed expected actual rates.
- In conjunction with Financial Analyst, track costs, billing/invoice adjustments, and contract-to-date expenditures for sub-contractors and temporary labor.
- Prepare Contract Information Form (CIF) for management review.
- Oversee and/or review monthly accruals.
- Complete ad hoc reporting requests.
- Review supporting documentation accompanying invoice packages.
- Prepare or assist with pricing and other cost estimates, including those related to contract amendments/task orders as needed.
- Participate in internal and external audits; maintain reports and data necessary for audits.
- Mentor and train junior financial analysts.
- Lead monthly cost allocation and accrual processes by consolidating multiple data sources, ensuring accuracy, completeness, and timeliness of financial results.
- Develop and deliver monthly financial dashboards, including detailed variance analysis and actionable insights to VP-level and senior leadership stakeholders.
- Execute quarterly forecasting cycles for a large, complex shared services organization, partnering with cross-functional and project-level stakeholders to ensure alignment and accuracy.
- Present monthly financial results, variance drivers, and quarterly forecast updates to senior leadership, translating complex financial data into clear business insights.
- Support business development and internal stakeholders by performing detailed pricing and cost analyses for new and expanding projects.
- Continuously enhance reporting, forecasting, and planning processes through automation, standardization, and tool modernization to improve efficiency and data integrity.
- Design and build ad hoc financial models, dashboards, and analytical tools to support evolving business needs and improve decision-making visibility.
- Ensure strong financial governance by maintaining consistent methodologies, documentation, and controls across reporting and forecasting activities.
- Perform other duties as assigned by management.
Requirements
- Bachelor’s degree in related field.
- 7-10 years of relevant professional experience.
Preferred Qualifications
- Bachelor’s degree in Finance, Accounting, or related field.
- Minimum of 7 years of progressive experience in financial analysis, forecasting, and reporting (preferably within shared services or multi-project environments).
- Advanced Excel and financial modeling skills.
- Experience with data visualization tools such as PowerBI.
- Experience working with large, complex data sets and multiple financial systems (e.g. Cognos, Costpoint, TM1).
- Familiarity with AI-enabled productivity tools such as Microsoft Copilot to enhance analysis and reporting efficiency.
- Strong communication skills with demonstrated ability to engage with senior stakeholders.
- Experience supporting cost allocation models or internal service organizations.
- Continuous improvement mindset with experience streamlining or automating financial processes.
Home Office Requirements
- Internet speed of 20mbps or higher required (test via www.speedtest.net ).
- Connectivity to the internet via either Wi-Fi or Category 5 or 6 ethernet patch cable to the home router.
- Must currently and permanently reside in the Continental US.
Compensation & Benefits
- Minimum Salary: $85,000.00
- Maximum Salary: $110,000.00
- Competitive compensation with regular bonuses based on performance included.
- Comprehensive insurance coverage options, including Medical, Dental, Vision, Prescription, and partially funded HSA; life insurance benefits; discounts on Auto, Home, Renter’s, and Pet insurance.
- 401K Retirement Savings plan with company matching.
- Paid Time Off package including UTO, Holidays, and sick leave; Short and Long Term Disability coverage.
- Employee Assistance Program (EAP) resources for physical, emotional, and financial wellness.
- Recognition platform for outstanding employee contributions.
- Tuition reimbursement.
- Employee perks and discounts.
- Wellness programs and resources.
- Professional development opportunities (training programs, workshops, and conferences).
EEO Statement
The employer evaluates qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected characteristics.
Accommodations
Reasonable accommodations are provided to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment.