Project Financial Analyst III

Overview

This role serves as a Project Financial Analyst for Business Unit Controller(s) and Associate Director(s) Finance. Responsibilities include preparing, reconciling, analyzing, and reporting Business Unit revenue, contracts, projects, and associated metrics. The position also produces financial and business analyses and investigates data to support operations for assigned projects and contracts.

Responsibilities

• Ensure reporting activities are accurate and completed within established timelines.
• Support monthly revenue processing for Unit, Fee for Service, and Fixed Price contracts.
• Load project budgets into Oracle/Revenue Wizard and maintain key member lists (project setup) and other project data in Oracle and associated systems and schedules.
• Draft monthly actual versus budget/forecast variance analysis and monthly reports for distribution.
• Prepare monthly forecasting of financial results (backlog) and meet established deadlines for Revenue and Backlog submissions.
• Prepare timely project close-out reconciliations.
• Review executed Work Orders and Change Orders (with assistance) for bonus or other anomalies.
• Partner closely with Business Unit Controller(s) to capture, assess, and consolidate results.
• Draft key reports including annual cost and expense budgets, cost rates, cost and expense forecasting, monthly utilization, headcount, revenue backlog analysis, and/or gross profit for assigned area.
• Update predefined reports.
• Attend project kickoff meetings to capture and process relevant data for setup of newly awarded projects onto financial systems and schedules.
• Attend project meetings as applicable to support assigned areas.
• Participate in monthly project review (MPR) meetings to support understanding, concurrence on project status, identify potential issues, and ensure forecast accuracy.
• Monitor the overall health of assigned projects, including revenues, gross profit, receivables, and unbilled amounts, as well as project close-outs and reconciliations.

Requirements

Education

• Minimum 4 year / Bachelors degree in Business, Accounting, Finance, or equivalent education and experience.

Additional Qualifications

• Pharmaceutical or CRO experience preferred.
• Strong English proficiency.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) is essential.
• Proficiency with accounting software packages.
• Experience with Oracle Finance is preferred.
• Exceptional attention to detail, accuracy, organizational, interpersonal, and teamwork skills.
• Excellent financial, communication, and interpersonal skills, with a high level of personal motivation to achieve.
• Demonstrated ability to work with confidential and sensitive data.
• Ability to perform several tasks simultaneously to meet deadlines.

Critical Skills

• Tasks, duties, and responsibilities as listed are not exhaustive; additional tasks may be assigned.

Preferred Qualifications

• Pharmaceutical or CRO experience preferred.
• Experience with Oracle Finance preferred.

Compensation & Benefits

• Not specified in the provided job description.

Location

• US ONLY

Experience

• Minimum of zero to two (0–2) years of related experience.

Physical Requirements

• Ability to occasionally move about inside the office to access filing cabinets and office equipment; and to move between office locations.
• Ability to maintain a stationary position for prolonged periods of time.
• Ability to occasionally manipulate (e.g., lift, carry, move) office items and packages of light to medium weights of 10–35 pounds.
• Ability to constantly operate a computer and other office productivity equipment (e.g., scanner, phone, printer, copier).
• Ability to perceive and assess written materials for prolonged periods of time.
• Ability to frequently communicate with colleagues on the phone, by email, and in-person.

Work Environment

• Professional office environment.
• Routine use of standard office equipment including computers, phones, photocopiers, and filing cabinets.
• Low noise level.
• Largely sedentary role.