Project Financial Analyst (Remote)

Overview

This role is for a Professional Services Financial Analyst who will act as the financial subject matter expert supporting the Professional Services organization. The position involves overseeing project financial performance, profitability analysis, forecasting, pricing, cost governance, and financial reporting across a portfolio of customer engagements. The analyst will collaborate closely with leadership, PMO, Operations, Sales, and Accounting teams to provide financial insights that improve project profitability, forecasting accuracy, and operational excellence.

Responsibilities

Project Financial Analysis & Reporting

• Analyze financial performance across Professional Services engagements, customers, solution offerings, and delivery teams
• Monitor project gross margin, contribution margin, labor costs, subcontractor expenses, travel costs, and overall project profitability
• Develop executive dashboards and financial reports to provide visibility into portfolio performance
• Perform profitability analysis by client, solution type, geography, delivery team, and project manager
• Identify margin erosion, cost overruns, forecasting variances, and financial risks
• Support project financial close activities and portfolio profitability reviews

Financial Governance & Project Management Support

• Serve as the financial expert for Professional Services project accounting and financial management
• Partner with Project Managers to improve budgeting, forecasting, estimate-at-completion (EAC), estimate-to-complete (ETC), and margin management practices
• Develop project financial playbooks, templates, reporting standards, and training materials
• Lead recurring financial reviews with Project Managers and leadership teams
• Establish financial governance processes to improve accountability and forecasting accuracy
• Drive adoption of financial best practices across the Professional Services organization

Cost Management & Profitability

• Ensure project costs are accurately assigned and allocated across projects, work orders, and sales orders
• Develop methodologies for allocating shared expenses across multiple engagements
• Reconcile estimated, forecasted, and actual project costs
• Review subcontractor invoices and validate cost allocation accuracy
• Partner with Accounting to improve project cost visibility, reconciliation, and reporting accuracy
• Identify opportunities to improve profitability through operational efficiencies and financial controls

Forecasting, Pricing & Business Analytics

• Forecast portfolio financial performance and identify emerging profitability risks
• Analyze trends in labor utilization, subcontractor costs, delivery efficiency, and project performance
• Develop pricing recommendations based on historical delivery costs and margin objectives
• Support labor rate development, subcontractor pricing strategies, and service pricing models
• Provide financial insights to improve forecasting accuracy, utilization, profitability, and pricing effectiveness
• Identify recurring trends requiring adjustments to pricing, delivery practices, or operational processes

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or related discipline
• 5+ years of experience in project finance, project accounting, FP&A, Professional Services finance, consulting finance, or related field
• Experience supporting project-based organizations such as Professional Services, consulting, systems integration, engineering services, or Managed Services
• Strong understanding of project profitability, forecasting, financial modeling, cost accounting, and financial analysis
• Advanced Microsoft Excel skills and experience building financial models
• Experience developing executive dashboards and financial reporting
• Excellent communication, facilitation, and presentation skills
• Ability to influence operational teams and drive financial accountability without direct authority
• Strong analytical, organizational, and problem-solving skills

Preferred Qualifications

• Experience implementing or supporting cost-based project accounting methodologies
• Experience transitioning organizations from percentage-of-completion reporting to cost-based project financial management
• Experience with project-based ERP and PSA systems
• Experience with NetSuite, Salesforce, Power BI, Tableau, Smartsheet, or similar business intelligence platforms
• Knowledge of revenue recognition principles and Professional Services operations
• Experience supporting pricing strategy, margin improvement initiatives, and portfolio analytics

Technical Skills (Preferred)

• Financial modeling and advanced Excel
• Project accounting and cost allocation
• Budgeting and forecasting
• Business intelligence platforms (Power BI, Tableau)
• ERP and PSA systems
• NetSuite
• Salesforce
• Financial dashboard development
• Executive reporting and data visualization

Compensation & Benefits

• Base salary range in New York City: $106,000 - $116,000 plus opportunities for profit-sharing bonus and/or commission
• Compensation in other geographies may vary
• Unlimited Paid Time Off (PTO)
• Incentive compensation plans for all employees
• Company-funded 401(k) contributions
• Zero-cost employer-covered health insurance
• Annual Bring Your Own Device (BYOD) reimbursement up to $500
• Paid Parental Leave
• Transparent culture with 1:1 coaching, performance reviews, and consistent feedback

Location

• Must be based in the United States

Equal Opportunity

The employer is an equal opportunity organization. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.