General Responsibilities:
Provide senior-level financial analysis and operational finance support for complex projects, clients, and programs within an engineering consulting environment. The Senior Financial Analyst partners with project and program managers, Operations, and Accounting & Finance teams to improve project financial performance, strengthen forecasting and reporting, support accurate revenue recognition and invoicing, and promote consistent project controls. This role uses Oracle and related business systems to analyze financial information, maintain reliable project data, identify risks and trends, and support timely management decisions.
Essential Roles and Responsibilities:
Partner with project and program managers, Operations, and Accounting & Finance teams to review project status, financial performance, budgets, forecasts, billing, schedules, and delivery risks.
Analyze project and portfolio financial results to identify variances, trends, risks, and opportunities requiring management attention or corrective action.
Prepare and maintain recurring and ad hoc financial reports, dashboards, forecasts, and management analyses using Oracle, Microsoft Excel, and other applicable reporting or business intelligence tools.
Oversee and support the accurate and timely completion of invoicing activities for complex regional projects, clients, or programs.
Review project contracts and related documentation to understand billing requirements, revenue recognition considerations, fee structure, change provisions, and other financial implications.
Support project setup and contract setup to help align project information, billing methods, budgets, and financial controls with contractual requirements and management policies.
Monitor and support management of Work in Progress (WIP), Accounts Receivable (AR), invoicing status, collections activity, project profitability, and other key financial indicators.
Partner with project teams to support fee estimates, budget development, forecasts, change orders, resource planning, and project financial reviews.
Perform quality assurance and quality control reviews of invoicing, collections, project financial information, and related reporting; investigate and resolve discrepancies.
Provide clear, timely financial insights and recommendations to project leadership and Operations, including the financial impact of project decisions and contractual requirements.
Support other regional or corporate Finance team members with escalated invoicing, reporting, analysis, and special projects.
Assist with prioritizing Regional Finance Team workload and coordinate assigned financial initiatives or projects to meet deadlines.
Participate in Oracle, billing application, ERP, and reporting-system testing, enhancements, process improvements, and implementation activities.
Identify opportunities to improve financial reporting, project controls, invoicing, forecasting, and project delivery processes.
Develop or support training materials and provide guidance to project teams and staff on financial processes, project controls, applicable systems, and reporting expectations.
Provide professional internal and external client service and work collaboratively to resolve financial, billing, and project-control issues.
Support procurement-related activities as assigned, which may include requisitions, supplier onboarding, invoice review, receipt documentation, and credit card reconciliations.
Participate in management meetings and operational or financial reviews, presenting relevant analysis, risks, trends, and recommended actions.
Follow safety rules, guidelines, and standards for all projects; maintain quality standards on all assigned work.
Perform other duties as assigned.
Requirements:
- Bachelor’s degree in finance, accounting or related field with a minimum of 7 years’ experience. Or, in lieu of a degree, a minimum of 11 years’ related experience.
- Master’s degree preferred
- Expert knowledge of accounting and finance principles (GAAP) and calculations. Working experience with database tools and manipulation/analysis software.
- Advanced knowledge of Excel including proficiency with pivot tables, vlookup and advance formulas
- A valid driver’s license with acceptable violation history may be required.
Experience in project finance, operational finance, project controls, accounting, or financial analysis, including budgets, forecasting, financial reporting, invoicing, revenue recognition, WIP, AR, and project performance analysis.
Required hands-on experience using Oracle ERP or Oracle Cloud applications for project financial management, accounting, billing, reporting, or related financial processes.
Experience with project management, financial reporting, data visualization, or business intelligence systems preferred.
Strong understanding of accounting concepts and practices related to project invoicing, revenue recognition, financial controls, and reporting.
Strong analytical, critical-thinking, problem-solving, organizational, and prioritization skills.
Ability to interpret contracts and translate contractual and financial requirements into clear guidance for project teams and Operations.
Ability to communicate financial information clearly to both financial and non-financial stakeholders.
Demonstrated ability to manage multiple priorities, work independently, collaborate across functions, and meet deadlines in a changing business environment.
Leadership, training, and mentoring capabilities.
Preferred Experience
Experience supporting complex projects, multi-project portfolios, regional operations, or major client programs in engineering, consulting, professional services, construction, or a related project-based environment.
Experience improving ERP-enabled finance processes, financial reporting, project controls, or data quality.
Experience partnering directly with project managers and operational leaders to improve forecast accuracy, billing performance, cash flow, and project profitability.
- Experience developing financial training, procedures, dashboards, or management reporting
Bachelor's degree in finance, accounting or related field with 7+ years experience (or 11+ years in lieu of degree); expert GAAP knowledge; advanced Excel; Oracle ERP experience; valid driver's license may be required.
Key Responsibilities
- analyzing financial results
- preparing financial reports
- supporting invoicing activities
Skills & Tools
Oracle, Microsoft Excel, ERP
Job Details
- Category: Finance and Accounting
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — Tampa, Florida, United States
- Salary: USD 77,200 – 119,700 / year
- Languages: English
About Terracon Consultants, Inc.
An engineering consulting firm providing project and program financial support. — Industry: Consulting Services