Financial Analyst(Project Manager) Locals only

Skills, Knowledge & Abilities

• Review and maintain financial data including accruals, invoices, and forecasts in Planview.
• Ensure accuracy of vendor invoices, milestone validations, and time reporting reconciliation.
• Support audit and compliance by completing checklists, submitting evidence, and correcting discrepancies.
• Maintain accurate project baselines and update them based on governance approvals.
• Ensure proper capitalization setup and tracking for internal software development.
• Manage financial change controls and update Planview accordingly.
• Coordinate contract submissions and purchase order creation with accurate mapping to projects.
• Ensure data quality by reviewing exception reports and correcting inaccuracies.
• Support forecasting by updating labor rates, reviewing variances, and adjusting forecasts post-timesheet progression.

Escalate non-compliance or financial discrepancies to the Director for resolution.

• Ability to manage challenging scenarios and balance stakeholder needs with available resources.
• Knowledge of financial management principles including budgeting, forecasting, and capitalization.
• Experience in financial data analysis and variance explanation.
• Strong communication and interpersonal skills for cross-functional collaboration.
• Ability to contextualize financial data for senior leadership.
• Professional judgment and accountability in decision-making.
• Understanding of technology processes, compliance, and controls.
• Preferred insurance industry knowledge.

Education & Experience

• Bachelor s Degree in Accounting, Finance, Economics, or equivalent work experience.
• 5 7 years of experience managing technology financials including capitalization, accruals, and forecasting.
• Experience working with technology vendors and/or managed service providers.
• Proficiency with Jira, Confluence, Planview, Excel, and other standard workplace applications.