Description
We are seeking a Project Financial Advisor to act as a trusted finance partner to project delivery teams, ensuring alignment of financial outcomes with enterprise objectives.
The Project Financial Advisor (PFA) plays a critical role across the entire project lifecycle, including project budget setup review, revenue recognition, and timeline project financial reviews, by delivering disciplined financial stewardship and analysis.
Key Responsibilities:
- Contribute to sound financial management of projects by working as an active financial partner to Project Managers
- Provide guidance on initial project setup, including Work Breakdown Structure (WBS) development, budgeting, rate selection, and pricing tool development inputs
- Advise on project financial planning and risk identification
- Support the review of category rates and labor structures to help maintain project recoverability and financial performance
- Review labor structures to identify and flag areas for rate optimization and margin improvement
- Advise on project funding, billing methods, and rates for assigned projects
- Identify and communicate margin-related observations and cost-to-serve considerations to support financial performance
- Support the assessment of financial impact of subcontracts to ensure alignment with prime contract and profitability objectives
Financial Aspects of Contract Execution, Structure & Policy Compliance:
- Monitor execution of customer contracts for financial nuances
- Review and validate project structure in Project Portfolio Management (PPM)
- Ensure compliance with financial policies, delegations of authority, and revenue recognition standards
- Coordinate and review Disadvantaged Business Enterprise (DBE)/ Women Business Enterprise (WBE)/ all business enterprise categories (XBE) reporting requirements
Forecasting, Planning & Financial Alignment:
- Perform margin impact and financial impact calculations and provide support in identifying reasons for variability in project margins
- Monitor the project-level forecast cycle for assigned projects
- Review project budgets and forecasts to support the Project Manager in validating assumptions and financial accuracy
- Monitor mitigation action plans as directed by the Project Manager and report progress to the PFA Manager
Project/Portfolio Performance Management:
- Contribute to project performance reviews through analyses and commentary on relevant financial indicators
- Review key measures and financial tracking, including client-specific reporting requests
- Monitor performance against Key Performance Indicators (KPIs) and flag variances promptly to Finance Business Partners with recommended corrective actions
Audit, Assurance & Customer/Regulatory Responses:
- Respond to customer audit requests, coordinate evidence and formal responses with Controllership and Delivery
- Review and collaborate with project team on finance-specific responses to audit requests
- Ensure records, calculations, and decision logs are audit-ready and retained per policy
Cross-Functional Integration & Escalation Resolution:
- Collaborate with PFOs, Billing, Collections, Cash App, FP&A, Controllership, and business teams to address escalations
- Proactively escalate recurring issues through management to contribute to process improvement initiatives that enhance financial outcomes
Finance Business Partnering Activities:
- Foster a strong understanding and consistent application of corporate financial governance and controls across the business
- Identify and escalate any financial exceptions to PFA Manager to resolve issues at source to maintain project integrity
Requirements:
- Bachelor’s Degree in Accounting, Business, or closely-related discipline
- 1 to 3 years of project finance or commercial finance experience in engineering, construction, or professional services
- Suitable qualifications/accreditations in Accounting/Finance/Business relevant to the jurisdiction(s) you are operating within
- Proficiency expectation is mostly Developing / Working, with some Practiced capability in recurring activities
- Solid grasp of project accounting, financial reporting, Estimate at Completion / Estimate to Complete (EAC/ETC) forecasting processes, and margin analysis
- Experience in commercial support
- Demonstrated experience supporting a multi-project portfolio with hands-on forecasting and reporting accountability
- Advanced Excel skills and proficiency in MS Office and ERP tools
- Experience with PowerBI or other data visualization tools
Benefits:
- Comprehensive suite of benefits focused on providing health and financial stability throughout the employee’s career
- Coverage related to medical, dental, vision, disability, and life
- Retirement savings
- Paid sick leave
- Paid vacation
- Paid parental leave
- Paid time off for purposes of bereavement, voting, and/or attendance at naturalization proceedings
Compensation:
- Expected Salary: $73,000-$95,000