Project Setup Analyst

Job Title: Project Setup Analyst

Job Description

This role focuses on leading project setup activities within Microsoft Dynamics for an architecture, engineering, construction, environmental consulting, or professional services environment. The Project Setup Analyst ensures accurate project structures, billing terms, and revenue recognition rules while acting as a key liaison between project, contracts, and accounting teams. The position supports revenue integrity, contract compliance, and effective financial reporting across the project lifecycle.

Responsibilities

• Serve as a primary liaison between Project Managers, Business Managers, Contracts, and Project Accounting teams throughout the project setup process.
• Review and approve all project setups before transitioning them to the Project Accounting team to ensure accuracy and completeness.
• Establish accurate project structures, billing terms, contract requirements, and revenue recognition rules within Microsoft Dynamics.
• Build, configure, and review Work Breakdown Structures (WBS) and project coding to support accurate project tracking, billing, and financial reporting.
• Analyze contracts and project documentation to ensure project setups align with contractual requirements and internal company policies.
• Partner with Project Managers to design efficient project structures that support project execution, billing needs, and reporting requirements.
• Review project transactions, labor charges, and cost allocations to identify potential revenue generation or billing issues and recommend corrective actions.
• Validate revenue recognition and billing configurations in Microsoft Dynamics to ensure accurate revenue generation and financial integrity.
• Provide guidance, training, and best practices on project setup, WBS design, contract compliance, and project financial controls to project stakeholders.
• Troubleshoot project setup discrepancies in Microsoft Dynamics and collaborate with stakeholders to resolve issues and implement corrective actions.
• Support continuous improvement initiatives related to project setup workflows, financial processes, and system usage within Microsoft Dynamics.
• Maintain strong communication with cross-functional teams to ensure timely and accurate project initialization and ongoing financial compliance.

Essential Skills

• Strong industry experience in architecture, engineering, construction, environmental consulting, or professional services.
• Previous experience in a project finance-related role such as Project Analyst, Project Controls Analyst, Project Accountant, or similar position.
• Deep understanding of project setup processes, Work Breakdown Structures (WBS), and project lifecycle management.
• Proven experience reviewing contracts and translating contract requirements into project financial systems and configurations.
• Strong knowledge of project billing, revenue recognition, project accounting, and financial controls.
• Hands-on experience working with Microsoft Dynamics in a project-based accounting environment.
• Proficiency in project setup within Microsoft Dynamics, including configuration of billing terms and revenue rules.
• Strong Microsoft Excel skills to support analysis, tracking, and reporting of project financial data.
• Ability to collaborate effectively with Project Managers, Contracts teams, and Accounting partners in a cross-functional environment.
• Strong analytical and problem-solving skills with a focus on revenue accuracy and financial integrity.
• Ability to interpret and implement Work Breakdown Structures (WBS) and project coding for accurate tracking and reporting.

Additional Skills & Qualifications

• Experience working in an AEC-focused organization or similar professional services environment.
• Familiarity with project-based financial controls and compliance frameworks.
• Ability to document and share best practices related to project setup and financial processes.
• Strong communication skills, with the ability to explain complex financial and system concepts to non-financial stakeholders.
• Detail-oriented approach with a commitment to accuracy and consistency in project and financial data.
• Comfort working in a remote environment while maintaining strong collaboration with distributed teams.

Work Environment

This is a remote role that supports a project-based, professional services environment within the architecture, engineering, construction, or related industries. The position operates primarily within Microsoft Dynamics for project setup, billing, and revenue recognition, and uses Microsoft Excel for analysis and reporting. Standard working hours are 8:00 AM to 5:00 PM Eastern Time, requiring consistent availability during this schedule to collaborate with Project Managers, Contracts teams, and Accounting partners. The work focuses on a structured, process-driven setting that emphasizes accuracy, compliance, and continuous improvement in financial workflows.

This is a Contract position based out of Sparks, MD.

The pay range for this position is $35.00 - $38.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

This is a fully remote position.

This position is anticipated to close on Oct 19, 2026.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.