Financial Controls Associate

Financial Controls Associate

The Financial Controls Associate works directly with the project managers, program controls directors, and project controls staff in support of the project's financial goals and objectives. This includes project setup, work plan coordination, contract administration, measuring and reporting progress, and analyzing cost or budgetary deviations. This position will also participate in discussions with the Project Team and Management on the status of the project financials to identify project risks and opportunities that can impact the contribution to the overall project schedule, budget and reimbursement process.

The Associate will prepare and/or support preparation of project budget and financial updates, cashflow forecasts, budget to actual trends, spending forecasts and various monthly project financial reports. Requires the ability to analyze contract terms, review and audit invoices related to those contracts, identify cost trends, and interpret change order and schedule impacts. This information will be reported accurately and timely between clients, stakeholders, financial controls staff and to the project manager(s).

Essential Function(s) of the Position:

• Initiate and support in the review, approval, and execution of project related contracts and applicable change orders.
• Responsible for timely and accurate invoice reviews and approval processes.
• Assist in the monthly reporting process, including but not limited to budget to actual, project spend trends and cashflow analysis, submitting a draft report for discussion with management.
• Initiates project financial summaries and phasing set up with support from the project manager(s); advises the team in policies, standards, methodologies, and processes.
• Maintain proper project records and contract files.
• Help identify, resolve and guide appropriate staff on billing disputes and required corrections on draft invoice packages.
• Assist the project manager(s) in developing and maintaining the project workflow(s) and plan(s) to ensure project schedule and financials are reported accurately.
• Performs miscellaneous reconciliations of project financials, as needed.
• Assist in preparation of reports and presentations and aids in budgeting process.
• Ensure smooth workflows and operations by identifying needs, reporting any issues, and informing management of necessary actions required for improvement.
• Serve as the liaison between the Project Management Team and contractors/consultants to assist with troubleshooting various invoicing issues.
• Act as owner representative and perform required data entries related to the Client's financial system(s).
• Present financial data while participating in project meetings and/or audits of financial information, as required.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Education & Experience Requirements:

• High School Degree required. Associate degree or bachelor's degree in Accounting, Finance, Mathematics, Engineering, or another related field is preferred. Applicable experience may be substituted for degree requirements
• Advanced systems skills SharePoint, Microsoft Office Suite particularly Excel
• Knowledge of VantagePoint, standard project management software (Procore, Prolog, Bluebeam, etc.), or a Customer Relationship Management (CRM) system is a plus
• 4-7 years of relevant work experience is preferred

Position Qualifications:

• Strong work ethic, team player, dedicated, reliable, self-motivated and positive attitude
• Organized and detail oriented with an ability to work independently
• Able to prioritize multiple tasks and deadlines
• Must be accurate and efficient with the ability to meet deadlines
• Flexible and able to drive / guide change
• Ability to work in a fast-paced, global environment
• Excellent written and oral communication skills, ability to communicate effectively with management teams and respond to questions from within and outside the organization
• Experience with risk identification, audits and project management skills is a plus

Physical Demands:

While performing the duties of this job, the employee is regularly required to stand, sit for long periods, bend, use hands to manipulate (type), talk and hear; walk; sit, and lift or move no more than ten (10) pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Mental Demands:

While performing the duties of this position, employees are regularly required to use written and oral communication skills; read and interpret data, information, and documents; analyze and solve problems, use math, and mathematical reasoning; observe and interpret situations; learn and apply new information or new skills; work under deadlines with occasional interruptions, and interact with staff and other companies.

Working Conditions:

Remote / Work from Home (WFH) with occasional travel to project site(s)

Periodic weekend or evening work may be required

Reporting Relationships:

Reports to a Managing Consultant, Director, or other member of management within the division.

Supervisory Responsibility:

None.

This position description is intended to describe the general nature and level of work being performed by a person assigned to this job. This is not to be construed as an exhaustive list of all duties that may be performed by an employee so classified.

Jacobsen|Daniels is an Equal Opportunity Employer and strives for diversity. J|D, in accordance with applicable law, does not discriminate in hiring or otherwise in employment on the basis of race, color, religion, sex, national origin, age, marital or veteran status, disability, sexual orientation, or any other legally protected status. EOE/AA/Vets