Financial Planning & Analysis Coordinator

In collaboration with Manager, Financial Planning & Analysis, support all activities related to financial planning & analysis for all company product lines, including the analysis and forecasting of revenue, profitability, costs, and backlog, expenses etc. Act as a liaison between finance and project operational groups to support the development of systems to improve financial related communications and tracking of project financial metrics, including providing support for the collection of data and the identification of cost saving opportunities at the product, department, and project level.

Project Finance and Revenue Analysis Support

• Support the development of key analytics and dashboards to improve financial related communication and tracking of project financial metrics. This may include product line dashboard, resource management initiatives and systems implementations and utilization and revenue projections.
• Support development of project and company level budget forecasts for internal and external stakeholders.
• Identify trends related to project cost overruns and opportunities to improve project budgeting by refining costing algorithms.
• In collaboration with Project Directors / Managers, support the coordination and administration of study related budget agreements including development of change orders and vendor agreements. Support development of statements of work as appropriate.
• Assist Project Management teams in reconciling project expenditures with budgeted amounts during, or at the conclusion of a project.
• Liaise with Business Development and support Project Directors / Managers with implementation of change orders and, where applicable, statements of work.
• Liaise with Legal to finalize statements of work, change orders and vendor agreements. where applicable.
• Update or recommend improvements to internal revenue management and expense forecasting analysis and change order processes.
• Support technologies and analytics that ensure fluid active revenue forecasting for the organization.
• Gather and analyze large sets of data from various sources, summarizing data for use in internal and external purposes.
• Maintain revenue model by working closely with internal teams to understand inputs and prepare analysis as required for expanded leadership review.
• Assist in overall monthly analysis to provide results prior to month-end, allowing for time-sensitive analysis and decision-making.

Transactional Processing

Vendor Support

Qualifications

Additional Knowledge / Skills

Working Conditions

PI261699445