Project Finance Specialist

Scope of Position:

• As a Senior Project Analyst within client Shared Services, you will participate on projects that include cost reductions, process improvements, PeopleSoft or SAP deployments, Shared Service integrations, Finance system upgrades, business process design, and new functional process / new technology introductions.
• You may need to participate in multiple smaller scope projects depending on project portfolio and business needs and lead larger scope projects that align with career development.

Specific role responsibilities:

• This position will be the functional Project Analyst on several key Finance initiatives, specifically the implementation of OneStream as the Corporate Closing/Consolidations and Financial Planning & Analysis (FP&A) application for budgeting and forecasting.
• OneStream is specifically focused on the detailed planning, requirements, and design phases followed immediately by implementation activities.
• In addition, the Project Analyst will support the transformation of client’s global FP&A processes.
• The FP&A project is focused on the standardization and integration of FP&A work into the client Shared Services centers, requiring analysis of the as-is model and designing and implementing the to-be model to maximize efficiencies and scalability.

General role responsibilities:

• Builds content geared towards change management plans, reports, processes, business policies, regulations, and SOPs.
• Collaborate with receivers and identify requirements / gaps.
• Collaborates with multi-functional teams to assess current state and design an optimal future state.
• Defines and documents configuration requirements, business rules, functional requirements, and data modeling requirements.
• Develop test requirements and execute test scripts.
• Develops change management strategies, reports, processes, and business policies for various programs/projects.
• Develops training material and communications for projects; executes end user training.
• Drives enterprise applications and systems testing to ensure smooth implementation; resolves complex problems or issues.
• Contributes to the creation of the internal support process and provides process improvement recommendations to senior management.
• Effects of decisions are long-lasting and heavily influence the future course of the organization.
• Executes and leads small scale projects related to new business integrations, process improvement, new initiatives, and cost reduction.
• Performs project analysis, reviews, and documents beginning-to-end project requirements, ensuring process compliance.
• Plans and implements approved business solutions and develops metrics to measure efficiency.
• Resolves complex system and process issues and incidents; leverages relationships with business/IT colleagues to resolve open complex issues and implements corrective measures to prevent future issues.
• Serves as a subject matter expert for the development teams, providing solutions and best practices to increase efficiencies.
• Serves as consultant to management on major matters pertaining to its policies, plans, and objectives.
• Streamlines processes where possible, communicates areas of improvement to management.
• Support functional design of system functionality and/or processes.
• Support issue resolution during implementation and at go live.
• Supports work transition within the Shared Service Center, analyzing processes (e.g., trainings) to ensure consistency and compliance throughout locations.
• Writes, audits, and maintains process documentation; calls out areas of concern to management.
• Viewed as an expert in the field i.e., GAAP, Finance systems and applications.

Travel Requirements: With this position, you can expect up to 25% domestic travel possible depending on project(s) assigned.

On-Site Work Requirements:

• Prefer candidates who can be on site Monday-Friday, 8a-5p EST every week.
• Willing to support flexible options, specifically hybrid work schedules (e.g., 3x days in office M-F) and/or ability to travel on site 2x weeks a month (not necessarily consecutive weeks).

Hours of work/work schedule/flex-time: 8a-5p EST with extended work days/weekends required occasionally depending on project phase and status.

Required Education and Experience:

• A minimum of a Bachelor’s Degree.
• 3 or more years experience working on Finance or Shared Service projects.
• General accounting experience with Shared Services (Close/Record to Report).

Required Skills:

• Functional Finance (FICO) system knowledge of SAP S4 HANA.
• Ability to assess priorities and manage many project activities at a time.
• Capacity to work well under pressure with ability to adapt to changing project requirements and deadlines.
• Customer focused. Excellent organizational skills, detail oriented.
• Demonstrates initiative and effectively manages self through a fast-paced environment.
• Highly proficient with Microsoft Office products including Word, Excel, PowerPoint, Visio, and/or Project.
• Problem Solving, Analytical Skills, Exceptional follow through.

Desired Skills:

• OneStream implementations.
• Functional Finance system knowledge of PeopleSoft and/or SAP S4
• Certified Green Belt.
• Deep understanding of Shared Service process from work in deployment or integration projects.
• Experience leading project/program metric setting and reporting results to various teams.
• Experience reporting project/program progress and flagging potential conflicts early.
• Exposure to leading project components, recommending process improvements and escalating potential risk exposures.
• Familiarity with client’s standards, processes, and tools.
• Understanding of Shared Services Operations & client Functional processes (Finance, HR, Procurement, etc.).

Soft Skills:

• Ambitious and demonstrates initiative.
• Collaborative work style and organizational savvy.
• Cross-cultural Sensitivity.
• Customer Focus with emphasis on exceptional project delivery.
• Eager to learn new things.
• Excellent written and oral presentation skills.
• Flexibility to adapt to changing environment; be a change agent to help others through change.
• Good interpersonal skills.
• Strong communication and ability to interact effectively with a diverse employee group and across many levels of the organization (i.e. Business requestors, CSS operations receivers, IT analysts)