What are the responsibilities and job description for the Lead Financial Portfolio Analyst - DPP position at TEKsystems?
Must live in the State of Florida
*Description*
TEKsystems is seeking a highly skilled Principal Financial Analyst / Project Controller to join our client. This role involves managing and tracking financial aspects of multiple projects, ensuring accurate cost planning, forecasting, and reporting. The ideal candidate will have strong financial analysis skills, experience with SAP and advanced Excel, and the ability to work effectively and independently in a fast-paced, project-oriented environment.
Key Responsibilities:
*Elicit, track, and manage cost planning for specific projects, including accrual reporting, forecasting, invoice tracking, and client tracking.
*Organize requirements, estimates, and prepare materials to support project funding and kickoff processes.
*Partner with various stakeholders to influence key business decisions and improve processes.
*Self-manage objectives, handle multiple priorities, and perform job responsibilities accurately in a fast-paced environment.
*Utilize SAP for pulling reports, exporting data, and managing actuals.
*Design complex models and reports in Excel, including VLookup, Pivot Tables, and advanced formulas.
*Manage multiple project financials, priorities, and tasks across various projects and teams, adhering to deadlines and maintaining high quality.
*Understand and manage general ledger, journal entries, and overall project execution processes, including budgeting, forecasting, cost control, and scheduling.
*Lead requirements gathering workshops and process development workshops involving business stakeholders and delivery teams.
*Perform accounting, reporting, business rules, and data conversion functions as needed.
*Coordinate, track, and report technology project financials, including establishing and maintaining project budgets and resource plans.
*Prepare detailed monthly project forecasts and manage project review meetings.
*Identify and resolve issues proactively, ensuring appropriate communication with end users.
*Build credibility with internal clients and navigate organizational structures effectively.
*Prepare project scoping and funding artifacts in collaboration with delivery and engineering team leads.
*Monitor financial performance of projects using SAP reports and coordinate budgetary adjustments with Finance personnel.
*Assist with vendor engagement processes and contract monitoring, including RFPs, SOWs, and resource monitoring.
*Mentor and coach team members, providing expertise and guidance.
*Skills*
Portfolio analysis, Relationship management, Accounting, FInancial accounting, financial accruals, capital budgeting, Expense budgeting, Forecasting, Excel, excel analysis, reporting, finance, budget planning, SAP, MYPPM, project management, project coordination
*Top Skills Details*
Portfolio analysis,Relationship management,Accounting,FInancial accounting,financial accruals,capital budgeting,Expense budgeting,Forecasting,Excel,excel analysis,reporting,finance,budget planning
*Additional Skills & Qualifications*
Required Intangible Skills (must have):
Communication:
*Excellent communication and relationship skills, with the ability to articulate complex financial data and insights to multiple audiences, including non-technical stakeholders.
*Clearly articulate business issues and concerns with staff, peers, superiors, and external partners.
Attention to Detail:
*Meticulous attention to detail to ensure financial data accuracy and integrity.
*Ability to spot anomalies and ensure high-quality financial analysis.
Critical Thinking:
*Engage in reflective and independent thinking to analyze financial data and derive meaningful insights.
*Use reasoning and active learning to continuously improve financial analysis approaches and methodologies.
Analytical and Problem-Solving Skills:
*Demonstrable ability to analyze financial data, identify trends, and solve complex financial problems.
*Ability to balance delivery against multiple financial projects and demands simultaneously while prioritizing per management's guidance.
Collaboration and Teamwork:
*Strong ability to work collaboratively with cross-functional teams, including finance, marketing, and IT.
*Foster a team-oriented environment and contribute to collective financial goals.
Growth Mindset:
*Thrive on challenges and view failures as opportunities for growth and development.
*Demonstrate a passion for learning new financial concepts and applying that knowledge to add value to the company.
Research Expertise:
*Demonstrate expertise in financial research, often going beyond your area of individual experience to gather relevant financial data and insights.
*Stay updated with the latest financial industry trends and best practices.
Adaptability and Flexibility:
*Ability to adapt to changing financial business needs and priorities.
*Flexibility to work in a fast-paced financial environment and manage multiple financial tasks effectively.
Customer-Centric Mindset:
*Understand and anticipate the financial needs o
*Experience Level*
Entry Leve
*Pay and Benefits*
The pay range for this position is $73.00 - $91.21/hr.
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)
*Workplace Type*
This is a fully remote position.
*Application Deadline*
This position is anticipated to close on Feb 28, 2025.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
*Description*
TEKsystems is seeking a highly skilled Principal Financial Analyst / Project Controller to join our client. This role involves managing and tracking financial aspects of multiple projects, ensuring accurate cost planning, forecasting, and reporting. The ideal candidate will have strong financial analysis skills, experience with SAP and advanced Excel, and the ability to work effectively and independently in a fast-paced, project-oriented environment.
Key Responsibilities:
*Elicit, track, and manage cost planning for specific projects, including accrual reporting, forecasting, invoice tracking, and client tracking.
*Organize requirements, estimates, and prepare materials to support project funding and kickoff processes.
*Partner with various stakeholders to influence key business decisions and improve processes.
*Self-manage objectives, handle multiple priorities, and perform job responsibilities accurately in a fast-paced environment.
*Utilize SAP for pulling reports, exporting data, and managing actuals.
*Design complex models and reports in Excel, including VLookup, Pivot Tables, and advanced formulas.
*Manage multiple project financials, priorities, and tasks across various projects and teams, adhering to deadlines and maintaining high quality.
*Understand and manage general ledger, journal entries, and overall project execution processes, including budgeting, forecasting, cost control, and scheduling.
*Lead requirements gathering workshops and process development workshops involving business stakeholders and delivery teams.
*Perform accounting, reporting, business rules, and data conversion functions as needed.
*Coordinate, track, and report technology project financials, including establishing and maintaining project budgets and resource plans.
*Prepare detailed monthly project forecasts and manage project review meetings.
*Identify and resolve issues proactively, ensuring appropriate communication with end users.
*Build credibility with internal clients and navigate organizational structures effectively.
*Prepare project scoping and funding artifacts in collaboration with delivery and engineering team leads.
*Monitor financial performance of projects using SAP reports and coordinate budgetary adjustments with Finance personnel.
*Assist with vendor engagement processes and contract monitoring, including RFPs, SOWs, and resource monitoring.
*Mentor and coach team members, providing expertise and guidance.
*Skills*
Portfolio analysis, Relationship management, Accounting, FInancial accounting, financial accruals, capital budgeting, Expense budgeting, Forecasting, Excel, excel analysis, reporting, finance, budget planning, SAP, MYPPM, project management, project coordination
*Top Skills Details*
Portfolio analysis,Relationship management,Accounting,FInancial accounting,financial accruals,capital budgeting,Expense budgeting,Forecasting,Excel,excel analysis,reporting,finance,budget planning
*Additional Skills & Qualifications*
Required Intangible Skills (must have):
Communication:
*Excellent communication and relationship skills, with the ability to articulate complex financial data and insights to multiple audiences, including non-technical stakeholders.
*Clearly articulate business issues and concerns with staff, peers, superiors, and external partners.
Attention to Detail:
*Meticulous attention to detail to ensure financial data accuracy and integrity.
*Ability to spot anomalies and ensure high-quality financial analysis.
Critical Thinking:
*Engage in reflective and independent thinking to analyze financial data and derive meaningful insights.
*Use reasoning and active learning to continuously improve financial analysis approaches and methodologies.
Analytical and Problem-Solving Skills:
*Demonstrable ability to analyze financial data, identify trends, and solve complex financial problems.
*Ability to balance delivery against multiple financial projects and demands simultaneously while prioritizing per management's guidance.
Collaboration and Teamwork:
*Strong ability to work collaboratively with cross-functional teams, including finance, marketing, and IT.
*Foster a team-oriented environment and contribute to collective financial goals.
Growth Mindset:
*Thrive on challenges and view failures as opportunities for growth and development.
*Demonstrate a passion for learning new financial concepts and applying that knowledge to add value to the company.
Research Expertise:
*Demonstrate expertise in financial research, often going beyond your area of individual experience to gather relevant financial data and insights.
*Stay updated with the latest financial industry trends and best practices.
Adaptability and Flexibility:
*Ability to adapt to changing financial business needs and priorities.
*Flexibility to work in a fast-paced financial environment and manage multiple financial tasks effectively.
Customer-Centric Mindset:
*Understand and anticipate the financial needs o
*Experience Level*
Entry Leve
*Pay and Benefits*
The pay range for this position is $73.00 - $91.21/hr.
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)
*Workplace Type*
This is a fully remote position.
*Application Deadline*
This position is anticipated to close on Feb 28, 2025.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Salary : $73 - $91
