Description

Key Responsibilities

• Analyze and reconcile budgets, forecasts, actuals, affordability, and financial reporting.
• Investigate unexplained charges and trace transactions to the appropriate program, job, cost center, and organization.
• Perform transaction-level root-cause analysis of financial discrepancies and recurring data-quality issues.
• Investigate missing or delayed invoices, classification issues, and other reconciliation variances.
• Review and approve contracts, cost proposals, contract supplements, project structures, and business-process documentation.
• Monitor project budgets, expenditures, transaction controls, and costs against approved budgets.
• Identify potential budget overruns and provide recommendations for resolution.
• Develop and document finance business rules and data-quality controls in collaboration with Data Science teams.
• Improve program-level financial traceability, including situations involving multiple or changing PIDs/jobs.
• Establish sustainable processes for identifying, assigning, resolving, and preventing recurring budget issues.
• Collaborate with Finance, Engineering, Business Resources, and Data Science teams.
• Document findings, requirements, processes, and proposed solutions.
• Present findings, recommendations, and timeline expectations to the Work Director.
• Support vendor/sub-consultant agreements and invoice review as needed.

Required Qualifications

• 8–10 years of relevant professional experience.
• Bachelor's degree in Business Management, Economics, Finance, Accounting, or a related field.
• Strong experience with financial data analysis and reconciliation.
• Demonstrated ability to investigate and resolve financial discrepancies rather than simply report variances.
• Strong Microsoft Excel skills.
• Experience with Power BI and/or data models.
• Strong written and verbal communication skills.
• Ability to work independently and manage priorities with limited direction.
• Strong analytical, mathematical, problem-solving, and documentation skills.
• Experience managing or analyzing budgets and financial datasets.

Preferred Qualifications

• Experience developing data-quality, reconciliation, or financial controls.
• Experience with enterprise applications.
• Experience working across Finance, Engineering, Business Resources, and Data Science teams.
• Experience coordinating small-scale projects or providing informal project leadership.
• Experience with business-process documentation and improvement.

Top 3 Skills

1. Financial Data Reconciliation & Discrepancy Investigation – Ability to reconcile large datasets and trace financial discrepancies to their root cause.
2. Analytical Problem Solving & Documentation – Ability to investigate complex issues and communicate findings in a clear, concise manner.
3. Project Coordination – Ability to coordinate delivery across teams and provide informal leadership on small-scale initiatives.

Ideal Candidate Profile

The ideal candidate is a Finance/Accounting + Data Analytics professional who can take an unexplained financial number, trace it through the underlying data and organizational processes, identify the root cause, and help implement a sustainable solution. The candidate should be comfortable balancing hands-on data analysis with in-person collaboration and cross-functional communication.

Red Flags / Disqualifiers

• Requires a high degree of direction to achieve project objectives.
• Lacks hands-on experience managing or analyzing budgets or financial datasets.
• Experience limited to reporting financial variances without performing root-cause analysis.
• Weak Excel or financial reconciliation experience

Key Skills

Education

Bachelor's degree