Financial Analyst

Overview:

TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. This Client is mission is to discover and deliver innovative medicines and solutions that address complex health issues and enhance people s lives.

Job Title: Financial Analyst
Location: Irvine, CA
Duration: 6 Months
Job Type: Temporary Assignment
Work Type: Hybrid

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Job Description Purpose

• We are looking to hire an experienced Financial Analyst to help plan, control, administer, interpret, and report financial management and procurement related requests and assignments to support the Commercial BTS organization.
• The Financial Analyst will have a sharp business mind with good communication and organizational skills coupled with a finance experience/background to help manage our Project Portfolio budget, Run the Business budgets.
• This role will manage the financials processes and procedures to support the Commercial BTS organization.
• Experience with Technology budgets, from both a project and operations perspective, SAP financial management system and advanced Excel skills are required.
• A positive attitude and willingness to learn and grow into the role are key attributes.

Primary Responsibilities/Duties

• Oversee portfolio financial management across projects, providing strategic insights and ensuring accurate forecasts and metrics in partnership with business and finance stakeholders.
• Monitor and manage budget types such as capital plans, functional/run-the-business (RTB), business cost centers, and ongoing LBE costs to support leadership decision-making through financial reporting related to approvals and changes.
• Track approved projects and authorized amounts, reconcile cost centers, and manage project reconciliations across SAP and Microsoft Excel.
• Process journal entry requests, manage purchase orders, and track Fixed Capital Deployment (FCD) extension and capitalization requests.
• Monitor financial spend and phasing to ensure alignment with budget expectations.
• Track capital expense approvals and coordinate with project teams to close projects and initiate capitalization in accordance with agreed timelines.
• Manage procurement activities, including the creation of purchase orders for professional services and software licensing.
• Track and reconcile vendor spend across project and operational funding sources, and prepare management reports for Business and Technology leadership.
• Partner with Accounts Payable to resolve vendor billing issues in a timely manner.
• Manage project resource chargebacks and review internal charges for accuracy.
• Support project and management teams with financial forecasting and latest best estimates (LBE) within project portfolio management tools.
• Proactively communicate financial, budgetary, reporting, and policy matters to team members and stakeholders.
• Facilitate monthly and ad hoc financial review meetings, and guide teams in preparing Requests for Capital Expenditure (RCEs).
• Support reporting activities including development of financial analysis reporting as well as general PowerPoint presentation updates.
• Collaborate with Technology, Business, and Finance partners to improve ways of working and support key organizational initiatives.
• Coordinate with Procurement to ensure Statements of Work (SOW) integrity and compliance with CFM policy, controls, and governance requirements.
• Support Finance teams in preparing materials for capital plan and RTB budgets.
• Participate in financial management optimization initiatives, including process and tool enhancements, pilot programs, and testing.
• Support all other duties assigned.

Planning

• Collaborate with finance to prepare material for planning review.
• Support the preparation of cost center level detail functional budgets.
• Partner with Finance to manage ongoing costs, including post-exec and journal entries.
• Facilitate leadership decision for project approval includes changes to portfolio.
• Support the preparation of monthly LBE for Corporate.
• Work with BTO team leads to develop strategic technology roadmaps, including financial estimates.
• Manage BTO-specific Long Range Planning and Capital Plan processes.

Day-to-Day Support

• Guides teams on preparation of RCEs to ensure standards are being followed.
• Tracking approved projects and authorized amounts.
• Ensures project cost centers are fully swept.
• Project Reconciliation: Clarity, JIRA, SAP, and RCE.
• CIP review for timely project Close outs.
• Facilitate and track Purchase Order Creation and Closing.
• Invoice Tracking with BTO project resources.
• Clear up blocked/parked invoices.
• Help enforce CFM policy, controls/compliance requirement as communicated by finance.
• Generate SAP Shopping Carts for BTO products and services.
• Augment financial training of BTO project resources.
• Manage monthly Variance Accounting Management Process (VAMP) for BTO to review and approve favorability across functional and CapEx budgets.
• Design and implement process improvements to increase accuracy of financial estimates and LBEs.
• Work with finance on monthly presentations to BTO leadership on financial position of functional budget and project portfolio health.

Job Qualifications (Minimum Requirements)

• Bachelors degree preferred.
• Proven experience in a finance role (3 5 years).
• Proven experience in a similar role supporting Technology and/or business department.
• People person with ability to quickly build and maintain relationships.
• Strong Microsoft Office including Advanced Excel skills such as Power Queries.
• Experience using SAP is required.
• Experience using Smartsheet.
• Tenacious, self-starter mentality.
• Experience working with remote teams and with vendor resources.
• Strong verbal and written communication skills.
• Tenacious, self-starter mentality.
• High-level of attention to details and accuracy.
• Follows and in total compliance with organizational and financial procedures and policies.
• Strong collaboration skills, with a demonstrated ability to work well as part of a team.
• Passion and willingness to do attitude.

TekWissen Group is an equal opportunity employer supporting workforce diversity.