Financial Planning & Analysis Coordinator

Financial Planning & Analysis Coordinator

Requirements

• Minimum of a one-to-two-year post-secondary certification in a relevant field of study, or a minimum of one to three years of related work experience with ongoing training.
• An accounting or Office Administration specialty preferred.
• Self-motivation with strong communication skills and a commitment to achieving positive results.
• Strong attention to detail and keenness to understand the importance of building collaborative relationships to achieve results.
• Ability to engage in continuous learning and self-development.
• Ability to continually foster teamwork.
• Skilled in use of spreadsheet, database and/or data-mining software.
• Advanced Excel proficiency.
• Literate in the concepts of data analytics.

Responsibilities

• Support the development of key analytics and dashboards to improve financial related communication and tracking of project financial metrics.
• 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.
• 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.
• Support Project Directors/Managers with data collection and forecasting related analysis of revenue and expenses for the product lines.
• Ensure the timely verification and processing of change orders and statements of work.
• Organize technical written materials for statements of work, change orders and vendor agreements including organization of sections, tables, exhibits and attachments.
• Support development of changes to vendor bid packages to ensure accurate alignment with sponsor agreed upon project budgets.
• Support development of assumptions and finalization of vendor budget agreements.
• Support analysis of vendor proposals and budgets by composing comparative analysis.

Preferred Qualifications

• An accounting or Office Administration specialty preferred.
• Visual Basic Applications (VBA) skills preferred.