Financial Analyst II

Description:

Core Job Details

Location: Irvine, CA

Hybrid Schedule: Mon and Fri remote with Tues,Wed, Thurs on-site.

Duration: 6 months with possible extension (not guaranteed)

: $$$$$$$ based on level of experience and background

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):

The requirements described in this section are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• 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.

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