Financial Analyst

The Financial Analyst (Project Intake Analyst/Business Analyst) plays a key role on the Project Intake team, focusing on the evaluation and classification of software-related capital projects. This position ensures adherence to internal capitalization policies while supporting accurate financial reporting and governance of project activities.

Key Responsibilities

Project Intake & Assessment

• Review and validate incoming project requests for completeness, policy alignment, and strategic fit
• Ensure Statements of Work (SOWs) and supporting documentation meet standards

Capital vs. O&M Analysis

• Analyze project scope and costs to determine appropriate classification (CapEx vs. OpEx)
• Provide documentation and recommendations for accurate financial coding

Stakeholder Collaboration

• Partner with IT, Finance, and Project Management teams to support intake workflows
• Communicate findings clearly to both technical and non-technical stakeholders

Governance & Compliance

• Ensure adherence to internal financial policies and regulatory requirements
• Maintain documentation for audit and reporting purposes

Process Improvement

• Identify opportunities to streamline intake and classification processes
• Leverage tools such as JIRA, SharePoint, and AI (e.g., Copilot) to enhance efficiency

Required Qualifications

• Bachelor s degree in Business Administration, Information Technology, or related field
• 3 5+ years of experience in project coordination, PMO support, business analysis, or finance operations
• Experience with capital project accounting, fixed assets, or budgeting preferred
• Strong understanding of CapEx vs. OpEx and financial governance principles

Preferred Skills

• Experience with project intake processes (IT/software or hardware projects)
• Proficiency in JIRA and SharePoint
• Strong analytical, problem-solving, and organizational skills
• Excellent communication and collaboration abilities
• Ability to manage multiple priorities in a fast-paced environment