Project Financial Analyst

Project Financial Analyst

Department: Corporate/Administrative

Employment Type: Full Time

Location: Sanford, FL

Compensation: $75,000 - $85,000 / year

Description

CPH is a multi-disciplinary Engineering and Architecture firm that ranks in the nation's Top 500 Design Firms by ENR Magazine. We are seeking a Project Financial Analyst to join our dynamic Finance team in Sanford, FL!

The Project Financial Analyst (PFA) serves as the lead financial partner for department Vice Presidents, Program Managers, and Project Managers, providing insight, analysis, and foresight into project financial performance. This role bridges finance and Ops, driving strategic decision-making by forecasting profitability, identifying underperforming projects early, and supporting leadership with actionable financial intelligence. The PFA plays a key role in CPH's mission to optimize project outcomes through disciplined analysis, cost-to-complete forecasting, and proactive project health management.

Duties Include

Duties/Responsibilities:

Financial Leadership & Partnership

• Serve as the primary financial liaison to assigned Vice President(s), providing analysis and recommendations on project performance and portfolio health.
• Lead Drive financial accountability through monthly project performance reviews with PMs and VPs, analyzing actuals vs. budgets, labor utilization, and forecast accuracy.
• Translate financial data into actionable insights - identifying trends, risks, and opportunities to improve project margins and resource efficiency.

Project Forecasting and Analysis

• Develop and maintain Estimate-to-Complete (ETC) and Estimate-at-Completion (EAC) models to ensure accurate project forecasting.
• Delivers weekly/monthly KPI dashboard which includes budget burn, % complete, margin trend, variance, backlog health, etc
• Monitor unbilled labor and expenses; ensure timely resolution through Extra Work Authorizations (EWAs) or transfers.
• Support PMs in tracking and preparing EWAs and financial adjustments to maintain accurate contract alignment.

Revenue and Cost Control

• Ensure appropriate revenue recognition methods are applied to each project.
• Validate Deltek/Vantagepoint project setups for accurate budgets, phases, and tasks.
• Review project expenditures, labor mix, and subconsultant costs to confirm consistency with contract terms.
• Alert leadership to financial risks and recommend corrective actions to bring underperforming projects back on track.

Collaboration and Communication

• Partner with Billing Specialists to ensure accurate invoicing, milestone verification, and revenue alignment.
• Coordinate with Project Coordinators to synchronize scheduling, deliverable progress, and billing readiness.
• Present financial updates and performance metrics in department and leadership meetings.
• Build cross-functional relationships across Finance, Operations, and Project Management teams to foster accountability and transparency.
• Builds Financial fluency through informal coaching and training with VP's, Program Managers, and Project Managers.

Data, Systems, and Reporting

• Utilize Deltek Vantagepoint, Power BI, and Smartsheet for financial reporting and dashboard analytics.
• Promote visual dashboards tracking financial performance, AR aging, and forecasting accuracy.
• Support the continuous improvement of financial systems and data processes for efficiency and accuracy through the develop of standard operating procedures / standard workflows as well as formal escalation policies for effective and timely communication.

Requirements

Required Skills/Abilities:

• Strong analytical, forecasting, and problem-solving skills.
• Advanced proficiency in Excel (pivot tables, formulas, Power Query).
• Working knowledge of Deltek Vantagepoint, Power BI, and financial reporting systems.
• Excellent communication skills, able to convey financial concepts to non-financial audiences.
• Highly organized, proactive, and capable of managing multiple priorities.
• Collaborative mindset with a focus on building relationships and influencing decisions.

Education and Experience:

• Bachelor's degree in Accounting, Finance, or Business Administration or equivalent work experience.
• 4-7 years of experience in accounting, financial analysis, or business partnership, preferably in the AEC industry.
• Experience with project-based ERP systems (Deltek Vision/Vantagepoint preferred).
• Prior exposure to engineering, architecture, or construction financial management is preferred.

Compensation & Benefits

• Dependent upon experience.
• CPH offers Medical, Dental and Vision and Long-Term Disability with a quality insurance company.
• Company Paid Life Insurance and Short-Term Disability.
• 401K, Paid Personal Time Off, Paid Holidays, and Paid Paternal Leave.

CPH is an Equal Opportunity/Affirmative Action/Drug Free Work Environment Employer.