Project Financial Analyst

This is a position that is mostly remote that will require monthly travel to Sacramento and Chico. The ideal candidate will live within close proximity to Sacramento or Chico, CA. For immediate consideration for this position, please call Lisa Cole at 916-649-0832.

Responsibilities:

• Helps create and review proposal budgets for billing rate and expense accuracy and financial completeness, application of indirect costs per funder requirements and determining rate mark-ups and profits.
• Gains a detailed understanding of projects being developed by reading and reviewing relevant information including request for proposals, bid solicitations, and project maps
• Gains a complete knowledge of the grants or contracts and sub agreements and their deliverables and timetable, and invoicing requirements
• Reviews and approves subcontract and supply agreements and expenditures for compliance with procurement policies, grant and contract requirements and deliverables
• Assists project managers in aggregating required supporting materials for preparing revenue invoices and prepares the invoices for review in conjunction with Project Manager and Project Coordinator; ensures submission to funder is compliant with funder’s guidelines
• Reviews and processes A/P invoices and expenses for assigned projects and ensures subcontractors follow terms of their contracts
• Tracks receivables DSO and helping the Project Manager collect on outstanding A/R invoices and recovering retentions
• Participates in the billing process to ensure that all invoices are issued in accordance with company procedures and customer agreements
• Manages the accounts receivable, and follows up with funders to ensure prompt payment
• Coordinates with the accounting team to document and reconcile all incoming receipts.
• Assists in the collections process by contacting funders in case of late payment and resolving any dispute that may arise
• Regularly reviews and maintains a record of all financial transactions related to the billed projects
• Strives to enhance the efficiency of the billing and collections process through streamlining and automation.

Qualifications:

• B.S. in Accounting with a minimum of three years of experience in a project management environment
• 3+ years of experience in a Financial Analyst role or similar position
• Proficient in Project Billing and able to demonstrate experience in this area
• Strong skills in Budgeting and Forecasting are essential
• Experience in Grant Accounting is required