Financial Analyst

4 weeks ago


Seattle, United States Apex Systems Full time

Financial Analyst



Job responsibilities:

  • Main contact for implementing all financial activities throughout the project cycle: Forecast planning 🡪 onboarding vendor efforts 🡪 executing purchases 🡪 completion of billing 🡪 reconciliation of actual spends, as well as project close-out activities
  • Assist PMs in tracking that all documents/ artifacts / signatures are complete to ensure efficient processing
  • Supports PM Team for quarterly re-Forecasting and analysis to plan spend accurately
  • Design and maintain Retail store project specific finance tracking module to enable analytical reports
  • Perform invoice auditing, processing, and reconciliation to verify accuracy, completeness and consistency of accounting information for the project.
  • Prepare and distribute monthly and quarterly Retail Project Financial report for executives
  • Proactively monitor Project’s forecast status, as well as identify opportunities and risks from a Financial standpoint
  • Submit accurate monthly accruals and book Capex/Opex reclasses for the Project on time
  • Reporting requirements: vendor invoicing performance, PM approval compliance, and R&M variance reporting


Basic Qualifications:

  • 3-5 years managing large scale and complex Project budget forecast, purchasing and reconciliation process. Candidates with retail budget tracking experience is a plus.
  • Strong analytical skills and detailed driven on: forecast to plan, prioritize, rank, and quickly identify financial problems.
  • Strong prioritization and organization skills to meet all Financial & Contractual Deadlines
  • Advanced user of Microsoft Excel (pivot table, Vlookup, data cleaning, automation).
  • Frequent user of collaboration tools such as Microsoft Outlook, Teams, Visio, Excel, PowerPoint, Word, Microsoft Project Professional and Microsoft SharePoint.
  • Comfortable with data analysis via Project Financial tools; proficiency with Tableau, PowerBi is a plus
  • Experience with AP, Ariba, creating Purchase Orders, invoicing is a plus.

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