Financial Services Project Manager

2 weeks ago

San Antonio, United States JobRialto Full time
Description

Required:

Performs budgeting and financial analysis. This successful candidate will have superb critical thinking, exhibit a discipline and drive for complex analytics, a passion for providing exceptional financial services, demonstrate creativity and innovation by finding solutions to financial challenges including resource optimization.

Responsible for supporting the financial management of the organization's programs, ensuring that program budgets are established, monitored, and controlled to maximize program value creation. The role includes developing and supporting a culture of financial discipline, collaboration, and continuous learning to drive business value creation, operational excellence, and people development. This position offers an exciting opportunity to leverage your expertise in financial analysis and strategic planning to drive programs' success. The ideal candidate will have a proven track of success in financial analysis, budgeting, and forecasting, as well as strong communication and problem-solving skills.

Tasks and Responsibilities

Financial Point of Contact and trusted Financial Advisor to designated Business Units/Areas.

Collaborate with the Program Fianancials team to develop and maintain program financial modesls to support investment decisions, including the assessment of ROI and other key financial metrics.

Partners with designated Business Units/Areas to coordinate the annual development of the 5-Yr Labor, Operating and Capital Budgets.

Reviews and challenges budgetary submissions to ensure they are adequate and in alignment with strategic direction & operational requirements.

Mentor and coach junior team members, providing guidance and support to enhance their skills and capabilities.

Develop and maintain a culture of financial discipline and continuous learning within the program financials team, including participating in training and coaching opportunities.

Support the development and maintenance of program financial dashboards to monitor program performance against established objectives.

Leads & coordinates the monthly reforecasts (Latest Estimate Process) of the Capital and Operating & Maintenance portfolios including key drivers for variances between actual vs. expected performance.

Evaluates staffing requests to ensure they are within authorized capacity and within budgeted resources.

Examines and assesses the Latest Estimate submissions to include the development of mitigation plans to offset unfavorable projections.

Advises customers on potential operational efficiencies which may result in cost savings.

Assists with Business Case developments, capital determinations, write-offs of obsolete inventory and related financial services activities.

Maintains and recommends changes to SAP master data in support of Operating & Maintenance and Capital reporting.

Assists with providing financial data for benchmarking purposes or for other purposes as deemed necessary by the operational areas.

Supports process improvement initiatives resulting in overall operating and/or reporting efficiencies.

Performs other duties and serves on special project teams as assigned.

Minimum Qualifications

Advanced degree in Finance, Economics, Math, Accounting, or other quantitative field from an accredited university

At least one of the followin certifications:

Certified Public Accountant, Certified Internal Auditor, Certified Management Accountant, Certified Payroll Professional, Certified Treasury Professional, Chartered Financial Analyst

Extensive institutional knowledge related to posted position can be substituted in lieu of Advanced Degree or Certification.

Bachelor's degree in Accounting, Finance, Economics, Statistics, Mathematics or a related field from an accredited university.

Excellent relational, analytical, planning, multi-tasking, negotiating, problem-solving, verbal, written and communication skills

Strong financial management, internal controls, and financial analytical foundation

Organizational agility - solid & proven aptitude to seamlessly navigate through the organization and work with different levels of management,

personalities, and ambiguity but still produce solid and useable results

Proven critical thinking & analytical skills - problem diagnosis, resolution options, successful plan execution

Commitment, drive and resolve for producing comprehensive, high quality work

Delivery of exceptional customer service

Possess strong personal computer skills (i.e. Word, Excel, Power Point, etc.)

A valid Texas driver's license with a history of a safe driving record, in accordance with Client policies, procedures, safety standards and applicable laws and regulations.

Ability to work independently with minimal supervision

Preferred Qualifications

Experience with ERP (Enterprise Resource Planning) solutions such as SAP, PeopleSoft, or Hyperion

Experience with the electric or gas utility industry gained through experience at an electric / gas utility, an investment bank, consultant, or other professional service provider serving the industry..

Education: Bachelors Degree

Certification: Certified Public Accountant , Certified Internal Auditor , Certified Management Accountant

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