Project Financial Analyst - Helena, MT

$42,000 - $42,000/Yr

Tetra Tech - Helena, MT

Full-time - Entry Level

Hybrid - Helena, MT

10,001+ employees

Professional, Scientific, and Technical Services

About the position

Tetra Tech is currently seeking a Project Financial Analyst in the Helena, MT office. This position may have hybrid working opportunities, but the candidate must reside within 30 miles of the local Helena, MT office. The Project Financial Analyst will provide business and administrative support for multiple project managers and projects. This support includes, but is not limited to, project invoicing and collections, project financial analysis, project budget tracking and variance reporting, project file maintenance, internal administrative and project financial report preparation and submittal. Essential duties and responsibilities include providing financial and administrative support for multiple project managers and projects. This support encompasses all aspects of project set-up within the project accounting ERP system, project financial analysis, invoice review, reconciliation, preparation and submittal, project/task cost history tracking, proposal support and preparation, project file maintenance, and internal administrative and financial report preparation and submittal. The analyst will assist project managers in tracking project budgets, actual costs, and budget variances on a weekly basis, as well as track submittal of project proposals, receipt of purchase orders, Work at Risk (WAR) authorization and forms, and period of performance end dates for multiple clients. The role also involves tracking client invoice submittals and the status of accounts receivables, interfacing with management, project managers, and clients for financial and contractual project requirements, and preparing various client communications for project manager's approval, including proposal and change order letters, and status of aged receivables. Additionally, the analyst will provide internal monthly reports for overall project financial status, including unbilled revenue and work in progress (WIP), project revenue backlog, funding and revenue adjustments, including WAR and client funding authorization. The analyst will assist with PEEAC (Project Evaluation, Estimate at Completion) preparation and attend quarterly review meetings as requested by project managers.

Responsibilities

• Provide financial and administrative support for multiple project managers and projects.
• Assist in all aspects of project set-up within the project accounting ERP system.
• Conduct project financial analysis, invoice review, reconciliation, preparation, and submittal.
• Track project/task cost history and provide proposal support and preparation.
• Maintain project files and prepare internal administrative and financial reports for submission.
• Assist project managers in tracking project budgets, actual costs, and budget variances on a weekly basis.
• Track submittal of project proposals, receipt of purchase orders, and Work at Risk (WAR) authorization forms.
• Monitor the status of client invoice submittals and accounts receivables.
• Interface with management, project managers, and clients for financial and contractual project requirements.
• Prepare various client communications for project manager's approval, including proposal and change order letters.
• Provide internal monthly reports for overall project financial status, including unbilled revenue and work in progress (WIP).
• Assist with PEEAC preparation and attend quarterly review meetings as requested.

Requirements

• An Associate Degree or relevant coursework towards a Bachelor's Degree in Business Management, Accounting, or similar program from an accredited college or university.
• 0 - 3 years of project administration experience is preferred.
• Ability to read, analyze, and interpret documents such as financial statements, invoices, and payment records.
• Ability to search for pertinent facts and data, analyze and evaluate information, and form accurate conclusions.
• Ability to speak effectively with other employees and clients.
• Ability to express conclusions and results in clear written and oral reports.
• Ability to perform basic mathematical operations and apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Proficiency in Microsoft Excel and Word.
• Familiarization with Enterprise Resource Planning (ERP) systems such as Oracle is preferred.
• Ability to manage time-critical situations to fulfill deadline requirements and work well in a team environment.
• Demonstrated ability to perform multiple tasks under supervision and independently, with attention to detail and good organizational skills.

Nice-to-haves

• Familiarity with project management software.
• Experience in financial reporting and analysis.

Benefits

• Medical, Dental, Vision, Prescription, Accidental Death & Dismemberment, Long & Short-Term Disability, Health & Dependent Care Flexible Spending.
• Group Term Life, Optional Group Term Life Insurance, Business Travel Accident Insurance, Health Savings Account, 401K, Employee Stock Purchase Plan, Time Off with Pay, Employee Assistance Program, Adoption Assistance, Leaves of Absence.