Digital Financial Specialist

About the role

The Digital Project Specialist supports the CS Digital Practice by owning the financial health and operational coordination of active digital engagements. This role sits at the intersection of financial project controls and project coordination.

Responsibilities

• Track and maintain project budgets, actuals, and forecasts for active engagements, ensuring alignment between the practice budget tracking system and the WWT Finance system.
• Support the monthly financial close cycle: pull actuals, reconcile against the practice budget tracker, investigate discrepancies, and deliver clean, documented summaries to Finance.
• Identify budget variances and determine appropriate resolution — distinguish between data entry errors, timing differences, and substantive financial issues, and escalate when needed.
• Oversee financial elements within the Project Management Application, including KPI tracking, Change Orders, and Invoice coordination.
• Communicate financial status proactively to Project Managers and Practice Leads; flag risks before they surface in reporting cycles.
• Build and maintain Excel models to support budget tracking, variance analysis, and financial reporting.
• Maintain the Staffing and Project Tracker with current resource assignments, project status, engagement timelines, and roll-off dates — keeping data current between reporting cycles, not just at scheduled updates.
• Coordinate project initiation logistics: system access requests, engagement setup, onboarding documentation, and first-week scheduling for project team members.
• Track open action items, risks, and decisions across active engagements; follow up proactively on blockers before they require escalation.
• Auxiliary in managing changes to project scope, schedule, and budget, ensuring documentation is updated and communicated to the appropriate stakeholders.
• Act as a coordination point between delivery teams and internal functions including Finance, HR, Legal, and IT when project-level issues require cross-functional resolution.
• Actively participate in project meetings and lead meetings when appropriate.
• Provide input regularly for status reports and portfolio reviews.

Qualifications

• 1-2 years of progressive experience in project coordination, financial analysis, business operations, or Project support.
• Exposure to financial tracking, budget management, or project coordination in a professional or academic setting.
• Exposure to financial close processes, budget reconciliation, or cost tracking in a professional environment.
• Experience supporting project coordination or Project management in a technology services or consulting environment.
• Familiarity with Salesforce, Smartsheet, or similar CRM and project management platforms.
• Experience working cross-functionally with Finance, HR, or operational teams.
• Proficiency in Microsoft Excel including pivot tables, XLOOKUP, and basic financial modeling; ability to build and maintain budget tracking models.
• Developing understanding of financial processes — budgets, actuals, forecasts, and variance analysis; ability to identify and investigate discrepancies.
• Experience with or ability to quickly learn project and financial systems such as Salesforce, EMPOWER, and Smartsheet.
• Strong attention to detail — identifies data quality issues and discrepancies before they are surfaced by others.
• Clear written and verbal communication — can summarize complex financial status for a non-financial audience.
• Ability to manage multiple workstreams simultaneously, prioritize under time pressure, and consistently meet deadlines.
• Comfort operating with ambiguity — determines what needs to be done and takes action without waiting for a fully defined task list.
• Self-starter instinct — proactively identifies and resolves problems rather than waiting to be directed.
• Strong collaboration and interpersonal skills; ability to build effective working relationships across Finance, HR, delivery teams, and practice leadership.
• Curiosity and willingness to continuously learn new tools, processes, and practices.
• Proficient in Microsoft Office 365 applications including Excel, Outlook, Teams, and SharePoint.