Project Financial Analyst

About the Company

Kuecker Pulse Integration (KPI) is a systems integrator created in July 2021 through the combination of Kuecker Logistics Group, PULSE Integration, and QC Software by private equity firm Ares Management. KPI specializes in combining leading material handling equipment and information systems with proven design and operational strategies to enhance customer operations. Our solutions are equipment-agnostic and incorporate technologies such as mobile robots, automated storage and retrieval systems (ASRS), automated guided vehicles (AGV), goods-to-person technology, sortation, and conveyor. With approximately 200 FTEs and $150 million in revenue, KPI is experiencing growth expected to double in size through organic and acquisitive activities.

About the Role

The Project Finance Analyst represents the FP&A department at the project level, serving as the financial link between the Project Management Office (PMO), Software, and Accounting. This role owns the financial structure of active projects, including monitoring budgets, tracking spend, reconciling billing, and forecasting project performance. The Project Finance Analyst ensures project financial data flows accurately and on time between teams and communicates this information clearly to both financial and non-financial stakeholders, including senior management.

Responsibilities

• Partner with Project Managers to ensure timely, accurate flow of project financial data into company systems and reporting.
• Advise the PMO on the optimum structure and classification of projects and project documentation within the ERP system.
• Own Project Progress Projections (PPPs) — facilitate the flow of cost projections from Project Managers into company-wide forecasts.
• Consult with Accounting and PMO to identify and resolve project finance-related issues.
• Assess project risk and analyze program variances against budget.
• Forecast data and project budgets.
• Stay current on the financial status, major concerns, and general progress of all major projects; report fluently on these topics to management.
• Attend PMO meetings and interact regularly with Project Managers and management on project financial matters.
• Conduct project closeout reviews to analyze and report on project performance and confirm data accuracy.
• Monitor project milestones and Accounts Receivable to verify timely, accurate invoicing.
• Track and evaluate project spend against budget, including ROI and debt-to-income ratio analysis.

Requirements

• Bachelor's degree in Finance, Accounting, or a related field preferred.
• 3-5 years of experience in finance or accounting.
• Experience with Percent of Completion accounting, commonly found in construction, engineering consulting, or other project-based environments.
• Thorough understanding of project management best practices.
• Ability to interact effectively with all levels of the organization and translate financial data for non-financial personnel.
• Strong analytical, problem-solving, and organizational skills.
• Excellent written, verbal, and interpersonal communication skills.
• Efficient learner — able to pick up new software and systems quickly.

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Health Care Concierge Service
• 401(k) Retirement Plan (Pre-tax & Roth)
• Company paid Basic Life Insurance, Short-Term Disability & Long-Term Disability
• Voluntary Life & AD&D Insurance
• Voluntary Accident, Critical Illness & Hospital Indemnity Insurance
• Pet Insurance
• Milk Stork Program
• Wellness Program with gift card redemption and wellness challenges
• Paid Time Off (Vacation, Sick & 10 Holidays)
• Training & Development