Regional Financial Analyst

About the Role

Oversee the accuracy and timely completion of invoicing activities for complex regional projects or clients within an engineering consulting firm. This role requires proficiency in accounting concepts, practices, systems, and procedures related to invoicing and revenue recognition, and involves collaboration with IT and other Accounting & Finance departments.

Responsibilities

• Oversee the accuracy and timely completion of invoicing activities for complex regional projects or clients.
• Support other Corporate or Operational Finance staff with escalated invoicing and reporting activities.
• Coordinate the workload of the Regional Finance Team and assign special projects as needed.
• Prioritize workload proactively and complete or delegate tasks to meet deadlines.
• Read and understand project contracts related to billing and revenue recognition, and communicate their financial impact.
• Collaborate with Project Management and other departments to ensure proper documentation for revenue recognition.
• Resolve questions from operations and other departments regarding invoicing status.
• Perform comprehensive quality assurance audits and quality control on invoicing and collections activities.
• Provide excellent internal and external client service with a positive, professional, and collaborative attitude.
• Perform data analysis as requested by other team members within the region or company.
• Participate in meetings with management for invoicing, reporting updates, and other issues.
• Engage in billing application and system testing as needed.
• Partner with Corporate Billing Support to create training materials and provide staff training.
• Actively participate in Operations Accounting initiatives, ERP system improvements, and ad hoc projects.
• Support company initiatives, such as Pricing Tool adoption for quote and project creation.
• Follow safety rules, guidelines, and standards for all projects, including pre-task planning and reporting safety concerns.
• Maintain quality standards on all projects.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in Accounting or related field and a minimum of 5 years’ experience within the field. Or, in lieu of a degree, a minimum of 9 years of related experience.
• Experience with accounting principles, including contract review, revenue recognition, project billing, cost tracking, and profitability analysis.
• Competence in critical thinking, interpersonal relationships, communication, and technical skills.
• Advanced Microsoft Excel skills, including formulas, functions, pivot tables, data analysis tools, and reporting techniques.
• Strong analytical, organizational, and problem-solving skills with the ability to manage multiple priorities.
• Leadership and mentoring abilities.
• Flexible and adaptable to changing workflow and business needs.
• Proficient with Microsoft Office software.
• A valid driver’s license with acceptable violation history may be required.

Preferred Qualifications

• Experience working in Oracle Fusion Cloud ERP or similar enterprise financial systems.
• Experience supporting engineering, consulting, or project-based businesses.
• Familiarity with project lifecycle financial management, budgeting, and forecasting.