Senior Financial Analyst

Job Description

Financial Planning, Forecasting & Budgeting

• Lead the development of annual budgets and long-range forecasts for operating expenditures, capital expenditures, and lifecycle maintenance programs.
• Develop and maintain financial models supporting revenue, operating expenses, capital expenditures, and long-term contractual commitments.
• Analyze financial performance against budget, forecast, contractual targets, and prior-year results, identifying key drivers and trends.
• Prepare management reports, financial presentations, and executive-level summaries.
• Support long-range strategic planning, scenario modeling, and investment analysis.

Public-Private Partnership (P3) Contract Management

• Provide financial oversight and administration of Public-Private Partnership (P3/PPP) agreements and long-term service contracts.
• Analyze lifecycle spending against contractual requirements and forecasted asset management plans, identifying funding gaps, risks, and opportunities.
• Monitor contractual financial obligations, payment mechanisms, performance deductions, and revenue-sharing arrangements.
• Ensure compliance with contract terms, reporting requirements, and financial covenants.
• Support contract negotiations, amendments, renewals, and change-order evaluations through financial analysis and business case development.
• Track key contractual milestones, financial commitments, and performance indicators.
• Support internal and external audits related to P3 contracts and contractual reporting requirements.

Business Partnering with Operations

• Serve as the primary finance partner to Operations leadership, providing actionable financial insights and recommendations.
• Collaborate with operational teams to understand business drivers, service delivery requirements, and performance obligations.
• Support decision-making through profitability analysis, cost-benefit evaluations, and business case development.
• Drive accountability for achieving operational, contractual, and financial targets through regular performance reviews.

Financial Analysis & Performance Management

• Conduct variance analysis to explain actual results versus budget, forecast, and contractual expectations.
• Analyze operational performance, labor productivity, cost efficiencies, and contract profitability.
• Develop dashboards and performance metrics to support management decision-making.
• Identify trends, risks, and opportunities to improve financial and operational performance.
• Provide recommendations to optimize contract performance, profitability, and resource allocation.

Financial Systems, Reporting & Business Intelligence

• Act as a key resource for OneStream-related budgeting, forecasting, reporting, and planning activities.
• Utilize OneStream to develop and maintain driver-based forecasting models, workflow automation, and management reporting solutions.
• Leverage NetSuite ERP to analyze financial and operational data, monitor contract performance, and support month-end and year-end reporting activities.
• Develop, maintain, and enhance Power BI dashboards that provide actionable insights into financial performance, operational KPIs, contract compliance, lifecycle fund utilization, and asset management metrics.
• Design automated reporting solutions and self-service dashboards to improve decision-making and reporting efficiency.

Qualifications

• Bachelor's degree and relevant experience in financial analysis, budgeting, forecasting, financial reporting, or corporate finance. CPA designation (completed or in the final stages of completion) is preferred.
• 2- 3 years of progressive experience in financial planning and analysis (FP&A), corporate finance, contract management, or related fields.
• Experience managing or supporting Public-Private Partnership (P3/PPP), infrastructure, government, or long-term service contracts is strongly preferred.
• Strong expertise in budgeting, forecasting, financial modeling, and contract financial analysis.
• Advanced proficiency in Microsoft Excel, ERP systems, and business intelligence/reporting tools such as Power BI, NetSuite, or similar platforms.
• Strong analytical, problem-solving, negotiation, and stakeholder management skills.

Key Competencies

• Financial Planning & Analysis (FP&A)
• Public-Private Partnership (P3) Contract Management
• Lifecycle Fund Management & Long-Term Asset Planning
• OneStream Financial Planning & Reporting
• NetSuite ERP Financial Management
• Power BI Dashboard Development & Data Visualization
• Financial Modeling & Forecasting
• Business Intelligence & Analytics