Job Title
Project Analyst
Job Description Summary
The Project Analyst is a support role for our Real Estate Accounting Operations and Compliance team. The successful candidate will play a crucial role in reconciling financial data, managing purchase orders, and assisting in the overall budget management for various projects/programs within the organization. This position involves close collaboration with program and project owners as well as finance and procurement.
Job Description
POSITION REQUIRED RESPONSIBILITIES
Reconciliation of Project/Program Spend:
l Conduct regular reconciliations of project and program spend to ensure accuracy and compliance with established policies & procedures.
l Identify and rectify discrepancies in financial records, providing timely resolution.
Purchase Order Management:
l Collaborate with workplace services partners, project managers, and procurement teams to create and manage purchase orders and change orders.
l Track and verify purchase orders against budget allocations, ensuring alignment with outlined spend categories.
Budget Management:
l Assist in the development and monitoring of project and program budgets, working closely with workplace services partners, project managers, finance team and program owners.
l Provide regular updates on budget status, highlighting any variances, and proposing corrective actions as needed.
Financial Reporting:
l Prepare and generate financial reports related to project and program expenditures and budget performance.
l Contribute to the analysis of financial data to support decision-making processes.
Documentation and Compliance:
l Maintain accurate and organized financial documentation for audit and compliance purposes.
l Ensure adherence to accounting standards, policies, and procedures.
l Validate quarterly fixed asset reports.
l Assist in the development/enhancement of Standard Operating Procedures (SOP’s) around project and program reporting and reconciliations
l Secure appropriate approvals for invoices in accordance with clients policy
Collaboration:
l Work closely with cross-functional teams, including project managers, workplace services partners, procurement, finance colleagues, and program owners, to gather relevant financial information and facilitate seamless communication.
SKILLS/QUALITIES REQUIRED FOR POSITION:
l Strong analytical and problem-solving skills.
l Ability and efficiency to focus on achieving thoroughness and accuracy when accomplishing tasks, no matter how small or large.
l Excellent organizational abilities
l Proficient in accounting-related software (Oracle, Coupa preferred).
l High proficiency in Microsoft Excel/Word, Google Suites and other software applications
l Effective communication and interpersonal skills.
l Proactive and self-motivated.
l Ability to work both independently and as part of a team.
l Strong commitment to maintaining confidentiality.
l Eagerness to learn and grow within the role.
MINIMUM EDUCATION & EXPERIENCE
l Knowledge of basic accounting principles.
l Familiarity with project management concepts.
l Previous experience with financial reconciliation and budget tracking is a plus.
l Bachelor's degree in Accounting, Finance, or a related field.
l 3-5 years experience in a Finance and/or Accounting-related role
INCO: “Cushman & Wakefield”