Financial Data Analyst

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CAI is a global services firm with over 9,000 associates worldwide and a yearly revenue of $1.3 billion+. We have over 40 years of excellence in uniting talent and technology to power the possible for our clients, colleagues, and communities. As a privately held company, we have the freedom and focus to do what is right—whatever it takes. Our tailor-made solutions create lasting results across the public and commercial sectors, and we are trailblazers in bringing neurodiversity to the enterprise.

Job Summary

Job Description

We are looking for a Financial Data Analyst who will responsible for tracking, monitoring, analyzing, and reporting on the performance and status of IT Product Construction projects. This role supports portfolio management decision-making by providing insights into project financial performance, resource allocation, risk mitigation, and strategic alignment. The analyst will assist in identifying trends and areas for process improvement, while collaborating with various teams. This position will be full-time and remote.
The role involves working closely with project managers, stakeholders, and executive leadership to develop dashboards, reports, and presentations that facilitate financial transparency and project success.

In essence, the Project Portfolio Data Analyst acts as a bridge between project data and decision-making, enabling the PMO to effectively manage projects, optimize performance, and achieve strategic objectives
What You'll Do
Data Collection and Analysis:

• Gathering and analyzing data from various project management systems and tools to track project performance against key performance indicators (KPIs), budgets, and timelines. Collect, validate, and analyze project data related to schedules, budgets, risks, and resources

Reporting and Visualization:

• Developing and distributing regular project reports, dashboards, and other visualizations to communicate project performance to stakeholders. Identify trends, patterns, and issues through data analysis and recommend corrective actions

Data Quality and Consistency:

• Ensuring the accuracy, completeness, and consistency of project data across the PMO

Process Improvement:

• Identifying opportunities to improve processes based on data analysis and best practices

Project Support:

• Collaborate with project teams to improve data collection processes and reporting methods

• Assisting project managers and teams with data-related tasks, such as creating reports, analyzing data, and troubleshooting issues

Change Management:

• Supporting the implementation of new reports, tools, and processes, Assist in the development and maintenance of project documentation and data standards

Risk Management:

• Identifying and analyzing potential risks based on project data and assisting in the development of risk mitigation strategies

Communication:

• Effectively communicating data insights and recommendations to stakeholders at various levels of the organization

Financial Responsibilities:

• Responsible for the budget management for the scope they are accountable for

• Management of the internal labor in collaboration with the Project Managers against the budget

• Solid understanding of accounting rules for expense and capital activities

What You'll Need

Required:

• 5+ years of financial management, and budgeting/forecasting experience: Can demonstrate steps involved with budgeting, forecasting, variance analysis, etc.

• 5+ years of advanced knowledge/experience with EXCEL

• 5+ years of experience in data analysis, working for a publicly traded company, preferably within a PMO or project environment

• 5+ years of demonstrated experience with data visualization and reporting tools. Experience developing reports, graphs, dashboards, presentations, KPIs, reporting Metrics, etc. (preferably financial data), and the ability to present that data to various levels of management

• 5+ years of experience communicating, working with, collaborating, and retrieving information from various levels within an organization

• 3+ years of experience creating presentations in PowerPoint and presenting to executive stakeholders within an organization

• Proven experience implementing and or improving processes using excel/data to increase efficiency and productivity (must be able to walk me through how they themselves did this

Knowledge and Skills:

• Strong analytical and problem-solving skills: Ability to analyze complex data, identify trends, and develop data-driven solutions

• Advanced Excel skills: Able to create power-pivots. Accurately manage and work with multiple files, and extremely large sets of data, comfortable with VLOOKUP and nesting formulas

• Must be proficient in Microsoft Office (MS Word, Excel, PowerPoint)

• Excellent communication and interpersonal skills: Ability to effectively communicate data insights to both technical and non-technical audiences

• Familiarity with PMO frameworks, project lifecycle, and portfolio management

• Knowledge of Agile, Waterfall, or hybrid project management methodologies

• Experience with project management tools: Familiarity with tools like Jira, Microsoft Project, or Trello

• Strong ability to quickly adapt to shifting priorities: The ability to work efficiently under stressful, time-sensitive deadlines, and align activities to meet project goals

• Solid organizational skills including attention to detail and multitasking

• Attention to detail and accuracy: Essential for maintaining data quality and consistency

• Ability to work independently and as part of a team

• Experience in data analysis tools: Experience with tools like Excel, SQL, Tableau, or Power BI

• Strong leadership and presentation skills: Must have proven experience engaging with people

• Experience forecasting, budgeting, and month end close activities

• Financial analytical skills. Experience performing spend curves, burn-rate and rate-volume analysis

Physical Demands

• Ability to safely and successfully perform the essential job functions
• Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc.
• Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor

Reasonable accommodation statement

If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to [email protected] or (888) 824 – 8111.