Financial Operations and Data Analytics Specialist
About The Position
Turner & Townsend is seeking an analytical individual to join its New York Real Estate Office. The role supports the preparation of monthly operational financial reports for commercial real estate construction projects and ensures that reports are accurate, complete, and timely. The position also collaborates with the wider business to aggregate financial information for documentation, review, and communication. The specialist manages project and contract data in Dynamics 365, supports forecasting and margin reviews, and prepares financial reporting and billing information for key accounts and external clients. The role handles financial queries, supports credit control, provides information for reports and audits, and helps leadership communicate finance-related information to the business. On-site presence and requirements may change based on client needs; SOX control responsibilities may apply where relevant.
Requirements
- Bachelor’s degree in accounting, finance, business administration, or a related field.
- Minimum of 2 years of experience in an accountancy- or finance-based position.
- Working knowledge of budgeting, forecasting, invoicing, and management.
- Understanding of GAAP financial reporting standards.
- Excellent analytical, organizational, and project management skills.
- Effective communication skills, including the ability to present financial information.
- Experience working in a fast-paced, dynamic environment.
- Strong quantitative skills, including the ability to understand and manipulate numbers and data.
- Strong Excel skills, including SUMIF, VLOOKUP, pivot tables, and graphs.
- High level of accuracy and attention to detail.
- Strong organization and time-management skills.
- Ability to work on own initiative and meet tight deadlines.
- Flexible and responsive attitude.
Nice To Haves
- Working knowledge of Dynamics 365.
- Working knowledge of Power BI.
Responsibilities
- Set up and maintain contracts and projects in the Financial Management System, Dynamics, including charge rates, project forecasts, and forecast spreads.
- Conduct monthly, quarterly, and annual forecasting reviews with Project Directors and the leadership team.
- Explain invoiced values in relation to forecast values and budget variances.
- Maintain current opportunities, forecasts, invoicing, and purchase order data in Dynamics 365.
- Review and analyze utilization data from Dynamics 365.
- Perform reconciliation checks across financial data to identify and reduce errors and improve report accuracy.
- Prepare monthly invoices and billing reports for key accounts.
- Manage and collate client timesheets to support invoicing on key accounts.
- Prepare monthly finance reports for external clients on key accounts.
- Respond directly to financial queries from operational staff.
- Manage intercompany agreements and purchase orders, as well as subcontractor purchase orders.
- Manage internal financial transfers, invoicing, and agreements.
- Manage contractor costs.
- Undertake monthly, quarterly, and annual forecasting and margin reviews.
- Support the Credit Control team.
- Provide data for reports and audits.
- Respond to requests for profitability information.
- Support leadership teams in providing finance-related messages and confidence to the business.
Benefits
- A healthy, productive, and flexible working environment that respects work-life balance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
