Project Analyst

NV5•San Diego, CA

About The Position

The Project Analyst will be responsible for setting up and maintaining projects in Deltek Vantagepoint, including reviewing new contracts and advising Project Managers on efficient project setup to meet client billing requirements. This role involves managing change orders, closing projects, and consulting with Project Managers and Principals in Charge on contract options and issues. The analyst will process draft invoices, ensure billing terms and client requirements are met, and analyze budget versus actual spending. They will also track sub-consultants, process their invoices, and maintain tracking forms. Additionally, the role supports Accounts Receivable and Accounts Payable, monitors policy compliance, manages Work-In-Progress (WIP) adjustments, assists with new Project Manager orientations, and ensures Project Finance Compliance with GAAP standards. Miscellaneous project finance tasks and research may also be required.

Requirements

Bachelor’s Degree in accounting, finance or related discipline
At least 5 years relevant experience
Good working knowledge of financial, accounting, audit and business principles.
Excellent written and oral communication skills
Proficiency in Excel, Word and PowerPoint

Nice To Haves

Experience with architectural/engineering firm
Deltek Vision/Vantagepoint system experience

Responsibilities

Set-up and maintain projects in Deltek Vantagepoint, including review new contracts, as well as advise Project Manager on the most efficient way to set-up projects to meet client billing requirements.
Maintain projects as change orders (CO’s) are added.
Close entire job the period after all transactions are completed.
Consult/advise PM on contract options, obtain reviews, manage document flow and advise Principal in Charge (PIC) of projects with contract issues.
Process draft invoices for review and approval by PM. Review and maintain billing terms, ensure client’s requirements are met (back-up, status reports or lien waiver attached).
Analyze budget vs. actual spent on projects. Reconcile contract/approved/pending CO’s vs. the total billed to-date on projects.
Track Sub Consultants. Provide Contract Department with sub proposals to ensure sub consultant contracts are issued. Receive sub invoices and verify amount billed against budget, create and update Sub consultant tracking form in Excel. Present invoice to PM for approval. Input into Vision and send paperwork to Corporate Accounting office for posting.
Provide and prepare detailed analysis of Project Budget including spent to date, billed to date, budget remaining, WIP, and A/R.
Coordinate with clients and sub consultants. Determine appropriate client & sub consultant contacts, answer questions, obtain information when necessary, communicate information to PM, and act as liaison for billing and performance questions.
Support/assist A/R & A/P personnel. Share information with A/R & A/P, resolve questions, ask for updated A/R information and inform A/R of any arrangements to existing invoices (voids/reissues).
Monitor and report exceptions to firm wide policies and procedures.
WIP corrections/adjustment/management. Ensure correct rates due to changes, write downs, zero bill rate corrections, and labor category corrections.
Participate in/assist with orientation for new PMs.
Project Finance Compliance – Ensure the implementation and monitoring of Project Finance Compliance to include review of revenue methods to ensure GAAP standards, client contract review and project set up in financial system.
Misc Project Finance Tasks – Perform research and audit tasks related to Operational Finance as required.