Project/Financial Analyst II

Welty Shared Services LLC•Wheeling, WV

55d

About The Position

Welty Energy, an affiliate of Welty, is a professional services company specializing in program and project management, transmission line engineering, substation engineering and construction oversight on transmission, substation and distribution projects ranging in voltages from 4kV to 765kV. Headquartered in Akron, OH, and working nationally, Welty Energy currently manages approximately $500 million in construction projects for electric utilities in the Midwest and Northeast regions of the U.S. As such a Welty Energy is looking for a Project/Financial Analyst to join our team! The Project/Financial Analyst provides analytical support to the Project Manager with respect to cost analysis, reporting, and forecasting at the Project- and Program-level. You will work closely with the delivery team, client financial organization, and shared services functions to ensure the integrity of financial reporting and forecasting on project.

Requirements

Ability to perform work accurately and completely, and in a timely manner.
Strong financial management skills are required, with a demonstrated ability to develop, manage and control multiple tasks.
Proficiency in MS Office 365.
Experience with management tools such as Excel, and SAP.
Excellent interpersonal skills, strong written and verbal communication skills
Strong analytical and problem-solving skills are required.
Must be willing to travel to assigned project locations throughout the service territory.
Ability to build relationships and collaborate within a team, both internally and externally.
Bachelor of Science degree in Business, Engineering, Finance, Construction Management or related field. Consideration given to non-degree candidates with over two (2) years industry-related financial management experience.
2 - 5 years of financial management experience in a construction and/or electric utility-specific role preferred.

Nice To Haves

Detailed Financial Controls experience is a plus.

Responsibilities

Analyze and monitor financials to track performance against budget.
Utilizing internal tools, prepare reports based on analysis of financials and project data.
Support Project Manager(s)/Team by preparing reports as requested/required by Upper Management, Field Managers, and Engineers.
Maintain general overall knowledge of project and financial activity.
Utilize internal tools in order to prepare reports.
Utilizing internal electronic programs/reports/tools, update the report(s) that allow the Project Manager/Team to efficiently/effectively manage to assigned program of projects. Upon completion, review the Forecast with the Project Manager(s) (PMs) /Team and make modifications if needed. Upon completion, confirm consistency of the information within all other associated reporting platforms.
In collaboration with the PMs/Team and assigned Program Analyst(s), develop and submit preliminary mid-month project accruals. Make adjustments as required and submit final accruals before the end of each billing period.
Daily checks of various internal financial reporting platforms during the mid-month to end-of-month period in order to track any changes made on a project by project basis. If changes have been made, confirm consistency of data across all platforms. Monitor and confirm consistency of data across all platforms
In collaboration with the PMs/Team, actively participate in developing and maintaining Work Plan that tracks project status, including but not limited to start/completion date, project budget, and additional project information as required. Monitor and confirm consistency of data across all internal reporting platforms.
On-going monitoring of active project spending. Report findings to the PMs/Team as needed. Monitoring of active project spending. Report findings as needed.
On-going monitoring of active project spending versus estimates to monitor variances. Report findings as needed.