Project Financial Analyst (PFA) (Puerto Rico)
About The Position
The Project Financial Analyst supports transformation initiatives by managing project forecasts, financial reporting, actuals, accruals, budgets, and investment tracking. The role works with Project Managers, DT Finance, PMO stakeholders, business units, and leadership to validate financial information, investigate variances and charging issues, and support corrective actions. The position is hybrid in Puerto Rico, and the employee must reside in Puerto Rico. The analyst maintains Forecast On-Time Delivery metrics and workstream-level forecasts in Planview, checks forecasts against current priorities and scope, reviews actuals in SAP, prepares accruals, and identifies capital versus expense items for Electronic Capital Authorization Requests. The role also processes and tracks Supplier Relationship Management carts and assists Project Managers with investment summaries and cost and schedule variance analysis. The position requires U.S. citizenship because access to certain systems and information is restricted to U.S. citizens.
Requirements
- Typically requires a university degree and at least 5 years of relevant experience, or an advanced degree in a related field and at least 3 years of relevant experience.
- At least 5 years of prior relevant experience, unless prohibited by local laws or regulations.
- U.S. citizenship is required.
- Strong proficiency in Microsoft Excel.
- Experience with COBRA, SAP, Planview, PowerPoint, and Microsoft Teams.
- Experience working in DT Finance.
- Must reside in Puerto Rico.
Responsibilities
- Manage and update Forecast On-Time Delivery metrics for initiatives.
- Enter and maintain workstream-level forecasts in Planview, validating that they reflect current priorities, schedule changes, and transformation scope changes.
- Perform variance analysis, identify financial or schedule deviations, and partner with Project Managers to determine root causes.
- Report variances and provide explanations to DT Finance, PMO stakeholders, and leadership.
- Meet with Finance to review forecasts, actuals, and corrective actions.
- Review actuals in SAP as needed to resolve issues before monthly financial close.
- Track budget changes, funding adjustments, and cost-saving opportunities identified during transformation efforts.
- Prepare standard and Project-Manager-initiated accruals and submit them to Finance.
- Identify capital versus expense items and prepare eCARs for systems, tools, and process modernization investments.
- Research project charging issues and resolve discrepancies with DT and business unit stakeholders.
- Process, troubleshoot, and track SRM carts.
- Create project investment summaries and assist Project Managers with cost and schedule variance analysis.
- Work with DT Finance and business units to gather and validate project actuals tied to transformation deliverables.
Benefits
- Medical, dental, and vision insurance.
- Three weeks of vacation for newly hired employees.
- 401(k) plan with employer matching funds.
- Participation in the Employee Scholar Program (ESP).
- Life insurance and disability coverage.
- Employee Assistance Plan, including up to 8 free counseling sessions.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
