Project Financial Analyst

Synergy Solutions•San Diego, CA

About The Position

If you're someone who enjoys turning financial data into meaningful insights, building reliable forecasts, and helping leaders make informed business decisions, this opportunity may be a great fit. You'll support a portfolio of utility programs and projects by managing forecasts, tracking budgets, processing accruals, analyzing financial performance, and helping establish financial governance practices across multiple teams. Working closely with managers and business stakeholders, you'll provide visibility into financial performance and help ensure consistent reporting, forecasting, and budget management processes.

Requirements

5+ years of financial analysis, budgeting, or forecasting experience
Experience supporting managers with financial reporting and planning
Strong forecasting and budget management background
Experience with accruals and variance analysis
Advanced Microsoft Excel skills
Experience working within SAP financial environments
Strong analytical, organizational, and communication skills

Nice To Haves

TM1 / IBM Planning Analytics experience
Utility or energy industry experience
Project or program financial management experience
Smartsheet experience
Capital project support experience

Responsibilities

Develop and maintain forecasts using TM1 and other financial planning tools
Support budgeting, financial planning, and forecasting activities
Manage monthly accrual processes and financial reporting
Navigate SAP to review financial data, budgets, commitments, and project costs
Analyze budget-to-actual variances and identify emerging risks
Support managers with reporting, forecasting, and financial decision-making
Create recurring financial reports, dashboards, and performance metrics
Review invoices and support financial reconciliation activities
Help establish and maintain financial governance processes and reporting standards
Utilize advanced Excel and reporting tools to improve visibility and accuracy