Project Financial Reporting Manager

Health Services Advisory Group, Inc.•Arizona, AZ

5d•$110,000 - $140,000

About The Position

The Project Financial Reporting Manager serves as the functional lead for Deltek Costpoint and its financial reporting. The role ensures project data is set up correctly, flows accurately into the general ledger, and produces reliable reporting for leadership. The position partners closely with the Controller to maintain Costpoint accuracy and alignment with contract requirements. The organization works largely under cost-reimbursement government contracts, making familiarity with indirect rates, funding, and cost allowability advantageous. Reporting is central to the role. The manager builds and improves reports and dashboards in Costpoint and Cognos, works with project managers and leadership to maintain accurate budgets, actuals, and forecasts, and presents financial results in executive settings. The position also supports RFP and proposal development, including budgeting and pricing, often under tight timelines.

Requirements

Bachelor’s degree in accounting.
At least 6 years of progressive accounting, budgeting, or financial management experience.
Advanced Excel skills, including financial modeling, data analysis, pivot tables, lookups, and management reporting.
Experience using AI and financial systems to improve efficiency and data quality.
Executive presence, sound judgment, and strong interpersonal skills.
Ability to work independently, manage multiple priorities, and meet deadlines.

Nice To Haves

MBA.
Hands-on Deltek Costpoint experience, including project setup, configuration, revenue and billing setup, data integrity, and financial reporting.
Cognos or other business intelligence experience, including independently building and maintaining reports and dashboards.
Government contracting and cost accounting experience, including indirect rates, FAR allowability, cost-reimbursement contracts, and audit support.

Responsibilities

Serve as the functional lead for Deltek Costpoint across project, billing, and general ledger modules, supporting budgeting, billing, reporting, and cost tracking; monitor data integrity between Costpoint, budget models, and the general ledger.
Oversee project setup and maintenance, including project structures, billing terms, and labor categories, and keep revenue and billing setup aligned with approved revenue recognition policy.
Build, maintain, and improve Cognos reports and dashboards for budget-to-actual, revenue, billing, and cost reporting.
Manage Costpoint security roles, user access, and workflows; work with IT and Deltek on upgrades, integrations, and system issues.
Document processes, assist with policies and procedures, and cross-train staff to maintain system support and reporting coverage.
Support improvements to budget models, planning processes, and reporting workflows, using Costpoint AI tools such as DELA to improve efficiency and identify issues.
Review revenue, costs, and billings against contract terms and recorded activity, and resolve discrepancies.
Maintain indirect rate structures in Costpoint, prepare rate analyses and true-up calculations, and flag potentially unallowable costs for review.
Support month-end close and prepare schedules and supporting data for incurred cost submissions and government audits at the Controller’s direction.
Track funded and unfunded amounts, ceilings, and burn rates by contract, and flag funding gaps to leadership.
Support billing and invoicing by CLIN and task order, reconcile billings to contract terms, and resolve billing issues affecting cash.
Produce AR aging, unbilled revenue, and work-in-process reporting to support weekly cash flow and collections reviews.
Follow internal controls and documentation standards, including file naming and storage, to keep reporting consistent and audit ready.
Manage budgeting and forecasting, including annual budgets, projections, and long-range planning; own the project financial lifecycle from budgets and work plans through estimate-to-complete and contract closeout.
Analyze budget-to-actual and forecast results, identify variances, and provide leadership with supported analysis and practical recommendations.
Support RFP and proposal development, including budget preparation and narrative, ensuring compliance with RFP requirements and accuracy.
Partner with the Controller on pricing strategy aligned with RFP criteria, using Costpoint data, cost structures, and rates to support accurate and competitive pricing.
Work with proposal teams and project managers to keep financial components consistent across submissions and present them clearly to executive management.
Perform ad hoc financial analysis and reporting as needed, with occasional extended work hours around project deadlines.
Research and resolve issues before escalation, anticipate needs, and recommend solutions.