IT Project Financial Analyst II - WMBJP00002708

IT Project Financial Analyst II

As an IT Project Financial Analyst II, you will provide project and portfolio financial management (budgeting, forecasting, cost tracking, and reporting) across a book of IT projects. Working as part of a central, funding-aligned team, you will independently own the financial picture for assigned projects and partner closely with PMO leaders, project managers, and Finance so that project managers can focus on delivery. This is a hands-on, execution-focused role for someone fluent in project financials who is comfortable turning data into clear, decision-ready reporting.

Responsibilities/Expectations:

• Consult on budgets, monthly forecasts (estimate-at-completion), and cash-flow / spend curves for a book of assigned IT projects

• Analyze project financial performance by understanding how to track actuals against plan, identifying variances, and provide insights and recommendations to project managers and stakeholders

• Manage analysis of multiple projects simultaneously, prioritizing tasks, and maintaining accurate records around complex workflows

• Support the Project Change Request (PCR) process by evaluating and quantifying financial impacts, risks, and funding requirements associated with proposed changes

• Parter with Finance to support capital vs. expense classification, capitalization activities, funding requests, accruals and the monthly close process

• Monitor project financial risks, trends, and performance indicators, proactively escalating concerns and recommending mitigation strategies for the PMO and IT leadership

• Maintain financial reports, dashboards, and supporting documentation to uphold data integrity and reporting standards

• Ensure the accuracy, completeness, and integrity of project financial data throughout the project lifecycle while adhering to PMO governance Education/Experience:

• High school diploma/GED with equivalent experience or bachelor’s degree in Accounting, Finance, Business or related major and minimum two (2) years of experience in project financial analysis, FP&A, cost analysis, or project controls

• Demonstrated experience owning budgets and forecasts for a portfolio of projects

• Working knowledge of project-accounting concepts (capital vs. expense, capitalization, estimate-at-completion forecasting)

• Experience with enterprise ERP / project-accounting systems (Oracle or similar)

• Advanced Microsoft Excel skills; hands-on experience building reports and dashboards in Power BI

• Comfort with AI-powered productivity and analytics tools (e.g., Microsoft Copilot), and the curiosity to apply them to financial analysis and reporting, is a plus Other Requirements:

• Strong written and verbal communication; able to partner effectively across the PMO, IT, and Finance

• Self-directed and detail-oriented, with the ability to manage multiple projects and competing deadlines

• Proficiency with Microsoft 365 (Excel, Teams, SharePoint) and Power BI

• Demonstrates familiarity with and application of Project Life Cycle

Education/Experience:

• High school diploma/GED with equivalent experience or bachelor’s degree in Accounting, Finance, Business or related major and minimum two (2) years of experience in project financial analysis, FP&A, cost analysis, or project controls
• Demonstrated experience owning budgets and forecasts for a portfolio of projects
• Working knowledge of project-accounting concepts (capital vs. expense, capitalization, estimate-at-completion forecasting)
• Experience with enterprise ERP / project-accounting systems (Oracle or similar)
• Advanced Microsoft Excel skills; hands-on experience building reports and dashboards in Power BI
• Comfort with AI-powered productivity and analytics tools (e.g., Microsoft Copilot), and the curiosity to apply them to financial analysis and reporting, is a plus
• Strong written and verbal communication; able to partner effectively across the PMO, IT, and Finance
• Self-directed and detail-oriented, with the ability to manage multiple projects and competing deadlines
• Proficiency with Microsoft 365 (Excel, Teams, SharePoint) and Power BI
• Demonstrates familiarity with and application of Project Life Cycle