Financial Analyst

Inteletech Global Inc; Dallas (TX); On-site; USD 75,768 - 82,656; Full time

Job summary

Inteletech Global, Inc. is looking for a Sr. Financial Analyst in Dallas to provide financial and technical planning analysis for healthcare projects. This role supports financial decision-making by collaborating with delivery teams to develop project scope, manage costs, and refine the business case.

The ideal candidate has over 5 years of experience in project financial management and technical estimating within large corporate environments. Compensation ranges from $55.00 to $60.00 per hour.

Qualifications

• 5+ years in project financial management for projects up to $10M.
• Experience with technical estimating and third-party costs.
• Ability to present to VP level executives.

Responsibilities

• Review contact center project requirements and work with delivery teams.
• Create and update business cases and presentations.
• Support analysis and reporting for project management teams.

Skills

Project financial management

Technical estimating

Business analysis

Financial background

Understanding of KPIs

Tools

Excel

Smartsheet

PPM tooling

Job description

Sr. Financial Analyst

Our client, a leader in the healthcare industry, is looking for someone to provide financial and technical planning analysis support for a large corporation. To include both projects and "run the business" type of activities. This role will be instrumental in scope refinement and developing accurate project sizing to define financial and labor resource requirements. In addition, this role will support and monitor spend on key controllable areas, in partnership with the Finance team, to support leadership decision making.

Required Skills:

• Project financial management
• Technical estimating, both with labor hours and third party costs (technology, professional services)
• Business analysis for contact center related efforts; Six Sigma preferred, not required
• A strong financial background is required, with a clear understanding of concepts like CapEx (Capital Expenditure) and OpEx (Operating Expenditure). The candidate must be able to "hold their own" in financial discussions.
• Able to get into the weeds with the business to understand their Key Performance Indicators (KPIs)

Job Duties:

• Review contact center project requirements and work with delivery teams to refine scope, identify dependencies, clarify work sequencing, and estimate costs and labor hours.
• Create and update business cases.
• Document business case and cost / labor estimates per company process, using Excel, Smartsheet and PPM tooling.
• Create presentations to support communications of business case and overall plan approach.
• Work with third party professional services organization to establish scope clarity and project definition; support delivery owner and Sourcing department in contract execution administration.
• Collaborate with program teams to define capabilities and project the potential impact of initiatives.
• Support project management team during detailed planning phase to refine estimates and provide inputs into charter; support achieving planning stage gate approvals.
• Understand contact center teams' delivery capacity; provide analysis and reporting as required.
• Review project and technology spend forecasts and support monthly updates based on project and/or department activities, delays and other changes.
• Perform long-term financial tracking to root the company on its progress, which involves working with the VP over the finance portfolio and a portfolio manager to ensure program timelines align with value realization plans.
• Conduct quarterly API planning.
• Must review and ensure the correct value is assigned by quarter and that the value realization time is accurately tracked.

Job Requirements:

• Project financial management on small to large ($10M projects) in a large corporate environment (5+ years)
• Technical estimating, both with labor hours and third party costs (technology, professional services) with (5+ years)
• IT Estimating and / or project management experience; contact center experience a plus
• Presenting information to VP level
• Capacity planning
• Local to Dallas

Compensation:

$55.00 - $60.00 per hour